A person who loses the status as a participant of an individual-type pension plan due to coming to fall under any of the items of Article 62, paragraph (4) (excluding items (i) and (iii)) (limited to a person who has assets managed per individual under the individual-type pension plan) is to be an instructor of an individual-type pension plan investment.
In addition to the case under the provisions of the preceding paragraph, a person who was a participant of a corporate-type pension plan (limited to a person who has assets managed per individual in the corporate-type pension plan or the individual-type pension plan) or a participant of an individual-type pension plan (limited to a person who has assets managed per individual under the individual-type pension plan) may become an instructor of an individual-type pension plan investment by making a request to the Association.
The person prescribed in paragraph (1) acquires the status as an instructor of an individual-type pension plan investment on the day of losing the status as a participant of an individual-type pension plan, and the person who makes the request referred to in the preceding paragraph acquires the status as an instructor of an individual-type pension plan investment on the day on which the person makes the request.
個人型年金運用指図者は、第一項に規定する者については個人型年金加入者の資格を喪失した日に、前項の申出をした者についてはその申出をした日に、それぞれ個人型年金運用指図者の資格を取得する。
An instructor of an individual-type pension plan investment loses the status as an instructor of an individual-type pension plan investment on the day following the day on which the person comes to fall under any of the following items (if the person comes to fall under item (iii), on the day of falling under that item):
個人型年金運用指図者は、次の各号のいずれかに該当するに至った日の翌日(第三号に該当するに至ったときは、当該至った日)に、個人型年金運用指図者の資格を喪失する。
when the person dies;
死亡したとき。
when the person no longer has assets managed per individual under the individual-type pension plan; or
when the person becomes a participant of an individual-type pension plan.
個人型年金加入者となったとき。
The provisions of Article 62, paragraph (5) apply mutatis mutandis to the status as an instructor of an individual-type pension plan investment, and the provisions of the preceding Article apply mutatis mutandis to the case of calculating the period of an instructor of an individual-type pension plan investment.
第六十二条第五項の規定は個人型年金運用指図者の資格について、前条の規定は個人型年金運用指図者期間を計算する場合について準用する。
Read this with the articles around it
(Participant of an Individual-type Pension Plan)
A participant of an individual-type pension plan loses the status as a participant of an individual-type pension plan on the day on which the person comes to fall under any of the following items…
個人型年金加入者は、次の各号のいずれかに該当するに至った日(第一号に該当するに至ったときは、その翌日とし、第四号に該当するに至ったときは、当該保険料を納付することを要しないものとされた月の初日とし、第六号(企業型年金加入者掛金を拠出する企業型年金加入者に限る。)に該当するに至ったときは、企業型年金加入者掛金を拠出した…
Open this provision(Participant of an Individual-type Pension Plan)
when the person dies;
死亡したとき。
Open this provision(Participant of an Individual-type Pension Plan)
when the person becomes an instructor of an individual-type pension plan investment pursuant to the provisions of Article 64, paragraph (2);
第六十四条第二項の規定により個人型年金運用指図者となったとき。
Open this provision(Participant of an Individual-type Pension Plan)
If a person loses the status as a participant of an individual-type pension plan during the month when the person acquired that status, the person is retroactively deemed not to have been a…
個人型年金加入者の資格を取得した月にその資格を喪失した者は、その資格を取得した日に遡って、個人型年金加入者でなかったものとみなす。
Open this provision(Period of a Participant of an Individual-type Pension Plan)
When calculating the period of a participant of an individual-type pension plan, the period is to be calculated on a monthly basis, and the period from the month in which the person acquired the…
個人型年金加入者期間を計算する場合には、月によるものとし、個人型年金加入者の資格を取得した月からその資格を喪失した月の前月までをこれに算入する。
Open this provision(Instructor of an Individual-type Pension Plan Investment)
A person who loses the status as a participant of an individual-type pension plan due to coming to fall under any of the items of Article 62, paragraph (4) (excluding items (i) and (iii))…
第六十二条第四項各号(第一号及び第三号を除く。)のいずれかに該当するに至ったことにより個人型年金加入者の資格を喪失した者(個人型年金に個人別管理資産がある者に限る。)は、個人型年金運用指図者とする。
Open this provision(Instructor of an Individual-type Pension Plan Investment)
In addition to the case under the provisions of the preceding paragraph, a person who was a participant of a corporate-type pension plan…
前項の規定によるほか、企業型年金加入者であった者(企業型年金又は個人型年金に個人別管理資産がある者に限る。)又は個人型年金加入者(個人型年金に個人別管理資産がある者に限る。)は、連合会に申し出て、個人型年金運用指図者となることができる。
Open this provision(Instructor of an Individual-type Pension Plan Investment)
when the person becomes a participant of an individual-type pension plan.
個人型年金加入者となったとき。
Open this provisioncorporate-type pension plan
「企業型年金」
A pension plan that an employer with a place of business covered by employees' pension insurance (厚生年金適用事業所) runs, alone or jointly with others, under Chapter II of the Defined Contribution Pension Act.
Defined inArticle 2, paragraph (2)· applies throughout the law
individual-type pension plan
「個人型年金」
The pension plan that the National Pension Fund Association designated to run it (連合会) runs under Chapter III of the Defined Contribution Pension Act.
Defined inArticle 2, paragraph (3)· applies throughout the law
Association
「連合会」
The National Pension Fund Association (国民年金基金連合会) that the Minister of Health, Labour and Welfare has designated, as the only one for the whole country, to run the individual-type pension plan (個人型年金).
Defined inArticle 2, paragraph (5)· applies throughout the law
participant of a corporate-type pension plan
「企業型年金加入者」
A participant in a corporate-type pension plan (企業型年金): a person for whom the employer running the plan pays contributions into it and who gives instructions on how their individual assets (個人別管理資産) in it are invested, as Article 2, paragraph (8) of the Defined Contribution Pension Act defines it.
Defined inArticle 2, paragraph (8)· applies throughout the law
participant of an individual-type pension plan
「個人型年金加入者」
A participant in the individual-type pension plan (個人型年金) that the National Pension Fund Association designated for it (連合会) runs: a person who pays contributions to that plan and gives instructions on how their individual assets (個人別管理資産) in it are invested, as Article 2, paragraph (10) of the Defined Contribution Pension Act defines it.
Defined inArticle 2, paragraph (10)· applies throughout the law
instructor of an individual-type pension plan investment
「個人型年金運用指図者」
A person, other than a participant (個人型年金加入者), who gives instructions in the individual-type pension plan (個人型年金) on how their individual assets (個人別管理資産) in it are invested.
Defined inArticle 2, paragraph (11)· applies throughout the law
assets managed per individual
「個人別管理資産」
The assets built up in one corporate-type pension plan (企業型年金) or in the individual-type pension plan (個人型年金) to pay the benefits of a person who is or was a participant of it.
Defined inArticle 2, paragraph (12)· applies throughout the law
instructor of an individual-type pension plan investment periodmachine translation
「個人型年金運用指図者期間」
The time a person is an investment instructor of the individual-type pension plan (個人型年金運用指図者), counted, as Article 63 provides for participants, in months from the month they gain that status to the month before the one in which they lose it.
Short name set inArticle 33, paragraph (2), item (iv)