SOCIAL PROTECTION

What is social protection?

Social protection is the social security system intended to ensuring basic rights for the economically deprived population, preventing and eliminating poverty and social exclusion, and compensating people for increased family burdens, such as disability and dependency.

The Citizen's Social Protection System includes three subsystems:

  • SUbiquitous Social Action System: with objectives preventing and remedying situations of socio-economic deprivation and inequality, dependency, social dysfunction, exclusion or vulnerability, as well as the community integration and promotion of people and the development of their capacities. It shall also provide special protection for the most vulnerable groups, including children, young people, persons with disabilities, as well as other persons in economic or social need;

  • SUbiquitous Solidarity: which aims to ensure, based on the solidarity of the whole community, essential rights in order to prevent and eradicate situations of poverty and exclusion, as well as to guarantee benefits in situations of proven personal or family need, not included in the welfare system;

  • SUbiquitous Family Protection System: It is intended to provide compensation for certain family and disability and dependency burdens.

HOW IS SOCIAL PROTECTION ACHIEVED?

It is achieved through:

  • Cash benefits which are financial benefits provided by the social protection system, to support people and families in need and who meet the conditions for allocation established by law, such as the Social Benefit for Inclusion (PSI);

  • Replies social through services provided in social facilities, with the aim of protecting and supporting people in situations of social vulnerability.

For more information see the Law No º 4/2007, of 16 January, in its current wording, which approves the general foundations of the social security system.

SOCIAL BENEFITS

SOCIAL BENEFITS FOR INCLUSION (PSI)

WHAT IS THE SOCIAL PROVISION FOR INCLUSION?

It is a monthly financial support, intended for People disabled, with a degree of disability equal to or greater than 60%.

This benefit comprises three components:

  • cbase component:it is intended to compensate for the increased overheads resulting from the disability condition and replaced three previously existing benefits: the monthly lifetime allowance, the social invalidity pension and the invalidity pension of the transitional schemes for agricultural workers;

  • cimplementation: is a reinforcement of the amount paid by the basic component and aims at addressing the poverty situation of persons with disabilities, living alone or in households with economic deprivation or insufficient resources;

  • mkneeling: is intended to replace benefits Under the previous disability protection scheme, they were intended to compensate for additional specific burdens resulting from the disability condition. The increase of the Social Benefit for Inclusion began in October 2019 with the extension to children and young people.

WHO MAY BENEFIT FROM SOCIAL PROVISION FOR INCLUSION?

As persons with disabilities who meet the following conditions:

  • rlegal residence in Portugal (or other situations provided for in international instruments or special legislation);

  • iis 18 years of age or older at the date of submission of the application;

  • defficiency with a degree of disability equal to or greater than 60%, certified with the Multipurpose Medical Disability Certificate (AMIM), issued or applied for before the age of 55;

  • defficiency with a degree of incapacity equal to or greater than 80%, certified with the AMIM issued or applied for before the age of 55, for the beneficiaries of the invalidity pension.

NOTE:a 1 October 2019, the Social Benefit for Inclusion was extended to children and youth, and can be applied for from birth.

A SOCIAL BENEFITS FOR INCLUSION CAN BE ALLOCATED AFTER 55 YEARS?

Yes, however, there are some specific conditions. The recognition of entitlement to benefit from the age of 55 will depend on the disability certification or the appeal of its assessment having been applied for before reaching the age of 55. The medical boards of the health authorities are responsible for certifying the disability and determining the degree of incapacity for the purposes of awarding that benefit.

THERE ARE SITUATIONS IN WHICH CAN THE SOCIAL BENEFITS FOR INCLUSION BE ALLOCATED WITH A REQUESTED SAME AFTER 55 YEARS?

Yes, in the following situations:

  • qentitlement to benefit is granted to persons aged 55 years or over, provided that the date of commencement of disability with a degree of incapacity equal to or greater than 60% is before that age. Proof of this condition is the responsibility of the certifying body;

  • a professionals integrated in certain careers (firefighters, security forces, armed forces, maritime police, INEM, I.P. professionals, and forest firefighters) whose disability results directly and exclusively from an accident that occurred between the age of 55 and the age of access to old-age pension.

For more information see the Decree-Law No 126-A/2017, 6 October, as amended.

HOW REQUEST THE SOCIAL PROVISION FOR INCLUSION (PSI)?

A A person with a disability, his or her attorney or legal representative may apply to the PSI through the Direct Social Security or in person, none of the answering services the Social Security.

WHICH FORMS AND DOCUMENTS Do you need to apply for PSI?

The essential elements to be presented concerning the Beneficiary persons are:

  • dvalid identification document;

  • dtax identification document;

  • aMultipurpose Disability Medical Test (AMIM) or, failing that, proof that you have applied for disability certification;

  • eclinical evidence and other medical documentation proving that the disability is congenital or was acquired before the age of 55, in situations where there is no medical certificate of multi-use disability (AMIM).

