答覆
<p><span style="font-size:12px"><span style="font-family:Calibri,sans-serif"><span style="color:black">★</span><strong><span style="font-family:"新細明體",serif"><span style="color:black">請領老年基本保證年金</span></span><span style="color:black">(</span></strong><strong><span style="font-family:"新細明體",serif"><span style="color:black">原敬老生活津貼</span></span><span style="color:black">)</span></strong><strong><span style="font-family:"新細明體",serif"><span style="color:black">的條件</span></span></strong></span></span></p>
<p><span style="font-size:12px"><span style="font-family:Calibri,sans-serif"><span style="font-family:"新細明體",serif"><span style="color:black">一、</span></span><span style="color:black">97</span><span style="font-family:"新細明體",serif"><span style="color:black">年</span></span><span style="color:black">10</span><span style="font-family:"新細明體",serif"><span style="color:black">月</span></span><span style="color:black">1</span><span style="font-family:"新細明體",serif"><span style="color:black">日國民年金法施行時,已年滿</span></span><span style="color:black">65</span><span style="font-family:"新細明體",serif"><span style="color:black">歲之國民,即民國</span></span><span style="color:black">32</span><span style="font-family:"新細明體",serif"><span style="color:black">年</span></span><span style="color:black">10</span><span style="font-family:"新細明體",serif"><span style="color:black">月</span></span><span style="color:black">1</span><span style="font-family:"新細明體",serif"><span style="color:black">日(含當日)以前出生之國民,在國內設有戶籍,且最近</span></span><span style="color:black">3</span><span style="font-family:"新細明體",serif"><span style="color:black">年內每年居住超過</span></span><span style="color:black">183</span><span style="font-family:"新細明體",serif"><span style="color:black">日,而無下列規定之一者,得請領老年基本保證年金,自申請且符合條件之當月起按月發給,</span></span><span style="color:black">113</span><span style="font-family:"新細明體",serif"><span style="color:black">年</span></span><span style="color:black">1</span><span style="font-family:"新細明體",serif"><span style="color:black">月起每月</span></span><span style="color:black">4,049</span><span style="font-family:"新細明體",serif"><span style="color:black">元至死亡當月為止。</span></span></span></span></p>
<p><span style="font-size:12px"><span style="font-family:Calibri,sans-serif"><span style="color:black">(</span><span style="font-family:"新細明體",serif"><span style="color:black">一</span></span><span style="color:black">)</span><span style="font-family:"新細明體",serif"><span style="color:black">經政府全額補助收容安置。</span></span></span></span></p>
<p><span style="font-size:12px"><span style="font-family:Calibri,sans-serif"><span style="color:black">(</span><span style="font-family:"新細明體",serif"><span style="color:black">二</span></span><span style="color:black">)</span><span style="font-family:"新細明體",serif"><span style="color:black">領取軍人退休俸(終身生活補助費)、政務人員、公教人員、公營事業人員月退休(職)金或一次退休(職、伍)金。但有下列情形之一者,不在此限:</span></span></span></span></p>
<p><span style="font-size:12px"><span style="font-family:Calibri,sans-serif"><span style="color:black">1.</span><span style="font-family:"新細明體",serif"><span style="color:black">軍人、政務人員、公教人員、公營事業人員領取一次退休(職、伍)金且未辦理政府優惠存款者,未領取公教人員保險養老給付或軍人保險退伍給付,或所領取公教人員保險養老給付、軍人保險退伍給付之總額,自年滿</span></span><span style="color:black">65</span><span style="font-family:"新細明體",serif"><span style="color:black">歲當月起以新臺幣</span></span><span style="color:black">3,000</span><span style="font-family:"新細明體",serif"><span style="color:black">元按月累計達原領取總額。</span></span></span></span></p>
