Gsis Citizen Charter

CITIZEN’S CHARTER
as of March 2019
Table of Contents
1 About GSIS
2 Vision, Mission, Core Values and Quality Policy
3 List of ID’s
4 Other Pertinent Rules
5 Retirement and Separation Claim

Social Insurance
8 Maturity /Cash Surrender Value (CSV)/Termination Value (TV) Claim

10 Death and Accidental Death Benefit (ADB) Claim
13 Funeral Benefit Claim

16 Survivorship Benefit Claim

19 Disability Claim

21 Employees Compensation (EC) Claim

26 Preneed Claim

29 Check Replacement

32 Check Releasing
34 Over-the-Counter (OTC) Loan Application

36 UMID Enrollment

37 UMID Card Releasing

38 Creation of Pension Record

40 Updating of Pension Record

42 Request for Refund and Recomputation of Claim

43 Request for Reconciliation of Accounts
44 Agency Remittance and Individual Over the Counter Payment
Housing
47 Transfer Certificate of Title (TCT) Release

50 Request for Reconciliation of Housing Account

54 Request for Final Statement of Account (FSOA) of Housing Account

Mandate
Created by Commonwealth Act No. 186 and Republic Act No. 8291 (GSIS Act
of 1997), GSIS is a social insurance institution that provides a defined benefit
scheme under the law. It insures its members against the occurrence of certain
contingencies in exchange for their monthly premium contributions.
GSIS members are entitled to an array of social security benefits, such as life
insurance benefits, separation or retirement benefits, and disability benefits.
GSIS is also the administrator of the General Insurance Fund by virtue of RA 656
(Property Insurance Law). It provides insurance coverage to government assets
and properties that have government insurable interests.
Coverage
The GSIS covers all government workers except:
– Members of the Judiciary and Constitutional Commissions who are

covered by separate retirement laws;
– Contractual employees who have no employee-employer relationship
with their agencies;
– Uniformed members of the Armed Forces of the Philippines and the
Philippine National Police, including the Bureau of Jail Management and
Penology and the Bureau of Fire Protection.
Does not include: Barangay and Sanggunian officials who are not receiving fixed
monthly compensation (Source RIRR)
Does not include: Employees who do not have monthly regular hours of work
and are not receiving fixed monthly compensation (RIRR)
Benefits and Services

The principal benefit package of the GSIS consists of compulsory and optional
life insurance, retirement, separation, and employee’s compensation benefits.
Service Privileges
GSIS offers the following loan products to assist you with your financial needs:
Enhanced Consolidated Salary Loan (ConsoLoan) Plus, Policy Loan, Enhanced
Emergency Loan, Pension Loan, and Pensioners Emergency Loan.
GSIS Citizen’s Charter 1

Vision
By 2022, GSIS, a premier social insurance institution
with a passion for providing excellent service to its
members, pensioners, and other constituents, will be in
the top three defined-benefit pension fund institutions
in the ASEAN region.
Mission
GSIS is committed to provide social security and
financial benefits to all government employees
and their qualified dependents, satisfy the non-life
insurance needs of the government, maintain and
strengthen the viability of the fund, and build an
enduring partnership with its stakeholders.
Core Values
Professionalism
Love of Country
Integrity
Service Excellence
Spirituality
Innovation
Teamwork
Mutual Respect
Quality Policy
In the Government Service Insurance System, we are
committed to provide quality service to our members,
pensioners and other constituents for all their social
security benefits and non-life insurance needs.
The design of our QMS shall consider the context and

strategic direction of our organization. Our systems and
processes shall be regularly evaluated and improved
for effectiveness, efficiency, and compliance with legal
and other regulatory requirements.
We will invest in the competence of our people

through continued professional development
2 GSIS Citizen’s Charter

LIST OF ACCEPTABLE GOVERNMENT-ISSUED
IDENTIFICATION CARDS (IDs) / DOCUMENTS
1)
e-Card / UMID
2)
Employee’s ID / Office ID
3)
Driver’s License *
4)
Professional Regulation Commission (PRC) ID *
5)
Passport *
6)
Senior Citizen ID
SSS ID 7)
8)
COMELEC / Voter’s ID / COMELEC Registration Form
9)
NBI Clearance *
10)
Integrated Bar of the Philippines (IBP) ID
11)
Firearms License *
12)
AFPSLAI ID *
PVAO ID 13)
14)
AFP Beneficiary ID
BIR (TIN) 15)
16)
Pag-ibig ID
17)
Person’s With Disability (PWD) ID
18)
Solo Parent ID
19)
Pantawid Pamilya Pilipino Program (4Ps) ID *
20)
Barangay ID *
21)
Philippine Postal ID *
22)
Phil-health ID
23)
School ID **
24)
Other valid government-issued IDs / Documents with picture
and signature

