Plan Information Update

1. Amendment Form fully accomplished and originally signed by the: 

a. Primary Plan Beneficiary (for Pension Plan); or 

b. Nominee of legal age (for Education Plan).

Note: For Pension with two or more Primary Plan Beneficiaries, a notarized Waiver of Benefit in favor of only one Primary Plan Beneficiary should be submitted.

2. Death Certificate of the Planholder.

3. Clear copy of valid Identification (ID) with picture, signature, and date of birth of the: 

a. Primary Plan Beneficiary (for Pension Plan); or

b. Nominee (for Education Plan). 

4. Birth Certificate of the:

a. Primary Plan Beneficiary (for Pension Plan) 

b. Nominee (for Education Plan)

5. Marriage Contract of the:

a. Primary Plan Beneficiary (for Pension Plan) 

i. if spouse of the Planholder; or  

ii. if married female Primary Plan Beneficiary

b. Nominee (for Education Plan) - if female who is married.

6. Data Privacy Form fully accomplished and originally signed by the:

a. Primary Plan Beneficiary (for Pension Plan); or   

b. Nominee (for Education Plan).

7. Letter of request for the disenrollment of enrolled account of the deceased Planholder, if applicable.

1. Contact Information Update Form (CIUF) fully accomplished and originally signed by the Planholder.  

2. Clear copy of valid Identification (ID) of the Planholder - with picture, signature, and date of birth

3. Data Privacy Form fully accomplished and originally signed by the Planholder.

Change of Name and/or Civil Status from single to married.

1. Amendment Form fully accomplished and originally signed by the Planholder.

2. Marriage Contract of the Planholder.

3. Clear copy of valid Identification (ID) of the Planholder (married name) - with picture, signature, and date of birth.

4. Data Privacy Form fully accomplished and originally signed by the Planholder.

Change of Name and/or civil status due to nullity of marriage or no marriage (from married to single) or due to re-marriage.

1. Amendment Form fully accomplished and originally signed by the Planholder.

2. Official proof of nullity of marriage or no marriage:

a. Original Certified True Copy (CTC) of nullity of marriage or original CTC of Certificate of Finality on the nullity of marriage issued by the court; or

b. Marriage Contract with annotation on the nullity of marriage; or

c. Death Certificate, if due to death of the spouse

d. Certificate of No Marriage (CENOMAR)

e. For Cohabitation, the following will be submitted: Brgy. Certification and Notarized Affidavit of Cohabitation signed by both spouses or Notarized Affidavit of Two Disinterested Person declaring two people living together as couple without the benefit of marriage.

3. New Marriage Contract, for remarriage.  

4. Clear copy of valid Identification (ID) of Planholder (single name or remarried name based on the requested amendment) - with picture, signature, and date of birth.

5. Data Privacy Form fully accomplished and originally signed by the Planholder.

Correction of planholder’s name and/or date of birth

1. Amendment Form fully accomplished and originally signed by the Planholder.

2. Birth Certificate

3. Original notarized Affidavit of one and the same person (affidavit of discrepancy executed by two disinterested persons).  Depending on the case, original notarized self-affidavit may also be required.

4. Marriage Contract (for married female Planholder).

5. Clear copy of valid Identification (ID) of the Planholder - with picture, signature, and date of birth.

6. Data Privacy Form fully accomplished and originally signed by the Planholder.