Question 18964 — social security

Summary

Mr. Yves Daniel questions the Minister of Solidarity and Health on the obligation for policyholders of the retirement and occupational health insurance fund (Carsat) who benefit from a personal right and the solidarity allowance for the elderly (ASPA) to include in their declarations the non-taxed bank books (booklet A, LDD, LEP). Article R. 815-22 of the Social Security Code provides that movable property is integral parts of the recipients' resources and Article R. 815-25 of the Social Security Code agrees to retain 3% of the value of the investment(s) for the calculation of ASPA rights. ASPA beneficiaries are, by definition, people with modest resources, who have little money in their current or savings accounts. Also, while the LEP yields 1.25%, the Livrets A and LDDS cap at 0.75% and current accounts yield 0%, the rate of 3% adopted does not correspond to the reality of the beneficiaries' actual resources. Indeed, if this rate corresponds to an average which takes into account the diversity of investment products and the fluctuations that the rate of return of these different products is likely to experience, it is clear that the people concerned by the payment of the ASPA do not have high-yielding investments but rather investments with the lowest yields on the market. The return on their investments being “artificially” increased, they are in fact harmed in the calculation of their ASPA. Also, in order to respond to a request for greater tax justice and because ASPA beneficiaries are among the lowest-income categories of people, he asks her if she intends to revise the rate of 3 % downward and what measures it plans to put in place so that the actual amounts of movable investments are retained in the calculation of the differentiated ASPA.

Machine translation from French. The official text remains authoritative.

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