<p><span style="font-size:12px"><span style="font-family:Calibri,sans-serif"><span style="color:black">2.</span><span style="font-family:"新細明體",serif"><span style="color:black">原住民領取一次退休(職、伍)金。</span></span></span></span></p>
<p><span style="font-size:12px"><span style="font-family:Calibri,sans-serif"><span style="color:black">(</span><span style="font-family:"新細明體",serif"><span style="color:black">三</span></span><span style="color:black">)</span><span style="font-family:"新細明體",serif"><span style="color:black">領取社會福利津貼(指低收入老人生活津貼、中低收入老人生活津貼、身心障礙者生活補助、老年農民福利津貼及榮民就養給付)。</span></span></span></span></p>
<p><span style="font-size:12px"><span style="font-family:Calibri,sans-serif"><span style="color:black">(</span><span style="font-family:"新細明體",serif"><span style="color:black">四</span></span><span style="color:black">)</span><span style="font-family:"新細明體",serif"><span style="color:black">財稅機關提供保險人公告年度之個人綜合所得稅各類所得總額合計達新臺幣</span></span><span style="color:black">50</span><span style="font-family:"新細明體",serif"><span style="color:black">萬元以上。</span></span></span></span></p>
<p><span style="font-size:12px"><span style="font-family:Calibri,sans-serif"><span style="color:black">(</span><span style="font-family:"新細明體",serif"><span style="color:black">五</span></span><span style="color:black">)</span><span style="font-family:"新細明體",serif"><span style="color:black">個人所有之土地及房屋價值合計達新臺幣</span></span><span style="color:black">500</span><span style="font-family:"新細明體",serif"><span style="color:black">萬元以上。</span></span></span></span></p>
<p><span style="font-size:12px"><span style="font-family:Calibri,sans-serif"><span style="color:black">(</span><span style="font-family:"新細明體",serif"><span style="color:black">六</span></span><span style="color:black">)</span><span style="font-family:"新細明體",serif"><span style="color:black">入獄服刑、因案羈押或拘禁。</span></span></span></span></p>
<p><span style="font-size:12px"><span style="font-family:Calibri,sans-serif"><span style="font-family:"新細明體",serif"><span style="color:red">二、前述「最近</span></span><span style="color:red">3</span><span style="font-family:"新細明體",serif"><span style="color:red">年內,每年居住國內超過</span></span><span style="color:red">183</span><span style="font-family:"新細明體",serif"><span style="color:red">天」,是以每期年金核發當月起前</span></span><span style="color:red">36</span><span style="font-family:"新細明體",serif"><span style="color:red">個月認定。因為年金是逐月發給,所以每個月核發年金時都會往前比對</span></span><span style="color:red">36</span><span style="font-family:"新細明體",serif"><span style="color:red">個月的居住狀況。</span></span></span></span></p>
<p><span style="font-size:12px"><span style="font-family:Calibri,sans-serif"><span style="font-family:"新細明體",serif"><span style="color:black">例如</span></span><span style="color:black">111</span><span style="font-family:"新細明體",serif"><span style="color:black">年</span></span><span style="color:black">10</span><span style="font-family:"新細明體",serif"><span style="color:black">月份的年金</span></span><span style="color:black"> (111</span><span style="font-family:"新細明體",serif"><span style="color:black">年</span></span><span style="color:black">11</span><span style="font-family:"新細明體",serif"><span style="color:black">月底發放</span></span><span style="color:black">)</span><span style="font-family:"新細明體",serif"><span style="color:black">,必須比對</span></span><span style="color:black">108</span><span style="font-family:"新細明體",serif"><span style="color:black">年</span></span><span style="color:black">11</span><span style="font-family:"新細明體",serif"><span style="color:black">月到</span></span><span style="color:black">109</span><span style="font-family:"新細明體",serif"><span