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Supplementary Provisions, Article 13-5

第十三条の五

When a person prescribed in each paragraph of Article 8-2 of the Supplementary Provisions acquires the right to receive benefits from an employees' old-age pension under the provisions of paragraph (3) of the preceding Article (for a person prescribed in Article 8-2, paragraph (1), (2) or (4) of the Supplementary Provisions, limited to the case where, at the time the request under paragraph (1) of the preceding Article was made, the person was not an insured and was either in a state of having a disability or had an insured period of 44 years or more), the amount obtained by subtracting the amount specified by Cabinet Order from the amount prescribed in Article 9-2, paragraph (2), item (i) of the Supplementary Provisions, calculated based on the insured period that is the basis for calculating the amount of that employees' old-age pension (hereinafter referred to in this Article as the "early payment adjustment amount"), is added to the amount of that employees' old-age pension.

附則第八条の二各項に規定する者が、前条第三項の規定による老齢厚生年金の受給権を取得したとき(附則第八条の二第一項、第二項又は第四項に規定する者にあつては、前条第一項の請求があつた当時、被保険者でなく、かつ、障害状態にあるとき又はその者の被保険者期間が四十四年以上であるときに限る。)は、当該老齢厚生年金の額に、当該老齢厚生年金の額の計算の基礎となる被保険者期間を基礎として計算した附則第九条の二第二項第一号に規定する額から政令で定める額を減じた額(以下この条において「繰上げ調整額」という。)を加算する。

The provisions of Article 43, paragraph (3) do not apply to the early payment adjustment amount.

繰上げ調整額については、第四十三条第三項の規定は、適用しない。

If, in the month that includes the day on which a beneficiary of an employees' old-age pension to which an early payment adjustment amount (limited to one for which the number of months of the insured period that is the basis for its calculation is less than 480; the same applies in the following paragraph) has been added reaches the age listed in the lower column of the table in each paragraph of Article 8-2 of the Supplementary Provisions, the number of months of the insured period before the month that includes the day on which the person reached that age (if that number of months exceeds 480, it is 480) exceeds the number of months of the insured period that is the basis for calculating that early payment adjustment amount, then, notwithstanding the provisions of paragraph (1), the early payment adjustment amount is the amount obtained by adding, to the amount calculated pursuant to the provisions of that paragraph, the amount prescribed in Article 9-2, paragraph (2), item (i) of the Supplementary Provisions calculated based on the insured period for the excess number of months, and that amount is revised from the month following the month that includes the day on which the person reached that age.

繰上げ調整額(その計算の基礎となる被保険者期間の月数が四百八十に満たないものに限る。次項において同じ。)が加算された老齢厚生年金の受給権者が、附則第八条の二各項の表の下欄に掲げる年齢に達した日の属する月において、当該年齢に達した日の属する月前の被保険者期間の月数(当該月数が四百八十を超えるときは四百八十とする。)が当該繰上げ調整額の計算の基礎となる被保険者期間の月数を超えるときは、第一項の規定にかかわらず、同項の規定により計算した額に、当該超える月数の被保険者期間を基礎として計算した附則第九条の二第二項第一号に規定する額を加算した額を繰上げ調整額とするものとし、当該年齢に達した日の属する月の翌月から、その額を改定する。

If, for a beneficiary of an employees' old-age pension to which an early payment adjustment amount has been added, the amount of that pension (excluding the early payment adjustment amount) is revised pursuant to the provisions of Article 43, paragraph (3) on or after the month following the month that includes the day on which the person reached the age listed in the lower column of the table in each paragraph of Article 8-2 of the Supplementary Provisions, then, notwithstanding the provisions of paragraph (1) and paragraph (3), the amount prescribed in Article 9-2, paragraph (2), item (i) of the Supplementary Provisions, calculated based on the insured period for the number of months obtained by subtracting the number of months of the insured period that is the basis for calculating that early payment adjustment amount from the number of months of the insured period that is the basis for calculating the amount of the employees' old-age pension relating to that revision (excluding the early payment adjustment amount) (if that number of months exceeds 480, it is 480), is to be added for that early payment adjustment amount, and its amount is to be revised at the same time as that revision.

