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Agreement between the Government of Canada and the Government of the French Republic on Social Security

The Government of Canada and the Government of the French Republic, hereinafter the “contracting states” RESOLVED to strengthen the relationship between the Contracting States in the field of social security and to adapt the Agreement between Canada and France on Social Security, done at Ottawa on 9 February 1979, to reflect changes in national legislation; HAVE AGREED as follows:

Part I - Definitions and General Provisions

Article 1

  1. For the purposes of this Agreement:
  2. Any term not defined in this Article shall have the meaning assigned to it in the applicable legislation.

Article 2

Scope of Application

  1. This Agreement shall apply to the following legislation:
  2. Notwithstanding paragraph 1(a), this Agreement shall not apply to any provisions that extend the right to enrol in voluntary insurance to a person who works or has worked outside the territory of France.
  3. This Agreement shall apply to all laws or regulations that amend or supplement the legislation set out in paragraph 1.
  4. This Agreement shall also apply to any law or regulation that extends an existing plan to other categories of beneficiaries, unless a Contracting State objects to the extension. A Contracting State that objects to applying this Agreement to that law or regulation shall, to this effect, notify the other Contracting State of its objection within three months of the date of the communication made in accordance with Article 25(b).

Article 3

Understandings with the Provinces and Territories of Canada

  1. The competent authorities of France may conclude with the competent authorities of the provinces and territories of Canada understandings concerning any social security legislation within provincial and territorial jurisdiction, in particular legislation regarding health insurance, work accidents, family benefits, and pensions, provided that those understandings are not inconsistent with the provisions of this Agreement and with the applicable federal, provincial and territorial laws, and policies on the subject.

Article 4

Personal Scope

  1. This Agreement shall apply to persons who are or who have been subject to the legislation of one of the Contracting States, and to the dependants and survivors of those persons within the meaning of the applicable legislation, regardless of nationality or citizenship.
  2. In the case of France, subject to Article 23, this Agreement shall not apply to civil servants and military personnel of the State or to territorial and hospital employees under the jurisdiction of the Caisse nationale de retraite des agents des collectivités locales or to State industrial establishments’ workers.

Article 5

Equality of Treatment

  1. Subject to the specific restrictive provisions of this Agreement, any person who is, or who has been, subject to the legislation of one Contracting State as specified in Article 4 and who goes to the other Contracting State, is subject to the obligations of the legislation of the other Contracting State and shall receive treatment equal to that of nationals of that Contracting State.
  2. Unless otherwise provided in this Agreement, pensions, benefits, allowances, and death benefits acquired under the legislation of a Contracting State shall not be subject to any reduction, modification, suspension, cancellation, or confiscation by reason only of the fact that the beneficiary stays or resides in the territory of the other Contracting State or of a third State.

Article 6

General Provisions Regarding Coverage

  1. Unless otherwise provided in this Agreement:

Article 7

Specific Provisions Regarding Coverage

  1. Notwithstanding the coverage rules set out in Article 6 and in the legislation of the Contracting States:
  2. Notwithstanding the coverage rules set out in Article 6 and in the legislation of the Contracting States:

Article 8

Members of Diplomatic Missions and Consular Posts

  1. This Agreement does not affect the provisions of the Vienna Convention on Diplomatic Relations of 18 April 1961, or those of the Vienna Convention on Consular Relations of 24 April 1963.
  2. The persons employed by a Contracting State sent by the government of that Contracting State to work in the territory of the other Contracting State and who are not excluded from the application of the legislation of the other Contracting State under the Conventions specified in paragraph 1 are subject only to the legislation of the first Contracting State in respect of that employment.
  3. Subject to paragraphs 1 and 2, the persons hired by the government of a Contracting State in the territory of the other Contracting State to work in that other Contracting State are subject only to the legislation of the other Contracting State in respect of that employment.

Article 9

Exceptions

  1. The competent authorities of the Contracting States or their designated institutions may, in particular cases, grant exceptions to Articles 6, 7, and 8, in the interest of certain persons or categories of persons.
  2. The competent authorities of the Contracting States or their designated institutions shall jointly resolve any situations of double coverage that may arise in the interest of the persons concerned.

Article 10

Access to Voluntary Insurance

  1. To establish eligibility for continued voluntary or optional coverage in accordance with the legislation of France, insurance periods completed under the Canada Pension Plan shall, to the extent necessary, be considered as insurance periods completed under the legislation of France.

