Professional Documents
Culture Documents
In behalf of the Social Security System management and staff, I am pleased to present to you
this Citizen’s Charter, a handbook that provides a step-by-step, easy to understand guide
on how you can avail yourself of the top 26 high volume services of the SSS.
Before coming up with this handbook, we reviewed and streamlined the procedures of these
services and determined the most efficient processing time that served as the basis of our
commitments to you. With this Charter, we now have a yardstick, by which to measure the
SSS frontline offices’ performance and I hope that you will let us know how we are doing so
that we can continually improve our services to you.
This Charter was developed not only in compliance with the provisions of Republic Act No.
9485, also known as the “Anti-Red Tape Act of 2007” but also as part of the SSS’ desire to
achieve its vision of providing world-class and delightful service to you, our members.
Thank you for your support and continued trust and confidence in your SSS.
EMMANUEL F. DOOC
President and CEO
• Requesting for Certificate of Compliance 17 • Paying Through The SSS Tellering Facility 106
• Filing of Member Loan Application 18 • Applying for SSS Issued UMID Card 108
The SSS aims to institutionalize a corporate culture that instills the core values of Trust, 11. Processing of Sickness Notification of
5
Employed Members filing Personally
Empowerment and Teamwork.
12. Processing of Sickness Notification of
Employed Members filed through Company 5
Representative
13. Processing of Sickness Benefit
Reimbursement Applications (For 10
Employed Members)
14. Processing of Sickness Benefit Applications
(For SE/VM/Members Separated from 10
Employment)
15. Receiving of Maternity Notification Within the day
2. Secondary – the secondary beneficiaries who shall be entitled to the benefits in the
absence of the primary beneficiaries are:
b. In the absence of dependent parents, any other person designated by the member.
Farmer – any person whose primary livelihood, either by himself and/or his spouse and/or Self-employed - is one who has no employer, as defined in the SS Law, other than himself/
immediate members of his family, is cultivation and tillage of the soil, dairying, growing and herself and derives income from his/her physical and mental efforts, including but not limited
harvesting of agricultural and horticultural products. to the following as identified under Section 9-A of the SS Law, as amended:
Fisherman – any natural person whose primary livelihood, either by himself and/or a. All SE professionals;
immediate members of his family, is fishing, catching, raising or gathering marine and other b. Partners and single proprietors of businesses;
aquatic products. c. Actors and actresses, directors, scriptwriters and news correspondents who do not
Semester - A period of two (2) consecutive quarters ending in the quarter of contingency. PERSON
STEPS REQUIREMENTS LOCATION
IN-CHARGE
Socialized Housing - Refers to housing loan the original amount of which does not exceed 1. Get Personal Member Services Member Service
P400,000.00. Record Form (SS Section (MSS) of Representative
Form E-1). SSS Branch or at
SSS Service Office
Note: For
Househelper,
get Kasambahay
Unified Registration
Form (PPS_KUR
Form). For Family
drivers, get SS Form
E-1.
2. Read
instructions and
fill out the form.
Note: If the
Branch is using an
automated queueing
system, the queue
number and the
assigned counter
will be flashed via
the display monitor.
In the absence of the above ID cards and/or documents, any two (2) of the following documents
both with the correct name and at least one (1) with date of birth:
For married
For widowed
For Divorced
Note: If the
Branch is using an
automated queuing
system, the queue
number and the
assigned counter
will be flashed via
the display monitor.
Note: If the
Branch is using an
automated queuing
system, the queue
number and the
assigned counter
will be flashed via
the display monitor.
Note: If the
Branch is using an
automated queuing
system, the queue
number and the
assigned counter
will be flashed via
the display monitor.
Note: PERSON
STEPS REQUIREMENTS LOCATION
Acceptance of Initial EAL IN-CHARGE
Applications is on hold
1. Get or download Member Services Member Service
until further notice due to
and print Section (MSS) of Representative
system enhancements for
Collection Lists SSS Branch/SSS
the revised EAL Guidelines.
(SS Form ML-2) website
Target completion: and Member (www.sss.gov.ph)
Loan Payment
June 1, 2017 Return Form (SS
Form ML-1).
5. Get the MSS of SSS Member Service
acknowledgment Branch Representative 2. Read
stub and signed instructions and
disclosure fill out the form.
statement, if
qualified, and 3. Get a queue MSS of SSS Member Service
rejection letter, if number and Branch Representative
rejected. wait for the
number to be
called.
Note: If the
Branch is using an
automated queuing
system, the queue
number and the
assigned counter
will be flashed via
the display monitor.
4. Submit properly Properly filled out SS Form Corporate Lane, Member Service
filled out SS ML-2, validated ML-1 and MSS of SSS Representative
Form ML-2 and SBR Branch
validated ML-1
or ML-1 and
Special Bank
Receipt (SBR),
if paid thru the
bank.
Note: If the
Branch is using an
automated queuing
system, the queue
number and the
assigned counter
will be flashed via
the display monitor.
• Original copy of any 1. Get or download • Sickness Notification; Member Services Junior/Senior
one (1) of the Employer the required and Section (MSS) of Member Service
Representative’s forms. • Accident/Sickness SSS Branch/SSS Representative
primary ID cards/ Report, if work- website
document or original connected (www.sss.gov.ph)
copies of two (2)
2. Read
secondary ID cards/
instructions and
documents at least one
fill out the form.
(1) with signature and
photo; and
• Original copy of any 3. Get a queue Medical Senior Clerk/
one (1) of the Member- number and Evaluation Junior Nurse
Borrower’s primary wait for the Section (MES) or
ID cards/documents number to be Member Services
at least one (1) with called. Section (MSS), for
signature and photo branch without
Note: If the MES, SSS Branch
• Letter of Authority
Branch is using an
(LOA)
automated queuing
If filed by Household system, the queue
Employer’s Representative: number and the
assigned counter
• Original copy of any will be flashed via
one (1) of the Employer the display monitor.
Representative’s
primary ID cards/ 4. Submit properly • Sickness Notification; Medical Senior Clerk/
at least one (1) with filled out form • Identification card/s or Evaluation Junior Nurse
signature and photo; together with document/s; Section (MES) or
and the supporting • Medical documents, if Member Services
• Original copy of any documents. any; Section (MSS), for
one (1) of the Member- branch without
Borrower’s primary In case of work-related MES, SSS Branch
ID cards/documents claims, above-documents,
at least one (1) with plus the following:
signature and photo • Accident/Sickness
• Letter of Authority Report from employer,
(LOA) if work-connected; and
Notes:
• Medical Specialist shall
determine required
medical documents
based on a separate
checklist.
• For sickness/injury
acquired abroad,
documents issued
by foreign country
should be in English
translation and must
be authenticated by the
Philippine Embassy/
Consulate Office or
duly notarized by a
notary public from the
host country.
1. Sickness Benefit Application (SBA) payment was granted and with indicated effective date of separation.
2. Copy of page of Employer’s Logbook (manual logbook or electronic filing) for approved
EC claim If there is a case pending before a court regarding separation of member
3. Single Savings Account/Current Account Passbook
4. ATM Card with account number • Certification from DOLE; and
5. Additional required documents, present the original/certified true copy and submit the • Duly notarized Affidavit of Undertaking issued by the member that no advance
photocopy of the following, whichever is applicable: payment was granted and with indicated effective date of separation.
For Self-Employed and Voluntary Members (previously employed) If separated from employment due to AWOL or with strained relations with the employer
If confinement period applied for is within the period of employment or prior to date of • Duly notarized Affidavit of Undertaking issued by the member that no advance
separation payment was granted and with indicated effective date of separation.
