About the Nursing Care Insurance Burden Limit Certificate
Updated: April 26, 2024
Overview
For those who have been certified as needing long-term care and all members of the household are exempt from residence tax, based on the application, an upper limit is set for self-payment for living expenses (living expenses) and food expenses when entering a nursing care insurance facility or using a short stay. We will issue a certificate to be certified.
Note 1: The housing expense limit will be increased from August 2024 (the food expense limit will remain unchanged). For details, please refer to the table below, "Applicable Limits (per day) (from August 2024)."
Note 2: For those who hold a nursing care insurance burden limit certificate for fiscal year 2023, we plan to mail renewal information around June 2024.
Eligibility
This applies to those who meet all three of the following criteria:
(1) All members of the household are exempt from resident tax. (2) The spouse is exempt from resident tax (including cases where the households listed on the resident record are different).
(3) The amount of assets (savings, etc.) that meet the criteria based on income status. Please refer to the tables below: "Table of Burden Limit Application (per day) (until July 2024)" and "Table of Burden Limit Application (per day) (from August 2024)."
Table of maximum daily burden amounts (until July 2024)
|
User charge stage (Note 1) |
subject | Residential expenses, etc. burden limit |
Meal expenses burden limit (Note 4) |
||||
|---|---|---|---|---|---|---|---|
| Income situation | Assets (deposits, etc.) status (Note 2) | ||||||
| unit type private room | Unit type private tasho room | Traditional private room (Note 3) | multi-bed room | ||||
| 1st stage | welfare recipient | 820 yen | 490 yen | 490 yen | 0 Yen | 300 yen | |
| All households are exempt from residence tax and are old-age welfare pension recipients | 10 million yen or less for a single person, 20 million yen or less for a couple | ||||||
| (320 yen) | |||||||
| 2nd stage | All members of the household are exempt from resident tax, and the sum of total income and pension income (including tax-exempt pension) minus "miscellaneous income related to public pensions" is 800,000 yen or less. | 6.5 million yen or less for a single person, 16.5 million yen or less for a couple | 820 yen | 490 yen | 490 yen | 370 yen | 390 yen |
| (420 yen) | (600 yen) | ||||||
|
Third Stage (1) |
All members of the household are exempt from resident tax, and the total amount of income and pension income (including tax-exempt pension) excluding miscellaneous income related to public pensions, etc., exceeds 800,000 yen and is 1,200,000 yen or less. | 5.5 million yen or less for a single person, 15.5 million yen or less for a couple | 1,310 yen | 1,310 yen | 1,310 yen | 370 yen | 650 yen |
| (820 yen) | (1,000 yen) | ||||||
|
Third Stage (2) |
Whole households are exempt from resident tax, and the sum of total income and pension income (including tax-exempt pension), excluding miscellaneous income related to public pensions, etc., exceeds 1.2 million yen | 5 million yen or less for a single person, 15 million yen or less for a couple | 1,310 yen | 1,310 yen | 1,310 yen | 370 yen | 1,360 yen |
| (820 yen) | (1,300 yen) | ||||||
Table of maximum daily burden amounts (from August 2024)
|
User charge stage (Note 1) |
subject | Residential expenses, etc. burden limit |
Meal expenses burden limit (Note 4) |
||||
|---|---|---|---|---|---|---|---|
| Income situation | Assets (deposits, etc.) status (Note 2) | ||||||
| unit type private room | Unit type private tasho room | Traditional private room (Note 3) | multi-bed room | ||||
| 1st stage | welfare recipient | 880 yen | 550 yen | 550 yen | 0 Yen | 300 yen | |
| All households are exempt from residence tax and are old-age welfare pension recipients | 10 million yen or less for a single person, 20 million yen or less for a couple | ||||||
| (380 yen) | |||||||
| 2nd stage | All members of the household are exempt from resident tax, and the sum of total income and pension income (including tax-exempt pension) minus "miscellaneous income related to public pensions" is 800,000 yen or less. | 6.5 million yen or less for a single person, 16.5 million yen or less for a couple | 880 yen | 550 yen | 550 yen | 430 yen | 390 yen |
| (480 yen) | (600 yen) | ||||||
|
Third Stage (1) |
All members of the household are exempt from resident tax, and the total amount of income and pension income (including tax-exempt pension) excluding miscellaneous income related to public pensions, etc., exceeds 800,000 yen and is 1,200,000 yen or less. | 5.5 million yen or less for a single person, 15.5 million yen or less for a couple | 1,370 yen | 1,370 yen | 1,370 yen | 430 yen | 650 yen |
| (880 yen) | (1,000 yen) | ||||||
|
Third Stage (2) |
Whole households are exempt from resident tax, and the sum of total income and pension income (including tax-exempt pension), excluding miscellaneous income related to public pensions, etc., exceeds 1.2 million yen | 5 million yen or less for a single person, 15 million yen or less for a couple | 1,370 yen | 1,370 yen | 1,370 yen | 430 yen | 1,360 yen |
| (880 yen) | (1,300 yen) | ||||||
Note 1: For those other than those in stages 1 to 3 (2), the amount of the fee will be determined by contract with the facility.
Note 2: Regarding the status of assets (savings, etc.) from the second to third stages (2), for Category 2 insured persons, regardless of the user burden stage, the amount is 10 million yen or less for single insured persons and 20 million yen or less for married couples.
