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Flow chart of Shanghai social security exchange unit transfer

Social security transfer process:

(1) After the insured establishes the basic old-age insurance relationship in the new employment place and pays the fees according to the regulations, the employer or the insured shall submit a written application for the transfer and continuation of the basic old-age insurance relationship to the social security agency in the new employment place.

(2) The social security agency of the newly insured place shall, within 15 working days, review the application for transfer and continuation, send an acceptance letter to the social security agency where the insured person's original basic old-age insurance relationship is located, and provide relevant information; Do not meet the transfer conditions, make a written explanation to the applicant or the insured.

(3) The social security agency where the original basic old-age insurance relationship is located shall handle all the transfer and connection procedures within 15 working days after receiving the acceptance letter.

(4) After the new insurance agency receives the basic old-age insurance relationship and funds transferred by the social security agency where the original basic old-age insurance relationship of the insured person is located, it shall complete the relevant procedures within 15 working days, and notify the employer or the insured person of the confirmation in time.

(5) Accumulated calculation of the payment period of the old-age insurance, and there is a gap in the middle, which can be supplemented or not.

Provident fund transfer process:

If the employee terminates the labor relationship with the unit due to the expiration of the labor contract or other reasons, he shall go through the formalities for the transfer of housing provident fund, and the specific steps are as follows:

(1) The employee opens a provident fund account in the collection department of the newly transferred unit and provides the account opening certificate;

(2) According to the book balance of employee housing provident fund subsidiary ledger, the transferring unit fills in the Notice of Housing Provident Fund Transfer in quadruplicate and sends it to the collection department for transfer procedures.

Fill in the Notice of Housing Provident Fund Transfer, with the following contents: the full name, unit number and collection department of the transfer-in unit; The name and number of the transferred employee should be consistent with that in the remittance book of the unit; The transfer amount is the book balance of the employee account; Signature (the seal is left in the collection department).

According to the State Council's "Regulations on the Management of Housing Provident Fund", the employee's resignation should be sealed by the original unit, and transferred to the new unit to continue to deposit after working in the new unit, but it cannot be withdrawn from the account. Only those who meet the extraction conditions can apply for the extraction of individual housing provident fund details.

Regulations on the administration of housing provident fund

Article 14

Newly established units shall, within 30 days from the date of establishment, go to the housing provident fund management center to register the deposit of housing provident fund, and within 20 days from the date of registration, go to the entrusted bank to go through the formalities for the establishment of housing provident fund accounts for their employees.

In case of merger, division, cancellation, dissolution, bankruptcy, etc., the original unit or liquidation organization shall, within 30 days from the date of the above-mentioned situation, go to the housing provident fund management center to handle the change or cancellation of registration, and within 20 days from the date of completing the change or cancellation of registration, go to the entrusted bank to handle the transfer or sealing of the housing provident fund account for the employees of the unit with the audit documents of the housing provident fund management center.

Labor Contract Law

Article 50 When the employer dissolves or terminates the labor contract, it shall issue a certificate of dissolution or termination of the labor contract, and go through the formalities for the transfer of the file and social insurance relationship for the employee within 15 days.

Laborers shall handle the work handover according to the agreement of both parties. If the employing unit should pay economic compensation to the workers in accordance with the relevant provisions of this law, it should pay it when the work handover is completed.

The employing unit shall keep the text of the dissolved or terminated labor contract for at least two years for future reference.

Further reading: How to buy insurance, which is good, and teach you how to avoid these "pits" of insurance.