• Certificate of separation from employment with effective date of separation and that 6. Filers SS card or other valid IDs/documents listed below:
no advance payment was granted (signed by the employer’s authorized signatory
A. Primary ID Cards/Documents
reflected in SS Form L-501)
• Social Security (SS) card
For Member separated from employment
• Unified Multi-Purpose ID (UMID) card
If confinement period applied for is within the period of employment or prior to date of • Passport
separation • Professional Regulation Commission (PRC) card
• Seaman’s Book (Seafarer’s Identification & Record Book)
• Certificate of separation from employment with effective date of separation and
no advance payment was granted (signed by the employer’s authorized signatory B. Secondary ID Cards/Documents
reflected in SS Form L-501 of employer)
• Alien Certificate of Registration
If confinement period applied for is after the date of separation • ATM card (with cardholder’s name)
• Bank Account Passbook
• Certificate of separation from employment with effective date of separation (signed • Company ID card
by the employer’s authorized signatory reflected in SS Form L-501 of employer) • Certificate of Confirmation issued by National Commission on Indigenous
People (formerly Office of Southern Cultural Community and Office of Northern
Certificate of separation is not required for self-employed/voluntary member Cultural Community)
(previously employed) or member separated from employment under any of the • Certificate of Licensure/Qualification Documents from Maritime Industry
following conditions in which supporting document/s shall be required to be submitted Authority
as enumerated below: • Certificate of Naturalization
• Credit card
If company is on strike • Court Order granting petition for change of name or date of birth
• Driver’s License
• Notice of strike duly acknowledged by the DOLE; and • Firearm License card issued by Philippine National Police (PNP)
• Duly notarized Affidavit of Undertaking issued by the member that no advance • Fishworker’s License issued by Bureau of Fisheries and Aquatic Resources
payment was granted (BFAR)
• Government Service Insurance System (GSIS) card/Member’s Record/
If company has been dissolved or has ceased operation
Certificate of Membership
• Duly notarized Affidavit of Undertaking issued by the member that no advance • Health or Medical card
Note: If the
Branch is using an
automated queuing
system, the queue
number and the
assigned counter
will be flashed via
the display monitor.
4. Submit Refer to Table 3 for the List MSS of SSS Member Service
properly filled of Required Documents Branch Representative
out Maternity
Benefit
Reimbursement
Application
together with
the required
documents.
• Child’s birth or fetal death certificate duly registered with the Local Civil Registrar
(LCR)
• Child’s birth or fetal death certificate duly registered with the Local Civil Registrar
(LCR); and
• Any of the following documents issued by the hospital indicating the type of delivery:
Note: If the
Branch is using an
automated queuing
system, the queue
number and the
assigned counter
will be flashed via
the display monitor.
4. Submit Refer to Table 4 for the List MSS of SSS Member Service
properly filled of Required Documents Branch Representative
out Maternity
Benefit
Application
together with
the required
documents.
• Certificate of separation from employment with effective date of separation and B. Secondary ID Cards/Documents
no advance payment was granted (signed by the employer’s authorized signatory
reflected in SS Form L-501 of employer) • Alien Certificate of Registration
• ATM card (with cardholder’s name)
If delivery/miscarriage/procedure is after date of separation • Bank Account Passbook
• Company ID card
• Certificate of separation from employment with effective date of separation (signed • Certificate of Confirmation issued by National Commission on Indigenous
by the employer’s authorized signatory reflected in SS Form L-501 of employer) People (formerly Office of Southern Cultural Community and Office of Northern
Cultural Community)
Certificate of separation is not required for self-employed/voluntary member
• Certificate of Licensure/Qualification Documents from Maritime Industry
(previously employed) or member separated from employment under any of the
Authority
following conditions in which supporting document/s shall be required to be submitted
• Certificate of Naturalization
as enumerated below:
• Credit card
If company is on strike • Court Order granting petition for change of name or date of birth
• Driver’s License
• Notice of strike duly acknowledged by the DOLE; and • Firearm License card issued by Philippine National Police (PNP)
• Duly notarized Affidavit of Undertaking issued by the member that no advance • Fishworker’s License issued by Bureau of Fisheries and Aquatic Resources
payment was granted (BFAR)
• Government Service Insurance System (GSIS) card/Member’s Record/
If company has been dissolved or has ceased operation Certificate of Membership
• Health or Medical card
• Duly notarized Affidavit of Undertaking issued by the member that no advance • Home Development Mutual Fund (Pag-IBIG) Transaction Card/Member’s
payment was granted and with indicated effective date of separation. Data Form
• ID card issued by Local Government Units (LGUs) (e.g. Barangay/Municipality/
If there is a case pending before a court regarding separation of member City)
• ID card issued by professional association recognized by PRC
• Certification from DOLE; and
• Life Insurance Policy of member
• Duly notarized Affidavit of Undertaking issued by the member that no advance
• Marriage Contract/Marriage Certificate
payment was granted and with indicated effective date of separation.
• National Bureau of Investigation (NBI) Clearance
If separated from employment due to AWOL or with strained relations with the employer • Overseas Worker Welfare Administration (OWWA) card
• Philippine Health Insurance Corporation (PHIC) ID card/Member’s Data Record
• Duly notarized Affidavit of Undertaking issued by the member that no advance • Police Clearance
payment was granted and with indicated effective date of separation. • Postal ID card
• School ID card
5. Filers SS card or other valid IDs/documents listed below: • Seafarer’s Registration Certificate issued by Philippine Overseas Employment
Administration (POEA)
A. Primary ID Cards/Documents • Senior Citizen card
• Student Permit issued by Land Transportation Office (LTO)
• Social Security (SS) card • Taxpayer’s Identification Number (TIN) card
• Unified Multi-Purpose ID (UMID) card
• Original of any one (1) of the Authorized Representative’s primary ID cards/documents 2. Maternity Benefit Application for Abortion/Miscarriage that needs:
in Item A or two (2) secondary ID cards/documents in Item B both with signature and • Verification of histopath or clinical record from clinic/hospital/physician
at least one with photo; and
• Specialist’s opinion for cases if can be considered under maternity benefit
• Original of any one (1) of the Member’s primary ID cards/documents in Item A or two
(2) secondary ID cards/documents in Item B both with signature and at least one (1)
with photo. 3. Claims for payment through Special Voucher
• Re-filed/reconstructed claims not accepted by the system for the reason “Invalid
Year”
• Employer has final/inactive status but contingency date is prior to cessation/
closure of the company
• Adjustment of claims that was initially paid under cancelled SS number but
contributions are transferred to the retained SS number
• Payment of sickness/maternity benefits for the deceased member in favor of his/
her beneficiary
• Additional payment of previously adjusted sickness/maternity claims
• Replacement of cancelled checks
• Offsetting of overpayments of benefits
• Cases reconsidered by Social Security Commission or Employees’ Compensation
Commission for payment
• EC claim of member (with previous employer/s whose injury falls within the month
or within the 12 calendar months from the month of hiring under the present
employer)
• Overlapping of benefits for sickness and maternity. In which case, maternity benefit
shall be paid in full but deduct the amount of sickness benefit granted to the member
from the start of her maternity benefit.
Processing Time : Three (3) Working Days (if with bank confirmation)
5. Claims that require database correction due to erroneous data of the previously settled Note : No Service Fees
claim, such as:
PERSON
• Number of delivery STEPS REQUIREMENTS LOCATION
IN-CHARGE
• Type of delivery
• Confinement period/delivery date 1. Employer/ Sickness and Maternity Member Services Member Service
• Type of claim company Benefits Payment thru the Section (MSS) of Representative
representative Bank Form (SMB-PB Form) SSS Branch/SSS
to get or website
6. Claims for revalidation due to the re-computation of benefits
download (www.sss.gov.ph)
• Late filing of notification/reimbursement from employer (ER) to SSS
Sickness and
• Rule on flexibility Maternity
• Computation of ER liability for EC claims (Article 205 of PD 626) Benefits
• Member returned to work earlier than the approved confinement Payment thru
the Bank Form
7. Future confinement claim. (SMB-PB Form).
2. Read
instructions and
fill out the form.
