PAG-IBIG PFF285_ApplicationProvidentBenefitsClaim_V08

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HQP-PFF-285
(V08, 06/2023)

MEMBERSHIP PROGRAM

 Pag-IBIG I

 MODIFIED Pag-IBIG II (MP2)
MP2 Account/s No.: ___________________________________________________
REASON FOR CLAIM (Check appropriate box)
 MEMBERSHIP TERM MATURITY
 RETIREMENT
Effective Date of Retirement_____________
Last Day of Service ___________________
 PERMANENT TOTAL DISABILITY/INSANITY
 TERMINATION FROM SERVICE BY REASON
OF HEALTH
 CRITICAL ILLNESS OF THE MEMBER OR ANY OF HIS
IMMEDIATE FAMILY MEMBER
 DEATH
Date of Death _____________________
 Member  Immediate Family Member  EXPATRIATE
Please specify type of illness:_______________________
 OPTIONAL WITHDRAWAL
 PERMANENT DEPARTURE FROM THE COUNTRY
 MODIFIED Pag-IBIG II (MP2)
 Maturity  Pre-Termination
Please specify the reason of Pre-Termination:
___________________________________

MEMBER’S PERSONAL DETAILS
LAST NAME FIRST NAME NAME EXTENSION (e.g., Jr., II) MIDDLE NAME MAIDEN NAME
(For married women)
Pag-IBIG MID No./RTN
DATE OF BIRTH

MARITAL STATUS DESIRED AMOUNT (For optional withdrawal)

₱_______________________ / ________ (%)  Single/Unmarried
 Married
 Widow/er
 Legally Separated
 Annulled
CLAIMANT, if other than the Member (Last Name, First Name, Name Extension, Middle Name) RELATIONSHIP TO MEMBER

ADDRESS AND CONTACT DETAILS
MEMBER’S PRESENT HOME ADDRESS
Unit/Room No., Floor Building Name Lot No., Block No., Phase No. House No. Street Name Subdivision

MEMBER/CLAIMANT CONTACT DETAILS
COUNTRY + AREA CODE TELEPHONE
NUMBER
Home

Cell Phone (Required)

Email Address

Barangay Municipality/City Province/State/Country (if abroad)

ZIP Code

CLAIMANT’S PRESENT HOME ADDRESS (Leave blank if the same as member)
Unit/Room No., Floor Building Name Lot No., Block No., Phase No. House No. Street Name Subdivision

B Barangay Municipality/City Province/State/Country (if abroad) ZIP Code

EMPLOYMENT DETAILS FROM DATE OF Pag-IBIG MEMBERSHIP (Use another sheet if necessary)
EMPLOYER/BUSINESS NAME EMPLOYER/BUSINESS ADDRESS
DATE OF Pag-IBIG MEMBERSHIP
FROM (Month/Year) TO (Month/Year)

AUTHORITY TO CREDIT
IN THE EVENT OF THE APPROVAL OF MY APPLICATION FOR PROVIDENT BENEFITS CLAIM, I HEREBY AUTHORIZE Pag -IBIG FUND TO CREDIT MY CLAIM PROCEEDS TO
MY PAYROLL ACCOUNT/DISBURSEMENT CARD THAT I HAVE INDICATED BELOW:
ACCREDITED PARTNER-BANK
PAYROLL ACCOUNT CARD
 LANDBANK’S PAYROLL CREDIT SYSTEMS
VALIDATION (PACSVAL)
DISBURSEMENT CARD
 LANDBANK CASHCARD
 DBP PREPAID CARD

 UNION BANK LOYALTY CARD PLUS
 AUB LOYALTY CARD PLUS

PAYROLL ACCOUNT/DISBURSEMENT CARD NO.
NOTE:
In case the claim proceeds are higher than the maximum aggregate monthly credit amount of the concerned accredited partner-bank (as applicable),
the release of claim proceeds shall be through Check. The following are the maximum aggregate monthly credit amount of the concerned banks:
SIGNATURE OF MEMBER DATE
▪ Landbank PACSVAL - No Limit

▪ Landbank CashCard - ₱500,000.00
▪ DBP Prepaid Card - ₱100,000.00 (Valid until 30 Nov. 2023)
0
▪ AUB Loyalty Card Plus - ₱500,000.00
▪ Union Bank Loyalty Card Plus - No Limit
APPLICATION AGREEMENT
I hereby certify that I have read and understood the contents hereof, including the guidelines and instructions indicated at the back
portion of this form. I likewise understand that the processing of this application is subject to pertinent provisions of the implementing
rules and regulations of the Pag-IBIG Fund. In the event of any outstanding Pag-IBIG loan, Pag-IBIG Fund is hereby authorized to
withhold, in whole or in part, the provident benefit subject of this claim, and apply the same as payment to the said loan as well as
other obligations due to the Pag-IBIG Fund as of the date of this application.

