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Article 31-3Transfer, etc. of Transferred Amounts from Asset Management and Investment Institutions, etc.

第三十一条の三(資産管理運用機関等からの移換額の移換等)

Where an employer (limited to one that has made an application under or Article 54-6 of the Defined Contribution Pension Act) concludes a retirement allowance mutual aid contract naming as covered employees a person who was a participant (meaning a participant prescribed in ; the same applies in paragraph (6) and paragraph (1) of the following Article) or a person who was a participant of a corporate-type pension plan (meaning a participant of a corporate-type pension plan prescribed in Article 2, paragraph (8) of the Defined Contribution Pension Act; the same applies in paragraph (6) and paragraph (1) of the following Article), in either case employed by that employer, if a person set out in each of the following items has concluded with the Organization a contract providing that, for a person who has become a covered employee under that retirement allowance mutual aid contract, the assets specified in are to be transferred to the Organization, and providing for other matters specified by Order of the Ministry of Health, Labour and Welfare, and that employer has made an application to the Organization as provided by Order of the Ministry of Health, Labour and Welfare, the Organization is to receive the transfer of those assets pertaining to the person who has become a covered employee under that retirement allowance mutual aid contract, as provided in the contract with the person set out in .

事業主(又は確定拠出年金法第五十四条の六の規定による申出をしたものに限る。)が、その雇用する加入者(に規定する加入者をいう。第六項及び次条第一項において同じ。)であつた者又は企業型年金加入者(確定拠出年金法第二条第八項に規定する企業型年金加入者をいう。第六項及び次条第一項において同じ。)であつた者を被共済者として退職金共済契約を締結する場合において、次の各号に掲げる者が、機構との間で、当該退職金共済契約の被共済者となつた者について当該各号に定める資産を機構に移換することその他厚生労働省令で定める事項を約する契約を締結しており、当該事業主が、機構に対して厚生労働省令で定めるところにより申出をしたときは、機構は、当該各号に掲げる者との契約で定めるところによつて、当該退職金共済契約の被共済者となつた者に係る当該資産の移換を受けるものとする。

An asset management and investment institution, etc.: the reserve fund prescribed in or the residual assets prescribed in ;

資産管理運用機関等 に規定する積立金又はに規定する残余財産

Where the Organization has received the transfer of the assets specified in the items of the preceding paragraph, with respect to the portion of the amount of the assets so transferred (hereinafter referred to in this Article as the "transferred amount") that is the amount specified by Cabinet Order taking into account the monthly premium on the day on which the retirement allowance mutual aid contract referred to in that paragraph took effect and other circumstances, the Organization is to aggregate the number of months specified by Cabinet Order into the number of months of paid premiums for the covered employee under that retirement allowance mutual aid contract, as provided by Order of the Ministry of Health, Labour and Welfare. In this case, the number of months to be so aggregated may not exceed the participant period prescribed in or the participant of a corporate-type pension plan period prescribed in Article 14, paragraph (1) of the Defined Contribution Pension Act of the person who has become a covered employee under that retirement allowance mutual aid contract, pertaining to that amount specified by Cabinet Order.

機構が、前項各号に定める資産の移換を受けた場合において、当該移換を受けた資産の額(以下この条において「移換額」という。)のうち、同項の退職金共済契約の効力が生じた日における掛金月額その他の事情を勘案して政令で定める額については、厚生労働省令で定めるところにより、政令で定める月数を当該退職金共済契約の被共済者に係る掛金納付月数に通算するものとする。この場合において、その通算すべき月数は、当該退職金共済契約の被共済者となつた者の当該政令で定める額に係るに規定する加入者期間又は確定拠出年金法第十四条第一項に規定する企業型年金加入者期間を超えることができない。

The amount of the retirement allowance when a covered employee under a retirement allowance mutual aid contract who has the remaining amount obtained by deducting the amount specified by Cabinet Order referred to in the preceding paragraph from the transferred amount retires is, notwithstanding the provisions of the proviso to Article 10, paragraph (1) and Article 10, paragraph (2), the amount specified in each of the following items according to the category of the number of months of paid premiums after aggregation under the preceding paragraph set out in .

移換額から前項の政令で定める額を控除した残余の額を有する退職金共済契約の被共済者が退職したときにおける退職金の額は、第十条第一項ただし書及び第二項の規定にかかわらず、次の各号に掲げる前項の規定による通算後の掛金納付月数の区分に応じ、当該各号に定める額とする。

11 months or less: the total of principal and interest obtained by calculating, for the period from the month following the month containing the day on which the transfer was received through the month containing the day of retirement of that covered employee, compound interest at the rate obtained by adding the rate determined by the Minister of Health, Labour and Welfare to the rate specified by Cabinet Order, on that remaining amount (where the retirement of that covered employee took place in the month containing the day on which the transfer was received, that remaining amount; referred to as the "remaining amount after interest calculation" in the following item);

十一月以下 当該移換を受けた日の属する月の翌月から当該被共済者が退職した日の属する月までの期間につき、当該残余の額に対し、政令で定める利率に厚生労働大臣が定める利率を加えた利率の複利による計算をして得た元利合計額(当該移換を受けた日の属する月に当該被共済者が退職したときは、当該残余の額。次号において「計算後残余額」という。)

12 months or more: the amount obtained by adding the remaining amount after interest calculation to the amount calculated pursuant to the provisions of Article 10, paragraph (2).

十二月以上 第十条第二項の規定により算定した額に計算後残余額を加算した額

Where a retirement allowance mutual aid contract having the remaining amount referred to in the preceding paragraph is cancelled, the amount of the cancellation refund is, notwithstanding the provisions of Article 16, paragraph (3), the amount calculated in accordance with the provisions of the preceding paragraph.

