{"id":6773,"date":"2026-09-01T12:53:03","date_gmt":"2026-09-01T10:53:03","guid":{"rendered":"https:\/\/mgi-bpo.hu\/?post_type=szakmai-hirek&#038;p=6773"},"modified":"2026-09-01T12:57:14","modified_gmt":"2026-09-01T10:57:14","slug":"are-the-social-security-booklets-still-sitting-in-the-hr-filing-cabinet-its-time-to-return-them","status":"publish","type":"szakmai-hirek","link":"https:\/\/mgi-bpo.hu\/en\/news\/are-the-social-security-booklets-still-sitting-in-the-hr-filing-cabinet-its-time-to-return-them\/","title":{"rendered":"Are the Social Security Booklets Still Sitting in the HR Filing Cabinet? It&#8217;s Time to Return Them!"},"content":{"rendered":"<div>\n<p style=\"text-align: justify;\">As of January 1, 2026, the paper-based Hungarian Social Security Booklet (TB-kisk\u00f6nyv\/TB-booklet) was discontinued and replaced by the electronic e-TB Booklet. Eight months have now passed since the transition, and one of the main benefits of the new system is already clear: electronic data access has become possible, and employers can finally return the pink paper booklets they have been storing for years.<\/p>\n<h2 style=\"text-align: left;\">When Should Employers Return the Social Security Booklets?<\/h2>\n<p style=\"text-align: justify;\">At many companies, employees&#8217; TB booklets are still lined up in HR filing cabinets because employers assume they should only be returned when the employee leaves the company.<\/p>\n<p style=\"text-align: justify;\">However, the legislation states that previously submitted booklets must be handed over to the employee no later than the termination of the employment relationship. This does not mean that employers are required to keep them until that point.<\/p>\n<p style=\"text-align: justify;\">Therefore, employers looking to reduce administrative burdens can safely return the TB booklets they have been storing to their employees now.<\/p>\n<p style=\"text-align: justify;\">It is important, however, that employers make a copy of the booklet before handing it back. The employee should sign either the copy itself or a separate acknowledgment of receipt confirming that the original document has been returned. This documentation should then be retained in the employee&#8217;s personnel file.<\/p>\n<h2 style=\"text-align: left;\">Many Young Employees Starting Work in 2026 May Never See a Paper-Based TB Booklet<\/h2>\n<p style=\"text-align: justify;\">For those entering the workforce today, it may seem unusual that there is no longer a document that must be carried from one employer to the next with every job change.<\/p>\n<p style=\"text-align: justify;\">Information relating to insurance coverage and health insurance benefits is now maintained in a centralized electronic database.<\/p>\n<h2 style=\"text-align: justify;\">How Can Individuals Access Their e-TB Booklet?<\/h2>\n<p style=\"text-align: justify;\">Individuals can review their own records electronically. Through the e-TB system and the patient health record services, users can check their insurance history and a significant portion of the data related to health insurance benefits.<\/p>\n<h2 style=\"text-align: justify;\">The e-TB Booklet Also Simplifies Administration for Employers<\/h2>\n<p style=\"text-align: justify;\">The introduction of the e-TB booklet has brought several practical advantages:<\/p>\n<ul style=\"text-align: justify;\">\n<li>Employers no longer need to request TB booklets from new hires.<\/li>\n<li>No manual entries need to be recorded in the booklet.<\/li>\n<li>Documents no longer need to be stored for years and transferred from one employer to another.<\/li>\n<\/ul>\n<p style=\"text-align: justify;\">At the same time, it remains critically important to accurately report insurance relationships and manage social security administration properly, as the electronic system is built on these records.<\/p>\n<h2 style=\"text-align: justify;\">What About Social Security Paying Agencies?<\/h2>\n<p style=\"text-align: justify;\">For employers operating as Social Security Paying Agencies (typically organizations employing more than 100 people), administrative procedures have not necessarily become simpler.<\/p>\n<p style=\"text-align: justify;\">Although the elimination of the paper-based TB booklet appears to reduce administrative work at first glance, in practice it has also created new challenges for employers responsible for administering social security benefits.<\/p>\n<h2 style=\"text-align: left;\">Differences Between the e-TB Booklet and the Paper-Based Version<\/h2>\n<p style=\"text-align: justify;\">Under the previous system, paying agencies could review an employee&#8217;s prior insurance periods and benefit history directly from the booklet presented by the employee.<\/p>\n<p style=\"text-align: justify;\">With the introduction of the e-TB booklet, this information is now available through electronic queries. However, according to professional experience, the data displayed does not always fully match the information previously recorded in the paper-based booklet. In addition, the process for reconciling discrepancies is still not entirely clear in some situations.<\/p>\n<h2 style=\"text-align: left;\">Paying Agencies Can Only Access Records of Current Employees<\/h2>\n<p style=\"text-align: justify;\">Another challenge is that paying agencies may only retrieve data relating to individuals who are actively insured by the employer at the time of the inquiry.<\/p>\n<p style=\"text-align: justify;\">For example, if a former employee applies for a health insurance benefit after their employment has ended, the former employer no longer has the same level of access to the individual&#8217;s records. As a result, part of the administration process may require the involvement of the relevant government office.<\/p>\n<h2 style=\"text-align: left;\">How Quickly Is Information Updated in the e-TB System?<\/h2>\n<p style=\"text-align: justify;\">The reporting of the termination of an insurance relationship is not always reflected immediately in the system.<\/p>\n<p style=\"text-align: justify;\">There may be situations where a new employer or paying agency cannot yet see that a previous employment relationship has ended. This can affect the assessment of sick pay or other cash benefits.<\/p>\n<h2 style=\"text-align: justify;\">Reduce Your Company&#8217;s Administrative Burden<\/h2>\n<p style=\"text-align: justify;\">If your company is still storing employees&#8217; TB booklets in a drawer or filing cabinet, it may be worth launching an autumn clean-up project: review the documents, return them to employees in a properly documented manner, and permanently eliminate one more outdated administrative burden.<\/p>\n<\/div>\n","protected":false},"featured_media":6772,"template":"","tags":[554],"evszam":[1031],"szakmai_cimke":[1264,1246,1656,1654,778,1653,1655],"class_list":["post-6773","szakmai-hirek","type-szakmai-hirek","status-publish","has-post-thumbnail","hentry","tag-highlighted","evszam-2026-en","szakmai_cimke-digitaltransformation","szakmai_cimke-employmentlaw","szakmai_cimke-etbbooklet","szakmai_cimke-hradministration","szakmai_cimke-payroll","szakmai_cimke-socialsecurity","szakmai_cimke-workplacecompliance"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v25.9 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>Are the Social Security Booklets Still Sitting in the HR Filing Cabinet? 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