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Article 54-4Transfer of Assets Managed per Individual Relating to a Person Who Became a Participant of a Defined Benefit Corporate Pension Plan

第五十四条の四(確定給付企業年金の加入者となった者の個人別管理資産の移換)

If a person who was a participant of a corporate-type pension plan of a corporate-type pension plan (limited to a person who has assets managed per individual under the corporate-type pension plan) acquires the status as a participant of a defined benefit corporate pension plan, and the rules concerning the defined benefit corporate pension plan provides in advance that the assets managed per individual may be transferred from the asset management institution of the corporate-type pension plan, that person may request the asset management institution of the corporate-type pension plan to transfer that person's assets managed per individual.

企業型年金の企業型年金加入者であった者(当該企業型年金に個人別管理資産がある者に限る。)は、確定給付企業年金の加入者の資格を取得した場合であって、当該確定給付企業年金の規約において、あらかじめ、当該企業型年金の資産管理機関からその個人別管理資産の移換を受けることができる旨が定められているときは、当該企業型年金の資産管理機関にその個人別管理資産の移換を申し出ることができる。

If a request under the provisions of the preceding paragraph has been made, the asset management institution of the corporate-type pension plan is to transfer the assets managed per individual relating to the person who made the request to the asset management and investment institution, etc. (meaning the asset management and investment institution, etc. prescribed in ; the same applies hereinafter) of the defined benefit corporate pension plan.

企業型年金の資産管理機関は、前項の規定による申出があったときは、当該確定給付企業年金の資産管理運用機関等(に規定する資産管理運用機関等をいう。以下同じ。)に当該申出をした者の個人別管理資産を移換するものとする。

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