Application

General information

Entitlement to a pension due to incapacity to continue a previous job, disability or total incapacity for work exists when the insured event (reduced capacity for work or total incapacity for work) has occurred, the qualifying period requirement (minimum number of insurance months) has been met, there is no legal entitlement to vocational rehabilitation measures and such measures are deemed neither reasonable nor advisable, and the requirements for a pension due to age as an insured event (excluding the Corridor pension) have not been met.

The determination of reduced capacity for work or total incapacity for work is made based on an evaluation by a doctor.

If it is presumed that the incapacity to continue their previous job, disability or total incapacity for work is going to persist in the long-term, benefits will be provided indefinitely.

Otherwise, for persons born before 1 January 1964, and for pensions covering total incapacity to work regardless of the person’s date of birth, the pension is granted for a maximum of two years. Individuals who remain unable to continue their previous job or in a state of disability or total incapacity for work may apply to continue receiving this pension.

If an extension to a limited-term pension is applied for within three months after discontinuation of benefits, there will be no interruption in payments.

For waged and salaried employees who were born on or after 1 January 1964, eligibility for a pension due to incapacity to continue a previous job or disability may only continue if

  • The incapacity to continue a previous job or disability are long-term and
  • there is no entitlement to reasonable and advisable vocational rehabilitation measures.

Instead of a limited-term pension being paid out, rehabilitation benefit or retraining benefit will be provided.

A person is entitled to rehabilitation benefit if temporary disability or incapacity to continue their previous job is expected to last for at least six months, there is no legal entitlement to reasonable and advisable vocational rehabilitation measures, the qualifying period requirement for a disability pension or pension due to incapacity to continue a previous job has been met and on the effective date, the conditions for an old-age pension, pension for workers in difficult conditions, or a premature old-age pension (except for Corridor pension) have not yet been met. The calculation of the amount of the benefits and the disbursement thereof are performed by the responsible health insurance provider; the pension insurance provider is responsible for providing the official notification.

The person has an option to apply for a determination as to whether their case is one of disability, incapacity to continue a previous job, or a total incapacity to work. This serves purely to determine whether medical or occupational rehabilitation measures are feasible.

Affected

People who are incapable of working, disabled or incapacitated

Requirements

The following rules under the ASVG, the GSVG, the BSVG and the FSVG, which are illustrated using the example of the pension for incapacity to continue a previous job, also apply to the disability and incapacity for work pensions.

The incapacity to continue a previous job, disability or total incapacity to work must be expected to last for at least six months or, in the case of waged and salaried employees born on or after 1 January 1964, must be long-term.

The qualifying period requirement will be met regardless of age if on the effective date a total of

  • 180 contribution monthsGerman text (15 years) under statutory or supplementary insurance, regardless of when these were accumulated; or
  • 300 months of being insuredGerman text (25 years), regardless of when these were accumulated.

The qualifying period is deemed to have been met if:

  • Pension effective dateGerman tex before 50th birthday:
    •  there are 60 months of being insuredGerman text (5 years) within the last 120 calendar months (10 years) before the effective
  • Pension effective dateGerman text after 50th birthday:
    •  The qualifying period of 60 insurance months (5 years) within 120 calendar months (10 years) is extended by one insurance month for each additional month of age, up to a maximum of 180 insurance months (15 insurance years) during a reference period of a maximum of 360 calendar months (15 insurance years).

Example

A person who starts receiving a pension due to an incapacity to continue working in their current job at the age of 52 (50 plus 24 months) requires 84 insurance months (60 +24) in the last 168 calendar months (120 + 48).

The pension due to incapacity to continue a previous job, disability or total incapacity for work generally becomes payable with the pension effective dateGerman text, but in any case no sooner than on the day after the end of employment which is the basis for the incapacity for work.

Exceptions: Individuals entitled to nursing care benefitsGerman text for a level of care dependency of 3 or above may still continue the activity in question.

The qualifying period does not apply if the incapacity for work was caused by:

  • an occupational accident;
  • an occupational illness; or
  • an accident in the course of duty as a member of the Austrian armed forces.

The qualifying period is also deemed to have been met if:

  • the reduced work capacity or total incapacity for work occurred before the person's 27th birthday and they have completed at least six insurance months.

Caution

Training and study periodsGerman text only count towards the qualifying period if contributions are paid for those periods (‘supplemental educational contributions’).

Deadlines

Not applicable

Competent authority

The competent pension insurance institution

Procedure

An application is required for the granting of a pension due to incapacity to continue a previous job, disability or total incapacity for work. The pension insurance institutions have the appropriate application forms. An informal written letter is also classed as an application.

Required documents

  • Pension for disability/incapacity to continue in a previous job – application formGerman text
  • Incapacity for work pension – application formGerman text
  • Any available doctor's certificates
  • Any additional documents as requested by the pension insurance institution

If an application is made without an application form, a form-based application must generally be submitted subsequently.

Costs and fees

There are no charges payable.

Further information

If a person's pension effective dateGerman text is before their 60th birthday, the calendar months between the effective date and their 60th birthday will be taken into account as insurance months.

Caution

Once a pension for incapacity to continue a previous job, disability, or total incapacity for work has been granted, it can be withdrawn again if the state of health of the beneficiary has improved significantly.

Women aged 60 and over and men aged 65 and over are no longer liable to have their pension for incapacity to continue a previous job, disability, or total incapacity for work withdrawn.

It is possible to request conversion of the pension into an old-age pensionGerman text from this age onwards.If the necessary requirements cannot be met, they will continue to receive the pension for incapacity to continue a previous job, disability, or total incapacity for work.

Further links

Legal basis

The relevant Pension Insurance Act that applies to your pension insurer (e.g. Allgemeines Sozialversicherungsgesetz – ASVG, Gewerbliches Sozialversicherungsgesetz – GSVG, Bauern-Sozialversicherungsgesetz – BSVG).

Expert information

There is no expert information available.

Link to form

Authentication and signature

Electronically: registration using the mobile signature system or the card-based system using your citizen card (only possible with the Austrian Pension Insurance Fund (PVA)).
In writing: informal letter (form to be submitted later).

Means of redress or appeal

The insurance institution will make a decision on the pension application in an official notification. A complaint may be lodged with the competent Labour and Social Court within three months of delivery of the official notification.

Assistance and problem-solving services

There are no assistance and problemsolving services available.

Furher service points
Ombudsman service for the competent pension insurance institution

Translated by the European Commission
Last update: 5 February 2021
Responsible for the content:
  • Federal Ministry of Social Affairs, Health, Care and Consumer Protection
  • Association of Austrian Social Insurance Institutions