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Supplementary Provisions, Article 53Transfer of Reserves for Pension Benefits, etc. or Reserves from the Surviving Pension Fund Association to a Surviving Employees' Pension Fund

第五十三条(存続連合会から存続厚生年金基金への年金給付等積立金又は積立金の移換)

A person to whom the surviving Pension Fund Association owes an obligation concerning the payment of benefits pursuant to the provisions of of the pre-amendment Employees' Pension Insurance Act, which remains in force pursuant to the provisions of Article 61, paragraph (1) of the Supplementary Provisions, of the pre-amendment Employees' Pension Insurance Act, which remains in force pursuant to the provisions of Article 61, paragraph (2) of the Supplementary Provisions, or or of the pre-amendment Employees' Pension Insurance Act, which remains in force pursuant to the provisions of Article 61, paragraph (3) of the Supplementary Provisions (hereinafter referred to in this Article and in Article 55, paragraph (1) of the Supplementary Provisions as a "pre-effective-date Fund early leaver, etc."), may, where the person has acquired the status as a member of a surviving employees' pension Fund and the articles of Association of the surviving Pension Fund Association and that surviving employees' pension Fund provide in advance that the rights and obligations concerning the payment of the portion of the old-age pension benefit (meaning the old-age pension benefit under of the pre-amendment Employees' Pension Insurance Act, which remains in force pursuant to the provisions of Article 61, paragraph (1) of the Supplementary Provisions, or of the pre-amendment Employees' Pension Insurance Act, which remains in force pursuant to the provisions of Article 61, paragraph (3) of the Supplementary Provisions; the same applies in the proviso to this paragraph, in paragraph (8), and in the provisos to Article 55, paragraph (1), Article 56, paragraph (1) and Article 65, paragraph (1) of the Supplementary Provisions) other than the portion equivalent to the amount added pursuant to the provisions of of the pre-amendment Employees' Pension Insurance Act, which remains in force pursuant to the provisions of Article 61, paragraph (2) of the Supplementary Provisions, or of the pre-amendment Employees' Pension Insurance Act, which remains in force pursuant to the provisions of Article 61, paragraph (3) of the Supplementary Provisions (referred to as the "old-age pension benefit" in paragraphs (2) through (5) and paragraph (9)) may be transferred from the surviving Pension Fund Association to that surviving employees' pension Fund, apply to the surviving Pension Fund Association for the transfer of those rights and obligations; provided, however, that this does not apply where the pre-effective-date Fund early leaver, etc. holds the right to receive the old-age pension benefit paid by the surviving Pension Fund Association.

存続連合会が附則第六十一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、附則第六十一条第二項の規定によりなおその効力を有するものとされた又は附則第六十一条第三項の規定によりなおその効力を有するものとされた若しくはの規定により給付の支給に関する義務を負っている者(以下この条及び附則第五十五条第一項において「施行前基金中途脱退者等」という。)は、存続厚生年金基金の加入員の資格を取得した場合であって、存続連合会及び当該存続厚生年金基金の規約において、あらかじめ、存続連合会から当該存続厚生年金基金に老齢年金給付(附則第六十一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又は附則第六十一条第三項の規定によりなおその効力を有するものとされたの老齢年金給付をいう。以下この項ただし書及び第八項並びに附則第五十五条第一項ただし書、第五十六条第一項ただし書及び第六十五条第一項ただし書において同じ。)のうち、附則第六十一条第二項の規定によりなおその効力を有するものとされた又は附則第六十一条第三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り加算された額に相当する部分以外のもの(次項から第五項まで及び第九項において「老齢年金給付」という。)の支給に関する権利義務の移転ができる旨が定められているときは、存続連合会に当該権利義務の移転を申し出ることができる。ただし、施行前基金中途脱退者等が存続連合会が支給する老齢年金給付の受給権を有するときは、この限りでない。

When an application has been made under the preceding paragraph, the surviving Pension Fund Association is to apply to that surviving employees' pension Fund for the transfer of the rights and obligations concerning the payment of that old-age pension benefit.

存続連合会は、前項の規定による申出があったときは、当該存続厚生年金基金に当該老齢年金給付の支給に関する権利義務の移転を申し出るものとする。

When an application has been made under the preceding paragraph, that surviving employees' pension Fund is to succeed to the rights and obligations concerning the payment of that old-age pension benefit.

当該存続厚生年金基金は、前項の規定による申出があったときは、当該老齢年金給付の支給に関する権利義務を承継するものとする。

Where that surviving employees' pension Fund succeeds, pursuant to the preceding paragraph, to the rights and obligations concerning the payment of that old-age pension benefit, the reserves for pension benefits, etc. (meaning the reserves to be appropriated for that old-age pension benefit) are to be transferred from the surviving Pension Fund Association to that surviving employees' pension Fund.