繰上げ調整額が加算された老齢厚生年金の受給権者が、附則第八条の二各項の表の下欄に掲げる年齢に達した日の属する月の翌月以後において、その額(繰上げ調整額を除く。)を第四十三条第三項の規定により改定するときは、第一項及び第三項の規定にかかわらず、当該繰上げ調整額について、当該改定に係る老齢厚生年金の額(繰上げ調整額を除く。)の計算の基礎となる被保険者期間の月数(当該月数が四百八十を超えるときは四百八十とする。)から当該繰上げ調整額の計算の基礎となる被保険者期間の月数を控除して得た月数の被保険者期間を基礎として計算した附則第九条の二第二項第一号に規定する額を加算するものとし、当該改定と同時に、その額を改定する。

With respect to an employees' old-age pension to which an early payment adjustment amount has been added by reason of having a disability, if its beneficiary ceases to have a disability, payment of the portion equivalent to that early payment adjustment amount is suspended while the beneficiary does not have a disability; provided, however, that this does not apply if, at the time the beneficiary ceased to have a disability, the beneficiary fell under any of the following items:

障害状態にあることにより繰上げ調整額が加算された老齢厚生年金については、その受給権者が、障害状態に該当しなくなつたときは、その障害状態に該当しない間、当該繰上げ調整額に相当する部分の支給を停止する。ただし、障害状態に該当しなくなつた当時、次の各号のいずれかに該当した場合においては、この限りでない。

the insured period that is the basis for calculating the amount of that employees' old-age pension is 44 years or more;

当該老齢厚生年金の額の計算の基礎となる被保険者期間が四十四年以上であること。

that employees' old-age pension is deemed, pursuant to the provisions of paragraph (7) (including as applied mutatis mutandis in paragraph (8)), to be an employees' old-age pension to which an early payment adjustment amount has been added by reason of the person being a person prescribed in Article 8-2, paragraph (3) of the Supplementary Provisions.

当該老齢厚生年金が、第七項(第八項において準用する場合を含む。)の規定により、附則第八条の二第三項に規定する者であることにより繰上げ調整額が加算されている老齢厚生年金とみなされているものであること。

Payment of the portion equivalent to the early payment adjustment amount of an employees' old-age pension to which an early payment adjustment amount has been added (excluding one to which an early payment adjustment amount has been added by reason of the person being a person prescribed in Article 8-2, paragraph (3) of the Supplementary Provisions; the same applies in the following paragraph and paragraph (8)) is suspended, with respect to its beneficiary, in the month that includes the day on which the person is an insured, etc.

繰上げ調整額が加算された老齢厚生年金(附則第八条の二第三項に規定する者であることにより繰上げ調整額が加算されているものを除く。次項及び第八項において同じ。)は、その受給権者が被保険者等である日が属する月においては、当該繰上げ調整額に相当する部分の支給を停止する。

If a beneficiary of an employees' old-age pension to which an early payment adjustment amount has been added (limited to a person whose combined period as an insured mine worker and period as a mariner insured is 15 years or more; the same applies in the following paragraph) reaches the age listed in the lower column of the table in Article 8-2, paragraph (1) or (2) of the Supplementary Provisions, and the amount of pension is revised pursuant to the provisions of paragraph (5) of the preceding Article, then, on or after the month in which that revision is made, that employees' old-age pension is deemed, for the purposes of the application of the provisions of paragraph (8) of the preceding Article and the preceding paragraph, to be an employees' old-age pension to which an early payment adjustment amount has been added by reason of the person being a person prescribed in Article 8-2, paragraph (3) of the Supplementary Provisions.

繰上げ調整額が加算された老齢厚生年金の受給権者(坑内員たる被保険者であつた期間と船員たる被保険者であつた期間とを合算した期間が十五年以上である者に限る。次項において同じ。)が、附則第八条の二第一項又は第二項の表の下欄に掲げる年齢に達した場合において、前条第五項の規定による年金の額の改定が行われたときは、当該改定が行われた月以後においては、当該老齢厚生年金は、前条第八項及び前項の規定の適用については、附則第八条の二第三項に規定する者であることにより繰上げ調整額が加算されている老齢厚生年金とみなす。

The provisions of the preceding paragraph apply mutatis mutandis where the amount of pension is revised pursuant to the provisions of Article 43, paragraph (3) for a beneficiary of an employees' old-age pension to which an early payment adjustment amount has been added.

前項の規定は、繰上げ調整額が加算された老齢厚生年金の受給権者が、第四十三条第三項の規定による年金の額の改定が行われた場合について準用する。

With respect to an employees' old-age pension whose amount is added to pursuant to the provisions of paragraph (1), when its beneficiary reaches the age of 65, notwithstanding the provisions of that paragraph, the early payment adjustment amount in that paragraph pertaining to that person is not added, and the amount of pension is revised from the month following the month that includes the day on which the person reached the age of 65.

