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Section 4 Special Provisions on the Aggregation of Past Service Periods

第四節 過去勤務期間の通算に関する特例

Article 27Application for Aggregation of Past Service Periods, etc.

第二十七条(過去勤務期間の通算の申出等)

A person who intends to apply for a retirement allowance mutual aid contract (excluding a person who currently has concluded a retirement allowance mutual aid contract for the employees that person employs) may, when making the application, file a request to have the number of months of the past service period (if that number of months exceeds 120 months, 120 months) of an employee who is to become a covered employee (excluding a covered employee under a retirement allowance mutual aid contract that is the subject of a request under Article 31-2, paragraph (1) or Article 31-3, paragraph (1)) aggregated with the number of months of paid premiums under that retirement allowance mutual aid contract (the "past service period" being the period obtained by excluding, from the period of continuous employment from the day on which the employee was hired by the person intending to make that application to the day preceding the day on which the retirement allowance mutual aid contract takes effect, the period specified by Order of the Ministry of Health, Labour and Welfare out of the period during which the employee was a person listed in the items of Article 3, paragraph (3) (where the period so obtained has a fraction of less than one year, the fraction is to be discarded); the same applies hereinafter).

退職金共済契約の申込みを行おうとする者(その者の雇用する従業員について現に退職金共済契約を締結しているものを除く。)は、その申込みを行う際に、被共済者となるべき従業員(第三十一条の二第一項又は第三十一条の三第一項の規定による申出に係る退職金共済契約の被共済者を除く。)の過去勤務期間(当該申込みを行おうとする者に雇い入れられた日から退職金共済契約の効力が生ずる日の前日までの継続して雇用された期間から第三条第三項各号に掲げる者であつた期間のうち厚生労働省令で定める期間を除いた期間(その期間に一年未満の端数があるときは、これを切り捨てるものとする。)をいう。以下同じ。)の月数(その月数が百二十月を超えるときは、百二十月)を当該退職金共済契約に係る掛金納付月数に通算することを希望する旨の申出をすることができる。

A request under the provisions of the preceding paragraph must be made for all persons who are to become covered employees under a retirement allowance mutual aid contract at the same time as the application for the retirement allowance mutual aid contract is made (excluding a covered employee under a retirement allowance mutual aid contract that is the subject of a request under Article 31-2, paragraph (1) or Article 31-3, paragraph (1)).

前項の規定による申出は、退職金共済契約の申込みが行われることにより同時に退職金共済契約の被共済者となるべき全ての者(第三十一条の二第一項又は第三十一条の三第一項の規定による申出に係る退職金共済契約の被共済者を除く。)についてしなければならない。

A request under the provisions of paragraph (1) must be made by specifying the monthly premium for the past service period that forms the basis for calculating the amount of the retirement allowance under Article 29, paragraph (1), item (i) (hereinafter referred to as the "past service monthly amount").

第一項の規定による申出は、第二十九条第一項第一号の規定による退職金の額の算定の基礎となる過去勤務期間に係る掛金月額(以下「過去勤務通算月額」という。)を定めて、しなければならない。

The past service monthly amount must be specified, in consideration of the trend of monthly premiums and other factors, from among the amounts specified by Order of the Ministry of Health, Labour and Welfare in accordance with the categories prescribed in Article 4, paragraph (3) (which are to be amounts of 5,000 yen (or, for a short-time covered employee, 2,000 yen) or more), within a range not exceeding the monthly premium on the day on which the retirement allowance mutual aid contract for that covered employee takes effect.

過去勤務通算月額は、掛金月額の推移等を考慮し、第四条第三項に規定する区分に準じて厚生労働省令で定める額(五千円(短時間労働被共済者にあつては、二千円)以上の額とする。)のうちから、当該被共済者に係る退職金共済契約の効力が生ずる日における掛金月額を超えない範囲において定めなければならない。

The past service monthly amount specified under the provisions of paragraph (3) may not be changed after the Organization has accepted the application for the retirement allowance mutual aid contract for that covered employee.

