I. Social insurance management
(a) the registration materials of the insured units. Including the registration form and relevant audit materials [permanent] filled in by the insured unit when handling the insurance registration, change registration and cancellation registration.
(2) the registration information of the insured. Including employees of payment units, retirees, unemployed urban residents, rural residents, individual industrial and commercial households and urban flexible employees who participate in social insurance as family units or individuals, fill in the registration form and relevant audit materials when going through registration procedures such as insurance participation, change of social insurance relationship and change of basic information [100].
(3) Management materials for personal accounts of social insurance. Including pension, medical insurance personal account reconciliation, personal account modification and other related materials [100]
(four) management materials of social insurance registration certificate. Including social insurance agencies issuing social insurance registration certificates to insured units, verifying and replacing the issued social insurance registration certificates, and replacing the registration forms and related verification materials when the social insurance registration certificates are lost [10].
(five) social insurance card (certificate, manual) management materials. The management registration form and related materials for the initial issuance, replacement and withdrawal of social insurance cards (certificates and manuals) of the insured [50 years]
(six) social insurance benefits to receive qualification verification materials. Including the relevant audit materials for checking and verifying the qualifications of people who have enjoyed social insurance benefits for [50 years]
(seven) retirees socialized management service materials. Including retirees' information collection, transmission and daily management service registration forms and related materials [50 years].
(8) Registration materials for resettlement in different places. Including people from different places who should enjoy social insurance benefits and insured persons stationed in different places for a long time, the approval forms, filing forms and related materials filled in to enjoy various social insurance benefits at the resettlement place or the stationed place [50 years].
(9) Service agreement management materials. Including agreements, evaluation materials and termination agreement materials signed with fund payment agreement banks, designated medical institutions, designated retail pharmacies, industrial injury agreement medical rehabilitation institutions, industrial injury agreement assistive devices configuration institutions, network communication operators and additional insurance underwriting units [10].
Second, the collection of social insurance premiums.
(a) social insurance fee collection and approval materials. Including the verification of payment base, determination of work-related injury rate, interruption of payment, resumption of payment, overdue payment, advance (supplementary) payment, refund, late payment fee, interest surcharge and so on. [ 100].
(2) Payment vouchers, accounting books, accounting statements, etc. , according to the "accounting archives management measures" to determine the storage period.
(3) List and summary of social insurance fund collection [50 years]
(four) the annual summary of social insurance fund collection [permanent]
(5) remind. Including social insurance payment notice and payment agreement [10]
(6) proof of payment. Including payment vouchers and related materials issued for payment units and individuals [10]
Third, the welfare category of endowment insurance.
(a) the endowment insurance benefits approved materials. Business forms and relevant audit materials for the declaration and approval of the insured's basic pension, immediate family members and their pension benefits after the death of pensioners, funeral expenses of pensioners, verification of other one-time pension benefits, adjustment of pension benefits, correction of pension benefits, payment of pension benefits and reduction of pension benefits [50 years].
(two) the old-age insurance personal account [50] one-time payment declaration business table and related audit materials.
(3) materials for appraisal of labor ability. Including the notice of the conclusion of the insured's labor ability appraisal, relevant certification materials and audit materials [50 years]
(4) Payment vouchers, accounting books, accounting statements, etc. Endowment insurance, and determine the storage period according to the accounting file management measures.
(five) the pension insurance payment schedule and summary table [30 years]
(VI) Annual Summary of Pension Insurance Fund Payment [Permanent]
Fourth, medical insurance benefits
(a) outpatient special disease registration materials. Including outpatient special disease enrollment registration form and related audit materials [10]
(2) Medical registration materials. Including the insured's hospitalization, family sickbed, referral registration form and related audit materials [10]
(three) medical insurance hospitalization approval materials. Including the application and approval business table of hospitalization medical expenses and related audit materials [10]
(four) medical insurance outpatient treatment approval materials. Including outpatient medical expenses declaration and approval business forms and related audit materials [10]
(five) medical insurance payment vouchers, accounting books and accounting statements. , according to the "accounting archives management measures" to determine the storage period.
(six) medical insurance payment schedule and summary table [30 years]
(7) Annual Summary of Medical Insurance Fund Payment [Permanent]
5. Unemployment insurance benefits.
(a) unemployment filing materials. Including the business table of unemployment insurance benefits's qualification examination and registration, the list of unemployed persons and relevant unemployment proof materials [10].
(two) the unemployment insurance relationship transfer materials of the unemployed. Including collection period, treatment standard and other related materials [10 year]
(three) unemployment insurance benefits approved materials. Including the business form of unemployment insurance declaration and approval and related audit materials [10].
