ZUS transfers data to PFR!

Co-Size-Changing

The PFR Financial Shield for companies and employees is a support program addressed to micro, small, medium and large enterprises. Financing under the PFR Financial Shield for SMEs will be granted upon submission of applications. The application contains the relevant information on the employment status and the balance of the ZUS account. In connection with this assistance, ZUS transfers data to the PFR.

ZUS transfers data to PFR - what is this information?

In the case of submitting an application for a financial subsidy under the Financial Shield project of the Polish Development Fund S.A. (PFR) ZUS provides PFR with data on the employment status and the balance on the payer's account.

ZUS provides data on the employment status from:

  1. personal billing reports for 12/2019 as at December 31, 2019;

  2. personal billing reports for the period for which the deadline for submitting documents has expired on the last day of the month preceding the month of submitting the subsidy application;

  3. personal billing reports for the month corresponding to the name of the month of submitting the application in the previous year.

On the other hand, data on the balance of social security contributions (FUS) are provided:

  1. as of December 31, 2019;

  2. as at the date of inquiry from PFR.

ZUS also provides information:

  1. whether the amount owed does not exceed PLN 8.70 or if the contributions are not in arrears;

  2. whether all or part of the debt is covered by the installment arrangement or deferred payment;

  3. whether an application for exemption from the obligation to pay contributions (RDZ) has been submitted, which is considered by ZUS.

Application for confirmation of information provided by ZUS to PFR

When an entrepreneur wants to find out what data ZUS has transferred to PFR or what data is recorded in ZUS, he may submit an application for information on the account balance of the contribution payer (RD-3). In addition to the application, it is necessary to add an attachment "Confirmation of information provided by ZUS to the Polish Development Fund S.A. (PFR) ”to consider the application for a financial subsidy under the project (RD-PFR). It is indicated in the attachment whether the inquiry concerns:

  • number of employees / jobs,

  • balances.

The discussed application with an attachment can be sent to ZUS in electronic form via PUE or on paper by post or in person at a ZUS facility.

Another application to the PFR

If, in response to the application to the PFR, information was received about the negative result of the verification of the fulfillment of the conditions for receiving the subsidy, the entrepreneur may independently check whether the data held by ZUS agree with the information indicated in the application for subsidy or he may also request information about ZUS data transferred to PFR. The data necessary for verification are available in the billing documents. If the entrepreneur finds an error, he can send a correction to ZUS. However, another application for a subsidy should be submitted only after the discrepancy has been clarified with ZUS.

ZUS transfers data to PFR in order to verify grant applications. If the data in the application differ from the information provided by ZUS, the application will be rejected. However, entrepreneurs have a chance to make appropriate corrections after verification and submit the application again.