Get Credit To Account Instruction Form 2020-2025

The Credit To Account Instruction Form is an essential document for updating your account details with Philam Life. This guide provides clear, step-by-step instructions to help you complete the form accurately online.

Follow the steps to successfully fill out the form.

1. Click ‘Get Form’ button to obtain the form and open it in the editor.
2. Begin by filling out your contact information in Part I. Use block letters for all fields and ensure you include your last name, first name, and middle name accurately. Provide both your residence and mobile phone numbers, and include your email address if you wish to receive e-notices.
3. Indicate your preferred mailing address by selecting either your residence or office. Provide the full house/building/lot number and name of the street, along with the district, city, province, and zip code.
4. Move to Part II, where you will request the transaction. Authorize Philam Life to credit your bank account by selecting your bank from the list provided. Enter the account number and account name clearly, ensuring that the details match your bank records.
5. Specify the type of account (savings or checking) and the account currency (dollar or peso). If applicable, indicate whether it is a joint account by selecting 'Yes' or 'No' and provide the signature of the co-depositor if required.
6. In the certification section, acknowledge that you are the policy owner and account owner. Confirm the accuracy of the information provided and understand the implications of incorrect details.
7. Finally, sign the form in Part III, ensuring you print your name underneath the signature. Include the date and location where you signed the form.
8. After completing the form, save your changes. You can download, print, and share the form as necessary.

Complete your documents online with confidence and ease.