Uredba o ratifikaciji Sporazuma med Vlado Republike Slovenije in Evropsko investicijsko banko o izvajanju 4. člena Zakona o prenosu pokojninskih pravic Republike Slovenije in člena 79-1 Pravil sistema pokojninskega zavarovanja Evropske investicijske banke

Ratificira se Sporazum med Vlado Republike Slovenije in Evropsko investicijsko banko o izvajanju 4. člena Zakona o prenosu pokojninskih pravic Republike Slovenije in člena 79-1 Pravil sistema pokojninskega zavarovanja Evropske investicijske banke, podpisan v Luxembourgu 28. junija 2012.

Besedilo sporazuma se v izvirniku v slovenskem in angleškem jeziku glasi: Vlada Republike Slovenije (»Vlada«) in skupina Evropske investicijske banke (»EIB«) sta se z namenom, da se izvajajo določbe Zakona o prenosu pokojninskih pravic z dne 28. aprila 2010 (»ZPPP«) ter določbe Kadrovskih predpisov in Pravil sistema pokojninskega zavarovanja EIB, povezanih s prenosom pokojninskih pravic, odločili, da skleneta pravni in tehnični dogovor o prenosu pokojninskih pravic med sistemom pokojninskega zavarovanja EIB na eni strani ter sistemom pokojninskega in invalidskega zavarovanja Republike Slovenije na drugi strani, in obratno, ter sta se dogovorili, kot sledi:

(1)Vlada in EIB, v tem sporazumu pogodbeni stranki, s tem sporazumom urejata postopek prenosa pokojninskih pravic zavarovancev (v nadaljevanju v ednini »zavarovanec«), ki prenašajo pokojninske pravice iz sistema pokojninskega in invalidskega zavarovanja Republike Slovenije v sistem pokojninskega zavarovanja EIB, ter zaposlenih, ki prenašajo pokojninske pravice iz sistema pokojninskega zavarovanja EIB v sistem pokojninskega in invalidskega zavarovanja Republike Slovenije.

(2)Če ni v tem sporazumu drugače določeno, omenjeni prenos pravic temelji na določbah ZPPP. Ob spremembi slednjega se lahko ustrezno spremeni tudi ta sporazum, in sicer na podlagi dogovora med pogodbenima strankama. V tem sporazumu imajo spodaj navedeni pojmi naslednji pomen: Član: vsaka oseba, ki je obvezno vključena v sistem pokojninskega zavarovanja EIB. Kadrovski predpisi in Pravila sistema pokojninskega zavarovanja: besedili Kadrovskih predpisov in Pravil sistema pokojninskega zavarovanja EIB (ki jih je sprejel svet direktorjev Evropske investicijske banke v skladu s členom 31 Poslovnika Evropske investicijske banke in odobril svet guvernerjev Evropske investicijske banke na podlagi člena 7 Statuta EIB (Protokol 5 Pogodb EU – Uradni list Evropske unije z dne 9. maja 2008)). Neto sedanja vrednost: aktuarska protivrednost vseh pokojninskih pravic oziroma glavnica, ki ob odvzemu statusa zavarovanca iz člena 71-1 Pravil sistema pokojninskega zavarovanja EIB pripada članu sistema pokojninskega zavarovanja EIB na dan prenosa in ki ustreza pojmu »aktuarske protivrednosti pokojninskih pravic« iz ZPPP. Prenosna vrednost: vsota zavarovančevih valoriziranih prispevkov, plačanih v obvezno pokojninsko in invalidsko zavarovanje v Republiki Sloveniji za dobo do nastopa zaposlitve pri EIB. V prenosno vrednost se vštejejo tudi sredstva na zavarovančevem računu iz obveznega in prostovoljnega dodatnega pokojninskega zavarovanja v Republiki Sloveniji, kot je opredeljeno v 3. členu ZPPP. Sistem pokojninskega in invalidskega zavarovanja Republike Slovenije ali slovenski pokojninski sistem: obvezno ali dodatno pokojninsko in invalidsko zavarovanje v Republiki Sloveniji, kot je opredeljeno v 3. členu ZPPP. Sistem pokojninskega zavarovanja EIB: sistem obveznega pokojninskega zavarovanja EIB. Zavarovanec: oseba, ki je ali je bila vključena v sistem pokojninskega in invalidskega zavarovanja Republike Slovenije (slovenski pokojninski sistem). Zavod: Zavod za pokojninsko in invalidsko zavarovanje Slovenije. ZPPP: Zakon o prenosu pokojninskih pravic z dne 28. aprila 2010 (ZPPP, Uradni list RS, št. 34/2010), ki ureja izvajanje Uredbe Sveta (EGS, Euratom, ESPJ) št. 259/98 z dne 29. februarja 1968 o določitvi kadrovskih predpisov za uradnike in pogojev za zaposlitev drugih uslužbencev Evropskih skupnosti ter uvedbi posebnih ukrepov, ki se začasno uporabljajo za uslužbence Komisije, UL L 56, 4. 3. 1968, kakor je bila spremenjena.