* Within its validity period
** Private / government school

OTHER PERTINENT RULES ON DOCUMENTARY REQUIREMENTS
(for Social Insurance Claim Benefits Only)
1. Additional documents may be required for purposes of further validation
and verification (e.g., adverse claim, name, appellation, date of birth,
presumption of death, etc.);
2. For Disability and Employee Compensation benefits, other documents

may be required by the Medical / Legal Evaluator;
3. Original copies of documents should be presented by the member /

claimant;
4. If member dies while claim is being processed, additional requirements

shall be required;
5. In case member is unable to sign, affix thumb mark and two (2) witnesses
are required to sign in the form and present e-Card / UMID or valid
passport or two (2) valid government-issued IDs and their photocopies;
6. The written authorization or Special Power of Attorney (SPA) should ensure

that the following are present:
- Date the instrument was executed

- Names and complete addresses of the principal agent
- Specific transaction the principal authorizes the agent to do
in his/her behalf
- Signature of the principal
- Acceptance of the Agent or Attorney-in-fact
- Acknowledgement, if SPA
7. Extra Judicial Settlement among the legal heirs of the deceased brother /
sister of the member designating one payee (if net Proceeds is more than
P100,000.00, publication of the same is required); and
8. All pertinent documents such as Certificates of Birth, Marriage and Death

issued abroad must be authenticated by the Philippine Consular Office.

Compulsory or Optional Retirement/Permanent Total Disability
Retirement/Separation Benefits
(RA 8291, RA 660, PD 1146, RA 1616 & RA 7699)
NO FEES WILL BE COLLECTED
Schedule of Availability of Service:

Monday to Friday, 8:00 a.m. to 5:00 p.m. with no noon break
Eligible to Avail of the Service:

1. Active members who opted to resign, retire or separate under RA 8291, RA
660, RA 1616 and Portability; and
2. Inactive members who were separated from the service but did not avail of
the benefits, provided the claim is filed within the prescriptive period (for
those who were separated with less than 15 years of service).

Documentary Requirements:

For Compulsory Retirement / Optional Retirement (RA 8291, RA 660,
PD1146, RA 1616) / Separation Benefit (RA 8291)

a. Duly accomplished Application Form for Retirement / Separation /
Life Insurance Benefits;
b. Service Record with Leave Without Pay (LWOP) Certification
(indicating the specific dates and time of LWOP) signed by
authorized officer; and
c. To be submitted upon receipt of notice from GSIS - Declaration of
Pendency / Non-pendency of Case (DPNPC)
Form (date administered / notarized should be on or after receipt of
notification from GSIS).
d. Applicable only to Retirement Claims under DEPED ARMM - 1st and
2nd endorsement of DEPED

For Disability Retirement (RA 8291)

a. Duly accomplished Application Form for Disability Benefit;
b. Proofs of Disability - Parts I, II and III;
c. Service Record with Certification (indicating the specific dates and
time of sick leave with or without pay) signed by authorized officer;
and
d. To be submitted upon receipt of notice from GSIS - DPNPC Form
(date administered / notarized should be on or after receipt of

Note: Other documents may be required during medical or legal evaluation.
For Portability (RA 7699)

a. Duly accomplished Application Form for Retirement Benefit under
RA 7699;
b. Certification of SSS premium contributions indicating number and
inclusive months of contributions signed by authorized SSS Officer;
c. Service Record with LWOP Certification (indicating the specific dates
and time of LWOP) signed by authorized officer; and

d. To be submitted upon receipt of notice from GSIS - DPNPC Form
(date administered / notarized should be on or after receipt of

Note: See Other Pertinent Rules on Documentary Requirements and
List of Acceptable Government-issued IDs/Documents
For two (2) government issued IDs, at least one (1) ID must have photo
Step 1
Filing of application for Compulsory or Optional Retirement/
Permanent Total Disability Retirement/Separation Benefits (RA
8291, RA 660, PD 1146, RA 1616 & RA 7699)