PFor more detailed information on the documents to be submitted depending on the specific situation and access to the completion forms, please consult the Practical Guide - Social Benefit for Inclusion.

IS POSSIBLE ACUCUCULAR THE SOCIAL BENEFITS FOR INCLUSION WITH WORKING INCOME?

Yes, yes. In the case of Disabled people with a degree of disability between 60% and 79%, work incomes are considered for the PSI attribution value.

IS POSSIBLE ACUMULATING THE SOCIAL BENEFITS TO THE INCLUSION WITH OTHER BENEFITS?

Yes, yes. A Social Benefit for Inclusion can be combined with the following benefits (according to the rules for the allocation of each of the components of the benefit):

  • pcontributions from the social security system, the convergent social protection scheme and pensions from foreign schemes;

  • pwidow's/widower's/widower's/widower's/widower's

  • pfamily allowances (Children’s and Youth’s Family Allowance, Pre-Christmas Family Allowance, Scholarship and Funeral Allowance);

  • subsidium by attendance at a special education establishment;

  • cdependency-based implementation;

  • cfulfilment by a dependent spouse;

  • rSocial Insertion Endurance;

  • pallowances in lieu of employment income (from the social security system);

  • punemployment and parenthood allowances of the solidarity subsystem;

  • icompensation and pensions for accidents at work and occupational diseases;

  • ithird-party liability claims;

  • subsidium due to death, from the welfare system.

WHICH SOCIAL BENEFITS ARE NOT POSSIBLE TO ACCOUNT SOCIAL PROVISION FOR INCLUSION?

  • bDisability onification;

  • CSolidarity for the Elderly;

  • PInvalidity benefit, unless you no longer meet the conditions for entitlement to Social Benefit for Inclusion;

  • Old-age pension;

  • Third Person Assistance Allowance, unless you are already receiving this allowance when applying for the Social Inclusion Benefit.

NOTE: If you no longer meet the conditions for entitlement to the Social Benefit for Inclusion, you can apply for the Old-Age Social Pension.

BONIFICATION BY ...

WHAT IS DISABILITY BONIFICATION?

The Disability Bonus is a cash benefit in addition to the Family Allowance for Children and Young People, which is intended to compensate for thefree of family expenses arising from the disability of children aged 10 years or less, making pedagogical or therapeutic support necessary.

IN WHICH SITUATION CAN BE ATTRIBUTEDABOUT DISABILITY BONIFICATION?

For The effects of the disability bonus are considered children aged 10 years or less who, due to congenital or acquired loss or anomaly, psychological, intellectual, physiological or anatomical structure or function, recognized by the Multidisciplinary Medical-Pedagogical Evaluation Team of the Social Security Institute, are in any of the following situations:

  • nrequire specific individualised pedagogical or therapeutic support;

  • frequest, are hospitalized or in conditions of frequency or hospitalization, in specialized rehabilitation facilities.

WHO HAS THE RIGHT?

Persons with Social Security discounts (contributory scheme):

  • a a beneficiary who has the child or young person with a disability in his or her care and pays for social security or any other social protection scheme;

  • a a beneficiary who has paid social security contributions in the first 12 of the last 14 months, starting from the date on which the application is made. This condition does not apply to pensioners.

  • a a child or young person with a disability who is in receipt of a family allowance who:

  • eis the responsibility of the beneficiary or beneficiary (of whom he/she is a descendant);

  • nrequiring individualised pedagogical or therapeutic support;

  • frequenta, is admitted or able to attend or be admitted to a specialised rehabilitation establishment;

  • nare employed under a compulsory social protection scheme (does not have an activity requiring them to pay social security contributions or any other social protection scheme).

Non-discounted persons for social security and in need (non-discounted scheme) contributory):

  • a person who has the child or young person with disabilities in charge and does not pay for Social Security or any other social protection scheme.

  • owhere there is a shortage:

  • qif the gross monthly income is equal to or less than 40% of the IAS, provided that the income of the respective household does not exceed 1.5 x IAS; or

  • qif the household income per person is less than or equal to 30% of the IAS and there is a situation of risk or social dysfunction due to loss of income or an abnormal increase in costs (due to illness, accident, unemployment, disability or rehabilitation).

  • a child or young person with disabilities:

  • nrequiring individualised pedagogical and/or therapeutic support;

  • frequenta, is admitted or able to attend or be admitted to a specialised rehabilitation establishment;

  • nare employed under a compulsory social protection scheme (does not have an activity requiring them to pay social security contributions or any other social protection scheme).

Entitlement to disability allowance also depends onthe value of the movable property, at the date of application, of the applicant and his or her household, where this does not exceed 240 times the value of the social support index (IAS).

CDo I want to ask for disability bonuses?

Directing-whether to services of aSocial Security Trend, presentsthe paper forms and documents indicated in them or through the Direct Social Security, in the option e-Clic (Assistance Family; Disability bonus; Submit an application).

Forms and documents to request a Disability bonuses are available at Practical Guide - Disability bonus.

IS POSSIBLE CAUSE DISABILITY BONIFICATION WITH OTHER BENEFITS?