Note 3: The amount in parentheses for a traditional private room is the maximum amount of payment when using a nursing home for the elderly, short-term stay in daily care, or short-term stay in daily care for preventive care.
Note 4: The amount in parentheses for the maximum food expense burden is the maximum burden when using Short-term admission for daily care, Short-term admission for preventive daily care, Short-term admission for medical care, or Short-term admission for preventive medical care.
What you need for your application
(1) Long-term care insurance burden limit certification application form (2) Confirmation materials such as deposits and savings
<Points to note when submitting a copy of the passbook>
●The following pages are required for all accounts of the applicant and his/her spouse.
･A page where you can see the financial institution name, branch name, account number, and account holder name
･The page where you can see the final balance from the last 3 months from the date of application
(If you are receiving a pension, include a page that shows the details of your receipt.)
●Please be sure to register old content.
| Scope of deposits, etc. | ||
|---|---|---|
| Asset item | subject | Declaration method |
| Savings (ordinary/fixed term) | ○ | Copy of passbook |
| internet bank | ○ | Copy of account balance page |
| Securities (stocks, government bonds, municipal bonds, corporate bonds, etc.) | ○ | A copy of your account balance at a brokerage firm or bank |
| Precious metals such as gold and silver (including installment purchases) whose market value can be easily ascertained based on the account balance of the purchaser | ○ | A copy of the account balance of the purchaser's bank, etc. |
| investment trust | ○ | A copy of the account balance of a bank, trust bank, securities company, etc. |
| Bank deposit (cash) | ○ | self-report |
| Liabilities (borrowings, housing loans, etc.) | ○ | debentures, etc. |
| Life insurance | Poor | ― |
| car | Poor | ― |
| Precious metals (Things whose market value is difficult to determine, such as wristwatches and jewelry) | Poor | ― |
| Other valuable items (paintings, antiques, household goods, etc.) | Poor | ― |
| Note: Please submit a copy of all applicable verification documents (including your spouse). If you have multiple accounts, you will need a copy of the passbook for all accounts. If you bring the original directly to the city hall, we can make a copy for you at the reception. Copies cannot be taken at branch offices. |
||
Notes
・Public assistance recipients do not need to submit confirmation documents such as deposits and savings.
・An additional fee may be imposed in addition to the return of benefits for fraudulent receipt.
Form download
Long-term care insurance related
・As for the application style, please confirm [other styles] "long-term care insurance burden limit certification application" of the link mentioned above.
Date of application
As a general rule, application starts from the first day of the application month. However, this is not the case due to transfer etc.
Submission method
Submit by mail or at the counter
Submission/Inquiries
2111 Higashi Naganuma, Inagi City, Tokyo 206-8601
Inagi City Welfare Department Elderly Welfare Section Nursing Care Insurance Section (City Hall 2nd Floor, Counter 4)
About special reduction measures for food expenses and residence expenses in households subject to municipal tax
Among those who are not eligible for the above-mentioned reduction of food and housing expenses, if one of the elderly couples is in a facility and the remaining spouse has difficulty living at home, all of the following conditions apply. If so, by applying to the city, the maximum amount of the user's burden of the third stage (2) will be applied to the room fee, meal expenses, or both. (Short stays are not eligible).
Eligibility
Those who meet all of the following requirements (1) The number of household members and spouses of the household to which the applicant belongs (including cases of separate households; the same applies to (2) to (6)) must be two or more.
(2) Being in a nursing care insurance facility or a community-based nursing care welfare facility and paying for food and living expenses in the 4th stage of the user's burden.
(3) For all household members and spouses, the total amount of income from public pensions, etc. in the previous year and the total amount of income other than pensions The amount after deducting is 800,000 yen or less.
(4) For all household members and spouses, cash, deposits, etc. Note: The total amount of 2 is 4.5 million yen or less.
(5) All household members and spouses do not own a house used for residence or other assets that can be used other than the assets necessary for daily life.
(6) All household members and spouses are in arrears with long-term care insurance premiums.
Notes: 1 If special deductions for long-term capital gains or short-term capital gains are applied, deduct the amount that should be deducted.
Note: 2 Includes pooled trusts, public and corporate bond investment trusts, and marketable securities.
Reduction details
Until the requirement (3) above no longer applies, the maximum amount of the user's burden of the third stage (2) will be applied to room charges, meals, or both.
What you need for your application
(1) Long-term care insurance burden limit certification application form (2) Property declaration and consent form pertaining to special reduction measures for meal and residence expenses in households subject to municipal tax (3) Attached documents ・Entering or planning to enter Those that describe facility usage fees, food expenses and living expenses at the facility
(Copies of contracts, etc.)
・Income certificate, tax withholding slip, pension payment notice, copy of final tax return and other documents proving income ・Copy of bankbook, etc.
Form download
Report and written consent pertaining to special reduction measures (Word: 66KB)
Date of application
As a result of the survey, for those who are determined to be subject to the reduction measures, the reduction will start from the first day of the month in which the application was made, in principle. However, this is not the case due to transfer etc.
Submission method
Submit by mail or at the counter
Submission/Inquiries
2111 Higashi Naganuma, Inagi City, Tokyo 206-8601
Inagi City Welfare Department Elderly Welfare Section Nursing Care Insurance Section (City Hall 2nd Floor, Counter 4)
Inquiries about this page
Elderly Welfare Division, Welfare Department, Inagi City
2111 Higashi Naganuma, Inagi City, Tokyo
Phone: 042-378-2111 Fax: 042-377-4781
