Application for Korean Benefits under the Agreement

If you have periods of coverage both in Korea and Canada but do not have enough periods of coverage under the Korean Pension system to qualify for Korean pension benefits, you may be able to qualify for Korean benefits by submitting the following required documents as long as you meet the requirements for entitlement based on totalization of periods under both the Korean pension system and Canadian pension system.

• Requirements for entitlement classified by the types, eligible persons, the method of filling out the forms and required documents are introduced respectively under each benefits link above.
• A claimant must submit "Application for Korean Benefits under the Korea-Canada Social Security Agreement" to the NPS and to the Canadian Agency.
• At the time of applying for benefits by mail, you are recommended to be fully aware of the requirements for the Benefit Application by asking the NPS by phone. In this way, you will ensure the proper preparation of the documents and avoid any unnecessary delays in payments. Otherwise, you might waste time in correcting errors or omissions on the Application.
• You can download the form of "Application for Korean Benefits under the Korea-Canada Social Security Agreement"from our website or get it at the NPS's regional office, the Embassy of the Republic of Korea Abroad, or a Canadian agency.

Old-age Pension

• 1. Eligible Persons
  If you meet the following conditions for the benefits by totalizing both countries' periods of coverage, you may be able to apply for the Korean Old-age pension under the Social Security Agreement. However, to be eligible to have your Korean periods counted, you must have completed at least 12 months.

Eligible Persons

Type	Totalized period of Coverage	Age of the first benefit payment	Other Cases
Full Old-age Pension	20 years or more	age of 60 (55)	less than 65, not engaged in income-earning activities
Reduced Old-age Pension	from 10 years to less than 20 years	age of 60 (55)	less than 65, not engaged in income-earning activities
Active Old-age Pension	10 years or more	age from 60 to 65 (55-60)	engaged in income-earning activities
Early Old-age Pension	10 years	age of 55	less than 65, not engaged in income-earning activities
Special Old-age Pension	from 5 years to less than 10 years	age of 60 (55)	more than certain years of age

• 2. Filling out the Application Form and Required Documents
  If you want to apply for an Old-age pension, you must fill out Part A (General information), Part B (Application for an Old-age Pension), Part I (To be signed by the applicant) on the "Application for Korean Benefits under the Korea-Canada Social Security Agreement" and submit it with the following required documents.

• [Required documents]
• ID such as Alien Registration Card and Passport or Resident Registration Card.
• A copy of your Korean bank account information
  ※ If you want overseas remittance, you must fill out the Overseas Remittance section Part G (Method of Payment of Benefit) and submit a copy of your foreign bank account information.
• In the case of Early Old-age Pension
  
  • - If you are an employee: an Employment Contract (a Verification of Employer), and an Income Withholding Taxes Receipt (or a Salary Book or a bank account where your salary is deposited into, etc.) are also required.
  • - If you are an employer: a Certificate of Suspension or a Cessation of Business, or documents to confirm suspension or cessation are also required.
• If you have any dependents supported by you,
  • - Documents to confirm your family relations: a copy of your family register, a copy of the Registration of Korean National Residing Abroad, verification of residence, verification of common law status, etc.
  • - Documents to confirm your dependence status: a Certificate of Studentship, a Certificate of Holding Office, a Certificate of Medical Care, a copy of the Certificate of Business Registration, a copy of the Building Registration Certificate, documents to confirm special reasons for living separately, a remittance statement of the financial institution (communications and portal services), etc.
  • - Documents to confirm your disability: a medical report for disability under the Agreement(a Canadian medical report is acceptable)

※ If you have a certificate of disability registration falling under the 1st or 2nd degree based on the Korean Welfare of Disabled Persons Act prior to the date on which reasons of payment occur (e.g., the date when an Old-age pensioner reaches pensionable age, when a Disability pensioner has finished his/her medical treatment or 2 years have passed since the first medical examination, or in the case of Survivor Pension, when the person who is/was a contributor dies) it is considered a document of verification for disability.