4. Submit properly Refer to Table 5 for the List MES of SSS Nurse/MS II/III
filled out form of Required Documents Branch, PEC
together with
the required
documents.
BASIC DOCUMENTS
ILLNESS WHEN TO FILE DOCUMENTS NEEDED
The documentary requirements are as follows:
PTB, Minimal Two (2) years after onset Recent and old Chest X-ray with
1. Disability Claim Application (DisCA) form official result taken at least two
2. Member’s/Claimant’s Photo and Signature Form (for initial claims only) (2) years ago
3. SSS Medical Certificate Form accomplished by attending physician PTB, Moderate Six (6) months after onset Recent and old Chest X-ray with
4. Medical records official result taken at least six (6)
5. Single Savings Account Passbook months ago
6. ATM Card with account number
PTB, Far Advanced Recent Chest X-ray with official
CHECKLIST result
Pulmonary Diseases • Pulmonary Function Test
ILLNESS WHEN TO FILE DOCUMENTS NEEDED (COPD) result taken within the last
six (6) months
Fracture Four (4) months from Certified true copy of:
• Recent Chest X-ray plate with
injury/operation • Record of consultation or
result (if any)
• Hospital Abstract/Discharge
Summary or Mental Illness Two (2) years after onset • Recent and complete
• Record of Operation (if Psychiatric Evaluation
operated) or Report
• X-ray plate of affected part/s • Certified true copy of
Hospital Abstract/Discharge
Amputation Certified true copy of:
Summary (if confined)
• Hospital Abstract/Discharge
Summary/Record of Diabetes Mellitus Two (2) years after onset • Recent and serial FBS results
Consultation taken during the last two (2)
• Record of Operation (if years and
operated) • Recent ECG tracing with
result (if any)
Coronary Artery Certified true copy of:
Disease/Heart Attack • Record of Consultation or Removal of Organ Certified true copy of:
• Hospital Abstract/Discharge • Hospital Abstract/Discharge
Summary or Summary or
• Record of Operation (if • Record of Operation and
operated) and Histopath result
• Recent ECG tracing with Malignancy (Cancer) Certified true copy of:
result or 2D Echo result (if • Hospital Abstract/Discharge
any) Summary or
Cerebrovascular Four (4) months after onset Certifed true copy of: • Record of Operation (if
Attack (Stroke) • Record of Consultation or operated) and
• Hospital Abstract/Discharge • Histopath result or
Summary or • CT Scan/MRI Result (if any)
• Record of Operation (if
operated) or
• Recent CT Scan/MRI Result
Note: Medical Specialist shall decide if additional medical records/documents will be required. 2. Read
instructions and
fill out the form.
Note: If the
Branch is using an
automated queuing
system, the queue
number and the
assigned counter
will be flashed via
the display monitor.
4. Submit properly Refer to Table 6 for the List Foreign Branch Foreign
filled out form of Required Documents Representative
together with
the required
documents.
Note: A member who is unable to file the disability claim application personally due to 1. Disability Claim Application (DisCA) form
the following conditions shall submit the required documents either through his/her 2. Member’s/Claimant’s Photo and Signature Form (for initial claims only)
representative or through mail to the nearest Foreign Branch: 3. SSS Medical Certificate Form accomplished by attending physician
4. Medical records
• Member is either wheelchair-borne, in respiratory distress, with IV fluid or other 5. Photocopy of SS card, Passport, Alien Resident Certificate
debilitating conditions; or
CHECKLIST
• Member is confined in institution such as hospital, correctional institution, penitentiary,
rehabilitation center ILLNESS WHEN TO FILE DOCUMENTS NEEDED
Fracture Four (4) months from Certified true copy of:
injury/operation • Record of consultation or
• Hospital Abstract/Discharge
Summary or
• Record of Operation (if
operated) or
• X-ray plate of affected part/s
Amputation Certified true copy of:
• Hospital Abstract/Discharge
Summary/Record of
Consultation
• Record of Operation (if
operated)
Coronary Artery Certified true copy of:
Disease/Heart Attack • Record of Consultation or
• Hospital Abstract/Discharge
Summary or
• Record of Operation (if
operated) and
• Recent ECG tracing with
result or 2D Echo result (if
any)
Cerebrovascular Four (4) months after onset Certifed true copy of:
Attack (Stroke) • Record of Consultation or
• Hospital Abstract/Discharge
Summary or
• Record of Operation (if
operated) or
• Recent CT Scan/MRI Result
ILLNESS WHEN TO FILE DOCUMENTS NEEDED ILLNESS WHEN TO FILE DOCUMENTS NEEDED
PTB, Minimal Two (2) years after onset Recent and old Chest X-ray with Kidney Diseases Certified true copy of:
official result taken at least two • Hospital Abstract (if
(2) years ago confined) or
PTB, Moderate Six (6) months after onset Recent and old Chest X-ray with • Laboratory results and
official result taken at least six (6) • Certificate of dialysis
months ago treatment (if any)
PTB, Far Advanced Recent Chest X-ray with official Hearing Loss Certified true copy of Audiogram
result result taken within the last six (6)
months
Pulmonary Diseases • Pulmonary Function Test
(COPD) result taken within the last Cataract Operation Four (4) months after Certified true copy of:
six (6) months operation • Record of Operation and
• Recent Chest X-ray plate with • Recent visual acuity issued
result (if any) by Ophthalmologist
Mental Illness Two (2) years after onset • Recent and complete
Psychiatric Evaluation Note: Medical Specialist shall decide if additional medical records/documents will be required.
Report
• Certified true copy of
Hospital Abstract/Discharge
Summary (if confined)
Diabetes Mellitus Two (2) years after onset • Recent and serial FBS results
taken during the last two (2)
years and
• Recent ECG tracing with
result (if any)
Removal of Organ Certified true copy of:
• Hospital Abstract/Discharge
Summary or
• Record of Operation and
• Histopath result
Malignancy (Cancer) Certified true copy of:
• Hospital Abstract/Discharge
Summary or
• Record of Operation (if
operated) and
• Histopath result or
• CT Scan/MRI Result (if any)
2. Read
instructions and
fill out the form.
Note: If the
Branch is using an
automated queuing
system, the queue
number and the
assigned counter
will be flashed via
the display monitor.
Present the original and submit photocopy of valid ID cards/documents for authentication All of the above documents in Item I. A and B, plus:
purposes, and submit original/certified true copy of supporting documents.
A. Valid ID cards/documents of the representative; and
I. If filed by Member:
B. Letter of Authority (LOA) signed by the member; or Special Power of Attorney (SPA)
A. Valid ID cards/documents – Any of the following Primary ID cards/documents: specifically stating the authority to file and sign for and in behalf of the member.
1. SSS ID Card Note: LOA/SPA should be valid within six (6) months if issued in the Philippines
2. UMID Card or one (1) year if issued abroad.
3. PRC ID Card
4. Passport All equivalent ID cards/documents with English translation issued by a foreign
5. Driver’s License government shall be accepted.
6. Seaman’s Book (Seafarer’s Identification & Record Book)
Refer to Supplemental List of Documentary Requirements for Retirement Benefit
If the above documents are not available, refer to the Supplemental List of for the additional supporting documents for special cases.