第一項の規定によりその額が加算された老齢厚生年金については、その受給権者が六十五歳に達したときは、同項の規定にかかわらず、その者に係る同項の繰上げ調整額を加算しないものとし、六十五歳に達した日の属する月の翌月から、年金の額を改定する。

Supplementary Provisions, Article 13-6

第十三条の六

In the case of a beneficiary of an employees' old-age pension under the provisions of Article 13-4, paragraph (3) of the Supplementary Provisions (limited to a person who has not reached the age of 65), in the month that includes a day on which the person is an insured, etc., if the total of the person's amount equivalent to total monthly remuneration and the amount obtained by dividing the amount of the employees' old-age pension (excluding the additional amount of pension prescribed in Article 44, paragraph (1); the same applies hereinafter in this paragraph) by 12 (hereinafter referred to in this paragraph as the "base monthly amount") exceeds the amount of the adjustment for the suspension of payment, then, notwithstanding the provisions of Article 46, paragraph (1), payment of the employees' old-age pension for that month is suspended for the portion equivalent to the amount obtained by multiplying by 12 the amount equivalent to one-half of the amount obtained by subtracting the amount of the adjustment for the suspension of payment from the total of the amount equivalent to total monthly remuneration and the base monthly amount (hereinafter referred to in this paragraph as the "standard amount for a payment suspension"); provided, however, that if the standard amount for a payment suspension is equal to or more than the amount of the employees' old-age pension, payment of the whole of the employees' old-age pension is to be suspended.

附則第十三条の四第三項の規定による老齢厚生年金の受給権者(その者が六十五歳に達していないものに限る。)が被保険者等である日が属する月において、その者の総報酬月額相当額と老齢厚生年金の額(第四十四条第一項に規定する加給年金額を除く。以下この項において同じ。)を十二で除して得た額(以下この項において「基本月額」という。)との合計額が支給停止調整額を超えるときは、第四十六条第一項の規定にかかわらず、その月の分の当該老齢厚生年金について、総報酬月額相当額と基本月額との合計額から支給停止調整額を控除して得た額の二分の一に相当する額に十二を乗じて得た額(以下この項において「支給停止基準額」という。)に相当する部分の支給を停止する。ただし、支給停止基準額が老齢厚生年金の額以上であるときは、老齢厚生年金の全部の支給を停止するものとする。

With regard to the employees' old-age pension under the provisions of Article 13-4, paragraph (3) of the Supplementary Provisions that is paid to a person whose period as an insured is, in whole or in part, a period as a member of an employees' pension Fund, the phrase "the amount equivalent to total monthly remuneration and the amount obtained by dividing the amount of the employees' old-age pension" in the preceding paragraph is deemed to be replaced with "the amount equivalent to total monthly remuneration and the amount obtained by dividing the amount of the employees' old-age pension calculated on the assumption that the provisions of prior to the amendment by of the 2013 Amendment Act, which remains in force pursuant to the provisions of Article 86, paragraph (1) of the Supplementary Provisions of the 2013 Amendment Act, do not apply", the phrase "excluding the additional amount of pension prescribed in ; the same applies hereinafter in this paragraph" is deemed to be replaced with "excluding the additional amount of pension prescribed in (hereinafter referred to in this paragraph as the "additional amount of pension"); hereinafter referred to in this paragraph as the "amount of the employees' old-age pension without Fund membership"", the phrase "Article 46, paragraph (1)" is deemed to be replaced with "Article 46, paragraph (1) and prior to the amendment by of the 2013 Amendment Act, which remains in force pursuant to the provisions of Article 86, paragraph (1) of the Supplementary Provisions of the 2013 Amendment Act", the phrase "equal to or more than the amount of the employees' old-age pension" is deemed to be replaced with "equal to or more than the amount of the employees' old-age pension (excluding the additional amount of pension)", and the phrase "the whole" is deemed to be replaced with "the whole (excluding the additional amount of pension if the standard amount for a payment suspension is less than the amount of the employees' old-age pension without Fund membership)".