Divided Pension

• 1. Eligibility
  If you lived with your ex-spouse for 5 years or more while your spouse was paying contributions, and your spouse is a beneficiary of Old-age Pension under the social security agreement, you may apply for a divided pension if you meet the following conditions for the benefits. However, to be eligible for the benefits, you must have completed at least 12 months of coverage in Korea.

• [ You are entitled to the payment of benefits ]
• (1) When you become 60 years of age after having divorced an Old-age pensioner.
• (2) When you divorce an Old-age pensioner after turning 60 years of age.
• (3) When your ex-spouse acquires Old-age pension entitlement after you become 60 years of age.
• (4) When you become 60 years of age after your ex-spouse has acquired Old-age Pension entitlement.

• 2. Filling out the Application Form and Required Documents
  If you want to apply for a Divided Pension, you must fill out Part A (General information), Part C (Application for a Divided Pension), and Part I (To be signed by the applicant) on the "Application for Korean Benefits under the Korea-Canada Social Security Agreement" and submit it with the following required documents.

• [Required documents]
• ID such as Alien Registration Card and Passport or just Resident Registration Card.
• A copy of your Korean bank account information
  ※ If you want overseas remittance, you must fill out the Overseas Remittance section Part G (Method of Payment of Benefit) and submit a copy of your foreign bank account information.
• If you are Korean: documents to confirm your divorce such as a copy of your family register, etc.
• If you are a foreigner or an overseas Korean: documents to confirm the period of marriage and occurrence of divorce such as a certificate of marriage, a certificate of residence report of overseas Korean national, or a confirmation of residence.

Disability Pension

• 1. Eligible Persons
  If you have periods of coverage in Korea and come to be disabled while you are covered under the Canada Pension Plan, you may apply for the Korean Disability Pension under the Social Security Agreement. However, to be eligible for the benefits, you must have completed at least 12 months of coverage in Korea.
• 2. Filling out the Application Form and Required Documents
  If you want to apply for a Disability Pension, you must fill out Part A (General information), Part D (Application for a Disability Pension), Part I (to be signed by the applicant) on the "Application for Korean Benefits under the Korea-Canada Social Security Agreement" and submit it with the following required documents. "Application for Korean Benefits under the Korea-Canada Social Security Agreement" and submit it with the following required documents.

• [Required documents]
• ID such as Alien Registration Card and Passport, or just Resident Registration Card
• A copy of your Korean bank account information
  ※ If you want overseas remittance, you must fill out Overseas Remittance section Part G (Method of Payment of Benefit) and submit a copy of your foreign bank account information.
• Documents to verify your disability history
  • - Documents sent by the Canadian Agency in relation to your disability (Medical report for disability, X-ray, CT or MRI film, etc.)
  • - A Medical report that verifies disability (This form was established under the social security agreement between Korea and Canada. It is to be used if the documents from Canada are not sufficient)
• If the accident occurred while you were working
  Documents to confirm whether you are eligible for compensation under the Industrial Accident Compensation Insurance Act, the Labor Standard Act or the Seamen Law
• If you receive compensation from a person who caused you harm, you need the related documents
  • - the decision of the court or a copy of the settlement reached with the person who caused your disability.
• If you have any dependents supported by you,
  • - Documents to verify your family relations: a copy of your family register, a copy of the Registration of Korean National Residing Abroad, a Verification for Residence, a Verification for the marriage in effect, etc.
  • - Documents to confirm your dependence status: a Certificate of Studentship, a Certificate of Holding Office, a Certificate of Medical Care, a copy of Certificate of Business Registration, a copy of Building Registration Certificate, documents to confirm special reasons for living separately, a remittance statement of the financial institution (communications and portal services), etc.
  • - Documents to confirm your disability: a medical report for disability under the Agreement (a Canadian medical report is acceptable)

Survivor Pension

• 1. Eligible Persons
  A surviving dependent of the person who meets the following conditions can apply for a Survivor pension. However, to be eligible for the benefits, he/she must have completed at least 12 months of coverage in Korea

