Get Philam Lifes Credit To Account Instruction Form

Filling out the Philam Lifes Credit To Account Instruction Form online can streamline your financial transactions with Philam Life. This guide will walk you through each component of the form, ensuring you provide accurate information and complete the process smoothly.

Follow the steps to complete the form correctly.

1. Press ‘Get Form’ button to obtain the form and open it in the editor.
2. In Part I, provide your contact information. Fill in your last name, first name, and middle name using block letters. Enter your telephone and mobile phone numbers, including the area code for each. Choose whether to receive notices via your residence or office address, and provide the preferred mailing address, including house/building/lot number, street name, district, city, province, and zip code.
3. In Part II, review the Credit To Account Instruction section. Authorize Philam Life to credit your financial transactions by indicating your bank, account number, type of account (savings or checking), account denomination (Peso or Dollar), account name, and the branch of your account. Indicate whether this is a joint account by selecting 'Yes' or 'No.'
4. Certify that you are the policy owner and account owner by completing the certification statement. This includes acknowledging that the crediting will release Philam Life from all claims regarding the benefit or amount due. Ensure that the information you provided is correct to avoid delays.
5. In Part III, sign and date the form. Add your signature above your printed name in the designated area. Ensure you do not sign a blank form. If applicable, a witness or agent should also sign.
6. After completing the form, review all sections for accuracy. Save your changes and choose to download, print, or share the completed form as necessary.

Complete your forms online today for a more efficient document management experience.