Assets in employees' pension fund, defined benefit pension plan, and Pension Fund Association can be transferred to a defined contribution pension plan.

However, the following requirements must be met
・Within one year after losing eligibility in the employees' pension fund
・Within one year after losing eligibility in the defined benefit pension plan.
・Within 3 months after acquiring participant eligibility in the corporate-type DC when transferring assets in the Pension Fund Association

 

＜How to obtain a transfer request form from employees’ pension fund or defined benefit pension plan＞
Log in to the AnswerNet ＞ Click on "Request Forms" in the upper right corner of the screen ＞ Download the document ("Request to Rollover Assets from Employees’ Pension Fund or Defined Benefit Pension Plan" "厚生年金基金・確定給付企業年金移換申出書") from "When transferring assets from a defined benefit pension plan or employees' pension fund" in "Downloading Application Forms", fill in the required items and submit it to the previous pension plan (previous company, etc.).

＜How to obtain a transfer request form from the Pension Fund Association＞
Please obtain the document from the Pension Fund Association, fill out the form, and submit it to the Pension Fund Association.

 

Pension Counseling Office, Pension Service Center, Pension Fund Association
Phone number 0570-02-2666

Although the date of receiving rollover assets has not been fixed, you can provide investment instructions for rollover assets on the AnswerNet at any time before receiving such assets. Usually, assets will be transferred in approx. 2 to 3 months after submitting the documents. After the rollover procedures are completed, Sompo Japan DC Securities will send you a "Rollover Completion Notice".
 

● AnswerNet Login (Link)