(four) approved materials to promote employment subsidies. Including the business forms and related materials for the unemployed to declare and approve vocational training and job introduction subsidies [10]
(5) Payment vouchers, accounting books and accounting statements of unemployment insurance. , according to the "measures" to determine the storage period of accounting files.
(six) the unemployment insurance payment list and summary table [30 years]
(7) Annual Summary of Unemployment Insurance Fund Payment [Permanent]
Six, work-related injury insurance benefits
(1) Work-related injury filing materials. Including the industrial accident registration form and related materials [10]
(2) Work-related injury identification materials. Including work-related injury determination decisions and related documents and audit materials [50 years]
(3) Work-related injury registration materials. Including work-related injury worker registration, work-related injury insurance information change registration form and related materials [50 years]
(four) materials for the approval of work-related injury insurance benefits. Including one-time disability allowance, disability allowance, life care fee, one-time work-related death allowance, work-related death funeral allowance, work-related death immediate family support and pension and other work-related injury insurance benefits declaration and approval forms and related materials [50 years].
(five) materials approved by the medical treatment of work-related injury insurance. Including medical treatment, rehabilitation, assistive devices, labor ability appraisal and other expenses [10].
(six) approved materials for the prevention of work-related injuries. Including the business table for the application and approval of work-related injury prevention expenses of insured units and related materials [10]
(seven) payment vouchers, accounting books, accounting statements, etc. For industrial injury insurance, the storage period shall be determined according to the measures for the management of accounting files.
(eight) the industrial injury insurance payment list and summary table [30 years]
(9) Annual Summary of Industrial Injury Insurance Fund Payment [Permanent]
Seven, maternity insurance benefits
(1) pregnancy registration materials. Including business forms and related materials for female employees to apply for pregnancy registration and declaration [10]
(2) Registration data of complications. Business forms and related materials for reporting and approving complications of family planning operation [10]
(three) maternity insurance benefits approved materials. Including the medical expenses and maternity allowance of the insured due to childbirth, family planning and treatment complications [10].
(four) maternity insurance payment vouchers, accounting books, accounting statements, etc. , according to the "measures" to determine the storage period of accounting files.
(five) maternity insurance payment schedule and summary table [30 years]
(6) Annual Summary of Maternity Insurance Fund Payment [Permanent]
Extended data:
The social insurance business file is a true record of the rights and interests of the insured units and individuals, an important basis for determining that the insured individuals enjoy social insurance benefits, an important condition for realizing the goal of "lifelong recording, whole-process tracking, lifelong service and lifelong protection" for the insured individuals, and also a valuable information and an important historical certificate reflecting the development of social insurance.
The significance of doing a good job in social security archives;
First, for the vast number of insured persons, the social insurance business file is a true record of the rights and interests of the insured units and individuals, and it is an important basis for determining that the insured individuals enjoy social insurance benefits. Doing a good job in social insurance files is a necessary condition to realize the goal of "recording, tracking, serving and ensuring life" for insured individuals.
Second, for institutions at all levels. Social insurance business file management runs through the whole process of social insurance registration, collection, statistics, payment, audit and social service, and is closely related to and complementary to various social insurance businesses. It is an important basis for correctly handling various specific handling businesses and supporting the smooth progress of handling work, and plays a very important role in the whole social security work.
A little. The essence of strengthening the archives management of social insurance business is to promote the scientific management of social security agencies and improve work efficiency. Therefore, strengthening and standardizing the management of social insurance business files according to law and constantly improving the management level is not only an important content to speed up the standardization of social insurance handling, but also an effective way to comprehensively improve the handling ability and management level.
Third, from the operation of the social insurance system. To realize the sustainable development of social insurance, we need to constantly establish and improve relevant systems, and at the same time, we need to constantly consolidate the foundation for ensuring the healthy operation of the system. Social insurance business file management is a very important basic work to support the healthy operation of social insurance system. China's social insurance system has moved from a partial pilot to a comprehensive one.
It has been more than 20 years, and a large number of business files have been accumulated in various places. However, before the promulgation of the regulations, the state has not yet formulated national regulations on the management of social insurance files. The absence of law makes it impossible for all localities to follow in the management of business files, which threatens the sustainable and healthy development of social insurance to some extent. The promulgation and implementation of the Regulations will certainly promote social insurance.
Business file management has entered a standardized track, which has provided an important guarantee and support for the healthy and sustainable development of social insurance.
Baidu Encyclopedia-Provisions on the Management of Social Insurance Business Archives (for Trial Implementation)