• [Surviving dependents are entitled to the payment of benefits:]
• (1) When a person with insured periods under the Korean National Pension Scheme dies while he/she was covered under the Canadian Pension Plan.
• (2) When a person with a totalized insured period of 10 years or more under the Korean and the Canadian pension systems dies after losing insured status.
• (3) When a person with a totalized insured period of less than 10 years under the Korean and Canadian pension systems dies within 2 years after the first medical examination during the insured period due to disease or injury that occurred during the insured period the Canadian pension system. This case even applies if a person dies within 2 years after the first medical examination which is made within 1 year after that person's insured status was discontinued.
• (4) When a person who is a beneficiary of the Old-age Pension or the Disability Pension with the 1st or 2nd degree of disability under the Agreement dies.

• 2. Filling out the Application Form and Required Documents
  If a person wants to apply for a Survivor Pension, he/she must fill out Part A (General information), Part E (Application for a Survivor Pension), Part I (To be signed by the applicant) on the Application for Korean Benefits under the Korea-Canada Social Security Agreement and submit it with the following required documents.

• [Required documents]
• ID such as Alien Registration Card and Passport, or just Resident Registration
• A copy of your Korean bank account information
  ※ If you want overseas remittance, you must fill out Overseas Remittance section Part G (Method of Payment of Benefit) and submit a copy of your foreign bank account information.
• Documents to confirm the beneficiary's death
  • - a copy of the family register, a medical report for death, a confirmation of the corpse, a certificate of death
• Documents to verify your family relations: a copy of your family register, a copy of the Registration of Korean National Residing Abroad.
• Documents to confirm your surviving dependence status: a Certificate of Studentship, a Certificate of Holding Office, a Certificate of Medical Care, a copy of Certificate of Business Registration, a copy of Building Registration Certificate, documents to confirm special reasons for living separately, a remittance statement of the financial institution (communications and portal services), etc.
• Documents to confirm disability: a medical report for disability under the Agreement(a canadian medical report is acceptable)
• Documents to show the result of the first medical examination
  • - a medical report for death, a confirmation of the corpse, a certificate of death and other documents to confirm the first medical examination. (if a Korean national dies in Korea, a report for health insurance medical examination and treatment, etc. is required)
• If the accident occurred while working
  • - documents which verify whether you are eligible for compensation under the Industrial Accident Compensation Insurance Act, the Labor Standard Act or the Seamen Law
• If you receive compensation from a person who caused you harm, you need the related documents.
  • - the decision of the court or a copy of the settlement reached with the person who caused your disability.

Lump-sum refund

• 1. Eligible Persons
  If you are subject to the legislation of Canada and meet the following conditions, you may apply for a Lump-sum refund. However, once you have received the Lump-sum refund, your concerned Insured periods are not totalized for the Korean National Pension or Canadian Old-age Pension, Canada Pension Plan. Therefore, it may be advantageous for you to apply for a Pension instead of the Lump-sum refund.

• [Following persons are entitled to the payment of benefits]
• (1) A Canadian insurer with less than 10 years of totalized insured periods under the Canadian and Korean pension systems who reached 60 years of age, provided that he/she is not eligible for the old-age pension.
• (2) A Canadian insurer who loses his/her insured status under the Korean National Pension and returns or plans to return to Canada, provided that he/she is not eligible for the old-age pension.
• (3) A surviving dependent of the Canadian insurer who died with totalized insured periods less than 10 years under the Canadian and Korean pension systems.(only when this surviving dependent is not entitled to the Survivor Pension)
• (4) A surviving dependent of the Canadian insurer who died with more than 10 years of insured periods under the Canadian and Korean pension systems, but only when this person is not eligible for the Survivor Pension due to the non-payment of contributions.
• ※ For Canadians, contributions paid after the entry into force of the Agreement on Social Security between Korea and Canada (May 1, 1999) are only granted to the beneficiary in the type of Lump-sum refund.

