Procedure for those who are currently receiving pensions

Please contact our Fund promptly. You need to send us a "Notification of Change" (Form 9).

Notification of Change" (Form 9)

＊Please note that due to delays in notification regarding changes in the account used for receiving your payments, your next payment may not be made to your designated account.

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If you want to cancel your pension, please contact us first of all. We will send you a “Claim form” and a “Declaration of Retirement Income Receipt” after confirming if your pension can be cancelled based on the type of pension and the percentage of annuity payout you selected.

If you select a pension with a guarantee period (for example, 15-year guaranteed annuity and 20-year guaranteed annuity), you can cancel the pension in part or in whole, and receive a lump sum payment equivalent to the annuity payments for the remaining period.
The lump sum payment in this case is treated as retirement income, and you need to submit a "Declaration of Retirement Income Receipt" as well. We will make a lump-sum payment for cancellation within a month after receipt of your “Claim form".

＜Procedural steps to cancel a pension＞

We will check the details of your pension benefits and if your pension can be cancelled. If we can confirm that the requirements for cancellation have been met, we will send you a "Claim Form for Partial / All Lump-Sum Payment for Pensioners (Form 8)" and a "Declaration of Retirement Income Receipt".
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Please enter all required information in the "Claim Form" and "Declaration of Retirement Income Receipt" and send them back to us.
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We will calculate the amount of lump-sum payout for pension cancellation, and send instruction documents for payment of the lump sum to the bank. We will also send a "Defined Benefit Pension Plan Notification of Lump Sum Payment" to the applicant requesting pension cancellation.
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You will receive a "Notification of Lump-sum Payment" and a certificate of income and withholding tax from Mitsubishi UFJ Trust and Banking Corporation 5 business days before the date of payment. Please confirm the amount of payment on the notification. After that, a lump-sum payment will be transferred to your designated bank account on the date of payment.

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For those who are already receiving pension from Our Fund, the "Current Status Notification Form" shall be sent from Mitsubishi UFJ Trust and Banking Corporation before the month of your birth. This Current Status Notification Form is used to confirm whether or not you possess the right to continuously receive pension. Please fill in the required items and return the form to our Fund as soon as possible. The deadline for return is the last day of the month of your birth.

"Current Status Notification Form"

＜Request＞

• If you fail to return a "Current Status Notification Form," we may be compelled to stop pension payments to you. Please make sure to return it on or before the last day of the month of your birth.
• If there is any change in your address, etc., please submit a "Notification of Change (Form 9)" as well as the "Current Status Notification Form" without fail.

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Certificate of Income and Withholding Tax

Once a year (around the middle of January), a certificate of income and withholding tax for pension payment is sent to you from Mitsubishi UFJ Trust and Banking Corporation. This certificate is necessary for you to file a tax return. If you lose your certificate and want it reissued, please contact us.

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