Pension Fund Help: housing improvement and adaptation work
Verified 25 March 2022 - Legal and Administrative Information Directorate (Prime Minister)
Your pension fund may provide you with financial assistance to carry out work in your home. This work should be used to improve your home or adapt it to your loss of autonomy (for example, replacing your bath with a shower). This help is assigned if you are retired (former private sector employee) or State pensioner (former civil or state worker). The amount of aid may reach €3,500.
General
You can receive financial assistance to carry out the following works or pay for the following equipment:
- Development work (change of bath in shower, refurbishment of floors, motorisation of shutters, ...)
- Works against energy insecurity (change of boiler, replacement of doors, insulation,...)
- Technical aids (small equipment to simplify everyday life). For example, light paths, toiletry aids.
Persons
To receive the assistance, you must be retired and depend on the general social security system as the main system.
The main plan is the one for which you have contributed the longest during your career as a private sector employee.
You cannot receive the assistance if you receive one of the following benefits (or qualify for them):
- Custom Autonomy Allocation (Apa)
- Third-party compensation allowance (PTA)
- Disability Compensation Benefit (PCH)
- Third-party mark-up (MTP)
You can get help if you are a landlord or tenant. If you are a tenant, you must provide your owner's permission to perform the work.
Principal residence
Support is only granted for work done on your main residence or your future principal residence within the next 12 months.
You must complete a form:
Request for assistance in improving and adapting housing for the elderly
You must include the following documents with this form:
- Double-sided photocopy of your last income tax notice with the tax notice of the person you are living with
- Photocopy of the notification of rejection of the departmental council if you have made a request for assistance from Apa, ACTP, PCH, MTP
- Copy of the guardianship, guardianship or safeguarding judgement if you are under legal protection
You must mail these documents to your regional pension fund at the location of your principal residence or future principal residence within 12 months.
Who shall I contact
If you meet the conditions, your pension fund will offer you a housing assessment visit by a housing specialist.
This visit allows to determine the necessary works and their cost.
You can choose the contractor of your choice to carry out the work.
If you do not know, the habitat specialist can provide you with the contact information of professionals.
The amount of aid shall be determined on the basis of the following conditions:
- Amount of your work
- Your resources and person you live with as a couple
The aid amount shall not exceed €3,500.
State pensioner
You can receive financial assistance to carry out the following works or pay for the following equipment:
- Development work (change of bath in shower, refurbishment of floors, motorisation of shutters, ...)
- Works against energy insecurity (change of boiler, replacement of doors, insulation, ...)
- Technical aids (small equipment to simplify everyday life). For example, bright paths, toiletry accessories, ...
Persons
To receive the assistance, you must be retired and depend on the state pension service as the main plan.
The main plan is the one for which you have contributed the longest during your career as a civil or state worker.
You cannot receive the assistance if you receive one of the following benefits (or qualify for them):
- Custom Autonomy Allocation (Apa)
- Third-party compensation allowance (PTA)
- Disability Compensation Benefit (PCH)
- Third-party mark-up (MTP)
You can get help if you are a landlord or tenant. If you are a tenant, you must provide your owner's permission to perform the work.
Principal residence
Support is only granted for work done on your main residence or your future principal residence within the next 12 months.
You must complete a form:
Request for assistance in improving and adapting housing for the elderly
You must include the following documents with this form:
- Double-sided photocopy of your last income tax notice with the tax notice of the person you are living with
- Photocopy of the notification of rejection of the departmental council if you have made a request for assistance from Apa, ACTP, PCH, MTP
- Copy of the guardianship, guardianship or safeguarding judgement if you are under legal protection
- Title or certificate of pension issued upon retirement, showing the years of service and the Ministry of Home Affairs
- Bank or postal identity statement
You must send these documents by mail to your regional caisse at the location of your principal residence or future principal residence within 12 months.
Who shall I contact
If you meet the conditions, a housing assessment visit by a habitat specialist. This visit allows to determine the necessary works and their cost.
You can choose the contractor of your choice to carry out the work. If you do not know, the habitat specialist can provide you with the contact information of professionals.
The amount of aid shall be determined on the basis of the following conditions:
- Amount of your work
- Your resources and person you live with as a couple
The aid amount shall not exceed €3,500.
Who can help me?
Find who can answer your questions in your region
- Regional Pension Fund (Cnav, Carsat, CGSS or CSS)
- Pension insurance - 39 60
To inform you about your situation, ask a question about your file, access personal information (file tracking, latest payments, etc.).
Phone
39,60 (or 09 71 10 39 60 from a mobile, box or foreigner)
Free service + call price
Monday to Friday from 8am to 5pm
- Habitat Protection, Improvement, Conservation, Transformation (Pact)
- Aid and loans for the energy improvement and renovation of the housingService-Public.fr
- Website "For the elderly.fr" (elderly people who are losing their independence)National Solidarity Fund for Autonomy (CNSA)