Checklist of Required Documents for Retirement Claim

Published on January 2017 | Categories: Documents | Downloads: 29 | Comments: 0 | Views: 252
of 3
Download PDF   Embed   Report

Comments

Content

CHECKLIST OF REQUIRED DOCUMENTS FOR RETIREMENT CLAIM
PENSION Application for Death Benefit(DDR-1) Original and photocopy of single savings account SSS Digitized ID Certification of separation from last employer for members less than 65 years of age; or Certification of cessation of business or practice of profession is required; or Affidavit of member that he has no more income from selfemployment to be accompanied by a certification from the barangay captain Affidavit of separation in the absence of employer's certification of separation Affidavit Re: Guardianship of incompetent (CLB-1.1B), if member is incapacitated Application for Representative Payee (CLD-15), if guardian of member is other than the spouse Guarantor's Form (BPN-107), if guardian of member is other than the spouse Supporting Documents Certified true copy/duplicate of the original marriage certificate of member, if with dependent children Certified true copy/duplicate of the original birth/baptismal certificates of dependent children, if any Proof of Filiation such as record of birth, statement before a court of record or any authentic writing/document Medical Certificate of incapacitated child if any Should be duly accomplished by the member Passbook/ATM Member If certification portion of retirement application is not accomplished by last employer For self-employed members less than 65 years old For expanded, self-employed members, farmers and fishermen who are less 65 years old If last employer no longer exist Should be accomplished by the spouse of the member To be accomplished by the guardian of the member other than the spouse To be accomplished by a guarantor

For employed/Self-employed Member

Should be duly registered with Local Civil Registry Office/Parish Church of member Should be duly registered with Local Civil Registry Office/Parish Church of member To be submitted for illegitimate dependent children To be accomplished by the child's attending physician

For Underground Mineworkers whose actual date of retirement

Certification from the employer/s that Employer must be duly registered with member was an underground the Bureau of Mines mineworker indicating the period of employment with the company supported by the worker's job description Certified true copy/duplicate of the Should be duly registered with Local original marriage certificate of member, Civil Registry Office/Parish Church if with dependent children Certified true copy/duplicate of the Should be duly registered with Local original birth/baptismal certificates of Civil Registry Office/Parish Church dependent children, if any LUMPSUM Application for Retirement Benefit Should be duly accomplished by the (DDR-1) member Certification of separation from last If certification portion of retirement employer for members less than 65 application is not accomplished by last years of age; or employer Certification of cessation of For self-employed members less than business or practice of profession 65 years old is required; or Affidavit of member that he has no For expanded, self-employed more income from selfmembers, farmers and fishermen who employment to be accompanied by are less 65 years old a certification from the barangay captain Affidavit Re: Guardianship of Should be accomplished by the spouse incompetent (CLB-1.1B), if member is of the member incapacitated Application for Representative Payee To be accomplished by the guardian of (CLD-15), if guardian of member is the member other than the spouse other than the spouse Guarantor's Form (BPN-107), if To be accomplished by a guarantor guardian of member is other than the spouse Supporting Documents
For employed/Self-employed Member

Certified true copy/duplicate of the original marriage certificate of member, if with dependent children Certified true copy/duplicate of the original birth/baptismal certificates of dependent children, if any Proof of Filiation such as record of birth, statement before a court of record or any authentic

Should be duly registered with Local Civil Registry Office/Parish Church of member Should be duly registered with Local Civil Registry Office/Parish Church of member To be submitted for illegitimate dependent children

writing/document Medical Certificate of incapacitated child if any Certification from the employer/s that member was an underground mineworker indicating the period of employment with the company supported by the worker's job description Medical Certificate of member, if member is incapacitated
Social Security System Web On-line Inquiry System Copyright © 2002

To be accomplished by the child's attending physician Employer must be duly registered with the Bureau of Mines

For Underground Mineworkers whose actual date of retirement is not earlier than March 13, 1998

To be accomplished by attending physician

Sponsor Documents

Or use your account on DocShare.tips

Hide

Forgot your password?

Or register your new account on DocShare.tips

Hide

Lost your password? Please enter your email address. You will receive a link to create a new password.

Back to log-in

Close