2023년 기초연금 사업안내

2023년 기초연금 사업안내

★2023년_기초연금_사업안내-_최종.pdf

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2023년 기초연금 사업안내 
 
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 
 
2023년 기초연금 사업안내 
 
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 
 
2023년 기초연금 사업안내 
 
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 
 
2023년 기초연금 사업안내 
 
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