 > Necessary document > Long-Term Benefits Long-Term Benefits
Some forms can be downloaded from the homepage.
Retirement benefit
Type of benefit |
Documents needed |
Remarks |
| Retirement Mutual Aid Pension |
1. Retirement Mutual Aid Pension settlement, revision claim form
2. Pension Investigation report
3. Copy of the portion of family register relating to the individual concerned or a certificate of matters in the alien registration records
4. A copy of the notice of Basic Pension Number
5. Notice of Verification of Enrollment Period
6. Notice of choice of pension
7. Copy of the pension certificate or revision notification
8. A copy of the Employment Insurance card
9. A copy of the certificate (issued by Hello Work after the member resign from job and apply for new job and unemployment insurance) and the notification concerning the suspension of the Retirement Mutual Aid Pension
10. Copy of the notification concerning the eligibility for the old workers' salary supplement and the notification concerning the suspension of the Retirement Mutual Aid Pension
11. Notice of Enrollment in (withdrawal from) Public Pension System and Standard Salary
12. Tax return form for dependents of public pension recipients
13. Claim Form for the Period Enrolled in Social Security Agreement Countries |
3. A copy of the portion of family register relating to the individual concerned can be replaced with a resident card. However, a copy of the portion of family register relating to the individual concerned is needed when the original family name or family relationship needs to be verified.
Persons with foreign citizenship should attach a certificate of matters in the alien registration records.
5. Individuals who have been enrolled in a public pension system other than the Private School Mutual Aid System.
6. When the member receives the disability benefit or survivor's benefit.
7. When the member accepts the decision concerning public pensions other than the Private School Mutual Aid.
8. In the case of an individual who is or has been a member of the Employment Insurance Scheme
9. When the member applies for a job.
10. When the member applies for the old workers' salary supplement.
11. When an individual is enrolled in public pension system other than the Private School Mutual Aid, or when an individual became an assembly maker.
13. When the member adds up the pension enrollment periods in the Social Security Agreement countries. |
Make sure the documents carry the signature or stamp of the individual
and the school representative. |
| Notice of eligibility for additional pension |
In the case of individuals with more than 20 years of enrollment in the Private
School Mutual Aid System the form will be sent automatically by the Private School
Association. |
| LumpSum Withdrawal Payment for non-Japanese residents |
1. Claim form for LumpSum Withdrawal Payment (including Confirmation of Pension System Membership History on Applying for the Lump-sum Withdrawal Payment)
2. A copy of the passport
3. A copy of the bankbook, etc.
4. Exchange Professor Tax Exemption Certificate if any |
2. Name, date of birth, copy of a passport that can prove date of departure
3. Name of bank where payment is to be deposited, account number, etc. |
Disability benefit
Type of benefit |
Documents needed |
Remarks |
| Disability Mutual Aid Pension |
1. Disability Mutual Aid Pension settlement, revision claim form
2. National Pension, disability benefit claim
3. Pension investigation report
4. Copy of the portion of the Family Register relating to the individual concerned or a certificate of matters in the alien registration records
5. Medical certificate
6. Documents describing medical history, employment status, etc.
7. Notice of eligibility for Additional Pension
8. Notice of choice of pension
9. Notification concerning the enrollment (or withdrawal) of the Employees' Pension and the standard salary |
2. Only in the case of a first- or second-grade disability
4. A copy of the portion of family register relating to the individual concerned can be replaced with a resident card. However, a copy of the portion of family register relating to the individual concerned is needed when the original family name or family relationship needs to be verified.
If any of the persons concerned is eligible to receive the Additional Pension, both of a copy of family register and a resident card with information on all the family are needed.
Persons with foreign citizenship should attach a certificate of matters in the alien registration records.
5. Depends on the illness or injury
7. Only when there is an individual eligible for Additional Pension
9. When an individual is enrolled in public pension system other than the Private School Mutual Aid, or when an individual became an assembly maker |
Make sure the documents carry the signature or stamp of the individual
and the school representative. |
| LumpSum Disability Payment |
1. LumpSum Disability Payment claim form
2. Pension investigation report
3. Medical certificate
4. Documents describing medical history, employment status, etc.
5. Copy of the portion of the Family Register relating to the individual concerned or a certificate of matters in the alien registration records |
3. Varies depending on illness or injury
5. A copy of the portion of family register relating to the individual concerned can be replaced with a resident card. However, a copy of the portion of family register relating to the individual concerned is needed when the original family name or family relationship needs to be verified.
If any of the persons concerned is eligible to receive the Additional Pension, both of a copy of family register and a resident card with information on all the family are needed.
Persons with foreign citizenship should attach a certificate of matters in the alien registration records. |
Survivor’s Benefit
Type of benefit |
Documents needed |
Remarks |
| Survivor’s Mutual Aid Pension |
1. Survivor’s Mutual Aid Pension settlement, revision, transfer claim
2. Pension investigation report
3. Family Register or a certificate of matters in the alien registration records
4. Removal of the resident card of the deceased and the resident card of the claimant
5. Death or postmortem certificate
6. Proof of earnings or tax exemption certificate of claimant
7. Notice of Verification of Enrollment Period
8. Statement of reason for claiming Survivor’s Mutual Aid Pension
9. Medical certificate
10. Documents describing medical history, employment status, etc.
11. Notice of choice of pension |
3. Persons with foreign citizenship should attach a certificate of matters in the alien registration records.
7. If the deceased had a period of enrollment in another public pension system
8. When both Short-Term and Long-Term related Conditions apply.
9. Needed only when the claimant is a child or grandchild 18 years or older with
a disability.
10. Needed only when the claimant is a child or grandchild 18 years or older with
a disability. |
Make sure the documents carry the signature or stamp of the individual and
the school representative.
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