Disability bonuses can accumulate with:

  • afamily bono for children and young people;

  • mBenefit of second, third or more children (aged 36 months or less);

  • aPrenatal Family Bono (if the young woman is pregnant);

  • mKneeling of the Family Allowance and Pre-Christmas Family Allowance for single parents (if the child or young person lives in common with a single adult);

  • subsidium of Special Education;

  • bstudy olsa;

  • porphanage;

  • pSurvival status;

  • sFuneral ubsidium;

  • rSocial Insertion Endurance;

  • subsidium of Assistance by Third Person.

Even if the household is in the 4.º or 5.º income bracket and the child or young person does not receive Family Allowance, they can benefit from Disability Bonus.

SPECIAL EDUCATION SUBSIDY

O WHAT IS THE SPECIAL EDUCATION SUBSIDY?

It is a monthly cash benefit for children and young people with permanent disabilities up to the age of 24 to compensate for costs resulting from attendance at appropriate establishments or individual support by a specialised technician or technician.

For being associated with the school calendar will have to be requested in each school year.

QIs EMU RIGHT TO THE SPECIAL EDUCATION SUBSIDY?

Children or young people with disabilities, up to the age of 24, complying with the following requirements:

  • rresidents on national territory (mainland and the Autonomous Region of the Azores) or in a comparable situation, i.e. non-national citizens who have been legally resident for more than 6 months;

  • creduction of physical, motor, organic, sensory or intellectual capacity (medical expert's declaration) on a permanent basis;

  • nare employed under a compulsory social protection scheme (Social Security, General Pensions Fund, Lawyers’ and Solicitors’ Insurance Fund);

  • por the reason for the disability, are in any of the following situations:

  • frequest special education establishments involving the payment of a monthly fee;

  • nthey need to enter a private or cooperative regular educational establishment, after attending special education, because they cannot or must not transit to public educational establishments or, having transited, they need individual support by a specialised technician;

  • frequire regular crèche or kindergarten as a specific means of overcoming disability and achieving social integration more quickly, provided that they do not have the prescribed support;

  • nrequire individual support by a specialist technician, even if they do not attend special education, provided that the educational establishment they attend does not have the prescribed support.

The services of Social Security can submit the processes of children and young people with disabilities to multidisciplinary teams of medical-pedagogical evaluation.

CHOW TO REQUEST THE SPECIAL EDUCATION SUBSIDY?

No Social Security services by submitting the paper forms and the documents indicated in them.

The These forms and documents are available at Practical Guide - Special Education Allowance.

IS POSSIBLE ACUMULATING THE SPECIAL EDUCATION SUBSIDY WITH OTHER BENEFITS?

Yes, yes. O Special Education Allowance can accumulate with:

  • Afamily bono for children and young people;

  • BDisability onification;

  • PSocial Restoration for Inclusion;

  • PSurvival or Orphanage.

THIRD PERSON ASSISTANCE SUBSIDY

WHAT IS THE THIRD PERSON ASSISTANCE SUBSIDY?

It is a monthly cash benefit to compensate for the additional family expenses resulting from the dependency situation of the holders of Family Allowance for Children and Young People with Disability Allowance, and who need permanent support from a third person.

WHO HAS ARRIVED THE SUBSIDY FOR THIRD PERSON ASSISTANCE?

Persons with Social Security discounts (contributory scheme):

  • a a beneficiary who has the child or young person with a disability in his or her care and pays for social security or any other social protection scheme;

  • a a beneficiary who has paid social security contributions in the first 12 months of the last 14 months, starting from the date on which the application is made. This condition does not apply to pensioners;

  • a A person with a disability who:

  • rreceives Disability Benefit;

  • eis in a situation of dependency, i.e. if, because of his/her disability, he/she is unable to meet the basic needs of everyday life independently and needs the permanent assistance of another person (for at least 6 hours a day), duly certified by the disability check-up service;

  • nare employed under a compulsory social protection scheme;

  • vIt is paid by the beneficiary person.

Non-discounted persons for social security and in need (non-discounted scheme) contributory)

  • a person who has the child or young person with disabilities in charge and does not pay for Social Security or any other social protection scheme.

  • When there is a shortage, namely:

  • qif the gross monthly income is equal to or less than 40% of the IAS, provided that the income of the respective household does not exceed 1.5 x IAS or;

  • qif the household income per person is less than or equal to 30% of the IAS and there is a situation of risk or social dysfunction due to loss of income or an abnormal increase in costs (due to illness, accident, unemployment, disability or rehabilitation).

Whenever a Persons with disabilities benefit from permanent assistance provided in a health institution or social support, official or private not-for-profit, and whose operation is financed by the State or other legal persons governed by public law or private law and public utility, there is no place for the award of the Third-Person Assistance Allowance.

CHOW TO REQUEST THE SUBSIDY FOR THIRD-PARTY ASSISTANCE?