Documentary Requirements for Retirement Benefit.
SUPPLEMENTAL LIST OF DOCUMENTARY REQUIREMENTS FOR RETIREMENT BENEFIT
Note: All equivalent ID cards/documents with English translation issued by a foreign
government shall be accepted. Present the original and submit photocopy of valid ID cards/documents for authentication
purposes, and submit original/certified true copy of supporting documents.
B. SSS Forms:
I. Identification Documents
1. SSS Retirement Claim Application (RCA) Form; or
Application for DDR Benefit under the Portability Law, if applicable In the absence of Primary ID cards/documents, any two (2) of the following Secondary
ID cards/documents, both with signature, and at least one (1) with photo:
2. Member’s Photo and Signature Card
• Postal ID
C. Single savings account passbook/ATM/UMID card enrolled as ATM/accomplished • Company or School ID
debit/cash card enrollment form • OWWA ID
• Senior Citizen ID
Note: If name of member and/or savings account number is not indicated in the • Firearm License Card issued by PNP
ATM card, submit either: • TIN card
• ID Card issued by LGUs (e.g., Barangay/Municipality/City)
ͷͷ Copy of duly-validated deposit slip; or • ID Card issued by professional associations recognized by PRC
ͷͷ Copy of bank statement/certificate • Pag-IBIG ID Card/Member’s Data Form
• PhilHealth ID Card/Member’s Data Record
If ATM card of married female member is still under her maiden name, submit • Voter’s ID or Voter’s Affidavit/Certificate of Registration
Marriage Contract/Certificate. • GSIS ID Card/Member’s Record/Certificate of Membership
• Credit Card (with name and signature)
If member cannot open a savings account or cannot apply for debit/cash card, submit
• Fish Worker’s License Card issued by BFAR
a written request for exemption from the Pensioner’s Remittance Program stating
• Health or Medical Card
reason for the request.
• Residency card/Work permit issued by foreign governments
• Marriage Contract/Certificate
• Photocopies of two (2) valid IDs of member, certified by counterpart liaison • Certification of non-availability from LCR/PSA (formerly, NSO) or issued by
agencies as provided for under the Bilateral SSA, in lieu of member’s photo and foreign government indicating that marriage records of the office/agency
signature card concerned is intact but there is no record of marriage for the requesting
party; and
4. Additional document if member is applying under the Portability Law • Marriage Certificate issued by Parish/Church/Ministry/Congregation/
• Certificate of total contributions issued by the GSIS, including the period of Sect/other religious organizations/LGU/other person authorized to
contributions administer the marriage
5. Additional document if member is an SSS employee If Marriage Certificate from Parish/Church/ Ministry/ Congregation/Sect/other
• Certification issued by the Employee Services Department on the SSS religious organizations is not available
employment history of the concerned employee, subject to the applicable rules • Certification of non-availability from the Parish/Church/Ministry/
and regulations on outside/part-time employment of SSS personnel and RA Congregation/Sect/other religious organizations; or
8282 • Affidavit/Certificate of solemnizing officer stating the following, together
with Authority to Administer marriage, if applicable:
6. Additional documents if member is incapacitated and under guardianship ͷ ͷ Date of marriage;
• Photo and signature card of guardian ͷ ͷ Place of marriage;
• Medical certificate issued by his/her attending physician (with license number ͷ ͷ Reason for non-registration; and
and address of clinic), within three (3) months from date of filing of claim for ͷ ͷ Authority to administer marriage, if applicable.
guardianship confirmed/certified by the Medical Specialist of SSS Physical ͷ ͷ Joint affidavit of two (2) persons who witnessed the marriage; and
Examination Centers (PECs); and ͷ ͷ Birth certificates of at least two (2) children wherein under both
• In-Trust For (ITF) savings account; and documents the names of parents and the date and place of marriage
• Affidavit for Guardianship of Incompetent Pensioner, if guardian is the spouse; are indicated (if applicable)
or Application for Representative Payee and Guarantor’s Bond Form, if guardian
is other than spouse b. Birth Certificate of legitimate, legitimated, legally adopted or illegitimate
dependent children issued by LCR/PSA (formerly, NSO), if born in the
7. If with dependent child/children and not reported in member’s records Philippines
a. Marriage Contract/Certificate of member issued by the LCR/PSA (formerly
NSO) If dependent child/ren is/are born abroad
• Birth Certificate with English translation issued by foreign government;
Note: Marriage Contract/Certificate is not required if dependent is legally or
adopted or illegitimate child • Report of Birth issued by the Philippine Embassy or Consulate General
If married abroad If Birth Certificate is not available
• Marriage Contract/Certificate with English translation issued by foreign • Certification of non-availability from LCR/PSA (formerly, NSO) or issued
government; or by foreign government; and
• Report of Marriage issued by the Philippine Embassy or Consulate General. • Baptismal/Dedication certificate or its equivalent issued by the Parish/
Church/Ministry/Congregation/Sect/other religious organizations (with
Additional requirements if with previous marriage in the Philippines
date of birth of the child and name of parents)
• Certificate of Finality of Annulment/Nullity or annotated Marriage
Contract/Certificate; or Note:
• Certificate of Naturalization prior to marriage abroad and Decree of ͷ ͷ Baptismal/Dedication certificate or its equivalent certificate must bear
Divorce after acquiring foreign citizenship, or its equivalent. the original signature of the Parish Priest/Head of the Church/Ministry/
Congregation/Sect/other religious organizations or his authorized
If Marriage Certificate is not available
signatory. Stamped signature is not acceptable.
ͷ ͷ Dedication Certificate or its equivalent certificate issued by the Ministry/
Congregation/Sect/other religious organizations in lieu of baptismal filing of claim for dependent’s pension, confirmed/certified by the Medical
certificate must bear the date of birth of the child and the name of parents. Specialist of SSS Physical Examination Centers (PECs).
c. Additional documents
Note:
ͷ ͷ The birth certificate should bear annotation of the adoption
ͷ ͷ Date of adoption should be prior to date of retirement
Processing Time : Five (5) Working Days (from receipt of claim to check date)
Note : No Service Fees
1. With invalid information
• Invalid Credited Years of Service (CYS)
PERSON
• Invalid date of coverage STEPS REQUIREMENTS LOCATION
IN-CHARGE
• With contributions prior to date of coverage
• Late payments of self-employed prior to January 1, 1998 1. Get or download Refer to Table B for the list Member Services Member Service
• Contributions below P1,000 MSC Funeral Claim of Required Documents Section (MSS) of Representative
• Ineffective contributions Application SSS Branch/SSS
• Multiple SS numbers and supporting website
• Claims with Local Water District employers forms. (www.sss.gov.ph)
• Retirement/Total disability claims settled under a refunded SS number due to
late tagging of refunded SS number 2. Read
instructions and
2. Unposted contributions fill out the form.
• Consolidation of contributions and loan balances
• Posting of SE/VM contributions 3. Get a queue MSS of SSS Member Service
• Lacks merit and needs further investigation number and Branch Representative
• Employer liable cases wait for the
number to be
3. Special cases that need manual computation called.
• With Stock Investment Loan Program
• Claims that are paid under special voucher, special pension system, using manual Note: If the
computation mode of payment and encoded to on-line computer for check date Branch is using an
per Office Order 196-V automated queuing
system, the queue
4. Others number and the
• Cases that need legal opinion assigned counter
• Contested claims will be flashed via
• Pensioners living abroad/local requesting exemption from “SSS Pensioner’s the display monitor.
