Allowance due to the family unit for pensioners

The amounts are published annually by INPS in tables valid from 1st July of each year, until 30th June of the following year (INPS circular no. 65 of 30th June 2022).

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It is not payable to pensioners in the special pension schemes for self-employed workers (artisans, merchants, independent farmers, tenant farmers and sharecroppers), for whom the allowance for family loads (Family allowances) is granted..

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WHAT AM I ENTITLED TO?

The amount of the allowance is calculated on the basis of:

• the type of family unit;; 
• the number of components; 
• the total income of the family unit.

More favourable amounts and income brackets are envisaged for situations of particular distress (for example, single-parent or family units with members unable to work).

The household income subject to IRPEF will be taken into consideration, gross of:

• tax deductions;
• deductible charges;
• withholding taxes.

Income higher than €1,032.91 that is exempt from tax or subject to substitute tax or withholding tax by way of a fee should also be indicated.

Income generated in the calendar year prior to 1st July of each year and which will be applicable until 30th June of the following year must also be taken into account.

Therefore, if the request concerns periods in the first semester (from January
to June), the income earned two years earlier must be declared.

Conversely, if the claim periods are included in the second half of the year, from July to December, the previous year’s income must be declared.

The total income of the household must be composed, for at least 70%, of income deriving from pension benefits from employment and similar activity.

WITHDRAWAL OF BENEFIT

Entitlement to ANF shall cease at the end of the period in which the conditions for its recognition are no longer met.

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REQUIREMENTS

Below are the requirements for claims relating to periods:

• until 28th February 2022;
• after 1st March 2022 (INPS Circular No. 34 of 28th February 2022).

For ANF benefit claims relating to periods up to and including 28th February 2022, the family unit may be composed as follows:

• the claimant with a pension;
• his/her spouse who is not legally and effectively separated;
• the party to a civil union, not dissolved, pursuant to Article 1, Law No 76 of 20th May 2016;
• children or equivalents younger than 18 years of age;
• children and equivalents, aged between 18 and 21 years, provided they are students or apprentices, if the household is composed of more than three children (or equivalents) aged under 26 years;
• disabled adult children with physical or mental problems, in absolute and permanent incapacity for profitable work;
• siblings and grandchildren of the claimant, who are minors or adults who are incapacitated, if they are orphaned without either parent and are not entitled to a survivor's pension.
• grandchildren in a direct line under 18 years of age and living dependents of the ascendant.

The family unit may consist of only one person in the case of an orphan receiving a survivor's pension from employment, who has not attained the age of eighteen years or is over the age of eighteen and is incapable of performing profitable work.

For ANF benefit claims relating to periods subsequent to 1st March 2022, the family unit may be composed as follows:

• the applicant with a pension;
• his/her spouse who is not legally and effectively separated;
• the party to a civil union, not dissolved, pursuant to Article 1, Law No 76 of 20th May 2016;
• siblings and nephews/nieces of the claimant, who are minors or adults who are incapacitated, if they are orphaned without either parent and are not entitled to a survivor’s pension.

HOW CAN I CLAIM?

The claim for Allowance due to the family unit may be submitted either together with the pension application or later, by submitting the claim for reconstitution of the pension.

A declaration must be attached which certifies:

• household income;
• the composition of the family unit itself.

Any change in income and/or household composition during the ANF claim period must be reported within 30 days.

The payment of the allowance is made together with the pension.

If the claim is submitted after the claimant becomes entitled to the allowance, the due arrears are paid for a maximum period of the previous five years (five-year limitation period).

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The Allowance due to the family unit is incompatible with the Temporary Allowance referred to in Art. 1 of Decree-Law no. 79 of 8th June 2021, converted by Law 112/2021.

In the light of Legislative Decree no. 230 of 21 December 2021, which, in Article 1, established the Single and Universal Allowance for dependent children, from 1st March 2022, the Allowance due to the family unit has been repealed "limited to families with children and orphans, from 1st March 2022, the benefits referred to in Article 2 of Decree-Law no. 69 of 13th March 1988, converted, with amendments, by Law no. 153 of 13th May 1988, cease to be recognised".

Starting from 1st March 2022, application of the increased income levels will only be recognised in the case of adult family members with absolute and permanent incapacity for work other than children (the claimant's spouse, siblings and nephews/nieces).

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The table (pdf 203KB) attached to the Regulation shows both the deadlines for defining the decisions established by the Institute that are longer than the normal 30-day period and the relative manager.

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