In order to transfer your assets of the defined contribution pension plan (*1) you were enrolled in at your previous company to the corporate-type DC (plan administrator:Sompo Japan DC Securities) at your new company, you are required to complete the procedures in a written form.
Procedural documents can be found at the following location. Please download the PDF and submit them to the address below.
＊Participants of corporate-type DC plans who received the starter kit in paper form may use the light green return envelope enclosed in the starter kit.
＜How to find procedural documents on the AnswerNet＞
Log in to the AnswerNet ＞"Request Forms" in the upper right corner of the screen ＞
Please use the PDF file under "When transferring assets from other defined contribution pension plans to a corporate-type defined contribution pension (DC) plan" listed on the second of the "Details of Application"
Document Name "Request to Rollover DC Asset Balance to New Corporate-type DC Plan"
＜Mailing address for documents＞
〒192-0390
Hachioji-Minami P.O.Box 5
Hikari Business Form Inc.
Sompo Japan DC Securities Inc.
＜Rollover schedule and notes＞
・If you lose your eligibility for a corporate-type DC due to retirement, you have 6 months to complete the procedures. Please check the deadline and complete the necessary procedures as soon as possible.
・Even on a normal schedule, it takes about two to three months to receive rollover assets after submitting the required documents. No notification will be made upon receipt of the documents, however if the completed documents are received within the procedure deadline, the request is considered to have been made by the deadline and assets will not be automatically rolled over.
・After the rollover procedures are completed, a "Rollover Completion Notice will be sent to your registered address.
・You can designate allocation ratios for rollover assets on the AnswerNet. Please note that you can enter allocation ratios for rollover assets by the day before the date of receiving rollover assets.
・If you do not designate allocation ratios for rollover assets, the allocation ratios for contributions will be applied to purchase the products with rollover assets. Rollover assets are likely to be a larger amount of assets than monthly contributions, so we recommend that you consider and designate allocation ratios.
(*1) If you were not enrolled in a corporate-type DC at your previous company, and you are a participant in an individual-type DC (iDeCo) and make contributions, you are also required to take separate procedures (submit a Notification of Loss of Participant Eligibility) to stop making contributions. For the details of the procedures, please check with the plan administrator of your individual-type DC (iDeCo).