style="color:black">年</span></span><span style="color:black">10</span><span style="font-family:"新細明體",serif"><span style="color:black">月、</span></span><span style="color:black">109</span><span style="font-family:"新細明體",serif"><span style="color:black">年</span></span><span style="color:black">11</span><span style="font-family:"新細明體",serif"><span style="color:black">月到</span></span><span style="color:black">110</span><span style="font-family:"新細明體",serif"><span style="color:black">年</span></span><span style="color:black">10</span><span style="font-family:"新細明體",serif"><span style="color:black">月,以及</span></span><span style="color:black">110</span><span style="font-family:"新細明體",serif"><span style="color:black">年</span></span><span style="color:black">11</span><span style="font-family:"新細明體",serif"><span style="color:black">月到</span></span><span style="color:black">111</span><span style="font-family:"新細明體",serif"><span style="color:black">年</span></span><span style="color:black">10</span><span style="font-family:"新細明體",serif"><span style="color:black">月,這</span></span><span style="color:black">3</span><span style="font-family:"新細明體",serif"><span style="color:black">段期間都分別要在國內住滿</span></span><span style="color:black">183</span><span style="font-family:"新細明體",serif"><span style="color:black">天。如果要繼續領</span></span><span style="color:black">111</span><span style="font-family:"新細明體",serif"><span style="color:black">年</span></span><span style="color:black">11</span><span style="font-family:"新細明體",serif"><span style="color:black">月份的年金</span></span><span style="color:black"> (111</span><span style="font-family:"新細明體",serif"><span style="color:black">年</span></span><span style="color:black"> 12</span><span style="font-family:"新細明體",serif"><span style="color:black">月底發放</span></span><span style="color:black">)</span><span style="font-family:"新細明體",serif"><span style="color:black">,則必須比對</span></span><span style="color:black">108</span><span style="font-family:"新細明體",serif"><span style="color:black">年</span></span><span style="color:black">12</span><span style="font-family:"新細明體",serif"><span style="color:black">月到</span></span><span style="color:black">109</span><span style="font-family:"新細明體",serif"><span style="color:black">年</span></span><span style="color:black">11</span><span style="font-family:"新細明體",serif"><span style="color:black">月、</span></span><span style="color:black">109</span><span style="font-family:"新細明體",serif"><span style="color:black">年</span></span><span style="color:black">12</span><span style="font-family:"新細明體",serif"><span style="color:black">月到</span></span><span style="color:black">110</span><span style="font-family:"新細明體",serif"><span style="color:black">年</span></span><span style="color:black">11</span><span style="font-family:"新細明體",serif"><span style="color:black">月,以及</span></span><span style="color:black">110</span><span style="font-family:"新細明體",serif"><span style="color:black">年</span></span><span style="color:black">12</span><span style="font-family:"新細明體",serif"><span style="color:black">月到</span></span><span style="color:black">111</span><span style="font-family:"新細明體",serif"><span style="color:black">年</span></span><span style="color:black">11</span><span style="font-family:"新細明體",serif"><span style="color:black">月,這</span></span><span style="color:black">3</span><span style="font-family:"新細明體",serif"><span style="color:black">段期間都分別要在國內住滿</span></span><span style="color:black">183 </span><span style="font-family:"新細明體",serif"><span style="color:black">天,以此類推。</span></span></span></span></p>