(1)Član sistema pokojninskega zavarovanja EIB, ki je zavarovanec, lahko ob dopolnitvi petih let članstva v sistemu pokojninskega zavarovanja EIB prenese prenosno vrednost, pridobljeno v sistemu slovenskega pokojninskega zavarovanja, v sistem pokojninskega zavarovanja EIB.

(2)Za uveljavitev pravice iz prvega odstavka tega člena vloži član pri EIB zahtevek za prenos prenosne vrednosti. Član vloži zahtevek pred potekom: (i) dvanajstih mesecev od začetka veljavnosti tega sporazuma ali (ii) dvanajstih mesecev od dopolnitve petih let članstva v sistemu pokojninskega zavarovanja EIB.

(3)EIB pošlje Zavodu obvestilo o vloženem zahtevku, ki mora biti v dogovorjeni obliki.

(4)Član lahko izkoristi pravico do prenosa prenosne vrednosti iz slovenskega pokojninskega sistema v sistem pokojninskega zavarovanja EIB samo enkrat za vsako zaposlitev. Od trenutka, ko poda soglasje za prenos pravic v sistem pokojninskega zavarovanja EIB, član ne sme umakniti zahtevka za prenos prenosne vrednosti.

(1)Član sistema pokojninskega zavarovanja EIB, ki je zavarovanec, lahko ob prenehanju zaposlitve v EIB prenese neto sedanjo vrednost, pridobljeno v sistemu pokojninskega zavarovanja EIB, v slovenski pokojninski sistem.

(2)Za uveljavitev pravice iz prvega odstavka tega člena član vloži pri EIB zahtevek za prenos neto sedanje vrednosti. Prenos se opravi samo na zahtevo člana. Član vloži zahtevek pred potekom: (i) dvanajstih mesecev od začetka veljavnosti tega sporazuma ali (ii) dvanajstih mesecev od prenehanja zaposlitve v EIB.

(3)EIB pošlje Zavodu obvestilo o vloženem zahtevku, ki mora biti v dogovorjeni obliki.

(4)Član lahko izkoristi pravico do prenosa neto sedanje vrednosti iz sistema pokojninskega zavarovanja EIB v slovenski pokojninski sistem samo enkrat za vsako zaposlitev. Od trenutka, ko poda soglasje za prenos pravic v slovenski pokojninski sistem, član ne sme umakniti zahtevka za prenos neto sedanje vrednosti.

(5)EIB zagotovi Zavodu vse podatke in potrdila, potrebne za preračun pokojninskih pravic v slovenskem pokojninskem sistemu (ki ga Zavod opravi v skladu z ZPPP). Zavod in EIB morata v okviru svojih pristojnosti zadevnim osebam zagotoviti splošne informacije in nasvete v zvezi z njihovimi pravicami in obveznostmi po tem sporazumu. Za izpolnjevanje drugega in tretjega odstavka 10. člena ter drugega odstavka 15. člena ZPPP je organ za zvezo v Republiki Sloveniji Zavod, za sistem pokojninskega zavarovanja EIB pa EIB. Vsi ostali potrebni ukrepi (v smislu obrazcev in drugih podrobnosti glede izmenjave informacij, potrebnih za izvajanje), ki omogočajo tehnično izvedbo prenosov po tem sporazumu, se dogovorijo ali dodajo v obliki dodatka z obrazci, kot jih vsakokrat dogovorita Zavod in EIB.

