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How to Easily Obtain a Statement from the Retirement Insurance

The information statement issued by the Retirement Insurance is a document that summarizes all the rights acquired during a career: validated quarters, salaries…

Femme d'une cinquantaine d'années consultant son relevé de carrière de l'Assurance Retraite à son bureau à domicile

The information statement issued by the Retirement Insurance is a document that summarizes all the rights acquired during a career: validated quarters, salaries credited to the account, assimilated periods. Consulting it allows you to verify that each year of activity has been properly recorded before retirement or at the request of a third-party organization.

Career statement and individual situation statement: two documents not to be confused

Before initiating a request, it is important to distinguish between two types of statements that are often confused. The career statement concerns only the general scheme of Social Security. It lists the quarters and income recorded by the Cnav (National Old Age Insurance Fund).

The individual situation statement (RIS), on the other hand, aggregates the rights acquired from all mandatory schemes to which an insured person has contributed: general scheme, complementary schemes, public service, special schemes. This inter-scheme document is accessible via the common portal Info Retraite.

When an employer, a bank, or a notary requests a “retirement information statement,” it is necessary to check which one is expected. The RIS provides a global view, while the general scheme career statement is sufficient to check the Cnav quarters. Each document is downloaded from a different online space, and the procedure to access it follows its own path. The Assurance Rapide guide for obtaining an information statement details these paths according to each situation.

Man consulting his personal space of the Retirement Insurance online from a desktop computer at work

Personal space Retirement Insurance: access the career statement online

The site lassuranceretraite.fr offers a secure personal space. Connection is via FranceConnect or by a specific identifier for the Cnav. Once logged in, the “Consult my career” service displays the career statement from the general scheme.

The document appears in tabular form, year by year. Each line mentions the number of quarters retained and the amount of declared income. Non-working periods (unemployment, illness, maternity) are also included when they generated assimilated quarters.

Download or print the statement

A download button allows you to retrieve the document in PDF format. This file bears the generation date and serves as proof for most organizations. For insured persons who do not have a printer, the digital version is generally accepted electronically.

Use Info Retraite for a multi-scheme statement

The portal info-retraite.fr consolidates data from all mandatory schemes. Access is also via FranceConnect. The individual situation statement can be consulted and downloaded there. This service is particularly useful for insured persons who have engaged in multiple activities (employee then self-employed, for example) or who have contributed to different schemes during their career.

Obtain a career statement when already retired

Most online guides describe the procedure for active individuals preparing for retirement. The situation differs for those already retired. Once retirement is processed, the personal space on lassuranceretraite.fr switches to a “retired” profile, and the services offered are no longer the same.

The “Consult my career” service remains accessible for retirees, but its prominence in the interface changes. The main menu directs more towards payment certificates or monthly statements. To find the complete career statement, it may sometimes be necessary to navigate through the secondary sections of the personal space.

When an organization requires an up-to-date career statement after retirement

Some post-retirement procedures require this document: repurchase of quarters for a complementary scheme, verification by a notary in the context of an inheritance, or request from a social organization. The downloadable career statement online remains the same document that was consulted before retirement, but its update date may be old.

If the displayed statement does not reflect the latest corrections (late regularization by an employer, for example), contacting the Cnav directly by phone or via the secure messaging of the personal space allows you to request an update. The Retirement Insurance number (3960) remains available for retirees as well as for active individuals.

  • First, check if the online statement includes the latest declared periods before retirement.
  • If a period is missing, use the regularization request form available in the personal space or at the agency.
  • For a certified document with a date, request an updated statement by mail via the regional fund (Carsat, CGSS, or CNAV Île-de-France depending on the place of residence).

Retired couple examining their Retirement Insurance information statement together at the kitchen table

Offline alternatives to obtain your retirement information statement

Not all insured individuals are comfortable with digital procedures. Several channels allow you to obtain the same document without going through a screen.

  • Visit a retirement reception point (Carsat agency or Retirement Insurance office). An advisor can print the statement on-site after verifying identity.
  • Call 3960 (free service, call charged at the local call rate). A postal sending of the career statement can be triggered by the agent.
  • Send a free letter to the competent regional fund, accompanied by a copy of an identity document and the social security number. The response time varies depending on the workload of the fund.

For individuals residing abroad, the request is made to the Cnav (service for retirees residing outside France). The statement is then sent to the address declared in the file.

The career statement remains a free document, regardless of the channel used. No paid intermediary is necessary to obtain it. If a site offers to retrieve this statement for a fee, it is not an official service of the Retirement Insurance. The portals lassuranceretraite.fr and info-retraite.fr are the only two public platforms authorized to issue these documents.

How to Easily Obtain a Statement from the Retirement Insurance