2023년 기초연금 사업안내 PDF

2023년 기초연금 사업안내 PDF

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1 목적 [법 제1조]

노인에게 기초연금을 지급하여 안정적인 소득기반을 제공함으로써 노인의 생활안정을 지원하고 복지를 증진함

2 정의 [법 제2조]

기초연금 수급권 : 기초연금을 받을 권리

기초연금 수급권자 : 기초연금 수급권을 가진 사람

기초연금 수급자 : 기초연금을 지급받고 있는 사람

소득인정액 : 본인 및 배우자의 소득평가액1)과 재산의 소득환산액2)을 합산한 금액

3 수급권자의 범위 [법 제3조]

(연령 요건) 만 65세 이상인 자

(소득인정액 요건) 가구의 소득인정액이 선정기준액* 이하인 자

* 만 65세 이상인 사람 중 기초연금 수급자가 100분의 70 수준이 되도록 보건복지부장관이 정하여 고시하는 금액

(직역연금 수급권자 제외요건) 공무원, 사립학교교직원, 군인, 별정우체국직원 등 직역연금의 수급권자와 그 배우자는 기초연금 지급대상에서 제외

1. 제도
Ⅰ. 개요 ················································································································3
1. 목적 ·······················································································································3
2. 정의 ·······················································································································3
3. 수급권자의 범위 ····································································································3
4. 국가와 지방자치단체의 책무 ··················································································4
5. 기초연금액의 산정 ·································································································5
6. 기초연금액의 감액 ·································································································6
7. 기초연금 급여액 ····································································································7
8. 타 제도와의 관계 ··································································································9
9. 비용의 분담 ···········································································································9
Ⅱ. 업무흐름도 ····································································································10
2. 신청
Ⅰ. 신청권자 ········································································································17
1. 수급희망자 ···········································································································17
2. 대리인 ·················································································································19
Ⅱ. 신청방법 및 신청기간 ···················································································21
1. 신청방법 ··············································································································21
2. 신청기간 ··············································································································22
Ⅲ. 신청 구비서류 ·······························································································23
1. 필수 제출서류 ·····································································································23
2. 추가 제출서류 ·····································································································25
Ⅳ. 신청 시 안내사항 ··························································································27
1. 직역연금 수급권자 제외요건 ················································································27
2. 예상급여액 문의 ··································································································27
3. 수급희망자 이력관리 신청 ···················································································28
4. 지급결정 절차 ·····································································································28
5. 지급방법 ··············································································································29
6. 신고 안내 ············································································································30
7. 벌칙 안내 ············································································································31
8. 이동통신요금 감면제도 ························································································32
Ⅴ. 접수 ··············································································································33
1. 가구 구성 ············································································································33
2. 신청서류 등록 ·····································································································33
3. 접수 방법 ············································································································34
3. 조사
Ⅰ. 수급자 선정 개요 ··························································································41
1. 업무흐름도 ···········································································································41
2. 선정기준 ··············································································································42
Ⅱ. 조사의 개요 ··································································································50
1. 조사의 원칙 ·········································································································50
2. 조사의 대상 및 범위 ···························································································51
3. 조사의 종류 ·········································································································52
4. 자료의 제출 요구 ································································································58
Ⅲ. 조사가구 유형 확정 ·······················································································59
1. 조사가구 구성확인 ·······························································································59
2. 조사가구 유형 ·····································································································59
3. 가구구성과 조사방안 ····························································································59

Ⅳ. 소득조사 ········································································································62
1. 소득의 의미 ·········································································································62
2. 소득산정 기준 ·····································································································62
3. 소득유형별 조사방법 ····························································································63
4. 소득의 범위에 속하지 않는 소득 ·········································································74
Ⅴ. 재산조사 ········································································································76
1. 재산의 소득환산액 ·······························································································76
2. 재산의 종류 ·········································································································77
3. 재산가액 산정기준 ·······························································································78
4. 일반재산 조사 ·····································································································79
5. 금융재산 조사 ·····································································································91
6. 기타(증여)재산 조사 ·····························································································95
7. 부채 조사 ··········································································································101
Ⅵ. 수급가구 유형 확정 ·····················································································107
1. 단독가구 ············································································································107
2. 부부1인 수급가구 ······························································································107
3. 부부2인 수급가구 ······························································································107
4. 기초연금액 결정
Ⅰ. 개요 ············································································································111
Ⅱ. 기초연금액의 산정 ·······················································································114
1. 기준연금액을 적용하는 기초연금 수급대상 ························································114
2. 국민연금･연계연금 급여액에 따라 감액 ·····························································116
3. 특례를 적용받는 기초연금 수급자에 대한 기초연금액 산정 ·······························120
4. 개인별 기초연금액 산정 및 확인 ·······································································120

Ⅲ. 기초연금액의 감액 ·······················································································121
1. 부부감액 ············································································································121
2. 소득역전방지 감액 ·····························································································121
3. 감액의 적용방법 및 기초연금 급여액의 결정 ····················································122
Ⅳ. 국민연금 수급권자의 기초연금액 산정 ·························································129
1. 국민연금 급여의 구성 ························································································129
2. 국민연금 수급권자의 기초연금액 산정 ·····························································130
3. A급여액 및 국민연금 급여액등 계산 ·································································132
4. A급여액 및 국민연금 급여액등 계산 시 적용기준 ·············································133
5. 중복급여 수급권자의 A급여액 및 국민연금 급여액등 ········································138
5. 수급자 결정 및 연금의 지급
Ⅰ. 지급 결정 및 통지 ······················································································145
1. 지급 결정 ··········································································································145
2. 통지 ··················································································································145
Ⅱ. 기초연금의 지급 ··························································································147
1. 지급 방식 ··········································································································147
2. 사회복지시설 입소에 따른 지급기준 ··································································150
Ⅲ. 미지급 기초연금 ··························································································151
1. 개요 ··················································································································151
2. 청구권자 ············································································································151
3. 청구절차 ············································································································152
4. 결정통지 및 지급방법 ························································································153
Ⅳ. 수급권의 보호 ·····························································································154
1. 원칙 ··················································································································154
2. 압류방지 전용통장 ·····························································································154

