How to Submit Claim Application online for Pag-IBIG Savings, MP2 Maturity, Retirement, or Optional Withdrawal

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Pag-IBIG Savings Claim application is now available online via Virtual Pag-IBIG website. Currently, there are 4 types of claim listed: Pag-IBIG Regular Savings Maturity, MP2 Savings Maturity, Retirement, and Optional Withdrawal. A list of requirements are enumerated for each claim type and must be accomplished before application can be submitted online.
Based on what type of claim to be applied, here the minimum requirements needed (click each line):
  1. Claim Application Form (Filled & Signed)
  2. One (1) Valid ID
  3. Cash Card
  4. Selfie Photo
  5. Supporting Documents

 

To know if you are already eligible to claim for Pag-IBIG Savings and other details you need to know, click each line:

 

1. Claim Application Form

One of the requirements for claiming Pag-IBIG Savings is to fill-out the Claim Application Form – APPLICATION FOR PROVIDENT BENEFITS (APB) CLAIM. To have a copy of the form, you can download it on this link. Fill-out the required information for the claim.

You can print the form, and write the details manually. Or you can also fill-out the form on your laptop or phone, using Adobe Reader with Fill & Sign feature or Adobe Fill & Sign app (Google Play or App Store), respectively. As an example, you can read this quick guide on how to fill-out Pag-IBIG form online.

A. Membership Program

For membership program, select Pag-IBIG 1 for Regular Savings Maturity and Retirement while for MP2, tick the Modified Pag-IBIG II (MP2) box to claim MP2 Maturity Savings.

B. Reason for Claim

Tick the appropriate box on what type of claim you want to apply.

 

C. Personal Details

Enter the Member’s Personal Details: 

      • Complete Name
      • Pag-IBIG MID Number
      • Date of Birth
      • Marital Status
      • If the CLAIMANT is other than the Member, write down the complete name of the Claimant and the Relationship to Member.

D. Address and Contact Details

Enter the present home address and contact details of the member. If other than the member will claim, you must input the claimant’s details as well.

E. Employment Details

Enter the Member’s Employment details from the start date of Pag-IBIG Membership. If the space is not enough, use another sheet.

F. Authority to Credit/Authority to Transfer

 

Under the Authority to Credit tab, enter the Account Number details and Bank Address where the claims proceed will be credited.

While for Authority to Transfer, it is only applicable to members who has MP2 savings account.

 

F. Signature of Member or Claimant

 

Make sure that the information you have provided are true and correct. Then, sign on the provided space over your printed name.

 

2. One (1) Valid ID

List of Valid IDs

1. Passport
2. Driver’s License
3. Professional Regulation Commission (PRC) ID
4. National Bureau of Investigation (NBI) Clearance
5. Police Clearance
6. Postal ID
7. Voter’s ID
8. Barangay Certification or Barangay IDs or similar documents bearing picture of the member
9. Government Service Insurance System (GSIS) e-Card
10. Social Security System (SSS) Card
11. Senior Citizen Card
12. Overseas Workers Welfare Administration (OWWA) ID
13. Overseas Filipino Worker ID
14. Seaman’s Book or Seafarer’s Identification and Record Book (SIRB)
15. Alien Certification of Registration/Immigrant Certificate of Registration
16. Government Office and GOCC ID, e.g. AFD ID, Pag-IBIG Loyalty Card
17. Certification from the National Council for the Welfare of Disabled Persons (NCWDP)
18. Department of Social Welfare and Development (DSWD) Certification
19. Integrated Bar of the Philippines ID
20. Company ID issued by Private Entities or Institution Registered with or supervised or regulated either by the BSP, SEC or IC.

3. Cash Card - Loyalty Card Plus

The cash card is the Pag-IBIG Loyalty Card Plus issued to Pag-IBIG Members either by Asia United Bank (AUB) or Union Bank of the Philippines (UBP).

No Loyalty Card Plus yet? Click here on how to apply.

4. Selfie Photo

Take a selfie photo together with your valid ID and Loyalty Card Plus. 

5. Supporting Documents (for Retirement Claim)

For Retirement Claim, you must present a supporting document, i.e., your Service Record from your company or government agency. 

 

Once you have all the requirements ready, go to Virtual Pag-IBIG website. In the Claim Pag-IBIG Savings tab, select the type of claim you want to apply. 