Directing-whether to Social Security services, and the paper forms and documents indicated in them must be submitted or through the Direct Social Security, in the option e-Clic.

OThe forms and documents for applying for the Third-Person Assistance Allowance are available at Practical Guide - Third-person Assistance Allowance.

IS POSSIBLE HOLDING THE SUBSIDY FOR THIRD PERSON ASSISTANCE WITH OTHER BENEFITS?

Yes, yes. O Third-Person Assistance Allowance may accrue to:

  • Family allowance for children and young people;

  • Disability bonus;

  • Insertion Social Income;

  • Survivor's pension.

SOCIAL REPLIES

WHAT ARE THE SOCIAL SUPPORT REPLIES FOR CHILDREN, YOUTH OR ADULT PERSONS WITH DISABILITIES?

According to for each specific situation, they are:

  • Early Intervention in Childhood (see topic on Children);

  • Outpatient support;

  • Residential Home;

  • Residence of Autonomization and Inclusion;

  • Independent Living Support Service (see topic on MAVI);

  • Family Reception of Older Persons or Adults with Disabilities;

  • Centre for Care, Monitoring and Social Rehabilitation for People with Disability and Disability;

  • Centre for Activities and Empowerment for Inclusion;

  • Home Support Service;

  • Transport of persons with disabilities.

In addition to the social responses mentioned here, there are others that are aimed at general population and can be found on the Social Security website for Social Responses for People with Disabilities or Disabilities.

SUPPORT UNDER AMBULATORY SCHEME

Rsocial esposta, aimed at children, preferably over 7 years old, young people and adults with disabilities and disabilities and their families, focused on rehabilitation, therapeutic and socio-educational intervention. These services aim to promote autonomy and integration, including psychological support, activities of daily living and socio-cultural animation, provided without the need for hospitalization.

RESIDENTIAL LAW

Social response, developed in equipment temporary or permanent use, intended to accommodate young people and adults with disabilities, aged 16 years or over, who are prevented from residing in their family environment, or whose family needs support, in particular in terms of illness or need of rest of the caregiver.

For more information see Ordinance No º 59/2015, of 2 March, as amended.

RESIDENCE OF AUTONOMIZATION AND INCLUSION

It is a housing response dand temporary or permanent character, developed in apartment, housing or other similar type of housing, inserted in residential areas in the community, intended for people with disabilities, with the ability to live autonomously. It aims to provide conditions for the realization of an autonomous and inclusive life project, through individualized support.

For more information see Ordinance 77/2022of 3 February, as amended.

CENTRE OF ACTIVITY, MONITORING AND SOCIAL REABILITATION FOR PERSONS WITH DISABILITIES AND INCAPACITY

It is a specialized service, which ensures the care, follow-up and the process of social rehabilitation persons with disabilities and provides training and support services to their families or informal carers. It can work in two ways:

  • Social care and follow-up - consistsand in a personalised response and provides the following services:

  • oappropriate handling and routing for each specific situation;

  • iinformation on access to social resources, services and facilities enabling persons with disabilities to exercise their rights of citizenship and social participation;

  • aI am juridical.

  • Care, follow-up and social rehabilitation –consistsand a set of actions complementary to care and aimed at the necessary support for the prevention and resolution of the social problems presented, namely through the following activities:

  • eworking on individual, social and family diagnosis, where possible with the participation of their own, family members or informal caregivers;

  • psocial integration monitoring, organisation and follow-up;

  • fstrengthening resilience factors, minimising risk factors associated with the social support of the family and informal carers;

  • social monitoring involves drawing up and contracting the individual intervention plan.

For more information see Ordinance No º 60/2015of 2 March.

FAMILY RECEPTION FOR INDIVIDUALS OR ADULT PERSONS WITH DISABILITIES

It consists of integrating, temporarily or permanently, into families considered suitable, elderly persons or adult persons with disabilities and is intended to ensure a socio-familiar and emotional environment for the fostered person that is conducive to the satisfaction of their basic needs and respect for their identity, personality and privacy.

O Family care is provided by private individuals at home and may occur in the following situations:

  • ithe absence or insufficiency of effective social responses ensuring adequate support for the maintenance of the elderly person or adult person with disabilities at home;

  • afamily or when the family does not meet the minimum conditions for their follow-up.

For more information see o Decree-Law No º 391/91of 10 October and Joint Order No º 727/99of 23 August.

CINTRODUCTION OF CAPACITATION AND INCLUSION ACTIVITIES

Social response, developed in equipment, aimed at developing activities occupational activities for persons with disabilities, aged 18 years or over, who cannot, on their own, temporarily or permanently, continue their training or pursue a professional activity, or who are in the process of socio-occupational inclusion, particularly between work experiences.

For more information see Ministerial Implementing Order No 70/2021of 26 March, as amended.

DOMIC SUPPORT SERVICE

Social response consisting in the provision of individualized and personalized care, at home, to persons with dependence and families when, by reason of illness, disability or other impediment, they are unable to provide, temporarily or permanently, for the satisfaction of basic needs and/or activities of daily living.