Person in Charge: Frontline Service Personnel

Maximum Processing Time Procedure

1. Proceed to the Information Center and get
60 minutes* a queue number for filing the application
and wait to be called.**
2. Proceed to the assigned booth to submit

complete documents, sign the tentative
30 minutes computation and get acknowledgement
receipt.
* For Branch Offices with no Information Center, the Public Assistance and Complaints Desk (PACD)
Officer of the Day performs the function
* Time indicated depends on the number of transacting members on queue
Step 2 Processing of Compulsory or Optional Retirement/Permanent

Total Disability Retirement/Separation Benefits (RA 8291, RA 660,
PD 1146, RA 1616 & RA 7699)
Person in Charge: Claims Processor

1. Process claim
17 working days 2. Notify member to submit Declaration
of Pendency / Non-pendency of Case
(DPNPC)

Step 3 Submission of DPNPC and releasing of claims proceeds


Submission of DPNPC by member
10 minutes directly to claims unit
Releasing of the proceeds of
Compulsory or Optional Retirement/
3 banking days Permanent Total Disability Retirement/
Separation Benefits
Note: Member will be notified through call center to submit DPNPC after claim approval .

Note: The proceeds of this claim will be paid through eCrediting (for members with UMID account) or check (for
members without UMID account) within 20 WD from date of receipt of complete documents.

Note: Processing of claims of members with pending administrative and/or criminal cases shall be 90 days from
date of retirement or filing of complete documents whichever is later.

Compulsory and Optional Life Insurance Benefits
[Maturity and Cash Surrender Value (CSV);
Termination Value (TV)]



for Maturity Benefit

1. Active members with matured compulsory Life Endowment Policy (LEP)
and/or Optional Life Insurance (OLI) policy; and
2. Inactive members with matured compulsory LEP and/or OLI policy with
unclaimed benefit.

for CSV/TV Benefit

1. Active members with compulsory LEP, Enhanced Life Policy (ELP) and/or
OLI policy who opted to
resign, retire and separate due to disability;
2. Active members with OLI policy who opted to terminate his/her policy
before separation from service
or maturity of the policy; and
3. Inactive members with compulsory LEP and/or OLI policy with
unclaimed benefit.


1. Duly accomplished Application Form for Retirement / Separation /
Life Insurance Benefits; and
2. Service Record with LWOP Certification (indicating the specific dates
and time of LWOP) signed by authorized officer

Step 1
Filing of Compulsory and Optional Life Insurance Benefits
[Maturity and Cash Surrender Value (CSV); Termination Value (TV)]


1. Proceed to the Information Center
60 minutes* and get a queue number for filing the
application and wait to be called.**
2. Proceed to the assigned booth to

submit complete documents, sign
30 minutes the tentative computation and get
acknowledgement receipt.
Officer of the Day performs the function.
Step 2 Processing of Compulsory and Optional Life Insurance Benefits

[Maturity and Cash Surrender Value (CSV); Termination Value (TV)]
Maximum Processing Time: 17 working days
Step 3 Releasing of Compulsory and Optional Life Insurance Benefits

[Maturity and Cash Surrender Value (CSV); Termination Value
(TV)]

Maximum Processing Time: within 3 banking days after processing
members without UMID account) within 20 WD from date of filing of complete documents

Compulsory and Optional Life Insurance Benefits
[Death and Accidental Death Benefits
(ADB not applicable to ELP)]


Designated/Surviving heirs of active members with compulsory and/or optional
life insurance policy who died while the policy is in force.


for Life Endowment Policy (LEP)/Optional

Life Insurance Benefits;
b. Service Record with LWOP Certification (indicating the specific dates
and time of LWOP);
c. Death Certificate of member issued by Local Civil Registrar (LCR)
or Philippine Statistics Authority (PSA) (formerly National Statisiics
Office or NSO) or authenticated by Philippine Consular Office, if
died abroad;
d. Affidavit of Surviving Legal Heirs / Surviving Spouse / Guardianship
Form, if with minor / incapacitated
children (for cases with no designated beneficiaries only);
e. Court Order, or Affidavit of Surviving Legal Heirs / Surviving Spouse
/ Guardianship Form supported by a Report or Certification issued
by the DSWD Office where the minor / incapacitated dependent
child is residing, if the guardian is not the natural parent;
f. For designated beneficiary/ies / payee/s who is/are not GSIS
member/pensioner/retiree - original copies of their Birth
Certificate/s issued by LCR or PSA, or a photocopy of valid passport,
or two (2) valid government-issued IDs with date of birth and
signature; The original copy of the passport or government issued
IDs must be presented.
g. Marriage Contract of female beneficiary/ies issued by LCR or PSA;
and
h. Police investigation Report (if death is due to accident).


