Get Philplans 2020

This guide will provide comprehensive instructions on how to completely and accurately fill out the Philplans benefits settlement form online. By following these steps, users can ensure that they submit their requests correctly.

Follow the steps to complete the Philplans benefits settlement form.

1. Press the ‘Get Form’ button to access the benefits settlement form, allowing you to open it in your browser.
2. Clearly write your full name in the designated field as the planholder, ensuring that it matches the name on your plan details.
3. Indicate your Plan Type by selecting one of the following options: Life, Pension, Education, and fill in your Plan Number in the appropriate field.
4. In the section requesting the type of benefit you seek, select one or more of the following options: Pension Maturity Benefit, Lump Sum, or others. Be sure to specify if you select 'Others'.
5. Sign and print your name where indicated for both the long and short form of your signature. This is a mandatory step for validating your request.
6. Ensure to complete all three copies of the form, as all copies must be originally accomplished before submission.
7. Gather the required documents, such as photocopies of valid IDs, and any necessary certificates outlined in the requirements section.
8. Submit the completed form and requisite documents to the appropriate Philplans branch or representative, ensuring that you adhere to the guidelines provided.
9. Once submitted, make sure to keep a copy of the form for your records and track it until you receive confirmation or a response.

Complete your Philplans benefits settlement form online today for a hassle-free experience.