WHICH SERVICES MAY DISIPONISEARE THE DOMIC SUPPORT SERVICE?

This social response should provide care and services every day of the week ensuring, where necessary, support on Saturdays, Sundays and public holidays and provide at least four of the following care and services:

  • chygiene and personal comfort;

  • hhousing hygiene, strictly necessary for the nature of the care provided;

  • fproviding and supporting meals, respecting prescribing diets;

  • ttampering with personal clothing;

  • aanimation and socialisation activities, such as entertainment, leisure, culture, purchase of goods and foodstuffs, payment for services, travel to community entities;

  • stelehandling service.

O Home Support Service can also ensure as complementary services:

  • fraising the awareness and awareness of families and carers of care;

  • apsychosocial positivity;

  • confection of food at home;

  • transport;

  • cimage polling;

  • realization of minor modifications or repairs at home;

  • realization of occupational activities.

For more information see Ordinance No º 38/2013of 30 January.

TRANSPORTE OF PERSONS WITH DISABILITIES (Coimbra, Lisbon, Porto and Évora)

Social response developed through a collective service, which ensures personalised transport and accompaniment for persons with disabilities, including children and young people, in order to facilitate their mobility and inclusion.

POINT REPLIES

DOG SCHOOL GUIA (Mortagua, Viseu)

Equipment where training, education and training activities for guide dogs are carried out to support the blind person without further disability, aged between 18 and 65 years, with guidance skills and the ability to take responsibility for the maintenance and care of the guide dog.

For more information see Decree-Law No º 74/2007of 27 March e the Guide Dog School.

PRESS BRAILLE

Support service to visually impaired persons, including children and young people, who produce, adapt and edit books in Braille to support the teaching and learning process as well as cultural and recreational activities.

OWHEN SHOULD YOU GO TO BENEFIT FROM THESE SOCIAL REPLIES?

Directly the institution providing the support or the Social Security services from their area of residence. You can also consult the Social Charter providing information on equipment with social responses from public, solidarity and private-profit networks, operating on the mainland.

QWHAT ARE THE OBLIGATIONS OF THE PERSON BENEFITING FROM THESE REPLIES?

Crespect the rules of procedure of the institutions providing the support and, in most social responses, may have to pay a contribution.

WHERE IF YOU CAN GO TO OBTAIN MORE INFORMATION ON THESE SOCIAL REPLIES?

  • To obtain information about these social support should consult the Social Charter or

address:

  • to private social solidarity institution providing the support;

To informFor more details, see the Social Security page at Persons with disabilities and a Brochure Nomenclatures - Social Responses.

INFORMAL CAREER

WHAT IS THE STATUS OF THE INFORMAL CAREER?

O The Statute of the Informal Caregiver established the rights and duties of the caregiver and the person cared for and the respective support measures. It was approved by the Law No º 100/2019, of 6 September 2013, as amended.

TO WHICH IT MAY BE ATTRIBUTED THE STATUS OF THE INFORMAL CAREER?

This status is given to persons who provide permanent or regular care to others.people who are in a situation of dependence. Informal Caregiver can be the husband or wife, or de facto united, relative or affinity up to the 4.º degree of the straight line or collateral line of the person cared for, when it is verified that there is an experience of mutual help and sharing of resources between both people, coinciding, or not, the tax domicile.

It canpersons who, although they have no family ties with the person cared for, live in the same household as the person cared for and have the same residence for tax purposes

WHAT IS NECESSARY TO OBTAIN THE STATUS OF Informative caregiver?

The person who wants to benefit from this status must meet the following conditions:

  • rbe legally resident on national territory;

  • ter aged 18 years or over;

  • tthe health conditions appropriate to the care to be provided to the person cared for and the availability to provide it;

  • nwill be an absolute invalidity or invalidity pensioner under the Special Invalidity Protection Scheme and will not receive care benefits.

O Informal caregiver can be considered principal or non-principal. The main Informal Caregiver, in addition to the above conditions, must also cumulatively meet the following conditions:

  • ppermanent care remains, even if the person cared for frequent educational establishment, special education or social responses of a non-residential nature, in situations where the Specific Intervention Plan (PIE) determines the need to complement, in this way, the provision of care by the Informal Caregiver;

  • nwill engage in gainful employment or any other type of activity incompatible with the provision of permanent care to the cared-for person;

  • nwill receive unemployment benefits;

  • nwill receive remuneration for the care they provide to the cared-for person.

Already Non-primary informal caregiver, who accompanies and cares for the cared-for person on a regular but non-permanent basis, such as parents who share the parental responsibilities of the cared-for person, may or may not receive remuneration for professional activity or for the care they provide to the cared-for person.

WHAT ARE THE CONDITIONS WHICH MUST MEET THE CARED-OF PERSON?