Remittance Thru Bank Program”
• Referral to other agency/unit (external) 4. Submit properly MSS of SSS Member Service
• Request for confirmation of fact of birth/marriage/guardianship: filled out forms. Branch Representative
a. That will endanger the life of the SSS employee-verifier due to:
ͷCritical
ͷ area/s affecting the peace and order situation 5. Get: MSS of SSS Member Service
ͷDangerous
ͷ route/s • Acknowledg- Branch Representative
b. On island/s where there is/are no SSS Office ment Letter,
• Manual verification and consolidation of contribution if claim is
• Cases for referral to Operations Legal Department complete and in
• Referral to other department/branch/office/agency/unit (internal/external) order
• Cases that need approval of the Flag Clearing Committee (retirement, death, • Rejection/Denial
funeral and disability benefits) Letter with
reason, if claim
is rejected/
denied.
BASIC FORMS/DOCUMENTS:
4. Taxpayer’s Identification Number (TIN) Card
A. Proof to establish SSS Membership of deceased member (Present any one (1) of the 5. PHIC Card/Member’s Data Record
following): 6. Overseas Workers Welfare Administration (OWWA) Card
7. Senior Citizen Card
1. Social Security (SS) Card/Unified Multi-Purpose ID (UMID) card 8. Voter’s Identification Card or Voter’s Affidavit/Certificate of Registration
2. Duly received SS Form E-4/Contributions Collection List (R-3)/validated 9. Credit Card (with name and signature)
Contributions Payment (RS-5)/Member Loan Payment (ML-1), SS Form E-1/RS-1/ 10. Fish Worker’s License Card issued by the Bureau of Fisheries and Aquatic Resources
NW-1/ OW-1 (BFAR)
3. Employment Record with member’s SS Number (e.g. company ID, payslip) 11. Government Service Insurance System (GSIS) Card/Member’s Record/Certificate
4. Letter/Certification document with indicated correct SS Number previously issued of Membership
by SSS prior to the death of member 12. Health or Medical Card
13. Firearm License Card issued by Philippine National Police (PNP)
In the absence of the Proof to establish SSS Membership, any one (1) of the following
14. ID Card issued by Local Government Units (LGUs) (e.g., Barangay/Municipality/City)
documents may be presented as reference for the verification of the deceased member’s
15. ID Card issued by professional associations recognized by PRC
SSS membership:
16. Marriage Contract/Certificate
17. Pag-IBIG Transaction Card/Member’s Data Form
1. Birth Certificate
18. Police Clearance
2. Baptismal Certificate
19. Seafarer’s Registration Certificate issued by the Philippine Overseas Employment
3. Marriage Contract/Certificate
Authority (POEA)
4. Philippine Health Insurance Corporation (PHIC) Member’s Data Form
20. Student Permit issued by the Land Transportation Office (LTO)
5. Home Development Mutual Fund (Pag-IBIG) Member’s Data Form
21. Alien Certificate of Registration
6. BIR Form
22. Certificate of Confirmation issued by National Commission on Indigenous Peoples
7. GSIS Member’s record
(formerly Office of Southern Cultural Community and Office of Northern Cultural
8. Life Insurance Policy
Community)
9. School Records
23. Certificate of Muslim Filipino Tribal Affiliation issued by National Commission on
10. Business Permit/Registration of Business Name or any proof of business operations
Muslim Filipinos
B. Claimant’s Identification Cards/Documents (Present the original and submit 24. Certificate of Licensure/Qualification Documents/Seafarer’s ID & Record Book from
photocopy) the Maritime Industry Authority
25. Certificate of Licensure/Qualification Documents from Maritime Industry Authority
Any one (1) of the following ID cards/documents: 26. Certificate of Naturalization issued by the Bureau of Immigration
1. SS Card If claim is filed by representative, the following additional documents shall be required:
2. UMID card
3. Passport • Letter of Authority/Special Power of Attorney; and
4. Professional Regulation Commission (PRC) Card • IDs of claimant’s representative
5. Seaman’s Book (Seafarer’s Identification & Record Book)
C. Supporting Documents
6. Driver’s License
a. Death Certificate of deceased member (Present the original/duplicate/certified
Or in the absence of the above ID cards/documents, any two (2) of the following ID cards/
true copy/certified photocopy and submit photocopy)
documents (original) both with signature and at least one (1) with photo:
1. Postal ID Card If member was buried/cremated in the Philippines — Any one (1) of the following:
2. Company ID Card
3. School ID Card 1. Death Certificate duly registered with the Local Civil Registry Office (LCR) and
signed by the authorized signatory of the Office of the Civil Registry • Certified true copy of OR
2. Death Certificate issued by the Philippine Statistics Authority (formerly NSO) • Certification issued by the funeral parlor/memorial service indicating the
3. Certification of Death of deceased member issued and signed by the authorized details of payment in defrayal of funeral expenses of the deceased member
signatory of the Office of the Civil Registry and bearing the official seal
If the OR is not yet available and not yet buried, submit the document below:
In the absence of the above-mentioned documents, submit the following:
• Funeral service contract issued by the funeral parlor
• Certification of non-availability issued by LCR and PSA; and
• Any one (1) of the following: If the OR is not yet available and payment not yet fully settled, submit the document
— Certification of Death issued by the Parish/Church below:
— Certification of Burial issued by the Cemetery Administrator
• Provisional receipt
— Certification of cremation
IN LIEU OF OFFICIAL RECEIPT (Submit original copy):
Note: Late registered Death Certificate shall be accepted provided the following
information/ features are present: If Memorial/Insurance was in the name of the deceased member, submit the document
below: (for preferred beneficiary only)
• Registry Number
• Name and signature of authorized signatory of the Office of Civil Registry • Certification of Availment from the memorial/insurance life plan company
• Date of receipt by the LCR/PSA
• Properly filled-out affidavit at the back of the Death Certificate explaining the If Memorial/Insurance plan was in the name of the claimant, submit the document
reason for the delay below:
• Without erasures, alterations, insertions and super impositions
• Certification of Availment from the memorial/insurance life plan company
If member died and buried/cremated abroad indicating the name of deceased member, claimant and date of death
• Death certificate issued by the Vital Statistics Office/County of Host Country
or its equivalent If name of deceased member is not indicated in the certification of availment,
submit the additional document below:
If member died abroad and buried/cremated in the Philippines
• Death Certificate issued by the Vital Statistics Office/County of Host Country ͷ ͷ Affidavit executed by the plan holder allowing the use of the memorial/
or its equivalent/PSA insurance plan by the deceased member
Note: For Death Certificate not written in English language, official English If Memorial/Insurance plan was not in the name of the deceased member and claimant,
translation from the Department of Foreign Affairs/Philippine Embassy is required submit the documents below:
b. Official Receipt (OR) with BIR registration bearing the name of the claimant • Certification of Availment from the memorial/insurance life plan company;
and the deceased member (Submit original copy) and
• Any one (1) of the following whichever is applicable:
If the name of the claimant is not the one indicated in the OR, submit additional
document below: ͷ ͷ Transfer Certificate
ͷ ͷ Deed of Sale
• Waiver/Pagpapaubaya ͷ ͷ Deed of Donation
ͷ ͷ Affidavit of Sale executed by the plan holder
If original OR is not available (e.g. lost, original copy submitted to other agency),
submit any of the documents below:
For funeral expenses incurred without corresponding OR/contract, submit the 1. With invalid information
document below (for preferred beneficiary only)
• Invalid date of coverage
• Duly notarized Affidavit (Funeral Expenses)/ Sinumpaang Salaysay • Multiple SS numbers
(Pinagbayaran sa Pagpapalibing) • Claims with Local Water District employers
• Retirement/Total disability claims settled under a refunded SS number due to late
D. Additional Supporting Documents if cause of death is work-connected tagging of refunded SS number
(Submit the documents below duly signed by the authorized representative): 2. Unposted contributions
• Lacks merit and needs further investigation
If due to accident • Employer liable cases
• Accident Report/Report of Death (SS Form BPN-105) 3. Others
• Statement of duties and responsibilities • Cases that need legal opinion
• Updated service record • Contested claims
• Police investigation report or employer’s report of injury, death or casually spot • Referral to other agency/unit (external)
report, when applicable • Request for confirmation of death:
• Mission/Job or Travel Order, when applicable a. That will endanger the life of the SSS employee-verifier due to:
• Photocopy of page in the company logbook/record of accident ͷCritical
ͷ area/s affecting the peace and order situation
ͷDangerous
ͷ route/s
If due to sickness b. On island/s where there is/are no SSS Office
• Cases for referral to Operations Legal Department
• Accident Report/Report of Death Form (SS Form BPN-105) • Referral to other department/branch/office/agency/unit (internal/external)
• Statement of duties and responsibilities • Cases that need approval of the Flag Clearing Committee (retirement, death, funeral
• Updated service record and disability benefits)
• Photocopy of page in the company logbook/record of accident signed by the
employer
• Pre-employment medical record
2. Read
instructions and
fill out the form.