前項の残余の額を有する退職金共済契約が解除されたときにおける解約手当金の額は、第十六条第三項の規定にかかわらず、前項の規定の例により計算して得た額とする。

Where the Organization has received the transfer of the transferred amount in accordance with an application under paragraph (1), the Organization is to notify the employer to that effect, and the employer must notify the person who has become a covered employee pertaining to that transferred amount to that effect.

第一項の規定による申出に従い移換額の移換を機構が受けたときは、機構は、その旨を当該事業主に通知するものとし、当該事業主は、その旨を当該移換額に係る被共済者となつた者に通知しなければならない。

The provisions of paragraph (1) and the preceding paragraph apply mutatis mutandis where an employer that has implemented a defined-benefit corporate pension or a corporate-type pension plan has been a party, since before making the application under or Article 54-6 of the Defined Contribution Pension Act, to a retirement allowance mutual aid contract naming as covered employees a person who was a participant or a person who was a participant of a corporate-type pension plan, in either case employed by that employer. In this case, "has become a covered employee" in paragraph (1) and the preceding paragraph is deemed to be replaced with "is a covered employee", and other technical replacement of terms that is necessary is specified by Cabinet Order.

第一項及び前項の規定は、確定給付企業年金又は企業型年金を実施していた事業主が、その雇用する加入者であつた者又は企業型年金加入者であつた者を被共済者として退職金共済契約を又は確定拠出年金法第五十四条の六の規定による申出をする前から締結している場合について準用する。この場合において、第一項及び前項中「被共済者となつた」とあるのは、「被共済者である」と読み替えるものとするほか、必要な技術的読替えは、政令で定める。

Where a covered employee under a retirement allowance mutual aid contract for which the Organization has received the transfer of the transferred amount in accordance with an application under paragraph (1) as applied mutatis mutandis with terms replaced pursuant to the preceding paragraph retires, the amount of the retirement allowance is, notwithstanding the proviso to Article 10, paragraph (1) and Article 10, paragraph (2), the amount obtained by adding, to the amount of the retirement allowance calculated pursuant to the proviso to Article 10, paragraph (1) and Article 10, paragraph (2) on the assumption that the transfer under paragraph (1) had not been received, the total of principal and interest obtained by calculating, for the period from the month following the month containing the day on which the transfer was received through the month containing the day of retirement of that covered employee, compound interest at the rate obtained by adding the rate determined by the Minister of Health, Labour and Welfare to the rate specified by Cabinet Order, on the transferred amount (where the retirement of that covered employee took place in the month containing the day on which the transfer was received, the transferred amount).

前項の規定により読み替えて準用する第一項の規定による申出に従い移換額の移換を機構が受けた退職金共済契約の被共済者が退職したときにおける退職金の額は、第十条第一項ただし書及び第二項の規定にかかわらず、第一項の移換を受けなかつたものとみなして同条第一項ただし書及び第二項の規定により算定した退職金の額に、当該移換を受けた日の属する月の翌月から当該被共済者が退職した日の属する月までの期間につき、当該移換額に対し、政令で定める利率に厚生労働大臣が定める利率を加えた利率の複利による計算をして得た元利合計額(当該移換を受けた日の属する月に当該被共済者が退職したときは、当該移換額)を加算した額とする。

Where a retirement allowance mutual aid contract for which the Organization has received the transfer of the transferred amount in accordance with an application under paragraph (1) as applied mutatis mutandis with terms replaced pursuant to paragraph (6) is cancelled, the amount of the cancellation refund is, notwithstanding the provisions of Article 16, paragraph (3), the amount calculated in accordance with the provisions of the preceding paragraph.

第六項の規定により読み替えて準用する第一項の規定による申出に従い移換額の移換を機構が受けた退職金共済契約が解除されたときにおける解約手当金の額は、第十六条第三項の規定にかかわらず、前項の規定の例により計算して得た額とする。

Where a covered employee to whom the provisions of Article 29, paragraph (1) or (2), Article 30, paragraph (2), or paragraph (3) or (7) of the preceding Article apply is a covered employee under the retirement allowance mutual aid contract pertaining to the transferred amount that the Organization has received the transfer of in accordance with an application under paragraph (1) (including as applied mutatis mutandis with terms replaced pursuant to paragraph (6)), the amount of the retirement allowance is, notwithstanding the proviso to Article 10, paragraph (1) and Article 10, paragraph (2), Article 29, paragraphs (1) and (2), Article 30, paragraph (2), paragraphs (3) and (7) of the preceding Article, and paragraphs (3) and (7) of this Article, the amount obtained by adding the amount specified by Cabinet Order to the amount of the retirement allowance calculated pursuant to the provisions of Article 29, paragraph (1) or (2), Article 30, paragraph (2), or paragraph (3) or (7) of the preceding Article, and other matters necessary for calculating the amount of retirement allowances, etc. are specified by Cabinet Order.

第二十九条第一項若しくは第二項、第三十条第二項又は前条第三項若しくは第七項の規定の適用を受ける被共済者が、第一項(第六項の規定により読み替えて準用する場合を含む。)の規定による申出に従い機構が移換を受けた移換額に係る退職金共済契約の被共済者である場合における退職金の額は、第十条第一項ただし書及び第二項、第二十九条第一項及び第二項、第三十条第二項、前条第三項及び第七項並びに第三項及び第七項の規定にかかわらず、第二十九条第一項若しくは第二項、第三十条第二項又は前条第三項若しくは第七項の規定により算定される退職金の額に政令で定める額を加算した額とするほか、退職金等の額の算定に関し必要な事項は、政令で定める。

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