For the purpose of recognition of the status of Informal caregiver, the person cared for must meet the following conditions:

  • ein a situation of dependence on others and need permanent care because they do not have autonomy for the acts essential to the satisfaction of basic needs of daily life, including food, locomotion and hygiene care;

  • nthey will be welcomed in a social or public or private health response, in a residential setting or in a Unit of the National Network of Integrated Continuing Care;

  • rreceive one of the following social benefits:

  • Third-person assistance allowance (SPATP);

  • 2.º degree dependency supplement (CpD);

  • 1.º degree dependency supplement (CpD), provided that, temporarily bedridden, or in need of permanent care, subject to specific assessment by the Disability Verification Service (CVI);

  • Dependency supplement of 1.º and 2.º degrees and third-person assistance allowance granted by the Caixa Geral de Aposentações (CGA).

If you do not receive any of the benefits indicated, you may apply at the same time as you apply for recognition of the Staff Regulations of the Informal caregiver.

HOW TO OBTAIN THE STATUS OF Informative caregiver?

To obtain recognition of this status, you must submit an application, together with the documents indicated therein, preferably through the Direct Social Security or in any Social Security Service, which may access the respective forms through the page Social Security. Upon recognition of this status, the Informal Caregiver Identification Card will be issued.

WHAT ARE THE MEASURES TO SUPPORT THE CARER PERSON?

Persons who have been granted this status are entitled to support measures of various kinds. provided for in Regulatory Decree 1/2022, of 10 January, in its current wording, namely:

  • formation, empowerment and continuous information;

  • PSpecific Intervention Lano (PIE) for the caregiver;

  • gself-help groups;

  • apsychosocial positivity;

  • acounselling, monitoring and guidance;

  • aevaluation of the quality of life and overload of the Informal Caregiver;

  • ser accompanied by Health and Social Security Reference Professionals;

  • aCessation of health and social support measures, promoting autonomy, participation, quality of life and good treatment of the person cared for;

  • dthe Informal Caregiver;

  • ppromoting integration into the labour market;

  • randknowledge, validation and certification of competences;

  • pYou will also receive an Informal Caregiver Support Allowance.

WHAT IS THE MAIN INFORMAL CAREER SUPPORT SUBSIDY?

It is a grant awarded to primary caregivers who meet the following conditions:

  • tthey are between the age of 18 and the statutory age for entitlement to an old-age pension;

  • capram the means condition: the reference household income of the main Informal Caregiver must be less than 1.3 times the value of the Social Support Index (IAS). The value of the IAS is updated periodically.

IS IT POSSIBLE TO ACCOUNT THIS PROVISION WITH OTHERS?

The support allowance for the Principal Informal Caregiver may be combined with:

  • family allowances;

  • Maternity, paternity and adoption benefits;

  • disability benefits;

  • Income from social integration;

  • Benefits in respect of death.

The allowance may not be paid in addition to:

  • Punemployment benefits;

  • absolute invalidity pension or invalidity pension under the special invalidity protection scheme;

  • pensions for occupational diseases linked to absolute permanent incapacity for any work;

  • Dependency benefits;

  • Old-age pensions, with the exception of early pensions.

EARLY REFORM FOR DISABILITY

WHAT IS THE ANTECIDE REFORMOF DEFICIENCY?

This is a benefit provided for by law. This allows persons with disabilities to anticipate retirement without suffering a penalty in the amount of their pension, provided that they meet certain conditions.

WHAT ARE THE CONDITIONS FOR ACCESS TO ANTI-DEFICIENT REFORM?

Persons with disabilities who, at the date of commencement of the pension, are entitled to an old-age pension have:

  • iis aged 60 years or over;

  • dan efficiency associated with a degree of disability equal to or greater than 80%;

  • 15 years of insurance record constituted with a disability situation with a degree of incapacity equal to or greater than 80%, and only the last 15 years of actual work, followed or interpolated, with registration of relevant remuneration for the determination of the pension formation rate.

QARE THE PEOPLE COVERED?

Are abrangidbeneficiaries of the general social security scheme and subscribers and former subscribers to the convergent social protection scheme.

HOW DOES THE CONDITION OF DISABILITY BE PROVIDED?

The proof dand disability and the respective degree of disability equal to or greater than 80% is proven by medical certificate of multipurpose disability (AMIM), according to the National Table of Disability.

WHAT IS THE RELATIONSHIP OF THIS PENSION WITH OTHER BENEFITS?

The beneficiary person may not combine the pension awarded with the pursuit of an occupational activity. For more detailed information, see the Social Security page on the topics Pension Social Old Man 'sEarly Disability Pension and thes Practical Guide Pension Social Old Man 's and Special Supplementary Pension Practical Guide.

You can also consult a Law 5/2022of 7 January and the Decree-Law No º 18/2023of 3 March.

TAX BENEFITS

ARE THERE TAX BENEFITS FOR PERSONS WITH DISABILITIES?

Yes, yes. The Portuguese tax legislation provides tax benefits for persons with fiscally relevant disabilities (degree of disability equal to or greater than 60%), within the scope of the following taxes:

  • Individual Income Tax (IRS);

  • Vehicle Tax (VTT);

  • Value Added Tax (VAT);

  • Single Circulation Tax (IUC).