Note: If the
Branch is using an
automated queuing
system, the queue
number and the
assigned counter
will be flashed via
the display monitor.
BASIC DOCUMENTS
IDENTIFICATION DOCUMENTS (IDs)
1. Death Claim Application (DCA) form
2. Member’s/Claimant’s Photo and Signature form Any one of the following valid primary IDs:
3. Filer’s Affidavit (Sinumpaang Salaysay) [only one Filer’s Affidavit is required at the
time of filing] • Social Security (SS) card
4. Form CLD-1.3A, Affidavit of Death Benefit (if claimants are primary or secondary) [only • Unified Multi-Purpose ID (UMID) card
one CLD-1.3A is required at the time of filing] • Passport
5. Any of the following, whichever is applicable: • Professional Regulation Commission (PRC) Card
• Seaman’s Book (Seafarer’s Identification & Record Book)
• Form CLD1.3, Joint Affidavit of two (2) disinterested persons, preferably relatives
of the deceased member, if claimants are designated beneficiaries or legal heirs of Or in the absence of the valid primary ID, any two (2) of the following valid secondary IDs
deceased member [only one CLD-1.3 is required at the time of filing] (original) both with signature and at least one with photo:
• Form CLD-15, Application for Appointment as Representative Payee, if claimant
• Driver’s License
is a guardian
• Postal ID Card
• Form BPN-107, Guarantor’s Bond Form, if claimant is a guardian
• School ID
• If cause of death is work-connected:
• Company ID
ͷͷ Report of death (BPN-105) • Taxpayer’s Identification Number (TIN) card
ͷͷ Pre-employment medical records, if cause of death is due to illness • Philippine Health Insurance Corporation (PHIC) ID Card
ͷͷ Statement of duties and responsibilities duly signed by the employer • Overseas Workers Welfare Administration (OWWA) Card
ͷͷ Mission/Job or travel order duly signed by the employer, when applicable • Senior Citizen Card
ͷͷ Photocopy of page in the company logbook/record of accident signed by the • Voter’s Identification Card or Voter’s Affidavit/Certificate of Registration
employer • Credit Card (with name and signature)
ͷͷ Police investigation report or employer’s report of injury, death or casualty • Fisherman’s Card issued by the Bureau of Fisheries and Aquatic Resources (BFAR)
spot report, when applicable • Government Service Insurance System (GSIS) Card/Member’s Record/Certificate of
ͷͷ Joint Affidavit (preferably by the relatives of deceased member) that the Membership
deceased and the common-law-spouse have no legal impediment to marry, if • Health or Medical Card
with dependent illegitimate children • Firearm License card issued by Philippine National Police (PNP)
• ID Card issued by Local Government Units (LGUs) (e.g., Barangay/Municipality/City)
• Single savings account passbook/ATM card/validated initial deposit slip/ • ID Card issued by professional associations recognized by PRC
accomplished visa cash card enrollment form, if pension
• If the account number is not reflected in the ATM card or if the name of spouse/ Or in the absence of a valid primary ID, any one (1) of the valid secondary IDs (original) with
claimant is not embossed in the ATM card or it is not yet available, a copy of initial signature and photo and at least one (1) of the following secondary documents:
deposit slip shall be required
• Marriage Contract/Certificate
• If spouse/claimant cannot open a savings account passbook or apply for visa cash
• Home Development Mutual Fund (Pag-IBIG) Member’s Data Form
card, a written request for exemption from the Pensioner’s Remittance Program
• Police Clearance
indicating the reason/s for the request shall be required
• Seafarer’s Registration Certificate issued by the Philippine Overseas Employment
• In-Trust-For (ITF) account if claimant is under guardianship
Authority (POEA)
• Pro-forma affidavit attesting dependency for support (if dependent-
• Student Permit issued by the Land Transportation Office (LTO)
parent/s)
• Alien Certificate of Registration
• Written explanation, if death claim was filed by spouse beyond 5 years from date
• Certificate from any of the following, whichever is applicable:
of death
ͷͷ Office of the Southern Cultural Community 1.2 In case of late registration, Certification of Death issued by the Parish or Certification
ͷͷ Office of the Northern Cultural Community of Burial from the cemetery administrator and properly filled-out affidavit at the
ͷͷ Office of Muslim Affairs back of the death certificate explaining the reason for the delay
• Certificate of Licensure/Qualification Documents/Seafarer’s ID & Record Book from the 1.3 In lieu of death certificate
Maritime Industry Authority
• Certificate of Licensure/Qualification Documents from Maritime Industry Authority 1.3.1 For missing persons during emergencies and disasters
• Certificate of Naturalization issued by the Bureau of Immigration
• Certificate of Missing Person believed to be dead in times of disaster
Note: Presentation of the original copies of IDs and submission of photocopies of IDs from the National Disaster Risk Reduction and Management Council
shall be required from the filer. (NDRRMC); and
• Notarized undertaking executed by the claimant in the form prescribed
SUPPORTING DOCUMENTS by the SSS stating that the death benefit shall be returned should member
appear and proven to be alive.
1. Certified true copy of death certificate of deceased member duly registered with the
Local Civil Registry Office (LCR) and signed by the authorized signatory of the Office of 1.3.2 For victims of air mishap whose bodies were NOT recovered but name
the Civil Registrar or Philippine Statistics Authority (formerly NSO): or appeared in the passenger manifest, any of the following in addition to the
undertaking:
Certification of Death of deceased member issued and signed by the authorized signatory
of the Office of the Civil Registrar and bearing the official seal • Passenger’s manifest issued by airline company
• Certification from the airline company or Inter-Agency Task Force created
If member died and buried abroad by the President of the Philippines.