前項の規定により当該存続厚生年金基金が当該老齢年金給付の支給に関する権利義務を承継する場合においては、存続連合会から当該存続厚生年金基金に年金給付等積立金(当該老齢年金給付に充てるべき積立金をいう。)を移換するものとする。

A pre-effective-date Fund early leaver, etc. who makes an application under the provisions of paragraph (1) may, where the articles of Association of the surviving Pension Fund Association and that surviving employees' pension Fund provide in advance that the reserves for pension benefits, etc. specified by the articles of Association of the surviving Pension Fund Association (meaning the reserves to be appropriated for the benefits under of the pre-amendment Employees' Pension Insurance Act, which remains in force pursuant to the provisions of Article 61, paragraph (1) of the Supplementary Provisions, of the pre-amendment Employees' Pension Insurance Act, which remains in force pursuant to the provisions of Article 61, paragraph (2) of the Supplementary Provisions, or or of the pre-amendment Employees' Pension Insurance Act, which remains in force pursuant to the provisions of Article 61, paragraph (3) of the Supplementary Provisions, excluding the reserves to be appropriated for the old-age pension benefit under paragraph (1); the same applies hereinafter in this Article and in Article 55, paragraph (1) of the Supplementary Provisions) may be transferred from the surviving Pension Fund Association to that surviving employees' pension Fund, apply to the surviving Pension Fund Association, together with that application, for the transfer of those reserves for pension benefits, etc.

第一項の規定による申出を行う施行前基金中途脱退者等は、存続連合会及び当該存続厚生年金基金の規約において、あらかじめ、存続連合会から当該存続厚生年金基金に存続連合会の規約で定める年金給付等積立金(附則第六十一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、附則第六十一条第二項の規定によりなおその効力を有するものとされた又は附則第六十一条第三項の規定によりなおその効力を有するものとされた若しくはの給付に充てるべき積立金をいい、第一項の老齢年金給付に充てるべき積立金を除く。以下この条及び附則第五十五条第一項において同じ。)の移換ができる旨が定められている場合においては、当該申出に併せて、存続連合会に当該年金給付等積立金の移換を申し出ることができる。

When an application has been made under the preceding paragraph, the surviving Pension Fund Association is to transfer to that surviving employees' pension Fund the reserves for pension benefits, etc. to which the application pertains.

存続連合会は、前項の規定による申出があったときは、当該存続厚生年金基金に当該申出に係る年金給付等積立金を移換するものとする。

When that surviving employees' pension Fund has received the transfer of reserves for pension benefits, etc. pursuant to the preceding paragraph, it is to pay old-age pension benefits, etc. to that pre-effective-date Fund early leaver, etc., using the transferred Funds as the source and as provided by its articles of Association.

当該存続厚生年金基金は、前項の規定により年金給付等積立金の移換を受けたときは、当該移換金を原資として、規約で定めるところにより、当該施行前基金中途脱退者等に対し、老齢年金給付等の支給を行うものとする。

When the surviving Pension Fund Association has transferred reserves for pension benefits, etc. pursuant to the provisions of paragraph (6), it is relieved of its obligation concerning the payment of the old-age pension benefit pertaining to that pre-effective-date Fund early leaver, etc. (limited to the portion equivalent to the amount added pursuant to the provisions of of the pre-amendment Employees' Pension Insurance Act, which remains in force pursuant to the provisions of Article 61, paragraph (2) of the Supplementary Provisions, or of the pre-amendment Employees' Pension Insurance Act, which remains in force pursuant to the provisions of Article 61, paragraph (3) of the Supplementary Provisions (hereinafter in this paragraph referred to as the "provisions of , etc. of the pre-amendment Employees' Pension Insurance Act that remain in force"); the same applies in Article 55, paragraph (4) and Article 56, paragraph (3) of the Supplementary Provisions) or the death lump-sum and other lump-sum benefits (meaning the death lump-sum and other lump-sum benefits paid pursuant to the provisions of , etc. of the pre-amendment Employees' Pension Insurance Act that remain in force; the same applies in Article 55, paragraph (4) and Article 56, paragraph (3) of the Supplementary Provisions).