(1)Ta sporazum se sklene za nedoločen čas. Velja tudi za vse primere, ko je član nastopil ali prenehal zaposlitev v EIB pred začetkom veljavnosti tega sporazuma.

(2)Zavarovanci, člani ali bivši člani sistema pokojninskega zavarovanja EIB, ki so uveljavili pravice iz obveznega pokojninskega in invalidskega zavarovanja v slovenskem pokojninskem sistemu pred začetkom veljavnosti tega sporazuma, pri čemer niso mogli prenesti neto sedanje vrednosti v slovenski pokojninski sistem, lahko zahtevajo ponovno odmero uveljavljenih pravic z upoštevanjem prenosa neto sedanje vrednosti v slovenski pokojninski sistem. Zahtevek vložijo v skladu s členom 4 tega sporazuma.

(3)Naknadno odmerjene pravice iz zgornjega odstavka pripadajo zavarovancem od dneva prenosa neto sedanje vrednosti.

(4)Na zahtevo ene od pogodbenih strank se lahko ta sporazum spremeni ob vzajemnem soglasju obeh pogodbenih strank. Ta sporazum začne veljati prvi dan naslednjega meseca po datumu podpisa in ratifikacije tega sporazuma, in ostane v veljavi, dokler ga ena od pogodbenih strank pisno ne odpove z enoletnim odpovednim rokom. Odpoved začne veljati prvi dan naslednjega meseca po poteku enoletnega odpovednega roka. Če sporazum postane neveljaven zaradi odpovedi, njegove določbe še naprej veljajo v zvezi z do takrat izvedenimi prenosi. Sporazum je sestavljen v Luxembourgu dne 28. junija 2012 v štirih izvirnikih v slovenskem in angleškem jeziku, pri čemer sta obe besedili enako verodostojni. Podpisnika za Vlado Republike Slovenije Peter Pogačar l.r. Generalni direktor Direktorata za delovna razmerja in pravice iz dela Ministrstvo za delo, družino in socialne zadeve EIB Jean-Christophe Laloux l.r. Generalni direktor za kadre Dodatek z obrazci (in drugimi podrobnostmi glede izmenjave informacij, kot vsakokrat dogovorjenimi med Zavodom in EIB). A. Prenos po členu 3 1. Izjava o interesu (v nadaljevanju »obvestilo EIB«), ki jo EIB pošlje Zavodu. 2. Obvestilo o prenosni vrednosti (v nadaljevanju »potrditev Zavoda«), ki ga Zavod pošlje EIB. 3. Potrditev, da član soglaša z izvedbo prenosa (v nadaljevanju »potrditev EIB«), ki jo EIB pošlje Zavodu. 4. Obvestilo o prenosu (v nadaljevanju »obvestilo Zavoda«), ki ga Zavod pošlje EIB. B. Prenos po členu 4 1. Informacije (v nadaljevanju »informacije EIB«), ki jih EIB pošlje Zavodu. 2. Potrditev prejema (v nadaljevanju »potrditev prejema Zavoda«), ki ga Zavod pošlje EIB. 3. Obvestilo o prenosu (v nadaljevanju »obvestilo o prenosu EIB«), ki ga EIB pošlje Zavodu. The Government of the Republic of Slovenia (hereinafter the “Government”) and European Investment Bank Group (hereinafter the “EIB”) Desiring to implement the provisions of the Transfer of Pension Rights Act of 28 April 2010 (hereinafter referred to as “ZPPP”) and the provisions of the EIB Staff and Pension Scheme Regulations related to the transfer of pension rights, Resolved to conclude a legal and technical agreement on the transfer of pension rights between the EIB Pension Scheme and the System of Pension and Invalidity Insurance of the Republic of Slovenia, and vice versa have agreed as follows:

(1)The Government and the EIB, referred to as the contracting parties to this Agreement, shall regulate with this Agreement the procedure of transfer of pension rights for insured persons (hereinafter singularly referred to as the “Insured Person”) who transfer pension rights under the System of Pension and Invalidity Insurance of the Republic of Slovenia into the EIB Pension Scheme, and for the staff members transferring pension rights from the EIB Pension Scheme into the System of Pension and Invalidity Insurance of the Republic of Slovenia.