Consult on Finance Portal the information leaflets of the Tax and Customs Authority: 

 

HOW CAN I ACCESS TAX BENEFITS? 

To have access to tax benefits you must report the situation of disability to the Tax and Customs Authority (AT), to any Finance Service or through the Finance Portal.

 

Through the Finance Portal, authenticate yourself with your credentials and access the the Citizens Area and select the following options: Services > Registered data > Fiscally Relevant Deficiency > Deliver Request.

 

If you choose the Finance Portal, you must send to the Taxpayers Registration Services Directorate (DSRC), within 15 days, a copy of the document proving the request made and a certified copy of the Medical Certificate of Multipurpose Disability (AMIM). 

TAX ON INCOME OF NATURAL PERSONS 

WHAT ARE THE TAX BENEFITS IN THE CONTEXT OF THE IRS?

  • oThe gross income of each of the categories A (employment), B (self-employment) and H (pensions) earned by taxable persons with disabilities shall be considered to be: 

  • Ap85 % in the case of categories A and B; 

  • a90 % penalties in the case of category H.

  • a part of the income excluded from taxation may not exceed, per category of income, the value of € 2,500.

 

In this sense, people with disabilities only pay IRS on 85% or 90% of what they receive. However, the part of the income that is excluded from taxation may not exceed € 2 500, per category of income. O Article 68.º of the IRS Code It was recently amended by Law No º 55-A/2025 of 22 July, which updated the general tax bands and rates, without modifying specifically the specific scheme for persons with disabilities.

Are there other deductions?

Yes, the household of the Disabled Person is entitled to deduct the following amounts from the payment of his IRS:

  • por taxable person with disabilities, an amount equal to four times the value of the Social Support Index (IAS);

  • por each disabled dependent or disabled relative in the ascending line, an amount equal to 2.5 times the value of the IAS;

  • pDisabled taxable person of the Armed Forces, an amount equal to 5 times the IAS.

In addition, the following specific expenses may be deducted:

  • 30% of total expenditure on the education and rehabilitation of disabled persons or their descendants;

  • 25% of all life insurance premiums awarded to the disabled person;

  • 25% of the contributions paid to mutual associations which guarantee exclusively the risk of death, invalidity or old-age pension;

  • 25% of the amount supported with homes, up to the annual limit legally fixed.

 

For follow-up costs, if the degree of disability is equal to or greater than 90%, thea value equivalent to four times the value of the IAS. The values and respective limits are set annually, as well as the value of the Social Support Index (IAS). Also in the context of the IRS, it should be noted that the situation of disability is relevant for the purposes of withholding tax.

 

You can consult the information leaflets on this subject at Portal of Finance. For more information see the IRS code.

VEHICLE TAX 

WHO MAY BE EXEMPTED?

Exemption from ISVs is provided for vehicles intended for the personal use of persons having the following characteristics:

  • cmotor disability and degree of disability equal to or greater than 60%;

  • cdeep multi-deficiency and degree of disability equal to or greater than 90%;

  • com mobility disability and wheelchair dependency and degree of disability equal to or greater than 60%;

  • com visual impairment, 95% degree of disability.

 

Also benefit from exemption from ISV, persons with disabilities of the Armed Forces, with degree with a disability of 60% or more, regardless of their nature.

The exemption The ISV also applies to adapted vehicles intended for the use of non-profit sports associations and federations, provided that they are intended for the transport of persons with disabilities and other conditions laid down in Vehicle Tax Code.

WHEN SHOULD THE APPLICATION FOR ISV EXEMPTION BE SUBMITTED?

The request for exemption from the ISV must be submitted before, at the time of purchase of the vehicle or, at the latest, within 30 days after registration, when the vehicles are subject to transformations that determine the application of the tax.

Is there a limit to exemption?

Yes, the exemption, which may not exceed €7 800, is valid only for the following vehicles:

  • com NEDC CO2 emission level up to 160 g/km;

  • com WLTP CO2 emission level up to 184 g/km. In the case of vehicles with automatic changes, specially adapted for the carriage of wheelchair-supported persons, the permitted emission levels are as follows:

  • CO2 NEDC:180 g/km;

  • CO2WLTP: 207 g/km.

 

WHO CAN APPLY FOR EXEMPTION?

The request for exemption may be made by the Person himself or by the concessionaire. In the case of imported vehicles, it must be the beneficiary person who applies for the exemption, up to 20 working days after the vehicle has entered Portugal. This request is made online, through the Finance Portal.

 

You can consult the information leaflets on this subject at Portal of Finance. For more information see: Applying for Vehicle Tax Exemption (VIT) for Persons with Disabilities andVehicle Tax Code.