6. 이의신청 및 행정심판
Ⅰ. 이의신청 ······································································································159
Ⅱ. 이의신청위원회의 구성 및 운영 ··································································162
Ⅲ. 행정심판 ······································································································164
7. 수급자 관리
Ⅰ. 수급자 사후관리 ··························································································169
1. 개요 ··················································································································169
2. 업무흐름도 ········································································································170
Ⅱ. 수급자 신고에 따른 수급자 사후관리 ··························································171
1. 신고사항 ············································································································171
2. 신고절차 ············································································································172
3. 처리기한 및 통지 ······························································································173
Ⅲ. 확인조사에 따른 수급자 사후관리 ·······························································174
Ⅳ. 수급권상실･지급정지 사유에 따른 업무처리 ················································177
1. 수급권상실 사유에 따른 업무처리 ···································································177
2. 지급정지사유에 따른 업무처리 ··········································································181
Ⅴ. 공단 확인조사 결과에 따른 지자체 업무처리 ··············································185
1. 확인조사 결과에 따른 지자체 조치사항 ···························································185
2. 조사유형별 확인 조사 결과 세부 내역 ······························································193

8. 환수 및 벌칙
Ⅰ. 기초연금액의 환수 ·······················································································203
1. 개요 ··················································································································203
2. 업무흐름도 ········································································································204
3. 환수금의 결정 ···································································································205
4. 징수절차 ············································································································209
5. 소멸시효 ············································································································210
6. 결손처분 ············································································································211
Ⅱ. 과태료 ·········································································································212
1. 과태료 ···············································································································212
2. 과태료사유 확인 ································································································213
3. 과태료 결정 ·······································································································213
Ⅲ. 벌칙 ············································································································215
9. 비용의 부담 및 현황관리
Ⅰ. 비용의 분담 ································································································219
1. 국가 및 지방비 부담 비율 ·················································································219
2. 부담금의 지급 ···································································································220
3. 부담금의 집행 및 정산 ······················································································220
4. 지방자치단체가 기초연금과 유사한 성격의 급여･수당을 지급할 경우 ················221
5. 부담금의 지급 ···································································································222
Ⅱ. 수급자 등의 현황관리 ·················································································223
1. 수급자 등의 현황관리 ························································································223
2. 수급자의 현황보고 ·····························································································223
3. 「행복e음」 ··········································································································223

10. 서 식
❙서식 1 호❙ 사회보장급여 신청(변경)서 [공통서식 별지 제1호서식] ······································228
❙서식 2 호❙ 소득･재산 신고서 [☐신규 ☐변경] [공통서식 별지 제1호의2서식] ·····················232
❙서식 3 호❙ 금융정보 등(금융･신용･보험정보) 제공 동의서 [공통서식 별지 제1호의3서식] ····233
❙서식 4 호❙ 금융정보 등 제공사실 통보요구서 ······································································235
❙서식 5 호❙ 복지대상자 요금 감면 (대행)신청서 [공통서식 별지 제1호의5서식] ······················236
❙서식 6 호❙ 사회보장급여 결정(적합), (대상제외) / 변경ㆍ정지ㆍ중지ㆍ상실 통지서 [공통서식 별지 제6호서식] ······237
❙서식 7 호❙ 보장비용․부당이득 환수(반환명령) 통지서 (○차) [공통서식 별지 제11호서식] ·····252
❙서식 8 호❙ 이의신청서 [공통서식 별지 제12호서식] ·····························································253
❙서식 9 호❙ 기초연금관련 위임장 [시행규칙 별지 제1호서식] ·················································254
❙서식10호❙ 기초연금 수급희망 이력관리 신청서 [시행규칙 별지 제1호의2서식] ·····················255
❙서식11호❙ 기초연금 대리수령 신청서 [시행규칙 별지 제2호서식] ········································256
❙서식12호❙ 미지급 기초연금 지급청구서 [시행규칙 별지 제3호서식] ·····································258
❙서식13호❙ 기초연금 수급권 상실신고서 [시행규칙 별지 제4호서식] ·····································260
❙서식14호❙ 기초연금 이의신청 결정 통지서 [시행규칙 별지 제5호서식] ································262
❙서식15호❙ 기초연금 수급자 관리대장 [시행규칙 별지 제6호서식] ········································263
❙서식16호❙ 기초연금 거주불명등록 수급자 결정(변경신고)사실 통보 요청서 ·························264
❙서식17호❙ 기초연금 거주불명등록 수급자 거주사실 파악결과 통보서 ·································265
❙서식18호❙ 기초연금 수급자 확인서 ···················································································266
❙서식19호❙ 사실(이)혼 관계 확인서 ····················································································267
❙서식20호❙ 사용대차 확인서 ······························································································268
❙서식21호❙ 현장 조사서 [공통서식 별지 제16호서식] ···························································269
❙서식22호❙ 증명서 발급 위임장 및 법정대리인 등 동의서 [공통서식 별지 제17호서식] ·······270

11. 부 록
Ⅰ. 국민연금 급여 안내 ·····················································································273
Ⅱ. 공적연금 연계제도 안내 ··············································································278
Ⅲ. 국민연금공단의 위탁업무 처리에 관한 지침 ················································279
Ⅳ. 국민연금공단의 현장확인조사 ······································································283
Ⅴ. 국민연금공단 지사 연락처 안내 ··································································286