for Enhanced Life Policy (ELP)

Life Insurance Benefits
b. Service Record with LWOP Certification (indicating the specific dates
and time of LWOP) signed by authorized officer;
c. Death Certificate of member issued by LCR or PSA or authenticated
by Philippine Consular Office, if died abroad;
d. Affidavit of Surviving Legal Heirs / Surviving Spouse / Guardianship
Form, if with minor / incapacitated children;
e. Court Order, or Affidavit of Surviving Legal Heirs / Surviving Spouse
/ Guardianship Form supported by a Report or Certification issued
by the DSWD Office where the minor / incapacitated dependent
child is residing, if the guardian is not the natural parent;
f. For designated beneficiary/ies / payee/s who is/are not GSIS
member/pensioner/retiree - original copies of their Birth
Certificate/s issued by LCR or PSA, or a photocopy of valid passport,
or two (2) valid government-issued IDs with date of birth and
signature; The original copy of the passport or government issued
IDs must be presented.
g. Marriage Contract of female beneficiary/ies issued by LCR or PSA.

Note: All pertinent documents such as Certificates of Birth, Marriage and Death issued abroad
must be authenticated by the Philippine Consular Office.

Step 1 Filing of Compulsory and Optional Life Insurance Benefits

[Death and Accidental Death Benefits (ADB not applicable to ELP)]



and get a queue number for filing the
60 minutes* application and wait to be called.**
2. Proceed to the assigned booth to submit

complete documents, sign the tentative
30 minutes computation and get acknowledgement
receipt.

Step 2 Processing of Compulsory and Optional Life Insurance Benefits
Step 3 Releasing of Compulsory and Optional Life Insurance Benefits


Note: The proceeds of this claim will be paid through eCrediting (for members with UMID account) or check
(for members without UMID account) within 20 WD from date of filing of complete documents.

Funeral Benefit


Primary beneficiaries:
1. Legal spouse; and

2. Dependent legitimate, legally adopted or legitimated children, including
illegitimate children, who have not reached the age of majority, or,
have reached the age of majority but incapacitated and incapable of
self-support due to a mental or physical defect acquired prior to age of
majority.
Secondary beneficiaries (in the absence of primary beneficiaries):
3. The dependent parents and, subject to the restrictions on dependent

children, the legitimate descendants.


1. Member/Pensioner with Primary Beneficiary/ies
a. Married
1) Duly accomplished Application Form for Survivorship Benefit;

2) Death Certificate of member issued by LCR or PSA or
authenticated by Philippine Consular Office, if died abroad;
3) Marriage Contract of deceased member issued by LCR or PSA;
4) Affidavit of Surviving Legal Heirs / Surviving Spouse /
Guardianship Form;
5) Birth Certificate/s of minor/incapacitated children issued by LCR
or PSA;
6) If surviving spouse is not a GSIS member - original copy of his/
her Birth Certificate issued by LCR or PSA or a photocopy of
valid passport or two (2) valid government-issued IDs with date
of birth and signature. The original copy of the passport or
government issued IDs must be presented.
7) Court Order, or Affidavit of Surviving Legal Heirs / Surviving
Spouse / Guardianship Form supported by a Report or
Certification issued by the DSWD Office where the minor /
incapacitated dependent child is residing, if the guardian is not
the natural parent.


b. Single

or PSA;
Guardianship Form;
Guardianship Form supported by a Report
or Certification issued by the DSWD Office where the minor/
incapacitated dependent child is residing or Court Order, if the
guardian is not the natural parent; and
6) If guardian is not a GSIS member - original copy of his/her
Birth Certificate issued by LCR or PSA, or photocopy of valid
passport, or two (2) valid government-issued IDs with date of
birth and signature.