Part II - Provisions Concerning Benefits

Chapter One - Totalization

Article 11

General Rules for Totalization

  1. If the legislation of a Contracting State requires the completion of insurance periods in order to establish, maintain or re-establish eligibility under a plan that is not a special plan within the meaning of Article 12, the competent institution of that Contracting State shall, to the extent necessary, and provided that the insurance periods do not overlap, consider the insurance periods completed under the legislation of the other Contracting State:
  2. To determine eligibility for a benefit under Canada’s Old Age Security Act, any insurance period under the legislation of France or any period of residence in France beginning on or after 1 January 1966 and after the age at which periods of residence in Canada may be considered under that Act, shall be considered as a period of residence in Canada.

Article 12

Special Rules for Totalization

  1. If the legislation of France governing special plans provides that a person is eligible for certain benefits on the condition that the insurance periods be completed in a specified profession or employment, then periods completed under the Canada Pension Plan shall be taken into account in determining that person’s eligibility for those benefits only if the periods are completed in that same profession or employment.
  2. If, taking into account the totalization set out in paragraph 1, a person does not meet the eligibility requirements under the special plan, insurance periods completed under that plan shall be taken into account in accordance with the rules governing the general plan and subject to the conditions set out in the legislation of France.

Article 13

Totalization of Insurance Periods Completed in a Third State

  1. With respect to France, insurance periods completed in a third State with which both Contracting States are bound by social security agreements that provide for the totalizing of insurance periods shall be taken into account to determine the amount of the old age or survivor’s benefit payable under this Agreement, insofar as they do not overlap with insurance periods completed in Canada. Only periods recognized for totalization under the agreement between France and the third State shall be taken into account.
  2. With respect to Canada, if insurance periods completed in the two Contracting States and totalized in accordance with Article 11 are insufficient to establish eligibility for benefits under the legislation of Canada, periods of insurance or residence completed in a third State with which both Contracting States are bound by social security agreements providing for the totalizing of insurance periods shall be taken into account, provided that they do not overlap with periods of insurance or residence completed in France. Only periods recognized for totalization under the agreement between Canada and the third State shall be taken into account.

Article 14

Minimum Insurance Period

  1. If the total duration of insurance periods completed under the legislation of a Contracting State is less than one year, the competent institution shall not be required to apply the totalization set out in Articles 11, 12 and 13 to confer a benefit. However, if those insurance periods are sufficient to establish eligibility for a benefit under that legislation, the benefit shall then be payable based only on those periods.
  2. The periods set out in paragraph 1 may nonetheless be taken into account to establish eligibility for, and to determine the amount of a benefit under the legislation of the other Contracting State.

Chapter 2 - Benefits Under the Legislation of Canada

Article 15

Definition of Certain Periods of Residence with respect to the Legislation of Canada

  1. For the purposes of calculating the amount of benefits under the Old Age Security Act:
  2. For the purposes of paragraph 1:

Article 16

Calculation of Benefits under the Old Age Security Act

  1. If a person is eligible for a benefit or an allowance under the Old Age Security Act solely through the application of the totalizing provisions of Chapter One of this Part, the competent institution of Canada shall calculate the amount of the benefit or allowance payable to that person in accordance with the provisions of that Act governing the payment of a partial benefit or allowance, exclusively on the basis of the periods of residence in Canada that may be considered under that Act.
  2. If a person is entitled to a benefit in Canada without recourse to the provisions of this Agreement but has not resided in Canada for the minimum period required by the Old Age Security Act to be eligible for the benefit outside Canada, the benefit shall be paid to the person outside Canada, only if the period of insurance or residence, when totalized in accordance with Chapter One of this Part, is at least equal to the minimum period of residence in Canada required by the Old Age Security Act to be entitled to the payment of a benefit outside Canada.
  3. Notwithstanding any other provision of this Agreement:

Article 17

Calculation of Benefits under the Canada Pension Plan

  1. For all benefits other than the disability benefit, death benefit and disabled contributor's child's benefit, if a person is eligible for a benefit solely through the application of the totalizing provisions of Chapter One of this Part, the competent institution of Canada shall determine the amount of the benefit payable to that person in the following manner:
  2. With respect to the disability benefit, disabled contributor’s child’s benefit and death benefit, if a person is eligible for a benefit solely through the application of the totalizing provisions of Chapter One of this Part, the competent institution of Canada shall determine the amount of the benefit payable to that person in the following manner:

Chapter 3 - Benefits Under the Legislation of France

Article 18

Calculation of Old Age or Survivor’s Benefits – France

  1. If a person who is, or who has been, subject successively or alternately to the legislation of each Contracting State, meets the eligibility criteria for an old age or survivor’s benefit under the legislation of France, the competent institution shall determine the amount of the benefit, first, in accordance with the applicable legislation taking into account only the insurance periods completed under that legislation and, second, in accordance with paragraph 2, the most advantageous outcome for the person shall be applied.
  2. If a person does not meet the eligibility conditions set out under the legislation of France without the application of the totalization of insurance periods, or for the purpose of determining the most advantageous outcome in accordance with paragraph 1, the competent institution of France shall determine that person’s entitlement to the benefit as if all insurance periods completed in the other Contracting State and in one or more third States with which both Contracting States are bound by a social security agreement were completed exclusively under the legislation of France. The competent institution of France shall then reduce the amount of the benefit thus determined by a pro‑rata amount based on the ratio of the length of the insurance periods completed under the applicable legislation before the date on which the contingency occurred to the total length of the insurance periods completed under the legislation of the Contracting States and one or more third States before the date on which the contingency occurred. The total length of the periods shall not exceed the maximum period that may be required under the applicable legislation for entitlement to a full benefit.
  3. If, in accordance with the legislation of France, the benefits payable are based on the salary or average income for all or a portion of the insurance period, the salary or average income taken into account for the calculation of the benefit by the competent institution or institutions of France shall only be based on the insurance period completed under the legislation applied by that institution.

Article 19

Cases of Successive Application of Legislation

  1. If a person requests the determination of their eligibility solely under the legislation of France, without the determination of eligibility under the legislation of Canada, the amount of the benefit payable under the legislation of France shall be calculated in accordance with Article 18(1) or (2), as applicable.
  2. If entitlement to a benefit is subsequently determined under the legislation of Canada, there is not a requirement to recalculate the entitlement previously determined under the legislation of France.

Article 20

Determination of a Disability Benefit – France

  1. If the interruption of work and the disability which follows occurs while a person is subject to the legislation of Canada, any outstanding entitlement to a benefit under the legislation of France without recourse to the totalization of insurance periods, shall be determined solely in accordance with the legislation of France.
  2. When calculating the amount of the benefit, the competent institution of France shall apply the average annual salary that corresponds to the insurance periods completed under its legislation.

Article 21

Determination of Eligibility to a Death Benefit – France

  1. Persons insured under the legislation of France shall be eligible for death benefits under that legislation taking into account, if applicable, periods of insurance completed in Canada.
  2. When the death occurs while a person is subject to the legislation of Canada, any outstanding entitlement to a benefit under the legislation of France shall be established solely in accordance with the legislation of France, without recourse to the totalization of insurance periods.

Article 22

Family Benefits – France

  1. Workers who are detached to Canada by their employer and who are subject to the legislation of France through the application of Articles 7 and 9 shall be entitled to receive, for the children who accompany them, the family benefits identified in the general Implementing Agreement referred to in Article 24.

Article 23

Public Service Plans

  1. The provisions of this Chapter shall not be applicable to special plans of France covering State civil servants or military personnel, territorial or hospital employees under the jurisdiction of the Caisse nationale de retraite des agents des collectivités locales, or State industrial establishments’ workers.
  2. Notwithstanding paragraph 1, when determining the amount of the benefit, the special plans referred to in paragraph 1 shall take into account the insurance periods completed under the legislation of Canada in determining the duration of the insurance periods completed under one or more other mandatory basic retirement plans.

Part III - Miscellaneous Provisions

Article 24

Implementing Agreement

  1. The competent authorities of the Contracting States shall conclude an Implementing Agreement that establishes the terms and conditions for the application of this Agreement.
  2. The Implementing Agreement shall designate the liaison agencies of the Contracting States.
  3. The Implementing Agreement shall prescribe the framework for the establishment and approval of the forms and certificates required to apply this Agreement.