被保険者であつた期間の全部又は一部が厚生年金基金の加入員であつた期間である者に支給する附則第十三条の四第三項の規定による老齢厚生年金については、前項中「総報酬月額相当額と老齢厚生年金の額」とあるのは「総報酬月額相当額と平成二十五年改正法附則第八十六条第一項の規定によりなおその効力を有するものとされたの規定による改正前のの規定の適用がないものとして計算した老齢厚生年金の額」と、「加給年金額を除く。以下この項において同じ」とあるのは「加給年金額(以下この項において「加給年金額」という。)を除く。以下この項において「基金に加入しなかつた場合の老齢厚生年金の額」という」と、「第四十六条第一項」とあるのは「第四十六条第一項及び平成二十五年改正法附則第八十六条第一項の規定によりなおその効力を有するものとされたの規定による改正前の」と、「老齢厚生年金の額以上」とあるのは「老齢厚生年金の額(加給年金額を除く。)以上」と、「全部」とあるのは「全部(支給停止基準額が、基金に加入しなかつた場合の老齢厚生年金の額に満たないときは、加給年金額を除く。)」とする。

The provisions of Article 7-4 of the Supplementary Provisions apply mutatis mutandis to the employees' old-age pension under the provisions of Article 13-4, paragraph (3) of the Supplementary Provisions. In such a case, the phrase "Article 46, paragraph (1) and prior to the amendment by of the 2013 Amendment Act, which remains in force pursuant to the provisions of Article 86, paragraph (1) of the Supplementary Provisions of the 2013 Amendment Act" in Article 7-4, paragraph (2), item (ii) of the Supplementary Provisions is deemed to be replaced with "Article 13-6, paragraphs (1) and (2) of the Supplementary Provisions".

附則第七条の四の規定は、附則第十三条の四第三項の規定による老齢厚生年金について準用する。この場合において、附則第七条の四第二項第二号中「第四十六条第一項及び平成二十五年改正法附則第八十六条第一項の規定によりなおその効力を有するものとされたの規定による改正前の」とあるのは、「附則第十三条の六第一項及び第二項」と読み替えるものとする。

In the case of a beneficiary of an employees' old-age pension under the provisions of Article 13-4, paragraph (3) of the Supplementary Provisions, if, for the month that includes a day on which the person is an insured, the person is able to receive basic continuous employment benefits for the elderly, then, notwithstanding the provisions of paragraphs (1) and (2), payment of the employees' old-age pension for that month is suspended, in accordance with the cases set out in each of the following items, for the portion equivalent to the total (hereinafter referred to in this paragraph as the "adjusted standard amount for a payment suspension") of the standard amount for a payment suspension under those provisions, where the provisions of paragraphs (1) and (2) are applied to that employees' old-age pension, and the amount obtained by multiplying by 12 the amount specified in the relevant item (or, if the amount obtained by multiplying that amount by 10/4 and adding the standard monthly remuneration of the beneficiary exceeds the payment amount limit, the amount obtained by multiplying by 4/10 the amount obtained by subtracting that standard monthly remuneration from the payment amount limit) (referred to in paragraph (7) as the "adjustment amount"); provided, however, that if the adjusted standard amount for a payment suspension is equal to or more than the amount of the employees' old-age pension (excluding the additional amount of pension prescribed in Article 44, paragraph (1)), payment of the whole of the employees' old-age pension is to be suspended:

附則第十三条の四第三項の規定による老齢厚生年金の受給権者が被保険者である日が属する月について、その者が高年齢雇用継続基本給付金の支給を受けることができるときは、第一項及び第二項の規定にかかわらず、その月の分の当該老齢厚生年金について、次の各号に掲げる場合に応じ、それぞれ当該老齢厚生年金につき第一項及び第二項の規定を適用した場合におけるこれらの規定による支給停止基準額と当該各号に定める額(その額に四分の十を乗じて得た額に当該受給権者に係る標準報酬月額を加えた額が支給限度額を超えるときは、支給限度額から当該標準報酬月額を減じて得た額に十分の四を乗じて得た額)に十二を乗じて得た額(第七項において「調整額」という。)との合計額(以下この項において「調整後の支給停止基準額」という。)に相当する部分の支給を停止する。ただし、調整後の支給停止基準額が老齢厚生年金の額(第四十四条第一項に規定する加給年金額を除く。)以上であるときは、老齢厚生年金の全部の支給を停止するものとする。

if the standard monthly remuneration of the beneficiary is less than the amount equivalent to 64/100 of the amount obtained by multiplying by 30 the amount deemed to be the daily amount of wages: the amount obtained by multiplying the standard monthly remuneration of the beneficiary by 4/100;

当該受給権者に係る標準報酬月額が、みなし賃金日額に三十を乗じて得た額の百分の六十四に相当する額未満であるとき 当該受給権者に係る標準報酬月額に百分の四を乗じて得た額

if the preceding item does not apply: the amount obtained by multiplying the standard monthly remuneration of the beneficiary by the rate specified by Order of the Ministry of Health, Labour and Welfare so as to decline at a constant rate from 4/100 in accordance with the degree to which the ratio of the standard monthly remuneration of the beneficiary to the amount obtained by multiplying by 30 the amount deemed to be the daily amount of wages increases.

