Request for Amendments





  • 2.4 Required Documents, Minor Amendments:
  • 2.9 Required Documents, Major Amendment:
   Change of Beneficiary
     · Minor Amendment form
     · Two (2) Primary IDs (Original & Photocopy)
     · Authorization Letter (If PH is not available)

   Correction of Beneficiary/Scholar’s Name
     · Minor Amendment form
     · Two (2) Primary IDs (Original & Photocopy)
     · Authorization Letter (If PH is not available)

   Designation of Scholar
     · Minor Amendment form
     · Two (2) Primary IDs (Original & Photocopy)
     · Authorization Letter (If PH is not available)

   Correction of Birthdate (Beneficiary,Scholar)
     · Minor Amendment form
     · Two (2) Primary IDs (Original & Photocopy)
     · Authorization Letter (If PH is not available)
     · Birth Certificate

   Change of Address
     · Minor Amendment form
     · Two (2) Primary IDs (Original & Photocopy)
     · Authorization Letter (If PH is not available)
     · Billing Notice from any reputable company (Meralco, Maynilad)
    Change or Correction of Planholders Name/Change of Civil Status
     · Amendment Form
     · Two (2) Primary IDs (Original & Photocopy)
     · Birth Certificate (NSO Copy)
     · Divorce Papers
     · Court Orders (Annulment)
     · Marriage Contract
     · Adoption papers
     · Certificate of No Marriage (NSO Copy)
     · Special Power of Attorney (If PH is not available)
     · ID of Attorney-in-Fact

   Correction of Planholder’s Birthdate
     · Minor Amendment form
     · Two (2) Primary IDs (Original & Photocopy)
     · Authorization Letter (If PH is not available)
     · Birth Certificate

   Reinstatement by Payment of Arrears
     · Amendment Form
     · Two (2) Primary IDs (Original & Photocopy)
     · Computation duly certified by the PSD Unit/Head
     · Authorization Letter (If PH is not available)
     · ID of authorized party

   Reinstatement by Redating
     · Major Amendment form
     · Two (2) Primary IDs (Original & Photocopy)
     · Computation duly certified by the PSD Unit/Head
     · Authorization Letter (If PH is not available)
     · Photocopy of ID of authorized party
     · Surrender old policy

   Upgrading
     · Major amendment form/NB Application Form
     · Two (2) Primary IDs (Original & Photocopy)
     · Authorization Letter (If PH is not available)
     · Computation duly certified by the PSD Unit/Head
     · Photocopy of ID of authorized party
     · Surrender old policy/CFP(if fully paid)

   Transfer
     · Major amendment form.
     · New Business application form
     · Two (2) Primary IDs (Original & Photocopy)
     · Special Power of Attorney (If PH is not available) (Intent to transfer the plan should be specified)
     · Special Power of Attorney (If PH is abroad)
         a. Special Power of Attorney (If PH is abroad)
         b. Intent to transfer the plan should be specified
     · Surrender old policy/CFP(if fully paid)

     · Death Certificate (If PH is deceased)
         a. Valid ID of the beneficiary/ies (original and photocopy)
         b. Affidavit of Guardianship (Court Order) if the Beneficiary/ies is/are Minor Age.
         c. Affidavit of Abjudication with waiver of rights if PH and Beneficiary are deceased.
     · Medical Certificate with specific reason that PH has no capacity to sign.
         a. Medical certificate should be written on the Letterhead of Hospital or Clinic.
         b. Medical Certificate must contain the signature and License number of the Physician.
         c. Special Power of Attorney
         d. ID of Attorney-in-Fact
         e. Birth Certificate if PH is minor aged. PH should be represented by his/her guardian.

   Replacement of Lost Policy/CFP
     · Minor Amendment form
     · Two (2) Primary IDs (Original & Photocopy)
     · Notarized Affidavit of Indemnity Agreement
     · Special Power of Attorney (If PH is not available)
     · Consularized Special Power of Attorney (if PH is abroad)
     · ID of Attorney-in-Fact (original and photocopy)