第三項の規定により定められた過去勤務通算月額は、機構が当該被共済者に係る退職金共済契約の申込みを承諾した後は、変更することができない。

Article 28Payment of Past Service Premiums

第二十八条(過去勤務掛金の納付)

A mutual aid policyholder that has filed a request under the provisions of paragraph (1) of the preceding Article must, for each month for which premiums have been paid for the covered employee concerned in that request, from the month containing the day on which the retirement allowance mutual aid contract took effect through the month in which five years (or, where the past service period is less than five years, the number of years of that past service period) elapse (or, where the covered employee retires before that month or the retirement allowance mutual aid contract is cancelled before that month, the month containing the day of retirement or the day of cancellation of the retirement allowance mutual aid contract), pay the monthly past service premium, being the amount obtained by multiplying the past service monthly amount by the rate obtained by adding, to the rate specified by Cabinet Order according to the number of years of the past service period, the rate determined by the Minister of Health, Labour and Welfare in consideration of the cost of paying the amount provided for in Article 10, paragraph (2), item (iii), (b) out of the amount of the retirement allowance under Article 29, paragraph (1), item (i), by the last day of the following month (or, for the past service premium for the month containing the day on which the retirement allowance mutual aid contract took effect, by the last day of the month after the following month).

前条第一項の規定による申出をした共済契約者は、当該申出に係る被共済者について、退職金共済契約の効力が生じた日の属する月から五年(過去勤務期間が五年に満たないときは、当該過去勤務期間の年数)を経過する月(その月前に被共済者が退職したとき、又は退職金共済契約が解除されたときは、退職の日又は退職金共済契約の解除の日の属する月)までの掛金が納付されている各月につき、過去勤務通算月額に過去勤務期間の年数に応じ政令で定める率に次条第一項第一号の規定による退職金の額のうち第十条第二項第三号ロに定める額の支払に要する費用を考慮して厚生労働大臣の定める率を加えて得た率を乗じて得た額の毎月分の過去勤務掛金を翌月末日(退職金共済契約が効力を生じた日の属する月分の過去勤務掛金にあつては、翌々月末日)までに納付しなければならない。

If a mutual aid policyholder that has filed a request under the provisions of paragraph (1) of the preceding Article fails to pay past service premiums for a certain number of months or more specified by Order of the Ministry of Health, Labour and Welfare (excluding a case where there is a justifiable reason specified by Order of the Ministry of Health, Labour and Welfare), it may not pay past service premiums from that time on.

前条第一項の規定による申出をした共済契約者は、厚生労働省令で定める一定の月分以上について過去勤務掛金の納付を怠つた場合(厚生労働省令で定める正当な理由がある場合を除く。)には、その時以後は、過去勤務掛金を納付することができない。

The retirement allowance mutual aid book delivered under the provisions of Article 7, paragraph (3) to a mutual aid policyholder that has filed a request under the provisions of paragraph (1) of the preceding Article must also be capable of showing the status of payment of past service premiums.

第七条第三項の規定により前条第一項の規定による申出に係る共済契約者に交付される退職金共済手帳は、過去勤務掛金の納付状況をも明らかにすることができるものでなければならない。

The provisions of Article 22, paragraph (2) and Articles 24 through 26 apply mutatis mutandis to the payment of past service premiums. In this case, the phrase "Article 22, paragraph (1)" in Article 26, paragraph (1) is deemed to be replaced with "Article 28, paragraph (1)".

第二十二条第二項及び第二十四条から第二十六条までの規定は、過去勤務掛金の納付について準用する。この場合において、同条第一項中「第二十二条第一項」とあるのは、「第二十八条第一項」と読み替えるものとする。

Article 29Special Provisions on Retirement Allowances, etc.

第二十九条(退職金等の特例)

Notwithstanding the provisions of Article 10, paragraph (2), the amount of the retirement allowance when a covered employee under a retirement allowance mutual aid contract for which past service premiums have been paid (excluding a covered employee falling under the following paragraph) retires is to be the greater of the following amounts:

過去勤務掛金が納付されたことのある退職金共済契約の被共済者(次項の規定に該当する被共済者を除く。)が退職したときにおける退職金の額は、第十条第二項の規定にかかわらず、次のいずれか多い額とする。

the amount obtained by applying the provisions of Article 10, paragraph (2) (excluding item (i)) on the assumption that the retirement allowance mutual aid contract took effect on the corresponding day in the year that is the number of years of the past service period before the year containing the day on which the retirement allowance mutual aid contract took effect, and that the premiums for each month from the month containing that corresponding day through the month preceding the month containing the day on which the retirement allowance mutual aid contract actually took effect were paid based on a monthly premium equal to the past service monthly amount;