VALUE ADDED TAX

ARE THERE BENEFITS IN VAT FOR PERSONS WITH DISABILITIES? Yes, yes. There are VAT exemptions for certain purchases and reduced rates for certain equipment and products intended for persons with disabilities. IN WHICH SITUATION DOES VAT EXEMPTION ALLOCATE? Persons with disabilities benefit from VAT exemption on the purchase of tricycles, wheelchairs with or without motor, passenger cars or mixed-use cars for personal use, always in accordance with the constraints provided for in the Vehicle Tax Code. This exemption also applies to purchases made by legal persons of public utility, non-profit sports associations and federations and private social solidarity institutions, cooperatives and associations of and for persons with disabilities, in accordance with the constraints laid down in the Vehicle Tax Code. For more information, see Article 15.º No. º 8 of the VAT Code. WHEN SHOULD THE APPLICATION FOR VAT EXEMPTION BE MADE? The request for exemption is made before or at the time of purchase of these vehicles and under the same terms as the request for exemption from Vehicle Tax (ISV).

IS THERE ANY MANDATORY DEADLINE BEFORE THE VIATURE SUBJECT TO THE EXEMPTION HAS BEEN CLOSED? Yes, yes. If you sell the vehicle before the expiry of five years after the purchase, you will have to pay the VAT corresponding to the sale price. DOES THE REDUCED VAT RATE APPLY TO ALL TRANSMISSIONS OF GOODS AND SERVICES? No, the reduced rate of VAT applies only to the supplies of goods and services provided for in List I annexed to the VAT Code (see 2.5 (e), 2.6, 2.8, 2.9 and 2.30):

  • Heading 2.5(e) - Glycaemia, glycosuria and acetonuria meters and strips, other similar measuring devices, insulin needles, syringes and pens used for the prevention and treatment of Diabetes mellitus;
  • Item 2.6 - Orthopaedic appliances, medical-surgical belts and medical stockings, wheelchairs and similar vehicles, operated manually or by motor, for disabled persons, apparatus, articles and other prosthetic or compensatory equipment intended to replace, in whole or in part, any limb or organ of the human body or for the treatment of fractures and lenses for eye correction, as well as orthopaedic footwear, provided that it is prescribed by medical prescription in accordance with the provisions of Ordinance No. 185/99, of 20 March;
  • Item 2.8 - Brassieres, swimwear and other articles of apparel for medical use, consisting of inner pouches, intended for the placement of prostheses used by mastectomies, as well as hair prostheses intended for cancer patients, provided that they are prescribed by a medical prescription;
  • Item 2.9 - Utensils and any apparatus or objects specifically designed for use by persons with disabilities, provided that they appear on a list approved by joint order of the Ministers of Finance, Solidarity and Social Security and Health Order 26026/2006, of 22 December;
  • Item 2.30 - The supply of services relating to the hire, maintenance or repair of prostheses, equipment, appliances, articles and other goods referred to in Items 2.6, 2.8 and 2.9.

Information leaflets on this subject can be found on the Finance Portal. For more information, see the VAT Code.

SINGLE MOVEMENT TAX
Persons with disabilities, whose degree of disability is equal to or greater than 60%, are exempt from the IUC.
DOES THE EXEMPTION FROM THIS TAX COVER ANY VEHICLE?
No, no. This benefit covers the following vehicles:
• category B, with a NEDC CO2 emission level of up to 180 g/km;
• Category B with an emiss level
Persons with disabilities, whose degree of disability is equal to or greater than 60%, are exempt from the IUC.
DOES THE EXEMPTION FROM THIS TAX COVER ANY VEHICLE?
No, no. This benefit covers the following vehicles:
category B with a NEDC CO2 emission level of up to 180 g/km;
category B with a WLTP CO2 emission level of up to 205 g/km;
vehicles of categories A and E.
Can IUC EXEMPTION COVER MORE THAN A VEHICLE?
No, this exemption covers only one vehicle per year (if you have two or more cars you can only benefit from the exemption in one of them) and has a limit of EUR 240.
MUST THE APPLICATION BE CARRIED OUT EVERY YEAR?
No, you only have to make the request once. If the exemption is granted, it remains valid for the following years.
You can apply for exemption up to the deadline for payment of the tax. If the Tax and Customs Authority is already informed of the incapacity, the application may be submitted:
in person, at one of the Finance Departments;
online via the Finance Portal.
Information leaflets on this subject can be found on the Finance Portal. For more information, see the IUC Brochure and the IUC Code.
WLTP CO2 ion up to 205 g/km;
• vehicles of categories A and E.
Can IUC EXEMPTION COVER MORE THAN A VEHICLE?
No, this exemption covers only one vehicle per year (if you have two or more cars you can only benefit from the exemption in one of them) and has a limit of EUR 240.
MUST THE APPLICATION BE CARRIED OUT EVERY YEAR?
No, you only have to make the request once. If the exemption is granted, it remains valid for the following years.
You can apply for exemption up to the deadline for payment of the tax. If the Tax and Customs Authority is already informed of the incapacity, the application may be submitted:
• in person at one of the Finance Departments;
• online, via the Finance Portal.
Information leaflets on this subject can be found on the Finance Portal. For more information, see the IUC Brochure and the IUC Code.