The "Request to Rollover DC Asset Balance to New Corporate-type DC Plan" is the document to be submitted when transferring assets from a defined contribution pension plan to another defined contribution pension plan in which you are newly enrolled.

 

As for the record keeper, if the former pension plan is a corporate-type DC, please check it on the notices you received while you were enrolled, or contact your previous company if you are not sure.

If the former pension plan is an individual-type DC (iDeCo), please check the record keeper of the individual-type DC (iDeCo) in which you are enrolled.

If six months have passed since the loss of eligibility for the corporate-type DC from your previous company, and the assets have been automatically rolled over, check Automatic Rollover/ Designated plan administrator.

 

Note: There are many people who select "Sompo Japan DC Securities" even if the record keeper of the former pension plan is other than "Sompo Japan DC Securities". Please make sure to check the record keeper of the "former pension plan" and select the correct record keeper.