Certified true copy of death certificate of deceased member issued by the Vital Statistics 1.3.3 For victims of sea mishap whose bodies were NOT recovered but name
Office/County of Host Country or its equivalent (certified by the Philippine Embassy/ appeared in the passenger manifest, any of the following in addition to the
Consulate, if with existing Philippine Embassy/Consulate in the place of death) undertaking:
If member died abroad and buried in the Philippines • Marine protest issued by the Philippine Coast Guard and passenger’s
manifest issued by the shipping company
Certified true copy of death certificate of deceased member issued by the Vital Statistics
Office/County of Host Country or its equivalent (certified by the Philippine Embassy/ • Marine protest supported by quit claim or fax messages from the manning
Consulate, if with existing Philippine Embassy/Consulate in the place of death)/PSA agency regarding the disappearance and authenticated by employer
If the death certificate is not written in English language, authorized English translation • Certification from the shipping company or Philippine Coast Guard or Inter-
from the Department of Foreign Affairs is required Agency Task Force created by the President of the Philippines
1.1 If death certificate is not available from LCR and PSA, certification of non-availability 1.3.4 For victims whose bodies were NOT recovered and whose names DO NOT
issued by LCR and PSA together with any of the following: appear in the passenger manifest, any three (3) of the following in addition
to the undertaking:
• Certification of Death issued by the Parish/Church
• Certification of Burial from the cemetery administrator • Certification from employer that the victim has not reported for work from
the time of accident up to the present time, if the victim was employed
Note: For Muslim claimants, submission of death certificates duly certified by the • Certification from the barangay chairman on the disappearance of the
LCR shall be required (Office Order No. 123-V dated 05 September 1994). member and a joint affidavit of two persons preferably immediate relatives
of the deceased member that is a common knowledge within the barangay
that the victim died in the accident, if the victim was unemployed 3.1 If birth certificate is not available, certified true copy of baptismal certificate duly
• List of passengers, where the name of the victim appears, compiled by registered with the Parish/Church together with certification of non-availability of
the Department of Local Government and duly certified by the Chairman records of birth from LCR/PSA
of Government’s INTER-AGENCY TASK FORCE created by the President
of the Philippines Note: Baptismal certificate must always bear the original signature of the priest
• Certification from the shipping/airline company stating that it has or his authorized signatory/official. Stamped signature is not acceptable.
recognized the fact that the victim was aboard the ship/airplane during
the particular trip 3.2 If baptismal certificate is not available (with certification of non-availability from
• Affidavit of at least two (2) persons stating that they saw the deceased the parish church)
actually boarded or on-board the ship/airplane on its last ill fated
• Any two of the following secondary proofs showing the name and date of birth
voyage
of dependent:
• Duplicate copy of tickets filed by the shipping company
• Coast guard report ͷͷ School cards/records of dependent
• Affidavit of co-passenger who survived the accident ͷͷ Educational/Insurance Plan
ͷͷ Employment records of member
1.3.5 For missing person without credible proof of death, the following are needed
ͷͷ PhilHealth/GSIS/Pag-IBIG records
in addition to the undertaking:
3.3 Legal adoption paper, for legally adopted dependent child/children
• Police investigation report conducted immediately after the disappearance
of the member which tends to show that the member is already deceased 3.4 Any proof of filiation for illegitimate dependent children (for date of death on or
• Confirmation report from a police authority or other government agency after May 24, 1997), as follows:
after 4 or 7 years from the date of disappearance of the member to the
effect that the member has not yet been found • Certified true copy of birth certificate of illegitimate dependent children duly
acknowledged by member and registered with LCR/PSA (if birth certificate is not
1.3.6 Court order declaring death and “date of death of member” available, refer to the alternative documents mentioned under birth/ baptismal
certificate)
PRIMARY BENEFICIARIES
ͷͷ Will
Spouse and Dependent Legitimate/Legitimated, Legally Adopted and Illegitimate ͷͷ Statement before a court of record
Dependent Child/Children ͷͷ Any authentic writing (letter, diary, school records)
ͷͷ Duly received membership data record by other agencies like PhilHealth,
2. Certified true copy of marriage contract/certificate of deceased member duly registered Pag-IBIG, GSIS, etc.
with LCR/PSA
4. If spouse is incapacitated and under guardian
2.1 If marriage contract/certificate is not available or marriage record is intact but no
record of marriage from LCR/PSA, appropriate certification issued by LCR/PSA 4.1 Medical certificate of spouse issued by the attending physician confirmed by the
together with marriage certification issued by the parish/church or birth certificate Medical Specialist, MES, Branch/PE Center
of at least two children showing the alleged date of marriage
4.2 Application for Representative Payee (CLD15) and Guarantor’s Bond Form (BPN-
2.2 Certification signed by Imam for Muslim marriage 107)
2.3 Alien Certificate of Registration showing name of spouse 4.3 Single savings account passbook/ATM/accomplished visa cash card enrollment
form (In-trust for the incapacitated spouse), for lump sum benefit
3. Certified true copy of birth certificate of dependent child/children duly registered with
LCR/PSA 5. If dependent child/children is/are incapacitated and spouse is the guardian
5.1 Medical certificate of child/ren issued by the attending physician confirmed by the registered with LCR/PSA
Medical Specialist, MES, Branch/PE Center
10.2 Joint affidavit of two persons preferably nearest relatives of the deceased member
6. If dependent child/children is/are incapacitated and under guardian (other than spouse) attesting that the deceased and the common-law-spouse have no legal impediment
to marry each other at the time of conception of the dependent child/children and
6.1 Medical certificate of child/ren issued by the attending physician confirmed by the spouse’s affidavit attesting to the fact of dependency for support
Medical Specialist, MES, Branch/PE Center
SECONDARY BENEFICIARIES (In the absence of primary beneficiaries)
6.2 Application for Representative Payee (CLD15) and Guarantor’s Bond Form (BPN-
107) Dependent Parents
6.3 Single savings account passbook/ATM/accomplished visa cash card enrollment form 1. Certified true copy of birth certificate of deceased member duly registered with LCR and
(In-trust for the dependents) signed by the Civil Registrar or PSA
6.4 Certified true copy of death certificate of spouse of deceased member, if already 1.1 If birth certificate is not available, certified true copy of baptismal certificate duly
deceased registered with the parish/church together with certification of non-availability of
record from LCR/PSA
7. If dependent child/children is/are under guardian (other than spouse)
Note: Baptismal certificate must always bear the original signature of the priest or
7.1 Application for Representative Payee (CLD15) and Guarantor’s Bond Form (BPN- his authorized signatory/official. Stamped signature is not acceptable.
