This section indicates what step you are currently at within the process of providing conversion assets instructions.

This section displays the scheduled amount of rollover/conversion assets, the instruction deadline, the sheduled rollover/conversion date (the effective date of instructions.),etc. Investment instructions provided after the deadline will be aplied next time and will stay in place until new investment instructions are provided.

Click this to access the "Schedule of installment payments from retirement allowance plan" listed in the "Account Information" menu.

This column displays investment allocations currently specified.

When specifying new investment allocations, the sum of the values that you enter in the "Share" column must total 100%.
Select the button in the "Fraction" column corresponding to the investment product to which you would prefer any remaining amount be added.
Click the name of an investment product to view details pertaining to that product.

Fractional amounts:
A fractional amount refers to any amount of less than one yen resulting when different investment products are allocated.
For example, if contributions of 10,005 yen are to be divided equally between two products, 50% to purchase product A and 50% to purchase product B, the total going to each of the products would be calculated as 5,002.5 yen. However, specifying product A in the "Fraction" column to receive the fractional amount, yields a final conversion at 5,003 yen for product A, and 5,002 yen for product B.

Click "Confirm" if the updated details specified are correct.

Click this button to access the "Simulation" screen. Please note this is available in Japanese only.

※Some of the items may not be displayed depending on the pension plan you participate in.

Verify the details you have specified.

If any details need to be changed, click "Return to previous screen" and re-enter all required information.

Click "Submit" after verifying the information you have provided.

Click "Submit" to move to the confirmation screen.

When providing new investment instructions, you are asked to confirm that you have read and understand the relevant investment product information.

Click "Yes" to indicate your consent that you have read and understand the investment product information.

Once you have completed the three steps involved in specifying contribution instructions, current and new investment allocations will be shown.
Reverting back to earlier investment instructions requires that you once again enter previous values.

Each button will be displayed only for those who are able to provide instructions for applicable assets.