I hereby waive my rights under R.A. No. 1405 (Secrecy of Bank Deposits Act) and authorize Pag -IBIG Fund to verify/validate my
payroll account/disbursement card.

I authorize Pag -IBIG Fund to disclose, submit and share or exchange any of my account information to legal and government
regulating agencies in accordance with R.A. No. 10173 (Data Privacy Act of 2012), and other related or pertinent laws and
regulations, as described in Pag-IBIG Fund’s Freedom of Information (FOI) Manual.

I certify that the information given and any or all statements made herein are true and correct to the best of my knowledge and belief.
I hereby certify under pain or perjury that my signature appearing herein is genuine and authentic.

,,,

_________________________________
MEMBER/CLAIMANT
(Signature over Printed Name)
THUMBMARKS OF MEMBER/CLAIMANT
(If unable to sign)

(To be done in the presence of Pag-IBIG Fund Personnel)

_______________________________ _____
(Signature over Printed Name of Witness) Date
THIS PORTION IS FOR Pag-IBIG Fund USE ONLY
CLAIMS/HL/STL/LOYALTY CARD VERIFICATION
PARTICULARS WITH WITHOUT DV/CHECK/PN/APPLICATION/
HOUSING ACCOUNT No.
DATE FILED/HL
TAKEOUT DATE
OUTSTANDING
BALANCE AS OF VERIFIED BY DATE
CLAIMS
HOUSING LOAN
MULTI-PURPOSE LOAN
CALAMITY LOAN
HELPs
LOYALTY CARD
PAYEE/S (Use another sheet if necessary) REMARKS
RECEIPT OF APPLICATION
RECEIVED BY

DATE REVIEWED BY DATE APPROVED BY

DATE

DISAPPROVED BY

DATE

REMARKS
THIS FORM MAY BE REPRODUCED. NOT FOR SALE
CLAIM FILE No.

APPLICATION FOR
PROVIDENT BENEFITS (APB) CLAIM
(To be filled out by member/claimant. Print this form back to back on one single sheet of paper)
TYPE OR PRINT ENTRIES

RIGHT THUMB

LEFT THUMB

PDF page 2
HQP-PFF-285
(V08, 06/2023)

GUIDELINES AND INSTRUCTIONS

A. When to File

The Application for Provident Benefits Claim (APB) (HQP-PFF-285) may be
filed upon the occurrence of any of the following:
1. Membership Maturity - shall be based on 20 years of membership with
the Fund, reckoned from the initial contribution that is recorded in the
database; provided, the member has remitted a total of 240 monthly
membership savings to the Fund at the time of maturity;
2. Retirement - a member shall be compulsorily retired under the Fund
upon reaching the age of 65. A member may opt to retire earlier under
the Fund upon the occurrence of any of the following events:
a. Actual retirement from the SSS, GSIS, or from government service by
provision of law;
b. Retirement under a private employer’s provident/retirement plan,
provided that the member is at least 45 years of age at the time of
retirement;
c. Reaching the age of sixty (60).
3. Permanent Total Disability (PTD) or Insanity - PTD refers to the loss or
impairment of a physical or mental function resulting from injury or
sickness, which incapacitates said member to perform any work or
engage in any business or occupation;
4. Termination fr om Service by Reason of Health - a member can no
longer render service to an employer due to severe health conditions,
as certified by his doctor;
5. Critical Illness of the member or any of his immediate family member,
as certified by a licensed physician, under any of the following
categories, subject to the approval of Deputy Chief Executive Officer -
Member Services Cluster:
a. Cancer
b. Organ Failure
c. Heart-related Illness
d. Stroke
e. Neuromuscular-related illness
The immediate family member includes any of the following:
- Spouse
- Parent
- Children
- Sibling
- Grandparents
- Grandchildren
- Legally adopted children shall only be included insofar as applications
for withdrawal of savings of their approval mothers or adoptive fathers;
6. Death;
7. Optional Withdrawal of Pag-IBIG Savings
a. Members of the Fund after the effectivity of R.A. 9679 shall have the
option to withdraw his or her TAV on the fifteenth (15 th) year of
continuous membership. This option may be exercised only once
during the membership term;
b. A member eligible for optional withdrawal after co mpleting 180
continuous monthly savings may opt to withdraw an amount less than
the equivalent sum of said 180 monthly savings. The remaining TAV
together with succeeding savings shall be released to the member
upon the occurrence of any of the grounds for membership
termination;
8. Permanent Departure from the Country - a member has been permitted
by his host country to remain there indefinitely or has permanently left
the Philippines to reside in another country;
9. Expatriates;
10. Modified Pag-IBIG II (MP2);
11. Any other reasons as may be approved for by the Board.

