Apply for a lump sum for people with disabilities
1. Amount of the lump sums From the assessment period 2021, your flat rate per year is at least with a degree of disability 20: 384 euros 30 : 620 euros 40 : 860 euros 50: 1,140 euros 60: 1,440 euros 70: 1,780 euros 80: 2,120 euros 90:...
1. Amount of the lump sums
From the assessment period 2021, your flat rate per year is at least with a degree of disability
- 20: 384 euros
- 30 : 620 euros
- 40 : 860 euros
- 50: 1,140 euros
- 60: 1,440 euros
- 70: 1,780 euros
- 80: 2,120 euros
- 90: 2,460 euros
- 100: 2,840 euros.
Up to the 2020 assessment period, the annual lump sums for a degree of disability were
- 25 and 30: 310 euros
- 35 and 40: 430 euros
- 45 and 50: 570 euros
- 55 and 60: 720 euros
- 65 and 70: 890 euros
- 75 and 80: 1,060 euros
- 85 and 90: 1,230 euros
- 95 and 100: 1,420 euros
If you are blind or permanently helpless, you will receive a lump sum of 7,400 euros (until 2020: 3,700 euros) annually. Evidence of the requirements must be provided by means of an ID card in accordance with Book Nine of the Social Code (formerly: Severely Disabled Persons ID), which is marked with the code Bl or H, or by a notification from the competent authority in accordance with Section 152 (1) of Book Nine of the Social Code, which contains the relevant findings .
The mark "H" is equivalent to the classification as a person in need of care with severe impairments of independence or abilities in care grades 4 or 5 according to the Eleventh Book of the Social Code, the Twelfth Book of the Social Code or these corresponding statutory provisions.
You must provide evidence of classification in a care level according to Book Eleven of the Social Code, Book Twelfth of the Code of Social Law or these corresponding statutory provisions by submitting the relevant notification.
The lump sum for survivors is 370 euros per year. You count as a survivor if you have been granted ongoing survivor benefits, e.g. B. according to the Federal Supply Act or from the statutory accident insurance.
2. Period of validity:
The lump sum will be granted to you according to the period of validity entered in the ID card / decision.
You must reapply for the lump sum for people with disabilities if:
- the validity period has expired,
- the requirements are met for the first time or
- Changes in the degree of disability have occurred.
From the 2021 assessment period, you can only claim a lump sum (taking into account the reasonable burden) for expenses for trips caused by a disability. You will receive the flat rate with a degree of disability of at least 80, or with a degree of disability of at least 70 and the code "G", or with the code "aG", "Bl" or "H".
The disability-related travel allowance is:
- in the cases of no. 1: 900 euros
- in the cases of numbers 2 and 3: 4,500 euros each. However, the lump sum of 900 euros cannot be claimed additionally
You can claim the lump sums and the disability-related travel allowance as part of an application for a wage tax reduction. These are then taken into account in the ELStAM and reduce the monthly income tax deduction.
3. Transfer of allowances to other persons:
- If your child is entitled to the lump sum for people with disabilities or the lump sum for surviving dependents and is entitled to an allowance for children or child benefit, and your child does not claim the lump sum, this can be taken into account in your case. This also applies to the disability-related travel allowance if your child is entitled to it.
- Half of the lump sum due to a child is generally transferred to both parents, unless the child allowance was transferred to the other parent.
- A different distribution is possible at the joint request of the parents.
- If one parent is deceased or does not live in Germany, the lump sum can be taken into account in full for the other parent and thus transferred.
- If your spouse or registered partner is entitled to the lump sum for people with disabilities, the lump sum for surviving dependents or the disability-related travel allowance, these may only be taken into account as ELStAM by the person who meets the requirements for the lump sums / Flat rate met.
The lump sums can also be claimed as part of the assessment for income tax (tax return).