Financial assistance to an employee: when and how to get it? Sample applications + advice on how to apply

Sometimes in the life of every person there are moments (happy and not so) that cannot be predicted for the future. These moments often cause some financial difficulties, especially when life has already been adjusted to a certain rhythm and you don’t want to change anything.

Any sane person begins to wonder where to get the money from. There is no time for a part-time job, I don’t want to go into debt, taking a loan is also not an option. How to be? If you have an impressive work experience and have established yourself as a conscientious employee, then the answer is very close.

To begin with, it is necessary to understand what level these life difficulties belong to. Since material support can be paid both at the state level and at the level of the enterprise where the person works.

There is an opinion that it is impossible to get help from the state, but this is not at all the case. State material assistance in our country is due to citizens who are in financial need in certain life situations.

Who belongs to this category of citizens:

1. Low-income families.
2. Families in which a disabled child is brought up.
3. Large families in which children are schoolchildren.

Financial assistance to low-income families

In our country, low-income families are families where both parents work, but the average income for each family member is below the subsistence level, the value of which is set for each region separately.

If you fit into this category, then you need to apply for financial assistance to the social protection authorities, write an application and collect a package of documents confirming the need to receive assistance.

This includes a certificate of family composition and a certificate of income of both parents.

A family in which a disabled child is brought up can also apply to the social welfare authorities with a request to provide material assistance. The application must indicate the reason for the appeal, for example, to purchase a wheelchair, pay for a rehabilitation course, and the like.

State programs to provide material assistance to families with many children include a one-time payment to prepare children for the start of the school year. To receive this assistance, you need to write an application and provide a certificate of family composition.

A completely different level of financial assistance is payments to employees in the organization where the person works.

The wage system in the Russian Federation provides for cases in which an employee can receive material assistance from the employer.

Russian legislation defines the concept of "material assistance" as a kind of service that can be provided in the form of cash, essential food, childcare, necessary clothing and footwear, as well as fuel and special means of rehabilitation for the needy and disabled.

The "social package" offered by organizations when applying for a job almost always includes the provision of material assistance. Or separate collective agreements are concluded, where this article is prescribed.

So what are the types of financial assistance?

There are many reasons why an employee has the right to ask a manager for help. Consider the most common causes:

• When a person has an important event that requires certain costs (at the birth of the first and subsequent child, marriage, and others);
• When one of the relatives dies;
• When an employee of an organization is seriously ill;
• When an employee has a difficult financial situation in the family;
• During unforeseen emergencies and natural disasters (fire, robbery, flood);
• Financial assistance to a well-deserved employee for vacation;
• A young employee of an organization studying by correspondence;
• An employee who is injured while on the job.

Most organizations do not refuse to provide material assistance to their employees, employees on a well-deserved pension, and sometimes members of their families. These are mainly budgetary enterprises and organizations, as well as large companies with sufficient profits.

Small private companies and individual entrepreneurs may not specify this in the contract and refuse to provide assistance.

In order to receive financial assistance, it is necessary to correctly collect and execute the necessary documents. The set of documents will depend on the case in which assistance is provided. Now let's consider each case separately.

The arrival of a new family member or marriage

The birth of children for every family is always joyful, but costly. A newly-made family member requires not only a lot of time and attention, but also a significant part of the funds from the family budget. And sometimes these funds are not enough, especially if the family has many children.

To receive financial assistance when a child appears, you need to collect certain documents:

• Passports of both parents;
• Certificate confirming the birth of a child;

Bring original documents and copies with you, which you will then need to hand over.

• Certificate of non-receipt of financial assistance from the other parent;
• Application for this assistance addressed to the head.

The statement might look like this:

It is better to apply with such a statement until the child is one year old, because the employee is exempt from personal income tax if the child is less than one year old.

Wedding

Marriage is such a magical event in the life of every person. Many men and women prepare for it in advance, thinking through every little thing and calculating the required amount. But it also happens that a wedding is organized spontaneously, without any long-term preparation. What to do then? You can ask the management for help.

The newlywed needs to collect the following documents:

1. A copy of the marriage certificate.
2. Write a request or statement to the head of the organization.

The labor code does not specify anything about material assistance of this type, so assistance will be provided at the discretion of the head. And if you are a valuable employee and have a good work history, then the solution to your question will most likely be positive.

Death of a close relative.

A wedding and the birth of children are, of course, joyful events, but rather sad moments also happen in our lives. Such as illness or even worse death of relatives.