<p><span style="font-size:12px"><span style="font-family:Calibri,sans-serif"><span style="font-family:"新細明體",serif"><span style="color:black">三、前述土地及房屋價值之計算:</span></span></span></span></p>
<p><span style="font-size:12px"><span style="font-family:Calibri,sans-serif"><span style="color:black">(</span><span style="font-family:"新細明體",serif"><span style="color:black">一</span></span><span style="color:black">)</span><span style="font-family:"新細明體",serif"><span style="color:black">土地之價值,以公告土地現值計算;房屋之價值,以評定標準價格計算。</span></span></span></span></p>
<p><span style="font-size:12px"><span style="font-family:Calibri,sans-serif"><span style="color:black">(</span><span style="font-family:"新細明體",serif"><span style="color:black">二</span></span><span style="color:black">)</span><span style="font-family:"新細明體",serif"><span style="color:black">有下列情形之一者,應扣除之:</span></span></span></span></p>
<p><span style="font-size:12px"><span style="font-family:Calibri,sans-serif"><span style="color:black">1.</span><span style="font-family:"新細明體",serif"><span style="color:black">土地之部分或全部被依法編為公共設施保留地,且因政府財務或其他不可歸責於地主之因素而尚未徵收及補償者。</span></span></span></span></p>
<p><span style="font-size:12px"><span style="font-family:Calibri,sans-serif"><span style="color:black">2.</span><span style="font-family:"新細明體",serif"><span style="color:black">非都市土地依法編訂為交通用地,並作公共設施使用之土地,且因政府財務或其他不可歸責於地主之因素而尚未徵收及補償者。</span></span></span></span></p>
<p><span style="font-size:12px"><span style="font-family:Calibri,sans-serif"><span style="color:black">3.</span><span style="font-family:"新細明體",serif"><span style="color:black">屬個人所有之唯一房屋且實際居住者。但其土地公告現值及房屋評定標準價格合計得扣除額度以新臺幣</span></span><span style="color:black"> 400 </span><span style="font-family:"新細明體",serif"><span style="color:black">萬元為限。</span></span></span></span></p>
<p><span style="font-size:12px"><span style="font-family:Calibri,sans-serif"><span style="color:black">4.</span><span style="font-family:"新細明體",serif"><span style="color:black">未產生經濟效益之原住民保留地。</span></span></span></span></p>
<p><span style="font-size:12px"><span style="font-family:Calibri,sans-serif"><span style="font-family:"新細明體",serif"><span style="color:black">四、自</span></span><span style="color:black">101</span><span style="font-family:"新細明體",serif"><span style="color:black">年</span></span><span style="color:black">1</span><span style="font-family:"新細明體",serif"><span style="color:black">月起,原已領取老年基本保證年金的人,在各地方政府調整土地公告現值後,如其個人所有的土地及房屋沒有新增,而且也沒有其他排除規定,就符合繼續請領年金的資格,不會因為土地公告現值調整而受到影響。五、老年基本保證年金請領人,不適用國民年金法有關身心障礙年金給付、身心障礙基本保證年金、喪葬給付及遺屬年金給付之相關規定。</span></span></span></span></p>
<p><span style="font-size:12px"><span style="font-family:Calibri,sans-serif"><span style="color:black">★</span><strong><span style="font-family:"新細明體",serif"><span style="color:black">如何申請老年基本保證年金</span></span></strong></span></span></p>
<p><span style="font-size:12px"><span style="font-family:Calibri,sans-serif"><span style="font-family:"新細明體",serif"><span style="color:black">一、於勞工保險局網站下載列印「國民年金老年基本保證年金申請書及給付收據」</span></span><span style="color:black">(</span><span style="font-family:"新細明體",serif"><span style="color:black">申請書也可以到區公所及勞工保險局各地辦事處櫃台索取</span></span><span style="color:black">)</span><span style="font-family:"新細明體",serif"><span style="color:black">,於申請書上填妥申請人姓名、出生日期、身分證統一編號、通訊地址以及匯入帳戶</span></span><span style="color:black"> ( </span><span style="font-family:"新細明體",serif"><span style="color:black">金融機構帳戶或郵局帳戶請選擇一項勾填,勾選金融機構帳戶者必須是申請書上限定之入帳銀行的帳戶</span></span><span style="color:black"> ) </span><span style="font-family:"新細明體",serif"><span style="color:black">,並且簽名或蓋章。</span></span></span></span></p>
