Issuance of the document giving entitlement to planned treatment (Portable Document – S2)

Insured persons travelling to another Member State in order to receive benefits in kind during their stay must apply for authorisation from the competent institution (the health insurance fund). Insured persons who are authorised by the competent institution to go to another Member State for the purpose of receiving treatment appropriate to their condition receive the benefits in kind provided, on behalf of the competent authority, by the institution at the place where they are staying, in accordance with the provisions of the applicable legislation, as though they were insured under that legislation.

Authorisation is granted where the treatment in question is among the benefits provided for by the legislation in the Member State where the person concerned resides and where they cannot be given such treatment within a time limit which is medically justifiable, taking into account their current state of health and the probable course of their illness. If travel to another Member State is necessary in order to benefit from planned medical treatment, the insured person must seek the prior approval of the health insurance fund where they are registered as an insured person. Authorisation entails the issuing of the Portable Document (PD) S2 (formerly E112) by the health insurance fund. Authorisation is granted where the treatment in question is included in the package of basic services covered by national legislation and where the person concerned cannot be given such treatment within a time limit which is medically justifiable, taking into account their state of health and the probable course of their illness.

Procedure for health insurance funds to issue the PD S2

The person concerned submits an application to the health insurance fund, accompanied by the following documents:

• copy of their identity document or birth certificate, where appropriate;
• their medical record containing, in addition to medical documents, the medical report stating the diagnosis and the medical recommendation for treatment;
• written confirmation from the healthcare facility in the EU/EEA Member State or Swiss Confederation where they intend to undergo the medical treatment, as regards its availability to provide that medical service, under PD S2, within the period indicated by the applicant, based on the recommendation of the attending physician who draws up the medical report.

All medical documents and the medical report must be dated, signed and stamped.

The PD S2 is issued before the beneficiary’s departure. The form can also be issued after the departure of the beneficiary if, due to force majeure, it could not be issued in advance, in which case the insurance fund draws up a report that sets out and justifies the situation of force majeure and which will serve as the basis for issuing the PD S2.

The form does not cover expenditure on transport, accommodation and any co-payments existing in the Member State of treatment in accordance with the applicable legislation.

The PD S2 can only be accepted by healthcare facilities in the social security systems of the Member States of the EU/EEA/Swiss Confederation.

Issue of Portable Document S1 – Registration for medical insurance

The holder of Portable Document S1 (replacing EU forms E106, E109, E120 and E121) is entitled to receive, in the Member State of residence, the benefits in kind provided, on behalf of the competent institution, by the institution at the place of residence, in accordance with the provisions of the applicable legislation as though they were insured under that legislation.

The PD S1 is issued to employed or self-employed persons who carry out their activity in a country other than the competent country, when they are posted or in cases of multiple business activities, cross-border workers, pensioners, civil servants and their family members.

In order to receive the PD S1, the applicant must submit the following documents, as appropriate, to the health insurance fund with which they have registered the following documents as an insured person:

• application;
• copy of their identity document or birth certificate, where appropriate;
• portable document A1 attesting that the person concerned remains subject to Romanian legislation;
• solemn declaration, for cross-border workers, of compliance with the provisions of Article 1(f) of Regulation (EC) No 883/2004 and therefore their classification as such;
• proof that they are pursuing a form of education in the country of residence, for students (when students pursuing a form of higher education in Romania go to study in another Member State of the EU/EEA/Swiss Confederation under EU student exchange programmes, e.g. Erasmus);
• copy of the application for retirement for pension applicants;
• copy of the retirement decision, for pensioners.