(2)Unless otherwise specified in this Agreement, the transfer of pension rights above shall be based on the provision of ZPPP. Should this latter be amended, the present Agreement may be amended accordingly, subject to the agreement of the parties to this Agreement. For the purposes of this Agreement, the terms used herein shall have the following meaning: Member: all persons compulsorily subscribed to the EIB Pension Scheme. Staff and Pension Scheme Regulations: the texts of the Staff Regulations and Pension Scheme Regulations of the EIB, as adopted by the Board of Directors of the European Investment Bank in accordance with Article 31 of the Rules of Procedure of the European Investment Bank, as approved by the Board of Governors of the European Investment Bank pursuant to Article 7 of the EIB Statute (Protocol 5 of the EU Treaties – Official Journal of the European Union of 9 May 2008). Net Current Value: the actuarial equivalent of all pension entitlements, referred to as Capital Sum Payable upon Forfeiture of Insured Status in Article 71-1 of the EIB Pension Scheme Regulations, which a member has acquired in the EIB pension scheme on the date of transfer and corresponding to the concept of “actuarial equivalent of the pension entitlements” in accordance with the ZPPP. Transfer Value: cash sum representing revalued contributions for compulsory pension and disability insurance in the Republic of Slovenia for the period before taking up employment with EIB. The transfer value shall also include balances on the insured person's account resulting from payments for compulsory and voluntary supplementary pension insurance in the Republic of Slovenia, as referred to in Article 3 of the ZPPP. System of Pension and Invalidity Insurance of the Republic of Slovenia or Slovenian Pension System: the mandatory or supplementary pension and invalidity insurance in the Republic of Slovenia, as defined in Article 3 of the ZPPP. EIB Pension Scheme: the mandatory pension scheme of the EIB. Insured Person: a person who is or was included in the System of Pension and Invalidity Insurance of the Republic of Slovenia (Slovenian Pension System). Institute: the Pension and Invalidity Insurance Institute of Slovenia. ZPPP: the Transfer of Pension Rights Act of 28 April 2010 (ZPPP, Official Gazette of RS, no. 34/2010), setting out the implementation of Regulation (EEC, Euratom, ECSC) No. 259/68 of the Council of 29 February 1968 laying down the Staff Regulations of Officials and the Conditions of Employment of Other Servants of the European Communities and instituting special measures temporarily applicable to officials of the Commission, Official Journal L056, 04/03/1968, as amended.

(1)A Member of the EIB Pension Scheme, who is an Insured Person may, after having completed five years membership of the EIB Pension Scheme, transfer the Transfer Value acquired within the Slovenian Pension System to the EIB Pension Scheme.

(2)In order to enforce the right referred to in the first paragraph of this Article, the Member shall submit an application for transfer of the Transfer Value to the EIB. The application shall be submitted prior to either (i) twelve months from the date of the present Agreement entering into force or (ii) the expiry of a period of twelve months from the completion of five years membership in the EIB Pension Scheme.

(3)EIB shall send notification of the submitted application, in agreed form, to the Institute.

(4)The right to transfer the Transfer Value from the Slovenian Pension System into the EIB Pension Scheme may be enforced only once per current employment of the Member. The application for transfer of the Transfer Value may not be withdrawn from the moment of the Member's acceptance to transfer the rights into the EIB Pension Scheme.

(1)A Member of the EIB Pension Scheme, who is an Insured Person may, upon leaving the service of the EIB, transfer the Net Current Value acquired within the EIB Pension Scheme to the Slovenian Pension System.

(2)In order to enforce the right referred to in the first paragraph of this Article, the Member shall submit an application for transfer of the Net Current Value at the EIB. Transfer shall be carried out only at therequest of the Member. The application shall be submitted prior to either (i) twelve months from the date of the present Agreement entering into force or (ii) twelve months from the date of termination of employment at the EIB.

