Get Application For Accreditation Annex A

Filling out the APPLICATION FOR ACCREDITATION Annex A is a crucial step in becoming recognized as a Personal Equity and Retirement Account (PERA) Administrator. This guide provides straightforward instructions to assist you in completing the application form online efficiently and accurately.

Follow the steps to successfully complete the application online.

1. Click the ‘Get Form’ button to access the APPLICATION FOR ACCREDITATION Annex A. This will enable you to open the form in your preferred online platform.
2. Begin by entering all required information in capital letters using black ink. Ensure that you fill in the details accurately as this will be crucial for processing your application.
3. For section 'Type of Application,' select whether you are applying for a new accreditation or for renewal. Mark the corresponding box with an 'X'.
4. Leave the 'Application Number' and 'Date of Application' fields blank, as these will be filled in by the Bureau of Internal Revenue (BIR).
5. In 'Part I - PERA Administrator’s Information,' provide your Taxpayer Identification Number (TIN) and RDO Code as accurately as possible.
6. Fill in the applicant's or entity's registered name, and then the authorized representative's full name, including last name, first name, and middle name.
7. Input the complete registered address, followed by the ZIP code, contact number for the entity, and the contact number for the representative.
8. Indicate the municipality code, which should be left blank for completion by BIR.
9. Fill in the email address clearly and accurately to ensure proper communication.
10. In the declaration section, review the statement carefully, confirming that all information provided is truthful, and sign as the applicant or authorized representative.
11. Include the 'Qualification Certificate Number' along with the 'Validity Period', which must specify the dates issued by the Bangko Sentral ng Pilipinas and Securities and Exchange Commission.
12. If applicable, the evaluation results will be filled out by a revenue officer; you will not need to complete this section.
13. Check if all required attachments are included as per the instructions provided in the application form.
14. Once all sections are completed, save your changes. You may then download, print, or share the completed form as required.

Complete your APPLICATION FOR ACCREDITATION Annex A online today to ensure timely processing!