2. Member is Single without primary beneficiary and survived by parents
only
a. Duly accomplished Application Form for Survivorship Benefit;

b. Death Certificate of member issued by LCR or PSA or authenticated
c. Birth Certificate of member issued by LCR or PSA; and
d. Birth Certificate of member’s surviving parents issued by LCR or PSA
or valid passport or two (2) valid government-issued IDs with date of

3. Member is Single without primary beneficiary and survived by siblings
only

b. Death Certificate of member issued by LCR or PSA or authenticated
c. Birth Certificate of member issued by LCR or PSA;
d. Death Certificate of member’s parents issued by LCR or PSA;
e. Affidavit of Surviving Legal Heirs / Surviving Spouse / Guardianship
Form; and
f. Birth Certificate of member’s surviving heirs (siblings) issued by LCR
or PSA or valid passport or two (2) valid government-issued IDs with
date of birth and signature.

Step 1 Filing of Survivorship Benefit



and get a queue number for filing the
60 minutes* application and wait to be called.**

30 minutes submit complete documents, and get
Step 2 Processing of Survivorship Benefit

Step 3 Releasing of Survivorship Benefit


Survivorship Benefit


Primary beneficiaries:
1. Legal spouse; and

2. Dependent legitimate, legally adopted or legitimated children, including
illegitimate children, who have not reached the age of majority, or,
have reached the age of majority but incapacitated and incapable of
self-support due to a mental or physical defect acquired prior to age of
majority.
Secondary beneficiaries (in the absence of primary beneficiaries):
3. The dependent parents and, subject to the restrictions on dependent

children, the legitimate descendants.


1. Member/Pensioner with Primary Beneficiary/ies
a. Married

3) Marriage Contract of deceased member issued by LCR or PSA;
Guardianship Form;
or PSA;
6) If surviving spouse is not a GSIS member - original copy of his/
her Birth Certificate issued by LCR or PSA or a photocopy of
valid passport or two (2) valid government-issued IDs with
date of birth and signature. The original copy of the passport or
government issued IDs must be presented.
7) Court Order, or Affidavit of Surviving Legal Heirs / Surviving
Certification issued by the DSWD Office where the minor /
the natural parent.


b. Single

or PSA;
Guardianship Form;
Guardianship Form supported by a Report or Certification
issued by the DSWD Office where the minor/incapacitated
dependent child is residing or Court Order, if the guardian is not
the natural parent; and
6) If guardian is not a GSIS member - original copy of his/her
Birth Certificate issued by LCR or PSA, or photocopy of valid
passport, or two (2) valid government-issued IDs with date of

2. Member is Single without primary beneficiary and survived
by parents only

b. Death Certificate of member issued by LCR or PSA or
c. Birth Certificate of member issued by LCR or PSA; and
d. Birth Certificate of member’s surviving parents issued by LCR or
PSA or valid passport or two (2) valid
government-issued IDs with date of birth and signature.

3. Member is Single without primary beneficiary and survived
by siblings only

b. Death Certificate of member issued by LCR or PSA or
c. Birth Certificate of member issued by LCR or PSA;
d. Death Certificate of member’s parents issued by LCR or PSA;
e. Affidavit of Surviving Legal Heirs / Surviving Spouse /
Guardianship Form; and
f. Birth Certificate of member’s surviving heirs (siblings) issued by
LCR or PSA or valid passport or two (2)
valid government-issued IDs with date of birth and signature.

Step 1 Filing of Survivorship Benefit

Step No. Applicant/Client

Proceed to the Information Center,
60 minutes* secure a queue number for filing the
Proceed to the assigned booth to
submit complete documents, sign
Step 2 Processing of Survivorship Benefit

Step 3 Releasing of Survivorship Benefit


Disability claims Under RA 8291 (PPD and TTD)
(Permanent Partial and Temporary Total Disability)



All active government Employee who sustained illness/organ loss or injury
considered as non- work-related (for TTD and PPD if with Leave of Absence
Without Pay (LWOP) incurred after the duration of entitlement to the benefit ;


