By what age should I start receiving my assets? Can I choose how I want to receive my assets?

You can choose when to start receiving benefits between the age of 60 and 75 . ＊Due to law amendments in April 2022, the claim period was expanded to between age 60 and age 75. You can ch... Show Detail

How do I claim retirement benefits?

You are required to claim retirement benefits on your own. Please request the necessary documents such as Procedure Guide for Retirement Benefits and a request form from Sompo Japan DC Securitie... Show Detail

Is it possible to designate a same-sex partner as a beneficiary for lump-sum death benefit?

You are not allowed to designate a same-sex partner as a beneficiary by law. However, designation is possible if such partner is legally recognized as a different sex from the participant by a fam... Show Detail

I do not know how to fill out the claim form for retirement benefits.

Please watch a video on how to file a claim for retirement benefits. ● Request procedures for benefits in iDeCo(Japanese only) ●iDeCo 給付のお手続き　動画（Link） ● Request procedures for benefits in co... Show Detail

Why is Individual Number required to receive assets?

【In the case of retirement benefits】 In accordance with the tax laws, a statutory report must be submitted to the tax office on the details of the benefit payment to customers. Since it is require... Show Detail

For retirement benefits in a lump sum receipt , do I need to submit a Return Form for Retirement Income even if I do not receive any retirement benefits othe...

For lump-sum receipt (one-time receipt), tax burden will be reduced by retirement income deduction. In order to receive this preferential treatment, you need to submit a "Return Form for Retirement... Show Detail

When receiving retirement benefits, which receiving method is more tax-efficient, lump-sum receipt or periodic receipt?

The lump-sum receipt is treated as retirement income. The retirement income deduction applies to reduce he tax burden. The periodic receipt is treated as miscellaneous income related to public p... Show Detail

Is there a website that provides detailed information on how to receive benefits?

On the official website of Sompo Japan DC Securities, there are pages on benefits for individual-type DC and corporate-type DC. ● Procedures for claiming benefits in iDeCo(Japanese only) ●iDeCo... Show Detail

How can I confirm a beneficiary I designated for my lump-sum death benefit?

If you have designated a beneficiary for your lump-sum death benefit, you can confirm this in the following ways. ■How to check on the AnswerNet. 　 Log in to the AnswerNet ＞ Scroll down on the ... Show Detail

I am currently receiving benefits in installments (annuity), when will I receive the Certificate of Income and Withholding Tax to be used for my final tax re...

A “Withholding Tax Certificate for Public Pensions, etc." "公的年金等の源泉徴収票" is sent by Sompo Japan DC Securities every year in January. It shows the benefit amount received during the previous year. Pl... Show Detail