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Supplementary Provisions

附 則

Supplementary Provisions, Article 1Effective Date

第一条(施行期日)

This Act comes into effect as of October 1, 2001;provided, however, that the provisions of of the Supplementary Provisions amending and and the provisions of of the Supplementary Provisions come into effect as of April 1, 2002.

この法律は、平成十三年十月一日から施行する。ただし、中及びの改正規定並びにの規定は、平成十四年四月一日から施行する。

Supplementary Provisions, Article 2Transitional Measures

第二条(経過措置)

With regard to application of the provisions of Article 62, paragraphs (1) and during the period from the day on which the Act comes into effect (hereinafter referred to as "effective date") through before the day specified by , the term "" in Article 62, paragraph (1), item (i) is deemed to be replaced with " ", the phrase "a person who ... of and a person who is not required to pay a half of the amount of the premiums referred to in pursuant to the provisions of " in Article 62, paragraph (1), item (i) is deemed to be replaced with "a person who ... of ", the phrase "or " in is deemed to be replaced with "or ", and the phrase "when the person becomes a person ... of or a person who is not required to pay a half of the amount of the premiums referred to in pursuant to the provisions of " in is deemed to be replaced with "when the person becomes a person ... of ".

この法律の施行の日(以下「施行日」という。)に定める日前までの間における第六十二条第一項及びの規定の適用については、同条第一項第一号中「」とあるのは「」と、「されている者及びの規定によりその半額につきの保険料を納付することを要しないものとされている者」とあるのは「されている者」と、中「若しくは」とあるのは「又は」と、「されたとき、又はの規定によりその半額につきの保険料を納付することを要しないものとされたとき」とあるのは「されたとき」とする。

With regard to application of the provisions of Article 79, paragraph (1) during the period from the effective date through March 31, 2002, the phrase "Article 105 (excluding (excluding the part that applies mutatis mutandis ) and )" in Article 79, paragraph (1) is deemed to be replaced with "Article 105".

施行日から平成十四年三月三十一日までの間における第七十九条第一項の規定の適用については、同項中「第百五条((を準用する部分を除く。)及びを除く。)」とあるのは、「第百五条」とする。

Supplementary Provisions, Article 2-2Lump-sum Withdrawal Payment

第二条の二(脱退一時金)

Until otherwise provided for by law, a person who was a participant of a corporate-type pension plan that falls under all of the following items or a person who was a participant of a corporate-type pension plan that falls under all of items (i) and (iii) and the items of paragraph (1) of the following Article (excluding item (vii)) is entitled to claim a lump-sum withdrawal payment from the corporate-type pension plan records-related operational management institution, etc. of the corporate-type pension plan:

当分の間、次の各号のいずれにも該当する企業型年金加入者であった者又は第一号及び第三号並びに次条第一項各号(第七号を除く。)のいずれにも該当する企業型年金加入者であった者は、当該企業型年金の企業型記録関連運営管理機関等に、脱退一時金の支給を請求することができる。

the amount calculated pursuant to the provisions of Cabinet Order as the amount of assets managed per individual is not more than the amount specified by Cabinet Order; and

当該請求した日における個人別管理資産の額として政令で定めるところにより計算した額が政令で定める額以下であること。

six months have not passed from the month following the month containing the day of last losing the status as a participant of a corporate-type pension plan.

最後に当該企業型年金加入者の資格を喪失した日が属する月の翌月から起算して六月を経過していないこと。

When the claim referred to in the preceding paragraph has been filed, the asset management institution of the corporate-type pension plan makes a lump-sum withdrawal payment to the person who filed the claim based on a ruling by the corporate-type pension plan records-related operational management institution, etc.

前項の請求があったときは、当該企業型年金の資産管理機関は、当該企業型記録関連運営管理機関等の裁定に基づき、その請求をした者に脱退一時金を支給する。

The amount of a lump-sum withdrawal payment is the amount specified by Cabinet Order as the amount of assets managed per individual relating to the person who filed the claim referred to in paragraph (1).

脱退一時金の額は、第一項の請求をした者の個人別管理資産額として政令で定める額とする。

If a person receives a lump-sum withdrawal payment, the participant of a corporate-type pension plan period and instructor of a corporate-type pension plan period, as well as participant of an individual-type pension plan period and instructor of an individual-type pension plan investment period until the month preceding the month of receiving the payment for that person are not included in the total enrollment period referred to in Article 33, paragraph (1), notwithstanding the provisions of paragraph (2) of that Article.

脱退一時金の支給を受けたときは、その支給を受けた者の支給を受けた月の前月までの企業型年金加入者期間及び企業型年金運用指図者期間並びに個人型年金加入者期間及び個人型年金運用指図者期間は、第三十三条第二項の規定にかかわらず、同条第一項の通算加入者等期間に算入しない。

With regard to application of the provisions of Article 83, paragraph (1), item (i) in when a person who was a participant of a corporate-type pension plan files the claim referred to in paragraph (1), the phrase "within six months" in Article 83, paragraph (1), item (i) is deemed to be replaced with "within six months (excluding the period from the first day of the month containing the day on which the person who was a participant of a corporate-type pension plan files the claim referred to in Article 2-2, paragraph (1) of the Supplementary Provisions through the last day of the month containing the day on which the person receives the ruling referred to in paragraph (2) of that Article)".