存続連合会は、第六項の規定により年金給付等積立金を移換したときは、当該施行前基金中途脱退者等に係る老齢年金給付(附則第六十一条第二項の規定によりなおその効力を有するものとされた又は附則第六十一条第三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(以下この項において「なお効力を有する改正前厚生年金保険法第百六十条の二第三項等の規定」という。)により加算された額に相当する部分に限る。附則第五十五条第四項及び第五十六条第三項において同じ。)又は死亡一時金その他の一時金たる給付(なお効力を有する等の規定により支給する死亡一時金その他の一時金たる給付をいう。附則第五十五条第四項及び第五十六条第三項において同じ。)の支給に関する義務を免れる。

That surviving employees' pension Fund must, when it has succeeded to the rights and obligations concerning the payment of that old-age pension benefit pursuant to the provisions of paragraph (3), or has come to pay old-age pension benefits, etc. pursuant to the provisions of paragraph (7), notify that pre-effective-date Fund early leaver, etc. to that effect.

当該存続厚生年金基金は、第三項の規定により当該老齢年金給付の支給に関する権利義務を承継したとき、又は第七項の規定により老齢年金給付等の支給を行うこととなったときは、その旨を当該施行前基金中途脱退者等に通知しなければならない。

Supplementary Provisions, Article 54

第五十四条

A person to whom the surviving Pension Fund Association owes an obligation concerning the payment of the surviving Pension Fund Association old-age benefit pursuant to the provisions of Article 42, paragraph (3) or Article 43, paragraph (3) of the Supplementary Provisions (hereinafter referred to in this Article and in paragraph (1) of the following Article as a "post-effective-date Fund early leaver, etc.") may, where the person has acquired the status as a member of a surviving employees' pension Fund and the articles of Association of the surviving Pension Fund Association and that surviving employees' pension Fund provide in advance that the reserves specified by the articles of Association of the surviving Pension Fund Association (meaning the reserves to be appropriated for the surviving Pension Fund Association old-age benefit under Article 42, paragraph (3) or Article 43, paragraph (3) of the Supplementary Provisions; the same applies hereinafter in this Article and in paragraph (1) of the following Article) may be transferred from the surviving Pension Fund Association to that surviving employees' pension Fund, apply to the surviving Pension Fund Association for the transfer of those reserves; provided, however, that this does not apply where the post-effective-date Fund early leaver, etc. holds the right to receive the surviving Pension Fund Association old-age benefit under Article 42, paragraph (3) or Article 43, paragraph (3) of the Supplementary Provisions.

存続連合会が附則第四十二条第三項又は第四十三条第三項の規定により存続連合会老齢給付金の支給に関する義務を負っている者(以下この条及び次条第一項において「施行後基金中途脱退者等」という。)は、存続厚生年金基金の加入員の資格を取得した場合であって、存続連合会及び当該存続厚生年金基金の規約において、あらかじめ、存続連合会から当該存続厚生年金基金に存続連合会の規約で定める積立金(附則第四十二条第三項又は第四十三条第三項の存続連合会老齢給付金に充てるべき積立金をいう。以下この条及び次条第一項において同じ。)の移換ができる旨が定められているときは、存続連合会に当該積立金の移換を申し出ることができる。ただし、施行後基金中途脱退者等が附則第四十二条第三項又は第四十三条第三項の存続連合会老齢給付金の受給権を有するときは、この限りでない。

When an application has been made under the preceding paragraph, the surviving Pension Fund Association is to transfer to that surviving employees' pension Fund the reserves to which the application pertains.

存続連合会は、前項の規定による申出があったときは、当該存続厚生年金基金に当該申出に係る積立金を移換するものとする。

When that surviving employees' pension Fund has received the transfer of reserves pursuant to the preceding paragraph, it is to pay old-age pension benefits, etc. to that post-effective-date Fund early leaver, etc., using the transferred Funds as the source and as provided by its articles of Association.

当該存続厚生年金基金は、前項の規定により積立金の移換を受けたときは、当該移換金を原資として、規約で定めるところにより、当該施行後基金中途脱退者等に対し、老齢年金給付等の支給を行うものとする。

When the surviving Pension Fund Association has transferred the reserves pursuant to the provisions of paragraph (2), it is relieved of its obligation concerning the payment of the surviving Pension Fund Association old-age benefit or the surviving Pension Fund Association survivor benefit under Article 42, paragraph (3) or Article 43, paragraph (3) of the Supplementary Provisions pertaining to that post-effective-date Fund early leaver, etc.

存続連合会は、第二項の規定により積立金を移換したときは、当該施行後基金中途脱退者等に係る附則第四十二条第三項又は第四十三条第三項の存続連合会老齢給付金又は存続連合会遺族給付金の支給に関する義務を免れる。

When that surviving employees' pension Fund has come to pay old-age pension benefits, etc. pursuant to the provisions of paragraph (3), it must notify that post-effective-date Fund early leaver, etc. to that effect.

