退撫Q&A / Retirement Q&A
*公校年資是否可以併計退休?
公、私校年資併計,限於校長、教師之編制內合格有給身份,職員未於規定中。
Can public school years of service be combined for retirement?
The combined years of service for public and private schools are limited to the positions of principals and teachers with qualified and paid status within the school’s organizational structure. Staff members are not included in this provision.
*離職:僅可請領退撫新制(99年以後)儲金(無舊制)。
Resignation: Only the new retirement system (after 2010) pension fund can be claimed (the old system is not applicable).
*撫卹:遺囑可以使用嗎 ?
遺囑之功能僅限於變更遺族領受人之順序,非可指定條例規外之其他領受人。
Pension (Survivor’s Benefit): Can a will be used?
The function of a will is limited to changing the order of beneficiaries within the family. It does not allow for the designation of beneficiaries outside the regulations.
*撫卹:
1.撫卹金之領受人限於未再婚配偶、子女、父母(及<民法>所稱之繼承人)。
2.請注意亡故教職員倘未婚未生且其父母皆已亡故,領受遺族僅有兄弟姊妹(民法所稱之繼承人),依教育部相關函釋函意旨,亡故教職員之繼承人僅得請領其新制儲金,舊制給與無法核撥。(教育部106年1月26日臺教人(四)字第1060010556號函)
Pension (Survivor’s Benefit) :
- The recipients of the survivor’s pension are limited to the spouse (who has not remarried) , children, and parents (as defined by the Civil Code and other legal heirs).
- Please note, if a deceased faculty member was unmarried, had no children, and both parents had passed away, the only eligible heirs would be siblings (legal heirs as defined by the Civil Code) . According to the Ministry of Education's interpretation (Letter No. 1060010556 , dated January 26, 2017) , the legal heirs of the deceased faculty member can only claim the new system pension fund, and the old system benefits are not eligible for disbursement.
*私校退撫儲金委員會聯絡方式:02-2396-2880
Private School Pension Fund Committee Contact Information :
Tel: 02-2396-2880
*元智退撫儲金問題,本校人事室窗口:方惠珍 Tel:03-4638800#2040
中國信託窗口:練小姐 Tel:02-3327-7777#3519
Yuan Ze Pension Fund Contact:
Personnel Office: Fang Hui-Zhen, Tel: 03-4638800#2040
CTBC Bank Contact: Miss Lian, Tel: 02-3327-7777#3519
*個人退職所得定額免稅金額
Personal Retirement Income Exemption Amount