What requirements must be met to receive an early lump-sum payment?

To claim an early lump-sum payment, all requirements must be met in one of the following cases. ＜Eligibility requirements for early lump-sum payment in corporate-type DC＞ Case 1) All of the fol... Show Detail

Do I have to pay taxes on my benefits?

It varies depending on the type of benefit, the receiving method, etc. (1) Retirement benefits are taxable as retirement income if received in a lump sum (one-time receipt). But, they are no... Show Detail

What is the retirement income deduction?

Retirement income deduction is a system that allows a certain amount of money to be deducted based on years of service when calculating taxable retirement income. If retirement income exceed... 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

I received benefits in a lump sum (one-time). Do I need to file a final tax return?

Income tax and residential tax are imposed as retirement income, and the taxation is completed only through withholding at source by submitting the specified declaration in the receipt procedure. (... 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

What procedures are required when a participant dies?

The bereaved family needs to file a claim for a lump-sum death benefit in writing. The bereaved family is requested to contact the AnswerCenter. (Link) (Please have the deceased's basic pension n... Show Detail

What is the public pension deduction?

The public pension deduction is a system that allows a certain amount of money to be deducted based on age and the amount of income from public pensions, etc. when calculating taxable miscellaneous... 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

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