当該存続厚生年金基金は、第三項の規定により老齢年金給付等の支給を行うこととなったときは、その旨を当該施行後基金中途脱退者等に通知しなければならない。

Supplementary Provisions, Article 55Transfer of Reserves for Pension Benefits or Other Reserves from the Surviving Pension Fund Association to a Defined-Benefit Corporate Pension

第五十五条(存続連合会から確定給付企業年金への年金給付等積立金等の移換)

A pre-effective-date Fund early leaver, etc. or a post-effective-date Fund early leaver, etc. (hereinafter referred to in this Article and the following Article as an "old-age Fund early leaver, etc.") may, where the person has acquired the status as a participant in a defined-benefit corporate pension and the articles of Association of the surviving Pension Fund Association and that defined-benefit corporate pension provide in advance that the reserves for pension benefits or other reserves specified by the articles of Association of the surviving Pension Fund Association (meaning, for a pre-effective-date Fund early leaver, etc., the reserves for pension benefits, and for a post-effective-date Fund early leaver, etc., the reserves; the same applies hereinafter in this Article and the following Article) may be transferred from the surviving Pension Fund Association to the asset management and investment institution, etc. of that defined-benefit corporate pension, apply to the surviving Pension Fund Association for the transfer of those reserves for pension benefits or other reserves; provided, however, that this does not apply where the old-age Fund early leaver, etc. holds the right to receive the old-age pension benefit paid by the surviving Pension Fund Association or the surviving Pension Fund Association old-age benefit under Article 42, paragraph (3) or Article 43, paragraph (3) of the Supplementary Provisions.

施行前基金中途脱退者等又は施行後基金中途脱退者等(以下この条及び次条において「老齢基金中途脱退者等」という。)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、存続連合会及び当該確定給付企業年金の規約において、あらかじめ、存続連合会から当該確定給付企業年金の資産管理運用機関等に存続連合会の規約で定める年金給付等積立金等(施行前基金中途脱退者等にあっては年金給付等積立金、施行後基金中途脱退者等にあっては積立金をいう。以下この条及び次条において同じ。)の移換ができる旨が定められているときは、存続連合会に当該年金給付等積立金等の移換を申し出ることができる。ただし、老齢基金中途脱退者等が存続連合会が支給する老齢年金給付又は附則第四十二条第三項若しくは第四十三条第三項の存続連合会老齢給付金の受給権を有するときは、この限りでない。

存続連合会は、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当該申出に係る年金給付等積立金等を移換するものとする。

When the asset management and investment institution, etc. of that defined-benefit corporate pension has received the transfer of reserves for pension benefits or other reserves pursuant to the preceding paragraph, the employer, etc. of that defined-benefit corporate pension is to pay old-age benefits, etc. to that old-age Fund early leaver, etc., using the transferred Funds as the source and as provided by its articles of Association.

当該確定給付企業年金の事業主等は、前項の規定により当該確定給付企業年金の資産管理運用機関等が年金給付等積立金等の移換を受けたときは、当該移換金を原資として、規約で定めるところにより、当該老齢基金中途脱退者等に対し、老齢給付金等の支給を行うものとする。

When the surviving Pension Fund Association has transferred reserves for pension benefits or other reserves pursuant to the provisions of paragraph (2), it is relieved of its obligation concerning the payment of the old-age pension benefit, the death lump-sum and other lump-sum benefits, or the surviving Pension Fund Association old-age benefit or the surviving Pension Fund Association survivor benefit under Article 42, paragraph (3) or Article 43, paragraph (3) of the Supplementary Provisions pertaining to that old-age Fund early leaver, etc.

存続連合会は、第二項の規定により年金給付等積立金等を移換したときは、当該老齢基金中途脱退者等に係る老齢年金給付、死亡一時金その他の一時金たる給付又は附則第四十二条第三項若しくは第四十三条第三項の存続連合会老齢給付金若しくは存続連合会遺族給付金の支給に関する義務を免れる。

When the employer, etc. of that defined-benefit corporate pension has come to pay old-age benefits, etc. pursuant to the provisions of paragraph (3), it must notify that old-age Fund early leaver, etc. to that effect.

