The calculation of the base pension (BR) will change depending on the cause of the permanent disability:
If the disability is the result of common contingencies:
- Workers aged over 52 and under 65 on the date of the causal event:
- The result obtained from dividing the interested party's contribution bases during the 96 months immediately before the month prior to the causal event by 112. These bases will be calculated according to the following rules:
- The bases for the 24 months prior to the causal event are calculated at their nominal value.
- The remaining bases are updated in accordance with the evolution of the CPI, from the month to which they correspond ending the month immediately prior to the month when the period of non-updatable bases described in the foregoing paragraph begins.
- To this result, the corresponding percentage is applied, depending on the years of contributions, in accordance with the scale provided for retirement pensions, with the years that remain for the worker, on the date of the causal event, to reach the standard retirement age applicable at all times being considered to this end. If the contributory period is less than 15 years, 50% will be applied.
- The resulting amount of the foregoing rules will give the BR to which, in order to obtain the amount of the corresponding pension, the percentage provided for the recognised degree of disability must be applied.
- Workers aged under 52 on the date of the causal event (for which a contribution period of less than 8 years is required):
The BR will be calculated in the same way as above, however the ratio will be obtained by dividing the sum of the monthly contribution bases by a number equal to the number of months of the minimum contribution period required, not counting partial months, by the number of months to which said bases correspond, multiplying this ratio by the coefficient of 1.1666, and excluding, in all instances, the updated bases corresponding to the 24 months immediately prior to the month before the causal event.
- Workers aged 65 or over on the date of the causal event who do not meet the requirements for retirement:
The BR will be the ratio obtained from dividing the interested party's contribution bases during the 96 months immediately before the month prior to the causal event by 12, according to the provisions of rule a).
- Part-time workers:
When the permanent disability is a result of a common illness the same rules applied to retirement pensions will be employed.
- Gap integration:
Effective 1/1/2013, if during the period to be counted for calculating the BR there are months in which the worker was not obliged to make contributions, the first 48 monthly payments will be formed using the minimum base in force at any time with other monthly payments totalling 50% of said minimum base.
If, during any month to be counted to establish the base pension, the obligation to make contributions was limited to just a portion of the month, the procedure outlined in the above paragraph will only apply to the portion of the month in which the worker was not obliged to make contributions, provided that the base pension that corresponds to the contributory period does not reach amount of the established minimum base. In this case, the integration will be increased up to this latter amount.
For workers included in the Special System for Domestic Workers, between 2012 and 2018, only effective contribution periods will be taken into account when calculating of the BR of the permanent disability pension arising from common contingencies (gap integration will not apply).
For workers included in the Special System for Agricultural employees, effective 1/1/2012, only effective contribution periods will be taken into account for the calculation of the BR (gap integration will not apply).
As regards part-time, relief and intermittent-permanent employees the following must be considered:
- The integration of periods, during which the worker was not obliged to make contributions, will be done using the minimum applicable contribution base at any given time, for the number of contracted hours on the date on which the obligation to make contributions was suspended or came to an end. If the worker was only obliged to make contributions for a portion of the month, the integration will only apply to the period of the month in which he/she was not obliged to make contributions, provided that the corresponding contribution base does not reach the aforementioned minimum base.
- With the exception of the periods between seasons or campaigns for workers with fixed-term intermittent contracts, under no circumstances will the gaps in contributions be considered as the hours or days not worked because of the interruptions in rendering services resulting from the part-time contract itself.
If the disability is a result of a non-work-related injury:
The BR will be the ratio obtained from dividing the sum of the interested party's contribution bases during an uninterrupted period of 24 months by 28. Said period must be chosen by the beneficiary from within the 7 years immediately prior to the date of the causal event of the allowance.
If, on the date of the causal event, the interested party had not completed an uninterrupted period of 24 months of contributions, the BR will be determined using the most beneficial formula of the following two bases: the basis provided for in the previous paragraph or by dividing the sum of the minimum contribution basis in force in the 24 months immediately before the causal event of the disability by 28, including these in the amount corresponding to the last contracted working day completed by the originator.
If the disability is a result of a work-related injury or occupational disease:
The BR is calculated based on the actual salaries, taking into account the fact that they may not exceed the maximum contribution limit or be less than the minimum limit in force at the time of the disability. It comprises the ratio obtained by dividing the following totals by 12:
- Daily wage and time of service of the worker on the date of the injury or sick leave for 365 days.
For part-time and relief contracts, in which the worker does not provide services every day or when the working day is irregular or variable, the daily wage is the result of dividing the agreed weekly or monthly salary, based on the distribution of the working hours indicated in the contract for each of those periods, by 7 or 30.
For fixed-term permanent contracts, the daily wage will be the result of dividing the wages earned by the worker during the same period by the number of calendar days of the campaign up to the date of the causal event.
- Extra payments, benefits or shareholdings, by their total amount in the year prior to the injury.
- The ratio that results from dividing bonuses, supplementary compensation and overtime hours earned in the year prior to the injury, by the number of actual days worked in that period. The result is multiplied by 273, except when the number of actual days worked in the activity in question is less, in which case the corresponding multiplier is applied.
The amount resulting from using the overtime calculation must not exceed the amount resulting from multiplying the average compensation of each overtime hour by the annual maximum limit of overtime hours, as set out in Art. 35.2 of the Workers' Statute.
For part-time, relief and fixed-term permanent contracts, the sum of the salary supplements received by the beneficiary during the year prior to the causal event is divided by the number of hours actually worked during that period. The result is then multiplied by the figure obtained by applying the proportionality coefficient that exists between the standard working day of the activity in question and the working day indicated in the contract to the number 1826.
For workers included in the Special System for Domestic Employees, the BR will be equal to the contribution basis of the domestic worker on the date of the allowance's causal event.
Pluri-activity:
When contributions are certified in several schemes and the worker is not eligible for an allowance as a result of one of them, in cases of pluri-activity the certified contribution bases from the previous scheme may be added to those of the scheme under which the worker is eligible for an allowance, solely to determine the BR; this provision remains in effect provided that the sum of the bases does not exceed the maximum contribution limit in force at any given time.