前号に該当しないとき 当該受給権者に係る標準報酬月額に、みなし賃金日額に三十を乗じて得た額に対する当該受給権者に係る標準報酬月額の割合が逓増する程度に応じ、百分の四から一定の割合で逓減するように厚生労働省令で定める率を乗じて得た額

With regard to the employees' old-age pension under the provisions of Article 13-4, paragraph (3) of the Supplementary Provisions that is paid to a person whose period as an insured is, in whole or in part, a period as a member of an employees' pension Fund, the phrase "additional amount of pension" in the preceding paragraph is deemed to be replaced with "additional amount of pension (hereinafter referred to in this paragraph as the "additional amount of pension")", and the phrase "the whole" is deemed to be replaced with "the whole (excluding the additional amount of pension if the adjusted standard amount for a payment suspension is less than the amount of the employees' old-age pension (excluding the additional amount of pension) calculated on the assumption that the provisions of prior to the amendment by of the 2013 Amendment Act, which remains in force pursuant to the provisions of Article 86, paragraph (1) of the Supplementary Provisions of the 2013 Amendment Act, do not apply)".

被保険者であつた期間の全部又は一部が厚生年金基金の加入員であつた期間である者に支給する附則第十三条の四第三項の規定による老齢厚生年金については、前項中「加給年金額」とあるのは「加給年金額(以下この項において「加給年金額」という。)」と、「全部」とあるのは「全部(調整後の支給停止基準額が、平成二十五年改正法附則第八十六条第一項の規定によりなおその効力を有するものとされたの規定による改正前のの規定の適用がないものとして計算した老齢厚生年金の額(加給年金額を除く。)に満たないときは、加給年金額を除く。)」とする。

With regard to the employees' old-age pension under the provisions of Article 13-4, paragraph (3) of the Supplementary Provisions, the provisions of the preceding two paragraphs do not apply if any of the following items applies:

附則第十三条の四第三項の規定による老齢厚生年金については、次の各号のいずれかに該当するときは、前二項の規定は適用しない。

if the standard monthly remuneration of the beneficiary of the employees' old-age pension is equal to or more than the amount equivalent to 75/100 of the amount obtained by multiplying by 30 the amount deemed to be the daily amount of wages;

当該老齢厚生年金の受給権者に係る標準報酬月額がみなし賃金日額に三十を乗じて得た額の百分の七十五に相当する額以上であるとき。

if the standard monthly remuneration of the beneficiary of the employees' old-age pension is equal to or more than the payment amount limit.

当該老齢厚生年金の受給権者に係る標準報酬月額が支給限度額以上であるとき。

The handling of fractions of less than one yen that arise in calculating the adjustment amount is specified by Cabinet Order.

調整額を計算する場合に生じる一円未満の端数の処理については、政令で定める。

The provisions of paragraph (4) through the preceding paragraph apply mutatis mutandis to the case where a beneficiary of an employees' old-age pension under the provisions of Article 13-4, paragraph (3) of the Supplementary Provisions is able, for the month that includes a day on which the person is an insured, to receive re-employment benefits for the elderly under the provisions of the Employment Insurance Act. In such a case, the phrase "the amount deemed to be the daily amount of wages" in paragraph (4), item (i) is deemed to be replaced with "the daily amount of wages under the provisions of Article 61-2, paragraph (1) of the Employment Insurance Act (hereinafter referred to in this Article as the "daily amount of wages")", and the phrase "the amount deemed to be the daily amount of wages" in item (ii) of that paragraph and paragraph (6), item (i) is deemed to be replaced with "the daily amount of wages".

第四項から前項までの規定は、附則第十三条の四第三項の規定による老齢厚生年金の受給権者が被保険者である日が属する月について、その者が雇用保険法の規定による高年齢再就職給付金の支給を受けることができる場合について準用する。この場合において、第四項第一号中「みなし賃金日額」とあるのは「雇用保険法第六十一条の二第一項の賃金日額(以下この条において「賃金日額」という。)」と、同項第二号及び第六項第一号中「みなし賃金日額」とあるのは「賃金日額」と読み替えるものとする。

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