 

As an example, if you select Regular Savings Maturity, the list of requirements you need to prepare will be stated. Once all the required documents are ready, click the Proceed button.

To check if the Member is already eligible to claim Pag-IBIG Savings, enter the 12-digit Pag-IBIG MID number to validate the account. 

When the account is validated, a new page will open to upload all the documents for the claim. 

 

If you are not eligible yet to claim your Pag-IBIG Savings, here are conditions on when to file the application:

The Application for Provident Benefits Claim (APB) (HQP-PFF-285) may be filed upon the occurrence of any of the following:

If you are claiming for any other purpose, which are not yet available online, here are the list of requirements per claim category. This application must be submitted in any Pag-IBIG branches for checking and processing.

List of Requirements per Claim Type – Branch Application

1. Application for Provident Benefits (APB) Claim (HQP-PFF-285) (1 Original)
2. Pag-IBIG Loyalty Card Plus or one (1) valid ID of the member (1 Photocopy)

Compulsory Retirement

1. Application for Provident Benefits (APB) Claim (1 Original)
2. Pag-IBIG Loyalty Card Plus or one (1) valid ID of the member (1 Photocopy)
3. Order of Retirement Voucher (For members of AFP, PNP, BJMP, BFP) (1 Photocopy), as applicable
4. Statement of Service (For member of AFP) (1 Photocopy), as applicable
5. Service Record (For members of PNP, BJMP, BFP) (1 Photocopy)

Optional Retirement

1. Application for Provident Benefits (APB) Claim (1 Original)
2. Pag-IBIG Loyalty Card Plus or one (1) valid ID of the member (1 Photocopy)
3. Certificate of Early Retirement (For private employees who are at least 45 years old) (Notarized, 1 Photocopy)
4. GSIS Retirement Voucher (For government employees) (1 Photocopy)

1. Application for Provident Benefits (APB) Claim (1 Original)
2. Pag-IBIG Loyalty Card Plus or one (1) valid ID of the member (1 Photocopy)
3. Physician’s Certificate/Statement (With Clinical or Medical Abstract) (1 Original)

  • 1. Application for Provident Benefits (APB) Claim (1 Original)
    2. Pag-IBIG Loyalty Card Plus or one (1) valid ID of the member/claimant (1 Photocopy)
    3. Marriage Certificate issued by Philippine Statistics Authority (PSA) or Local Civil Registry Office (LCRO) and Advisory on Marriage (If the
    immediate family member is the claimant) (1 Photocopy)
    4. Birth Certificate issued by PSA or Baptismal Certificate (1 Photocopy)
    5. Non-availability of Birth Record issued by PSA (1 Photocopy) and Joint Affidavit of Two Disinterested Persons (HQP-PFF-029, notarized) (1 Original)
    6. Physician’s Certificate/Statement (With Clinical or Medical Abstract) (1 Original)
    7. To establish kinship with the member, the claimant shall submit any of the following:
    • Birth Certificate issued by PSA or Baptismal Certificate (1 Photocopy); or
    • Non-availability of Birth Record issued by PSA (1 Photocopy) and Joint Affidavit of Two Disinterested Persons (HQP-PFF-029, notarized)
      (1 Original)

1. Application for Provident Benefits (APB) Claim (1 Original)
2. Pag-IBIG Loyalty Card Plus or one (1) valid ID of the member (1 Photocopy)
3. Physician’s Certificate/Statement (With Clinical or Medical Abstract) (1 Original)

Death Claim – Married with Child/Children

1. Application for Provident Benefits (APB) Claim (1 Original)
2. Pag-IBIG Loyalty Card Plus or one (1) valid ID of the member/claimant (1 Photocopy)
3. Death Certificate of Member issued by PSA or LCRO (1 Photocopy)
4. Proof of Surviving Legal Heirs (HQP-PFF-030, notarized) (1 Original)
5. Marriage Certificate issued by PSA or LCRO and Advisory on Marriage (If the immediate family member is the claimant) (1 Photocopy)
6. Birth Certificate issued by PSA or Baptismal Certificate (1 Photocopy)
7. Affidavit of Guardianship (HQP-PFF-028, notarized) (If with child/children below 18 years old, or if child/children is/are physically or mentally incompetent) (1 Original)
8. To establish kinship with the member, the claimant shall submit any of the following:

      • Birth Certificate issued by PSA or Baptismal Certificate (1 Photocopy); or
      • Non-availability of Birth Record issued by PSA (1, Photocopy) and Joint Affidavit of Two Disinterested Persons (HQP-PFF-029, notarized) (1 Original)

Death Claim – Married (without child/children but with Surviving Parent/s)

1. Application for Provident Benefits (APB) Claim (1 Original)
2. Pag-IBIG Loyalty Card Plus or one (1) valid ID of the member/claimant (1 Photocopy)
3. Death Certificate of Member issued by PSA or LCRO (1 Photocopy)
4. Proof of Surviving Legal Heirs (HQP-PFF-030, notarized) (1 Original)
5. Marriage Certificate issued by PSA or LCRO and Advisory on Marriage (If the immediate family member is the claimant) (1 Photocopy)
6. To establish kinship with the member, the claimant shall submit any of the following:

      • Birth Certificate issued by PSA or Baptismal Certificate (1 Photocopy); or
      • Non-availability of Birth Record issued by PSA (1, Photocopy) and Joint Affidavit of Two Disinterested Persons (HQP-PFF-029, notarized) (1 Original)

Death Claim – Single with Child/Children

1. Application for Provident Benefits (APB) Claim (1 Original)
2. Pag-IBIG Loyalty Card Plus or one (1) valid ID of the member/claimant (1 Photocopy)
3. Death Certificate of Member issued by PSA or LCRO (1 Photocopy)
4. Proof of Surviving Legal Heirs (HQP-PFF-030, notarized) (1 Original)
5. Certificate of No Marriage issued by PSA (if the deceased member is single) (1 Photocopy)
6. Birth Certificate issued by PSA or Baptismal Certificate (1 Photocopy)
7. Affidavit of Guardianship (HQP-PFF-028, notarized) (If with child/children below 18 years old, or if child/children is/are physically or mentally
incompetent) (1 Original)
8. To establish kinship with the member, the claimant shall submit any of the following:

      • Birth Certificate issued by PSA or Baptismal Certificate (1 Photocopy); or
      • Non-availability of Birth Record issued by PSA (1, Photocopy) and Joint Affidavit of Two Disinterested Persons (HQP-PFF-029, notarized) (1 Original)

Death Claim – Single (Without child/children with Surviving Parent/s)

  • 1. Application for Provident Benefits (APB) Claim (1 Original)
    2. Pag-IBIG Loyalty Card Plus or one (1) valid ID of the member/claimant (1 Photocopy)
    3. Death Certificate of Member issued by PSA or LCRO (1 Photocopy)
    4. Proof of Surviving Legal Heirs (HQP-PFF-030, notarized) (1 Original)
    5. Certificate of No Marriage issued by PSA (if the deceased member is single) (1 Photocopy)
    6. To establish kinship with the member, the claimant shall submit any of the following:
      • Birth Certificate issued by PSA or Baptismal Certificate (1 Photocopy); or
      • Non-availability of Birth Record issued by PSA (1 Photocopy) and Joint Affidavit of Two Disinterested Persons (HQP-PFF-029, notarized)
        (1 Original)

1. Application for Provident Benefits (APB) Claim (1 Original)
2. Pag-IBIG Loyalty Card Plus or one (1) valid ID of the member (1 Photocopy)
3. Passport with Immigrant Visa/Residence Visa/Settlement Visa (1 Photocopy)
4. Sworn Declaration of Intention to Depart from the Philippines Permanently (HQP-PFF-031, notarized) (No need to submit if already based abroad) (1 Original)

1. Application for Provident Benefits (APB) Claim (1 Original)
2. Passport (1 Photocopy)
3. Alien Employment Permit issued by the Department of Labor and Employment (DOLE) (1 Photocopy)

1. Application for Provident Benefits (APB) Claim (1 Original)
2. Pag-IBIG Loyalty Card Plus or one (1) valid ID of the member (1 Photocopy)

Who can file the Application?

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.

Payment of Claim Benefits

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 the 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, the 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.

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 shall 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.

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 present the documents that the Fund may require relative to the provident benefit claim.

This Post Has 2 Comments

  1. Jose Winston R.Leal

    how to submit Online Application for the release of MP2 Annual Dividends ( HQP-PFF-356 )

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