The concept of "material assistance" paid when an employee's close relative dies has some peculiarities.

To begin with, let's figure out who is included in the concept of "close relative". According to family law, these are relatives, in a direct family line. That is, grandparents, parents, brothers and sisters, as well as sons and grandchildren.

To receive such financial assistance, you must collect and bring the following documents to the personnel department:

1. A document confirming the death of one of the relatives;
2. Confirmation of close relationship with the deceased;
3. Statement.

When an employee is seriously ill

When an employee or his relatives become seriously ill and an expensive treatment or operation is required (exclusion of HIV - diseases (except AIDS), abortions and non-vital operations), then you can turn to the manager for material assistance.

Remember that personal income tax is not levied only on amounts less than four thousand rubles, if the assistance is a large amount, you will have to pay tax.

The employee must provide:

1. An extract from the hospital card;
2. Referral from the attending physician for the operation (if necessary);

Statement example below:

Employee's financial hardship

Many of us have had moments when there is not enough money for some purchase or for a trip, but in reality these are all trifles. There are families that do not even have enough for bread and milk. And there are not many of them in the country. Most of the members of these families are ashamed of their plight, but in vain. If the financial situation is very difficult, you can turn to your employer for help.

In cases where the employee lives alone or alone; has a disability; raises children alone and has no other income than salary; the second spouse is temporarily not working or the employee has a large family, you just need to write a statement.

It must indicate the reason for the difficult financial situation and attach a document confirming this. For example, like this:

Unforeseen emergencies and natural disasters

Sometimes in life there are unpredictable natural phenomena and natural disasters. Basically, these phenomena occur from the activity of the forces of nature and man cannot influence them in any way. These are earthquakes, mass fires, floods, landslides and so on. These natural disasters lead to loss of life, destruction of housing and property of the population.

In such situations, the state provides support to citizens at the federal level, but you can still turn to the employer for help.

If you write a statement and bring a certificate from the relevant authority (Ministry of Emergency Situations or the fire service, the local Department of Internal Affairs), which indicates the scale of the disaster, you can also get help from the organization.

Another case in which you can turn to management for help is an emergency that occurred as a result of human activity. This includes theft and arson.

The document confirming what happened will be a certificate from the local Department of Internal Affairs and the fire service. It will need to be attached to the application.

The amounts are not indicated in the statements, since these payments occur at the discretion of the head.

Vacation payout

In many large organizations, various incentives are provided for employees who have an impressive length of service at a given enterprise or employees who have particularly distinguished themselves by their success. One of the types of such encouragement is a one-time payment for rest or vacation.

If the vacation is provided according to the internal schedule, then it is not necessary to write an application. The payment will be made along with vacation pay, because this item is provided for in the contract and determined by management.

The application must be written if the vacation is planned at another time for any reason:

This type of financial assistance also has the character of an additional payment. Therefore, it is at the discretion of the manager.

Young employee of the organization

Recently, large companies have been accepting in their staff students who study by correspondence, but already have work experience. Successful organizations try to support their young employees for the future of the company.

The life of a student, as everyone knows, is not at all easy and help in difficult life situations is not at all superfluous for them.

Financial assistance for students is, of course, at the discretion of the employer. You must write an application and attach a copy of your student card. The statement should look like this:

An employee who is injured while on the job

The legislation of the Russian Federation obliges the employer to transfer insurance premiums to the FSS of the Russian Federation for compulsory insurance of the employee against accidents at the workplace. This guarantees the payment of certain funds to the employee if he undermined his health at work. But here we are talking about accidents that entail injuries that completely or partially deprive you of your ability to work, including death at work. And more minor injuries from the Social Security fund are not paid.

In order to receive compensation in such cases, it is necessary to write an application addressed to the head and provide a certificate from the injury center or from the attending physician, as well as confirmation of witnesses to the situation in which the injury was received.

It is important to remember one feature. The law of the Russian Federation does not oblige managers to pay material assistance, the amount and size are not prescribed anywhere, it depends on the specific situation in which the person finds himself. Therefore, all types of material assistance listed above are paid at the discretion of management.

If you expect to receive financial assistance in unforeseen life situations, then when applying for a job and signing an employment contract, you need to pay special attention to the points that talk about this. For a conscientious employer who cares about his employees, this item is present at the device of each unit of the state, from the cleaning worker to the deputy head. However, small organizations and private entrepreneurs are unlikely to prescribe a clause on the provision of material assistance.