企業型年金加入者であった者が第一項の請求をした場合における第八十三条第一項第一号の規定の適用については、同号中「六月以内」とあるのは、「六月以内(当該企業型年金加入者であった者が附則第二条の二第一項の請求をした日の属する月の初日から同条第二項の裁定を受けた日の属する月の末日までの期間を除く。)」とする。

Supplementary Provisions, Article 3

第三条

Until otherwise provided for by law, a person who falls under all of the following items is entitled to claim a lump-sum withdrawal payment from the individual-type pension plan records-related operational management institution in the case of an instructor of an individual-type pension plan investment and from the Association in the case of a person other than an instructor of an individual-type pension plan investment:

当分の間、次の各号のいずれにも該当する者は、個人型年金運用指図者にあっては個人型記録関連運営管理機関に、個人型年金運用指図者以外の者にあっては連合会に、それぞれ脱退一時金の支給を請求することができる。

the person is under the age of 60;

六十歳未満であること。

the person is not any of the persons set forth in the items of Article 62, paragraph (1);

第六十二条第一項各号に掲げる者に該当しないこと。

the person is not any of the persons set forth in ;

に掲げる者に該当しないこと。

the person is not a beneficiary of disability benefits;

障害給付金の受給権者でないこと。

the person's total contribution period (meaning the period combining the participant of a corporate-type pension plan period (in the case of a person for whom there is a period that was included in the total enrollment period referred to in Article 33, paragraph (1) pursuant to the provisions of Article 54, paragraph (2) and Article 54-2, paragraph (2), including that period) and the participant of an individual-type pension plan period (limited to the participant of an individual-type pension plan period pertaining to the contributions made by a participant of an individual-type pension plan, and in the case of a person for whom there is a period that was included, pursuant to the provisions of Article 74-2, paragraph (2), in the total enrollment period referred to in Article 33, paragraph (1) as applied mutatis mutandis pursuant to the provisions of Article 73, including that period)) is within the period specified by Cabinet Order or the amount calculated pursuant to the provisions of Cabinet Order as the amount of assets managed per individual is not more than the amount specified by Cabinet Order; and

その者の通算拠出期間(企業型年金加入者期間(第五十四条第二項及び第五十四条の二第二項の規定により第三十三条第一項の通算加入者等期間に算入された期間がある者にあっては、当該期間を含む。)及び個人型年金加入者期間(個人型年金加入者が納付した掛金に係る個人型年金加入者期間に限るものとし、第七十四条の二第二項の規定により算入された第七十三条の規定により準用する第三十三条第一項の通算加入者等期間がある者にあっては、当該期間を含む。)を合算した期間をいう。)が政令で定める期間内であること又は請求した日における個人別管理資産の額として政令で定めるところにより計算した額が政令で定める額以下であること。

two years have not passed from the day of losing the status as a participant of a corporate-type pension plan or a participant of an individual-type pension plan.

最後に企業型年金加入者又は個人型年金加入者の資格を喪失した日から起算して二年を経過していないこと。

When the claim referred to in the preceding paragraph has been filed, the Association makes a lump-sum withdrawal payment to the person who filed the claim based on a ruling by the individual-type pension plan records-related operational management institution in the case of an instructor of an individual-type pension plan investment and based on a ruling by the Association in the case of a person other than an instructor of an individual-type pension plan investment.

前項の請求があったときは、連合会は、個人型年金運用指図者にあっては個人型記録関連運営管理機関の裁定に基づき、個人型年金運用指図者以外の者にあっては自己の裁定に基づき、その請求をした者に脱退一時金を支給する。

When a person who was a participant of a corporate-type pension plan (excluding an instructor of an individual-type pension plan investment) files the claim referred to in paragraph (1), the person is to file it concurrently with the request referred to in Article 64, paragraph (2).

企業型年金加入者であった者(個人型年金運用指図者を除く。)は、第一項の請求は、第六十四条第二項の申出と同時に行うものとする。

The amount of a lump-sum withdrawal payment is the amount specified by Cabinet Order as the amount of assets managed per individual relating to the person who filed the claim referred to in paragraph (1).

脱退一時金の額は、第一項の請求をした者の個人別管理資産額として政令で定める額とする。

If a person receives a lump-sum withdrawal payment, the participant of a corporate-type pension plan period and instructor of a corporate-type pension plan period, as well as the participant of an individual-type pension plan period and instructor of an individual-type pension plan investment period until the month preceding the month of receiving the payment for that person are not included in the total enrollment period referred to in Article 33, paragraph (1), notwithstanding the provisions of paragraph (2) of that Article.

脱退一時金の支給を受けたときは、その支給を受けた者の支給を受けた月の前月までの企業型年金加入者期間及び企業型年金運用指図者期間並びに個人型年金加入者期間及び個人型年金運用指図者期間は、第三十三条第二項の規定にかかわらず、同条第一項の通算加入者等期間に算入しない。

Supplementary Provisions, Article 4Reviews

第四条(検討)

When five years pass after this Act comes into effect, and the government finds it to be necessary in consideration of the status of enforcement of this Act, the government is to review the provisions of this Act, and take necessary measures based on the results of the review.

政府は、この法律の施行後五年を経過した場合において、この法律の施行の状況を勘案し、必要があると認めるときは、この法律の規定について検討を加え、その結果に基づいて必要な措置を講ずるものとする。

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