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

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

If I join an individual-type DC (iDeCo) after the age of 60, when will I be able to start receiving retirement benefits?

If you do not have total participation period by the age of 60, you will be able to file a claim after 5 years from enrollment. 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

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

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

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

What types of benefits are available?

There are three types of benefits: "retirement benefits" to be received after age 60, in principle, "disability benefits" to be received upon serious disability, and a "lump-sum death benefit" to b... Show Detail

Can I receive retirement benefits in an individual-type DC (iDeCo) from age 60?

In order to receive retirement benefits from the age 60, those who joined an Individual-type DC (iDeCo) under the age 60 are required to have a total participation period of 10 years or more as of ... 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