(3)EIB shall send a notification, in agreed form, of the submitted application to the Institute.

(4)The right to apply for transfer of the Net Current Value from the EIB Pension Scheme to the Slovenian Pension System may be enforced only once per current employment of the Member. The application for transfer of the Net Current Value may not be withdrawn from the moment of the Member's acceptance to transfer the rights into the Slovenian Pension System.

(5)The EIB shall provide the Institute with all necessary data and certificates required for the calculation of pension rights in the Slovenian Pension System (as shall be made by the Institute in accordance with the ZPPP). The Institute and EIB shall be obliged as part of their remit to provide general information to the persons concerned regarding their rights and obligations under the present Agreement. In fulfilment of Articles 10 (2), 10

(3)and 15

(2)of the ZPPP, the designated liaison body in the Republic of Slovenia shall be the Institute, and the designated liaison body for the EIB Pension Scheme shall be the EIB. All other necessary measures (by way of forms and other detail concerning the exchange of information required for the implementation) ensuring the technical execution of transfers under this Agreement are agreed or added as an Addendum of Forms, as these are agreed between the Institute and EIB from time to time.

(1)The present Agreement shall be concluded for an indefinite period. It shall also apply for all cases in which a Member started or terminated his/her employment at the EIB prior to the validity of this Agreement.

(2)Insured Persons who are or have been included as a Member of the EIB Pension Scheme, who have exercised their compulsory pension and disability insurance rights in the Slovenian Pension System prior to the date on which this Agreement entered into force and who, while exercising the aforementioned rights, were not able to transfer the Net Current Value to the Slovenian Pension System, may apply for a renewed assessment of established rights under consideration of transfer of the Net Current Value to the Slovenian Pension System. The application shall be submitted in accordance with the provisions of Article 4 above.

(3)The subsequently assessed rights referred to in the previous paragraph shall be conferred to Insured Persons on the day of transfer of the Net Current Value.

(4)Upon the request of one of the contracting parties, this agreement can be modified in mutual consent between them. This Agreement shall enter into force the first day of the month following the date of signature hereof by the contracting parties and ratification, and shall remain in force until one of the contracting parties decide to terminate it in writing, taking into account a notice period of one year. The termination shall come into effect on the first day of the month following the one year period of notice. In the event that this Agreement becomes ineffective through termination, its provisions shall continue to apply in respect of benefits hitherto executed. This Agreement is drawn up in Luxembourg on 28 June 2012 in four originals in the Slovene and English languages, both texts being equally authentic. Signatories for the Government of the Republic of Slovenia Peter Pogačar (s) Director General Labour Relations and Labour Rights Directorate, Ministry of Labour, Family and Social Affairs EIB Jean-Christophe Laloux (s) Director General Personnel Addendum of Forms (and other detail concerning the exchange of information, as agreed between the Institute and EIB from time to time). A.Transfer under Article 3 1. Expression of interest (hereinafter “EIB Notification”) by EIB to the Institute. 2. Notification of Transfer Value (hereinafter “Institute Confirmation”) by the Institute to EIB. 3. Confirmation of Member's acceptance to go ahead with the transfer (hereinafter “EIB Confirmation”) by EIB to the Institute. 4. Notification of transfer (hereinafter “Institute Notification”) by the Institute to EIB. B.Transfer under Article 4 1. Provision of information (hereinafter “EIB Information”) by EIB to the Institute. 2. Acknowledgement (hereinafter “Institute Acknowledgement”) by the Institute to EIB. 3. Notification of transfer (hereinafter “EIB Transfer Notice”) by EIB to the Institute.

Za izvajanje sporazuma skrbi ministrstvo, pristojno za delo, družino in socialne zadeve.

Ta uredba začne veljati naslednji dan po objavi v Uradnem listu Republike Slovenije – Mednarodne pogodbe. Št. 00724-31/2012 Ljubljana, dne 23. avgusta 2012 EVA 2012-1811-0088 Janez Janša l.r. Predsednik