Long-Term Care Insurance Burden Limit Certification

Overview

A certification is issued to those whose entire household is exempt from resident tax and who have been certified as requiring long-term care, setting an upper limit on their personal burden for accommodation (stay) and meal costs. Additionally, submission of an Application Form is required to receive the Burden Limit Certification.

Note: From the service usage in August 2026, the income assessment criteria for Stage 2 and Stage 3 (1) have changed, with the borderline shifting from 809,000 yen to 826,500 yen.

Eligible Facilities and Services

• Nursing Care Welfare Facilities for the Elderly (including community-based types)
• Nursing Care Health Facility for the Elderly
• Short-Term Residential Care (including preventive care)
• Short-Term Residential Medical Care (including preventive care)
• Nursing Care Medical Institution

Eligible Persons

Those who meet all of the following three criteria are eligible.

1. All household members are exempt from resident tax
2. Confirmation that the spouse is exempt from resident tax (including cases where the household on the Certificate of Residence is different)
3. Must meet the asset (savings, etc.) amount criteria according to income status.

For the maximum amounts by user burden level, please refer to the table below: "Maximum Burden Amount Table (Per Day)".

Maximum Burden Amount Table (Per Day)

User Burden Stage (Note 1)	Target: Income Status	Target: Status of Assets (Deposits and Savings, etc.) (Note 2)	Limit on housing costs and other burdens: Unit Type Private Room	Limit on housing costs and other burdens: Unit-type multi-bed room	Limit on housing costs and other burdens: Conventional Private Room (Note 3)	Limit on housing costs and other burdens: Multi-bed Room (Note 4)	Limit on Meal Costs: (Note 5)
Phase 1	Public Assistance Recipients	-	880 yen	550 yen	550 yen (380 yen)	0 yen	300 yen
Phase 1	All household members are exempt from resident tax and are recipients of Senior Welfare Pension.	For single individuals, it is below 10 million yen, and for couples, it is below 20 million yen.	880 yen	550 yen	550 yen (380 yen)	0 yen	300 yen
Stage 2	All household members are exempt from resident tax, and the amount obtained by subtracting the "Miscellaneous Income Amount Related to Public Pensions" from the total of combined income and pension income (including non-taxable pensions) is 826,500 yen or less	For single individuals, it is below 6.5 million yen, and for couples, it is below 16.5 million yen.	880 yen	550 yen	550 yen (480 yen)	430 yen	390 yen (600 yen)
Stage 3 (1)	Households where all members are exempt from resident tax, and the amount obtained by subtracting the "miscellaneous income amount related to public pensions, etc." from the total of total income amount and Pension income amount (including non-taxable Pension) exceeds 826,500 yen but is 1,200,000 yen or less	For single individuals, it is below 5.5 million yen, and for couples, it is below 15.5 million yen.	1,370 yen	1,370 yen	1,370 yen (880 yen)	430 yen	680 yen (1,030 yen)
Stage 3 (2)	Those whose total income amount, excluding the "miscellaneous income amount related to public pensions" from the total income amount and pension income amount (including non-taxable pensions), exceeds 1.2 million yen, and all household members are exempt from resident tax.	For single individuals, it is below 5 million yen, and for couples, it is below 15 million yen.	1,470 yen	1,470 yen	1,470 yen (980 yen)	430 yen (530 yen)	1,420 yen (1,360 yen)

• Note 1: For those other than Stage 1 to Stage 3 (2), the burden amount will be set according to the contract with the facility.
• Note 2: Regarding the status of assets (savings, etc.) from Stage 2 to Stage 3 (2), for insured persons of Type 2, regardless of the user burden stage, it will be 10 million yen or less for single individuals and 20 million yen or less for couples.
• Note 3: The amounts in parentheses for traditional private rooms are the burden limit amounts when using nursing care welfare facilities for the elderly and (preventive care) short-term residential care.
• Note 4: The amount in parentheses for multi-bed rooms is the burden limit when using nursing care welfare facilities for the elderly and (preventive care) short-term residential care, or when admitted to nursing care health facilities and medical care institutions that charge room fees.
• Note 5: The amount in parentheses for the food expense burden limit is the burden limit when using (preventive care) short-term residential care and (preventive care) short-term medical care.

Required Documents for Application

1. Long-Term Care Insurance Burden Limit Certification Application Form
2. Confirmation materials for savings and deposits

Points to Note When Submitting a Copy of the Passbook

• The following page is required for all accounts of the individual and their spouse.
  • Page showing the name of the financial institution, branch name, account number, and account holder's name
  • Page showing the final balance from the last 3 months from the application date
    (If you are receiving a Pension, this includes a page that explains the details of your benefits)
• Please be sure to record any outdated information.

