2024년 기초연금 사업안내(지침)

2024년+기초연금+사업안내_최종.pdf

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01 제 도
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

02 신 청
Ⅰ. 신청권자 ··············································································17
1. 수급희망자 ·················································································17
2. 대리인 ························································································19
3. 대신신청 ····················································································20
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

03 조 사
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 ············································································90
6. 기타(증여/처분) 재산 조사 ························································94
7. 부채 조사 ················································································100
Ⅵ. 수급가구 유형 확정 ···························································106
1. 단독가구 ··················································································106
2. 부부1인 수급가구 ····································································106
3. 부부2인 수급가구 ····································································106

04 기초연금액 결정
Ⅰ. 개요 ···················································································109
Ⅱ. 기초연금액의 산정 ·····························································112
1. 기준연금액을 적용하는 기초연금 수급대상 ·····························112
2. 국민연금･연계연금 급여액에 따라 감액 ··································114
3. 특례를 적용받는 기초연금 수급자에 대한 기초연금액 산정 ···117
4. 개인별 기초연금액 산정 및 확인 ············································117
Ⅲ. 기초연금액의 감액 ·····························································118
1. 부부감액 ··················································································118
2. 소득역전방지 감액 ···································································118
3. 감액의 적용방법 및 기초연금 급여액의 결정 ·························119
Ⅳ. 국민연금 수급권자의 기초연금액 산정 ······························126
1. 국민연금 급여의 구성 ·····························································126
2. 국민연금 수급권자의 기초연금액 산정 ····································127
3. A급여액 및 국민연금 급여액등 계산 ······································128
4. A급여액 및 국민연금 급여액등 계산 시 적용기준 ·················130
5. 중복급여 수급권자의 A급여액 및 국민연금 급여액 등 ··········135

05 수급자 결정및연금의 지급
Ⅰ. 지급 결정 및 통지 ····························································143
1. 지급 결정 ················································································143
2. 통지 ·························································································143
Ⅱ. 기초연금의 지급 ································································145
1. 지급 방식 ················································································145
2. 사회복지시설 입소에 따른 지급기준 ·······································148
Ⅲ. 미지급 기초연금 ································································149
1. 개요 ·························································································149
2. 청구권자 ··················································································149
3. 청구절차 ··················································································150
4. 결정통지 및 지급방법 ·····························································151
Ⅳ. 수급권의 보호 ···································································152
1. 원칙 ·························································································152
2. 압류방지 전용통장 ···································································152

06 이의신청 및행정심판
Ⅰ. 이의신청 ············································································157
Ⅱ. 이의신청위원회의 구성 및 운영 ········································160
Ⅲ. 행정심판 ············································································162

07 수급자 관리
Ⅰ. 수급자 사후관리 ································································167
1. 개요 ·························································································167
2. 업무흐름도 ···············································································168
Ⅱ. 수급자 신고에 따른 수급자 사후관리 ·······························169
1. 신고사항 ··················································································169
2. 신고절차 ··················································································170
3. 처리기한 및 통지 ····································································171
Ⅲ. 확인조사에 따른 수급자 사후관리 ····································172
Ⅳ. 수급권상실･지급정지 사유에 따른 업무처리 ·····················175
1. 수급권상실 사유에 따른 업무처리 ··········································175
2. 지급정지사유에 따른 업무처리 ················································178
Ⅴ. 공단 확인조사 결과에 따른 지자체 업무처리 ···················182
1. 확인조사 결과에 따른 지자체 조치사항 ··································182
2. 조사유형별 확인 조사 결과 세부 내역 ···································189

08 환수 및 벌칙
Ⅰ. 기초연금액의 환수 ·····························································199
1. 개요 ·························································································199
2. 업무흐름도 ···············································································200
3. 환수금의 결정 ·········································································201
4. 징수절차 ··················································································205
5. 소멸시효 ··················································································206
6. 정리보류 ··················································································207
Ⅱ. 과태료 ················································································208
1. 과태료 ·····················································································208
2. 과태료사유 확인 ······································································209
3. 과태료 결정 ·············································································209
Ⅲ. 벌칙 ···················································································211

09 비용의 부담및 현황관리
Ⅰ. 비용의 분담 ·······································································215
1. 국가 및 지방비 부담 비율 ······················································215
2. 부담금의 지급 ·········································································216
3. 부담금의 집행 및 정산 ···························································216
4. 지방자치단체가 기초연금과 유사한 성격의 급여･수당을 지급할 경우 ·············································································217
5. 부담금의 지급 ·········································································218
Ⅱ. 수급자 등의 현황관리 ·······················································219
1. 수급자 등의 현황관리 ·····························································219
2. 수급자의 현황보고 ···································································219
3. ｢행복e음｣ ···············································································219