B. Who May File

The application may be filed by the member, his guardian, or any authorized
representative/s. If the reason for claim is death of the member, the
application may be filed by his heir/s or the latter’s representative/s, or any
appointed court administrator or executor.

C. How to File

a. Filing of application at the branch

1. Secure the Application for Provident Benefits (APB) Claim from any
Pag-IBIG Fund branch or download from Pag -IBIG website at
www.pagibigfund.gov.ph.
2. Accomplish one (1) copy of the application form.
3. For releasing of claim proceeds through Payro ll Account Card/
Disbursement Card, attach the photocopy of payroll
account/disbursement card/deposit slip for newly -opened account
(front portion of the card only).
4. Submit the accomplished application form, together with required
documents to any Pag -IBIG Fund branch. Processing of claim shall
commence only upon submission of complete documents.

b. Filing of application through online

The online filing through Virtual Pag -IBIG shall be applicable to the
following grounds only:

▪ Membership term maturity
▪ Retirement
▪ Optional withdrawal (15 years)
▪ Modified Pag-IBIG II (MP2) maturity

1. Prepare photo/scanned copy of the following documents:

- Accomplished Application for Provident Benefits (APB) Claim
- One (1) valid ID
- Supporting documents
- Selfie photo showing ID card

2. Access the Virtual Pag-IBIG at the Pag-IBIG Fund website and file the
application for provident benefits claim.

D. Payment of Benefits

1. Return of Total Accumulated Value
a. The TAV to be returned to the member or his legal heirs, less of any and
all pending obligations with the Fund, shall consist of member’s remitted
accumulated savings; employer’s counterpart savings, if applicable; and
dividend earnings credited to the member’s account as declared by the
Board.
b. For members with outstanding obligations with the Fund, at the time of
termination of membership, the said obligation shall be deducted from
his TAV prior to the release of the provident claim.
c. Release of member’s TAV shall be based on actual savings remitted by
the employee and employer, if applicable. In the case of member -
claimants whose employer counterpart savings have not been remitted
to the Fund, a partial release of their TAV shall be made based on actual
amounts credited to their accounts. In th e same manner, the
computation of annual dividends shall be based on actual remittances
made. Any amount that the Fund may collect from the employer due to
enforcement shall be subsequently released to the member or his heirs.
d. In case of member’s death, t he release of his provident benefit claims
shall be in accordance with the laws on succession.
e. A member who has multiple employers shall be entitled to claim his
entire savings anytime upon occurrence of any of the grounds for
membership termination.

2. Death Benefit

a. Upon the death of a member, his legal heirs shall be entitled to receive
the applicable death benefit in addition to the deceased member’s TAV.
The amount of the death benefit shall depend on his membership status
with the Fund at the time of his death.
- For active members at the time of death – P6,000, regardless of the
amount of TAV.
- For inactive members at the time of death – the amount is equivalent
to member’s TAV or P6,000, whichever is lower.
- If TAV offsetting occurred prior to the member’s death – the amount of
death benefit to be granted shall depend on the membership status as
of date of death. In case of inactive status as of date of death, the TAV
under consideration shall be the TAV prior to offsetting.
b. The legal heirs of the deceased member s hall still be entitled to death
benefit, subject to the conditions set and under the following
circumstances:
- The check for provident benefit claims based on the grounds for
membership termination other than death is not yet released to the
member;
- The member’s provident benefit claim proceeds are not yet credited to
his disbursement/cash card or Payroll Account at the time of his death.

3. Manner of Payment

a. Shall be paid to the member or his legal heirs through any of the
following modes:
- Crediting to the claimant’s disbursement/cash card or Payroll Account;
- Through check payable to the claimant; or
- Other similar modes of payment approved by the Board.
b. Claiming of checks through a representative shall be allowed provided
the representative shall pres ent the documents that the Fund may
require relative to the provident benefit claim.

Form editions and office-hour statements are retained as originally printed. Check current city notices and the responsible office for later changes.