当該確定給付企業年金の事業主等は、第三項の規定により老齢給付金等の支給を行うこととなったときは、その旨を当該老齢基金中途脱退者等に通知しなければならない。

Supplementary Provisions, Article 56Transfer of Reserves for Pension Benefits or Other Reserves from the Surviving Pension Fund Association to a Defined Contribution Pension

第五十六条(存続連合会から確定拠出年金への年金給付等積立金等の移換)

An old-age Fund early leaver, etc. may, where the person has acquired the status as a participant of a corporate-type pension plan (meaning a participant of a corporate-type pension plan prescribed in of the amended Defined Contribution Pension Act; the same applies in Article 59, paragraph (1) of the Supplementary Provisions) or a participant of an individual-type pension plan (meaning a participant of an individual-type pension plan prescribed in of the amended Defined Contribution Pension Act; the same applies in Article 59, paragraph (1) of the Supplementary Provisions), and the articles of Association of the surviving Pension Fund Association provide in advance that the reserves for pension benefits or other reserves specified by the articles of Association of the surviving Pension Fund Association may be transferred to the asset management institution (meaning the asset management institution prescribed in of the amended Defined Contribution Pension Act; the same applies hereinafter in this Article and Article 59 of the Supplementary Provisions) of the corporate-type pension plan (meaning the corporate-type pension plan prescribed in of the amended Defined Contribution Pension Act; the same applies hereinafter in this Article and Article 59 of the Supplementary Provisions) in which that participant of a corporate-type pension plan participates, or to the Association prescribed in of the amended Defined Contribution Pension Act (hereinafter referred to as the "National Pension Fund Association for individual-type pensions"), apply to the surviving Pension Fund Association for the transfer of those reserves for pension benefits or other reserves to the asset management institution of the corporate-type pension plan in question or the National Pension Fund Association for individual-type pensions; provided, however, that this does not apply where the old-age Fund early leaver, etc. holds the right to receive the old-age pension benefit paid by the surviving Pension Fund Association or the surviving Pension Fund Association old-age benefit under Article 42, paragraph (3) or Article 43, paragraph (3) of the Supplementary Provisions.

老齢基金中途脱退者等は、企業型年金加入者(に規定する企業型年金加入者をいう。附則第五十九条第一項において同じ。)又は個人型年金加入者(に規定する個人型年金加入者をいう。附則第五十九条第一項において同じ。)の資格を取得した場合であって、存続連合会の規約において、あらかじめ、当該企業型年金加入者の加入する企業型年金(に規定する企業型年金をいう。以下この条及び附則第五十九条において同じ。)の資産管理機関(ロに規定する資産管理機関をいう。以下この条及び附則第五十九条において同じ。)又はに規定する連合会(以下「国民年金基金連合会」という。)に存続連合会の規約で定める年金給付等積立金等の移換ができる旨が定められているときは、存続連合会に当該企業型年金の資産管理機関又は国民年金基金連合会への当該年金給付等積立金等の移換を申し出ることができる。ただし、老齢基金中途脱退者等が存続連合会が支給する老齢年金給付又は附則第四十二条第三項若しくは第四十三条第三項の存続連合会老齢給付金の受給権を有するときは、この限りでない。

存続連合会は、前項の規定による申出があったときは、当該企業型年金の資産管理機関又は国民年金基金連合会に当該申出に係る年金給付等積立金等を移換するものとする。

When the surviving Pension Fund Association has transferred reserves for pension benefits or other reserves pursuant to the preceding paragraph, it is relieved of its obligation concerning the payment of the old-age pension benefit, the death lump-sum and other lump-sum benefits, or the surviving Pension Fund Association old-age benefit or the surviving Pension Fund Association survivor benefit under Article 42, paragraph (3) or Article 43, paragraph (3) of the Supplementary Provisions pertaining to that old-age Fund early leaver, etc.

存続連合会は、前項の規定により年金給付等積立金等を移換したときは、当該老齢基金中途脱退者等に係る老齢年金給付、死亡一時金その他の一時金たる給付又は附則第四十二条第三項若しくは第四十三条第三項の存続連合会老齢給付金若しくは存続連合会遺族給付金の支給に関する義務を免れる。

When reserves for pension benefits or other reserves have been transferred to the asset management institution of the corporate-type pension plan in question or the National Pension Fund Association for individual-type pensions pursuant to the provisions of paragraph (2), the corporate-type pension plan records-related operational management institution, etc. of that corporate-type pension plan (meaning the corporate-type pension plan records-related operational management institution, etc. prescribed in of the amended Defined Contribution Pension Act; the same applies in Article 59, paragraph (4) of the Supplementary Provisions) or the National Pension Fund Association for individual-type pensions must notify that old-age Fund early leaver, etc. to that effect.

当該企業型年金の企業型記録関連運営管理機関等(に規定する企業型記録関連運営管理機関等をいう。附則第五十九条第四項において同じ。)又は国民年金基金連合会は、第二項の規定により年金給付等積立金等が当該企業型年金の資産管理機関又は国民年金基金連合会に移換されたときは、その旨を当該老齢基金中途脱退者等に通知しなければならない。

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