107)
1.2 If death is prior to May 24, 1997 and claim is for SSS only:
7.2 Single savings account passbook/ATM/accomplished visa cash card enrollment
form (In-trust for the dependents) • Certified true copy of marriage contract/certificate of deceased member’s
parents duly registered with LCR and signed by the authorized signatory of
7.3 Certified true copy of death certificate of spouse of deceased member, if already the Office of the Civil Registrar or PSA
deceased
ͷͷ If marriage contract/certificate is not available or marriage record is intact
8. If with other spouse per death certificate, any of the following: but no record of marriage from LCR/PSA, appropriate certification issued
by LCR/PSA together with marriage certification issued by the parish/
8.1 Certificate of no marriage from PSA of deceased member and spouse per death
church or birth certificate of at least two children showing the alleged
certificate; or joint affidavit of two (2) persons preferably nearest relatives of the
date of marriage
deceased member regarding their marital relationship
ͷͷ Certification signed by Imam for Muslim marriage
8.2 Certified true copy of death certificate of other spouse, if already deceased ͷͷ Alien Certificate of Registration showing the name of spouse
9. If spouse has been separated from the deceased member (not living as husband and wife) 2. Proofs of dependency upon the deceased member
9.1 Joint affidavit of two persons (preferably nearest relatives of the deceased) who 2.1 Pro-forma affidavit to attest to the dependence for support of the parents from the
have knowledge on the separation stating the reason thereof and the fact of spouse’s deceased member
dependency for support upon the deceased member
3. If deceased member was a widow/widower
10. If with illegitimate dependent child/children and member’s date of death is prior to May
3.1 Certified true copy of the death certificate of spouse of deceased member duly
24, 1997 (if cause of death is work-connected)
registered with LCR and signed by the authorized signatory of the Office of the
10.1 Certified true copy of birth certificate of dependent illegitimate child/children duly Civil Registrar or PSA; or
Certified true copy of death certificate of deceased member’s spouse issued by the If birth certificate is not available, certified true copy of baptismal certificate
Vital Statistics Office/County of Host Country or its equivalent, if deceased member’s duly registered with the parish/church together with certification of non-
spouse died abroad (certified by the Philippine Embassy/Consulate, if with existing availability of record from LCR/PSA
Philippine Embassy/Consulate in the place of death)/PSA
1.1.2 Certified true copy of the death certificate of spouse of deceased member
4. If one of the parents is already deceased duly registered with LCR and signed by the authorized signatory of the Office
of the Civil Registrar or PSA; or
4.1 Certified true copy of the death certificate of deceased parent duly registered with
LCR and signed by the authorized signatory of the Office of the Civil Registrar or Certified true copy of death certificate of deceased member’s spouse issued
PSA; or by the Vital Statistics Office/County of Host Country or its equivalent,
if member’s spouse died abroad (certified by the Philippine Embassy/
Certified true copy of death certificate of deceased member’s parent issued by the Consulate, if with existing Philippine Embassy/Consulate in the place of
Vital Statistics Office/County of Host Country or its equivalent, if deceased member’s death)/PSA
parent died abroad (certified by the Philippine Embassy/Consulate, if with existing
Philippine Embassy/Consulate in the place of death)/PSA 1.1.3 Certified true copy of the death certificate of parents of deceased member
duly registered with LCR and signed by the authorized signatory of the Office
Note: If the death certificates of the parents/grandparents of deceased member of the Civil Registrar or PSA; or
are not available and the age of the deceased member at the time of death is sixty
five (65) years old and above, the parents/grandparents of the deceased member Certified true copy of death certificate of deceased member’s parents issued
shall be presumed dead and death certificates are no longer necessary. by the Vital Statistics Office/County of Host Country or its equivalent,
if member’s parents died abroad (certified by the Philippine Embassy/
5. If both dependent parents are under guardian Consulate, if with existing Philippine Embassy/Consulate in the place of
death)/PSA
5.1 Application for Representative Payee (SS Form CLD-15)
5.2 Guarantor’s Bond Form (SS Form BPN-107) Note: If the death certificates of the parents/grandparents of deceased
member are not available and the age of the deceased member at the time
5.3 Medical Certificate issued by the attending physician confirmed by the Medical of death is sixty five (65) years old and above, the parents/grandparents of
Specialist, MES Branch/PE Center the deceased member shall be presumed dead and death certificates are no
5.4 ITF account longer necessary.
6. If one of the parents is incapacitated and guardian is the other parent 1.2 If deceased member is single at the time of death
6.1 Duly notarized SS Form CLD 1.1B 1.2.1 Certified true copy of the birth certificate of deceased member duly registered
with LCR and signed by the authorized signatory of the Office of the Civil
6.2 Medical certificate of incapacitated parent issued by the attending physician
Registrar or PSA
confirmed by the Medical Specialist, MES, Branch/PE Center
If birth certificate is not available, certified true copy of baptismal certificate
OTHER BENEFICIARIES (In the absence of primary and secondary beneficiaries)
duly registered with the parish/church together with certification of non-
1. Designated Beneficiaries availability of record from LCR/PSA
1.1 If deceased member is a widow/widower at the time of death 1.2.2 Certified true copy of the death certificate of parents of deceased member
duly registered with LCR and signed by the authorized signatory of the Office
1.1.1 Certified true copy of the birth certificate of deceased member duly registered of the Civil Registrar or PSA; or
with LCR and signed by the authorized signatory of the Office of the Civil Certified true copy of death certificate of deceased member’s parents issued
Registrar or PSA
2.1 Certified true copy of the birth certificate of member and legal heirs (at least two) 2. Unposted contributions
duly registered with LCR/PSA • Consolidation of contributions and loan balances
• Posting of SE/VM contributions
2.1.1 If birth certificate is not available, certified true copy of baptismal certificate • Lacks merit and needs further investigation
duly registered with the parish/church together with certification of non- • Employer liable cases
availability of record from LCR/PSA
3. Special cases that need manual computation
2.2 If deceased member is married, certified true copy of the death certificate of spouse and Claims that are paid under special voucher, special pension system, using manual
parents and marriage contract of deceased member duly registered with LCR/PSA computation mode of payment and encoded to on-line computer for check date per
Office Order 196-V
2.3 If deceased member is single, certified true copy of the death certificate of parents
and grandparents of deceased member and death certificate of other legal heirs 4. Others
duly registered with LCR/PSA • Cases that need legal opinion
• Death claim without funeral claim
2.4 Certified true copy of the death certificate of the designated beneficiaries/other • Contested claims
nearest relatives duly registered with LCR/PSA • Pensioners living abroad/local requesting exemption from “SSS Pensioner’s
Remittance Thru Bank Program”
Note: If the death certificates of the parents/grandparents of deceased member • Request for investigation if death is work-related
are not available and the age of the deceased member at the time of death is sixty • Referral to other agency/unit (external)
five (65) years old and above, the parents/grandparents of the deceased member • Request for confirmation of fact of birth/marriage/death/guardianship:
shall be presumed dead and death certificates are no longer necessary. a. That will endanger the life of the SSS employee-verifier due to:
ͷCritical
ͷ area/s affecting the peace and order situation
ͷDangerous
ͷ route/s
b. On island/s where there is/are no SSS Office
• Manual verification and consolidation of contribution
• Cases for referral to Operations Legal Department
• Referral to other department/branch/office/agency/unit (internal/external)
• Cases that need approval of the Flag Clearing Committee (retirement, death, funeral
and disability benefits)
Loans:
ML-1 - for ML-1
Salary/Calamity/
Educational/
Emergency/Stock
Investment Loan
Payment Return
Miscellaneous:
R-6 (Miscellaneous R-6
Payment Return)
- application fee
for Real Estate,
Commercial and
Industrial Loans,
SSS Digitized ID
Replacement Fee,
etc.
Refer to the table below to standardize the use of abbreviated words when filling out the Processing Time : One (1) Working Day
UMID Card Application Form. Note : No Service Fees
MARIKINA - MALANDAY BRANCH SAN MATEO BRANCH LEGARDA BRANCH STA. MESA BRANCH
OIC - Branch Head: Maricris G. Delumen Branch Head: Marichi S. Trinidad OIC - Branch Head: Veronica C. Rodriguez Branch Head: Lazaro D. Canlas
Graceland Plaza, J.P. Rizal Avenue, Barangay Max Bldg., 15 P. Burgos St., Brgy. Sta. Ana, Cobee Bldg., 2485 Legarda St., Sampaloc, Manila 2F J & T Bldg., 3894 R. Magsaysay Blvd., Cor.
Lamuan, Marikina City San Mateo, Rizal Tel. Nos. 735-7438, 735-7458, 735-7468, Santol Road Ext., Sta. Mesa, Manila
Tel. No. 656-5657 Tel. Nos. 997-6461, 997-6615 734-9293, 735-4838 Tel. Nos. 713-0509, 713-0456
Fax No. 656-5622 Fax No. 997-6237 Fax No. 735-7448 Fax No. 713-0456
NORTH AMERICA
TORONTO, CANADA
Philippine Consulate General
202 160 Eglinton Avenue East, Toronto,
Ontario, Canada M4P
Tel Nos. (1416) 485-2999, 485-2888, 485-
2881
Email: toronto@sss.gov.ph
Representative: Roberto V. Roldan