<p><span style="font-size:12px"><span style="font-family:Calibri,sans-serif"><span style="font-family:"新細明體",serif"><span style="color:black">二、在申請書指定的欄位黏貼好要匯入給付之金融機構存簿封面(</span></span> <span style="font-family:"新細明體",serif"><span style="color:black">要有戶名及帳號</span></span> <span style="font-family:"新細明體",serif"><span style="color:black">)影本。</span></span></span></span></p>
<p><span style="font-size:12px"><span style="font-family:Calibri,sans-serif"><span style="font-family:"新細明體",serif"><span style="color:black">三、如果是因「個人所有之土地及房屋價值合計達</span></span><span style="color:black">500</span><span style="font-family:"新細明體",serif"><span style="color:black">萬元以上」,但符合下列扣除規定者,應同時檢具下列書件:</span></span></span></span></p>
<p><span style="font-size:12px"><span style="font-family:Calibri,sans-serif"><span style="color:black">(</span><span style="font-family:"新細明體",serif"><span style="color:black">一</span></span><span style="color:black">)</span><span style="font-family:"新細明體",serif"><span style="color:black">土地之部分或全部被依法編為公共設施保留地且尚未徵收及補償者,要扣除土地公告現值時:請領人要另外再檢附縣</span></span><span style="color:black"> ( </span><span style="font-family:"新細明體",serif"><span style="color:black">市</span></span><span style="color:black"> ) </span><span style="font-family:"新細明體",serif"><span style="color:black">政府建管單位或鄉</span></span><span style="color:black"> ( </span><span style="font-family:"新細明體",serif"><span style="color:black">鎮、市、區</span></span><span style="color:black"> ) </span><span style="font-family:"新細明體",serif"><span style="color:black">公所出具的都市計畫土地使用分區證明或公共設施保留地證明,以及稅捐稽徵機關核發的個人「全國財產稅總歸戶財產查詢清單」。</span></span></span></span></p>
<p><span style="font-size:12px"><span style="font-family:Calibri,sans-serif"><span style="color:black">(</span><span style="font-family:"新細明體",serif"><span style="color:black">二</span></span><span style="color:black">)</span><span style="font-family:"新細明體",serif"><span style="color:black">非都市土地依法編訂為交通用地,並作公共設施使用之土地,且尚未徵收及補償者,要扣除土地公告現值時:請領人應檢具需用土地人或地政機關之相關證明文件</span></span><span style="color:black">( </span><span style="font-family:"新細明體",serif"><span style="color:black">例如:非都市土地供公共設施使用證明書</span></span><span style="color:black"> )</span><span style="font-family:"新細明體",serif"><span style="color:black">,以及稅捐稽徵機關核發的個人「全國財產稅總歸戶財產查詢清單」。</span></span></span></span></p>
<p><span style="font-size:12px"><span style="font-family:Calibri,sans-serif"><span style="color:black">(</span><span style="font-family:"新細明體",serif"><span style="color:black">三</span></span><span style="color:black">)</span><span style="font-family:"新細明體",serif"><span style="color:black">房屋屬於個人所有之唯一房屋且實際居住者,要扣除房屋的評定標準價格及其土地的公告現值時:請領人要另外再檢附稅捐稽徵機關核發的「全國財產稅總歸戶財產查詢清單」並填寫「個人所有唯一房屋且實際居住切結書」。</span></span></span></span></p>
<p><span style="font-size:12px"><span style="font-family:Calibri,sans-serif"><span style="color:black">(</span><span style="font-family:"新細明體",serif"><span style="color:black">四</span></span><span style="color:black">)</span><span style="font-family:"新細明體",serif"><span style="color:black">土地屬於未產生經濟效益之原住民保留地,要扣除土地公告現值時:請領人應書面主張其所有的土地是屬於未產生經濟效益的原住民保留地,並檢附稅捐稽徵機關核發的「全國財產稅總歸戶財產查詢清單」;如果該筆未產生經濟效益的原住民保留地屬於都市計畫法的土地,請另外向縣(市)政府建管單位或權限下授之鄉(鎮、市、區)公所申請「土地使用分區證明書」。</span></span></span></span></p>
<p style="text-align:justify"><span style="font-size:12px"><span style="font-family:"新細明體",serif"><span style="color:black">四、將前述各項書表證件以掛號直接寄到勞工保險局國民年金組或送交到勞工保險局各地辦事處收件即可。</span></span></span></p>