Organization-Level Pension and Welfare Calculation Card for France

The Pension and Welfare calculation card enables you to enter information related to the statutory complementary pension contracts for the tax reporting unit (TRU). For France, every TRU is designated as a reporting establishment.

Use the Manage Legal Reporting Unit Calculation Records task to create the Pension and Welfare calculation card.

You can have only one Pension and Welfare calculation card for each TRU at any point.

You must consider the following points when you create a TRU calculation card:

• Complementary Pension Component

• Contract Information Component Details

Complementary Pension Component

The application creates the Complementary Pension component when the calculation card is created. Use the Edit and Update options to enter the Institution Contract Reference for complementary pension.

Contract Information Component Details

The application creates the Contract Information component details record upon calculation card creation. In the Contract Information component details, specify the following information:

Field	Description
Institution Group	You can only select institutions for which a location has been identified that match the institution type.
Mandatory	Indicates whether the subscription is mandatory or optional.
Institution Type	Identifies the type of institutions that manage the pension contracts. For example, AGIRC, ARRCO, contingency fund, mutual insurance or other insurances.