• 2. Filling out the Application Form and Required Documents
  If you want to apply for a Lump-sum refund, you must fill out Part A (General information), Part F (Application for a Lump-sum refund), Part I (To be signed by the applicant) on the "Application for Korean Benefits under the Korea-Canada Social Security Agreement" and submit it with the following required documents.

• [Required Documents ]
• (1) ID such as a Registration Card and Passport, or just Resident Registration Card.
• (2) A copy of your Korean bank account information
• ※ If you want overseas remittance, you must fill out Overseas Remittance section Part G (Method of Payment of Benefit) and submit a certificate of your foreign bank account information.
• (3) When you apply because you are leaving Korea
  • - before leaving Korea: a copy of air ticket
  • - after leaving Korea: a copy of passport (the part which shows the immigration exit stamp dated after you discontinued your Korean insured status)
• (4) When you apply because of death
  • - Documents to verify your family relations: a copy of your family register, a copy of the Registration of Korean National Residing Abroad, a Verification for Residence, a Verification for the marriage in effect, etc.
  • - Documents to confirm your dependence status: a Certificate of Studentship, a Certificate of Holding Office, a Certificate of Medical Care, a copy of Certificate of Business Registration, a copy of Building Registration Certificate, documents to confirm special reasons for living separately, a remittance statement of the financial institution (communications and portal services), etc.
  • - Documents to confirm disability: a medical report for disability under the Agreement(a canadian medical reports is acceptable)

※ Information here on our website is a general guide. You can get more information at the International Relations Team of the NPS or any regional office of NPS.

Application for Canadian Benefits under the Agreement

• 1. Eligible Persons
  If you have periods of coverage in Canada for 12 months or more and meet the following conditions by totalizing the periods of coverage under the Korean and Canadian pension systems, you are able to apply Canadian benefits.

[Requirements for Canadian Benefits]

Requirements for Canadian Benefits

Type		Requirements for Benefits
Old Age Security Pension	Old Age Security Pension	Resident in Canada: have lived in Canada for at least 10 years after the age of 18 and have reached age 65 Resident outside Canada: have lived in Canada for at least 20 years after the age of 18 and have reached age 65
	The Guaranteed Income Supplement	A beneficiary of the Old Age Security Pension living in Canada and has no income except the Old Age Security Pension
	Allowance for Spouse	Aged 60 to 64 and a spouse of a beneficiary of the Guaranteed Income Supplement Aged 60 to 64 not engaged in income-earning activities and spouse has deceased
Canada Pension Plan	Retirement Pension	Over age 65 and has made contributions to the Plan for at least one year valid contribution Aged 60 to 64 and has made contributions to the Plan at least one year valid contribution and not engage in income-earning activities Aged 60 to 64 and has made contributions to the Plan for at least one year valid contribution and annual income does not exceed the amount of the Retirement Pension
	Disability Benefits	Disabled and cannot be engaged in income-earning activities and has made contributions to the Plan at least four of the six years immediately before disablement occurred
	Survivor Benefits	a spouse of a deceased contributor who has made contributions to the Plan for a certain period (between 3 and 10 years) and 1) over age 35 2) under age 35 and raising children 3) disabled a contributor's child under age 18 with the same conditions

• 2. Filling out and Submitting the Application Form
  The "Application for Canadian Benefits under the Korea-Canada Social Security Agreement" form is available at Income Security Programs Human Resources Development of Canada or National Pension Service of Korea.
  A claimant must fill out the "Application for Canadian Benefits under the Korea-Canada Social Security Agreement" by referring to the Guide or asking the agent of Canada and submit required documents according to the pension type to Income Security Programs Human Resources Development of Canada or National Pension Service of Korea

• International Operations of Canada
• Address: Income Security Programs Human Resources and Social Development Canada Ottawa, Ontario, K1A 0L4 Canada
• Phone : 1-800-277-9914 or 1-613-957-1954
• Website : www.hrsdc.gc.ca
• Fax : 63-2-522-1514

※ Information here on our website is a general guide. You can get more information at the Canadian agency.