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SBI and changing monthly payments

Posted: Mon Mar 12, 2018 2:21 am
by sytyue
Hi,

I am new to Ideco and was wondering if any SBI users can tell me how to change my monthly payment. I started off with a smaller amount but would like to increase it now. I read on the website that you are allow to do this once a year and I am about 4 months into my first year.

Thanks.

Re: SBI and changing monthly payments

Posted: Fri Mar 16, 2018 10:31 am
by DragonAsh
sytyue, if you can read Japanese, you can request the forms to do this from the SBI home page.

From the iDeCo tab, click 変更手続き --> 各種変更手続きのご案内(加入者さま向け)--> 掛金関係.

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Re: SBI and changing monthly payments

Posted: Wed Apr 04, 2018 6:16 am
by sytyue
Thank you very much!

Re: SBI and changing monthly payments

Posted: Sat Aug 04, 2018 9:48 am
by Dr.Strangelove
Thank you this post. I have found this info useful too.
sytyue, have you processed the paper work?

Actually, I would like to increase my monthly payments. Is it only possible to do this once a year?

Also, how about contributing a lump sum? I have some allowance ready to invest if this is an option.

Re: SBI and changing monthly payments

Posted: Sat Aug 04, 2018 8:51 pm
by RetireJapan
Dr.Strangelove wrote: Sat Aug 04, 2018 9:48 am Actually, I would like to increase my monthly payments. Is it only possible to do this once a year?
Also, how about contributing a lump sum? I have some allowance ready to invest if this is an option.
I believe you can only change your monthly payment once a year. It can take a while for this to be processed.

I don't think there is currently an option to invest a lump sum, although I believe it is currently being considered (as a bonus payment kind of thing).