退職金共済契約が効力を生じた日の属する年から過去勤務期間の年数分さかのぼつた年における同日に応当する日に退職金共済契約の効力が生じ、かつ、当該応当する日の属する月から現に退職金共済契約の効力が生じた日の属する月の前月までの各月分の掛金が過去勤務通算月額に相当する額の掛金月額により納付されたものとみなして、第十条第二項(第一号を除く。)の規定を適用した場合に得られる額

the amount obtained by adding to the amount calculated pursuant to the provisions of Article 10, paragraph (2) the total amount of past service premiums paid (where the number of months for which past service premiums have been paid is 48 months or 60 months, the amount obtained by multiplying the amount of the past service premiums by the respective number specified by Cabinet Order).

第十条第二項の規定により算定した額に納付された過去勤務掛金の総額(過去勤務掛金の納付があつた月数が四十八月又は六十月であるときは、過去勤務掛金の額にそれぞれ政令で定める数を乗じて得た額)を加算した額

The payment of a retirement allowance when a covered employee under a retirement allowance mutual aid contract for which past service premiums have been paid, and for whom past service premiums have not been paid for some of the months from the month containing the day on which the retirement allowance mutual aid contract took effect through the month in which five years have elapsed (or, where the past service period is less than five years, the number of years of that past service period), retires is as provided in the following items.

過去勤務掛金が納付されたことのある退職金共済契約の被共済者であつて、その者について、退職金共済契約の効力が生じた日の属する月から五年(過去勤務期間が五年に満たないときは、当該過去勤務期間の年数)を経過する月までの一部の月につき過去勤務掛金が納付されていないものが退職したときにおける退職金の支給については、次の各号に定めるところによる。

The provisions of the proviso to Article 10, paragraph (1) do not apply;

第十条第一項ただし書の規定は、適用しない。

The amount of the retirement allowance is, notwithstanding the provisions of Article 10, paragraph (2), the amount specified in each of (a) through (c) according to the category of the number of months of paid premiums set out in the relevant one of (a) through (c):

退職金の額は、第十条第二項の規定にかかわらず、次のイからハまでに掲げる掛金納付月数の区分に応じ、当該イからハまでに定める額とする。

11 months or less: the total amount of past service premiums paid;

十一月以下 納付された過去勤務掛金の総額

12 months or more and 59 months or less: the amount obtained by adding to the amount calculated pursuant to the provisions of Article 10, paragraph (2) the total amount of past service premiums paid (where the number of months for which past service premiums have been paid is 43 months or more, the amount obtained by multiplying the amount of the past service premiums by the rate specified by Cabinet Order in accordance with the number of months for which past service premiums have been paid; the same applies in (c));

十二月以上五十九月以下 第十条第二項の規定により算定した額に納付された過去勤務掛金の総額(過去勤務掛金の納付があつた月数が四十三月以上であるときは、過去勤務掛金の額に過去勤務掛金の納付があつた月数に応じ政令で定める率を乗じて得た額。ハにおいて同じ。)を加算した額

60 months or more: the amount obtained by adding to the amount calculated pursuant to the provisions of Article 10, paragraph (2) the total of principal and interest obtained by calculating, for the period equivalent to the number of months obtained by subtracting 59 months from the number of months of paid premiums, compound interest at the rate specified by Cabinet Order on the total amount of past service premiums paid.

六十月以上 第十条第二項の規定により算定した額に、掛金納付月数から五十九月を減じた月数に相当する期間につき、納付された過去勤務掛金の総額に対し、政令で定める利率の複利による計算をして得た元利合計額を加算した額

The payment of a cancellation refund when a retirement allowance mutual aid contract for which past service premiums have been paid is cancelled is as provided in the following items.

過去勤務掛金が納付されたことのあ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支給については、次の各号に定めるところによる。

The provisions of Article 16, paragraph (3) do not apply;

第十六条第三項の規定は、適用しない。

The amount of the cancellation refund paid to the covered employee under that retirement allowance mutual aid contract is the amount calculated in accordance with the provisions of paragraph (1) for a covered employee falling under the provisions of that paragraph, and, for a covered employee falling under the provisions of the preceding paragraph, in accordance with the provisions of item (ii) of that paragraph.

当該退職金共済契約の被共済者に支給される解約手当金の額は、第一項の規定に該当する被共済者にあつては同項、前項の規定に該当する被共済者にあつては同項第二号の規定の例により計算して得た額とする。

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