Article 25

Mutual Assistance

  1. The competent authorities of the Contracting States shall:

Article 26

Exchange of Information

  1. Unless its disclosure is required under the legislation of a Contracting State, any information provided in accordance with paragraph 1 shall be used solely for the purposes of applying this Agreement and the legislation to which this Agreement applies. A Contracting State shall not disclose, to a third party, personal information obtained from the other Contracting State unless the other Contracting State is notified and consents to the disclosure, and the information is disclosed only for the purposes for which it was originally obtained.

Article 27

Exemption or Reduction of Taxes, Dues, Fees and Charges

  1. Any exemptions or reductions of taxes, stamp fees, court fees, or registration fees prescribed by the legislation of one Contracting State for supporting evidence or other documents required to be produced to apply the legislation of that Contracting State shall extend to supporting evidence or other documents required to be produced to apply the legislation of the other Contracting State.
  2. All acts, documents and supporting evidence that are required for the application of this Agreement shall be exempt from notarization.

Article 28

Languages of Communication

  1. For the purposes of this Agreement, the competent authorities and institutions of the Contracting States may communicate directly with each other in their official languages.

Article 29

Submission of a Claim, Notice or Appeal

  1. Claims, notices and appeals on social security matters which are required to be submitted within a specified period to the competent authority or institution or jurisdiction of one of the Contracting States authorized to accept them, shall be acceptable if they have been presented within the same specified period to a corresponding competent authority or institution or jurisdiction of the other Contracting State. If so, the claims, notices and appeals must be sent without delay to the competent authority or institution or jurisdiction of the first State.

Article 30

Dispute Resolution

  1. Any disputes regarding the interpretation or application of this Agreement shall be resolved by the competent authorities of the Contracting States.
  2. The Contracting States shall consult each other without delay at the request of either Contracting State concerning matters which have not been resolved by the competent authorities in accordance with the provisions of paragraph 1.

Part IV - Transitional and Final Provisions

Article 31

Consideration of Periods and Events Prior to the Entry into Force of this Agreement and Other Transitional Provisions

  1. Subject to the provisions of paragraph 4, this Agreement shall not confer any right to the payment of benefits in respect of any period prior to the date on which this Agreement enters into force.
  2. All insurance periods completed under the legislation of either Contracting State prior to the entry into force of this Agreement shall be taken into account to determine the right to benefits under the provisions of this Agreement.
  3. Subject to the provisions of paragraph 1, a benefit, other than a death benefit payable under the Canada Pension Plan, shall be paid under this Agreement in respect of events that occurred prior to the entry into force of this Agreement.
  4. Claims for benefits under consideration on the date of entry into force of this Agreement and claims for benefits received after that date that relate to a past event establishing entitlement to benefits under the Agreement between Canada and France on Social Security, done at Ottawa on 9 February 1979, shall be determined in accordance with that agreement for rights established up to the date of entry into force of this Agreement and in accordance with this Agreement for rights arising from this Agreement.

Article 32

Repeal of Prior Agreements and Review of Benefits

  1. With the entry into force of this Agreement, the Agreement between Canada and France on Social Security and the Protocol between the Government of Canada and the Government of the French Republic on Social Security, done at Ottawa on 9 February 1979, shall be repealed.

Article 33

Duration and Termination

  1. This Agreement shall remain in force for an indefinite period. A Contracting State may terminate this Agreement by giving notice, in writing, to the other Contracting State through diplomatic channels. If this Agreement is terminated, it shall cease to have effect on the first day of the twelfth month following the date of receipt of the notice.
  2. In the event of the termination of this Agreement, the Contracting Parties shall maintain any right acquired by a person in accordance with the provisions of this Agreement and shall hold negotiations to settle any right then in the course of acquisition by virtue of those provisions.

Article 34

Entry into Force

  1. Each Contracting State shall notify the other, through diplomatic channels, of the completion of its constitutional or legislative procedures necessary for the entry into force of this Agreement.
  2. This Agreement shall enter into force on the first day of the fourth month following the date of receipt of the last notification.

IN WITNESS WHEREOF, the undersigned, being duly authorized thereto by their respective governments, have signed this Agreement.

DONE at Ottawa, this 14th day of March 2013, in duplicate, in the English and French languages, each version being equally authentic.

FOR THE GOVERNMENT OF CANADA - Michael James Flaherty

FOR THE GOVERNMENT OF THE FRENCH REPUBLIC - Yamina Benguigui