Confirmation materials for savings and deposits

Scope of Deposits and Savings

Asset Items	Eligibility	Declaration Method
Savings (Ordinary/Fixed)	○	Copy of Bankbook
Internet Banking	○	Copy of Account Balance Page
Securities (stocks, government bonds, municipal bonds, corporate bonds, etc.)	○	Copy of account balance from securities companies and banks
Precious metals such as gold and silver (including accumulated purchases) can easily be assessed at market value based on the account balance of the purchase source.	○	Copy of the account balance from the purchasing bank, etc.
Investment Trust	○	Copy of account balance from banks, trust banks, securities companies, etc.
Cash Savings	○	Self-Declaration
Liabilities (Loans, Mortgages, etc.)	○	Loan documents, etc.
Life Insurance	×	―
Automobile	×	―
Precious metals (such as watches and jewelry, which are difficult to assess for market value)	×	―
Other valuable items (paintings, antiques, household goods, etc.)	×	―

Note:
Please submit copies of all relevant documents (including those of your spouse).
If you have multiple accounts, copies of all account passbooks are required.
If you bring the original document directly to City Hall, you can make a copy here at the reception.
Copies cannot be made at each Branch Office.

Notes

• Public Assistance recipients do not need to submit confirmation documents for savings and deposits.
• In cases of fraudulent receipt, in addition to the return of the benefit amount, additional charges may be imposed.

Download Form

• Long-Term Care Insurance Burden Limit Certification Application Form (PDF 1.5 MB)
• Long-Term Care Insurance Burden Limit Certification Application Form (Excel 60.7 KB)

Effective Date

In principle, it will take effect from the 1st of the application month. However, this does not apply in cases such as moving in.

Submission Method

Submit by mail or at the counter

Submission Destination / Contact Information

2111 Higashi-Naganuma, Inagi City, Tokyo 206-8601
Long-Term Care Insurance Section, Senior Welfare Division, Welfare Department, Inagi City
(City Hall 2nd Floor, Window 4)

Special Reduction Measures for Food and Housing Expenses for Households Subject to Municipal Resident Tax

Among those who are not eligible for the aforementioned relief of food and housing costs, if one partner in an older couple household is admitted to a facility and the remaining spouse finds it difficult to make a living at home, they may apply to the city if they meet all of the following requirements, and the limit for user burden at the third stage (2) will be applied to room fees, food costs, or both. (Short stays are not eligible).

Eligible Persons

Those who meet all of the following requirements

1. The number of household members and spouses (including those in separate households) belonging to the individual must be two or more.
2. Residing in a Long-Term Care Insurance facility or a community-based long-term care welfare facility, and bearing the user burden for food and housing costs at the 4th stage.
3. For all household members and spouses, the amount remaining after deducting the estimated annual total of user burden, food expenses, and housing costs from the total amount of public Pension income and total income excluding Pension from the previous year must be 800,000 yen or less.
4. The total amount of cash, savings, etc. (Note 2) for all household members and spouses is 4.5 million yen or less.
5. All household members and spouses do not own any assets that can be utilized other than those necessary for daily life, such as houses used for residence.
6. All household members and spouses are not in arrears with Long-Term Care Insurance premiums.

• Note 1: If there is an application of special deductions for long-term capital gains or short-term capital gains, the amount to be deducted will be deducted.
• Note 2: Includes joint management trusts, publicly offered corporate bonds, and investment trusts as well as securities.

Content of Reduction

Until the above requirement 3 no longer applies, the user burden limit for the third stage (2) will be applied to room fees or meal costs, or both.

Required Documents for Application

1. Long-Term Care Insurance Burden Limit Certification Application Form
2. Asset Declaration and Consent Form for Special Reduction Measures for Meal and Housing Costs in Households Subject to Municipal Resident Tax
3. Attached Documents
   • Details regarding facility usage fees, meal costs, and housing expenses at the facility where you are admitted or plan to be admitted.
     (Copies of contracts, etc.)
   • Income certificate, withholding tax statement, pension payment notification, copy of tax return, and other documents certifying income
   • Copy of bankbooks and other deposit account statements

Download Form

• Declaration and Consent Form for Special Reduction Measures (Word 66.0 KB)

Effective Date

As a result of the investigation, for those who have been determined to be eligible for the reduction measures, the reduction will generally start from the first day of the month in which the application was submitted. However, this does not apply in cases such as moving in.

Submission Method

Submit by mail or at the counter

Submission Destination / Contact Information

2111 Higashi-Naganuma, Inagi City, Tokyo 206-8601
Long-Term Care Insurance Section, Senior Welfare Division, Welfare Department, Inagi City
(City Hall 2nd Floor, Window 4)