A. Disability under TTD and PPD (Sickness/ Injury/ Organ Loss)

1. Duly filled up Report of Injury/Sickness
2. Duly accomplished Form for Income Benefit Claim for Payment,
Parts I and II;
3. Duly accomplished Form for Hospitalization Claim for Payment, Parts
I, II and III;
4. Hospital / Clinical records of confinement / consultation due to
claimed ailment such as but not limited to ( if applicable to the
claimed illness/injury/organ loss) :

a. Clinical Abstract or Discharge Summary from the hospital/
Records of confinement
b. Results of pertinent Diagnostic Examinations done ( depending
on the applied disability ) such as
X- rays, laboratory Tests, Ultrasound, ECG, 2D Echo, CT Scan ,
MRI, etc.
c. Histopathology/ Biopsy Report if done
d. Record of Operation if done
e. Certification from attending oncologist or record of radiation or
chemotherapy if applicable to the applied disability

5. Updated Service Record
6. Approved Sick Leave application signed by the employer indicating
dates of sick leave incurred relative to illness indicating absence of
leave with pay and without pay and sick leave credit balance
7. Other documents/proofs that the GSIS may require to establish loss
of income due to the Disability/impairment.


Step 1 Filing of Disability Claims under RA 8291 (PPD and PTD)


1. Proceed to the Information Center and get
60 minutes* a queue number for filing the application
and wait to be called.**
Step 2 Processing of Disability Claims under RA 8291 (PPD and TTD)

Step 3 Releasing of Disability Claims under RA 8291 (PPD and TTD)


Employees’ Compensation (EC) Claims under PD 626



1. Employee in the public sector who sustained illness or injury considered
as work-related;
2. Beneficiary/ies of an employee in the public sector who died and the
cause of death is work-related; and
3. Employee who is entitled to pension and/or medical reimbursement
under PD 626.

1. Sickness
a. Duly accomplished Form for Income Benefit Claim for Payment,

Parts I and II;
b. Duly accomplished Form for Hospitalization Claim for Payment, Parts
I, II and III;
c. Hospital / Clinical records of confinement / consultation due to
claimed ailment; and
d. Service Record with Certification indicating the specific dates
and time of sick leave with and without pay signed by authorized
officer.

2. Injury (Non-battle)

Parts I and II;
I, II and III;
claimed ailment;
officer;
e. Certification under oath by Head of Office narrating in detail the
circumstances surrounding the accident (e.g., time, date and place
of accident and what employee was doing at the time of accident
and reason or purpose for being there);
f. Affidavit of witness to the accident / incident;
g. Travel / Mission Order / Personal Pass, if injury / accident happened
outside office premises;
h. Police Accident / Investigation Report, if applicable (e.g. vehicular
accident, shooting incident, stabbing incident, etc.); and
i. Line of Duty Board Proceedings for AFP members.

3. Wounded in Action (WIA)

Parts I and II;
I, II and III;
claimed ailment;
officer;
e. Certification under oath by Head of Office narrating in detail the
circumstances surrounding the accident (e.g., time, date and place
of accident and what employee was doing at the time of accident
and reason or purpose for being there);
f. Authenticated copy of Operations Center Journal Entry;
g. Original or Authenticated copy of Spot Report; and
h. Original or Authenticated copy of Progress Report.

4. Death Claim (Non-battle) - see requirements a - i for injury (Non Battle)
a. With primary beneficiary/ies
1) Death Certificate of member issued by LCR or PSA;

2) Marriage Contract of member issued by LCR or PSA;
3) Birth Certificate of legitimate minor / incapacitated children, 21
years old and below issued by LCR or PSA;
4) Birth Certificate issued by LCR or PSA, or valid passport, or two
(2) valid government-issued IDs with date of birth and signature,
if spouse is not a GSIS member / pensioner;
6) Court Order or Affidavit of Surviving Legal Heirs / Surviving
Certification from DSWD office where the minor / incapacitated
dependent child is residing, if the guardian is not the natural
parent.

b. Secondary beneficiaries (parents and illegitimate children) - see
legal requirements a - i for injury (Non Battle)

1) Death Certificate of member issued by LCR or PSA;
2) Birth Certificate of member issued by LCR or PSA;
3) Birth Certificate issued by LCR or PSA or valid passport or two (2)
valid government-issued IDs with date of birth and signature, if
parents are not GSIS members / pensioners;
4) Birth Certificate of illegitimate children 21 years old and below
issued by LCR or PSA;
5) Affidavit of parents that member died single with or without
illegitimate children and that they are wholly dependent upon
the deceased for support;
6) Death Certificate of parents, if deceased;
Guardianship Form for minor dependent child, if with minor /
incapacitated children; and
8) Court Order or Affidavit of Surviving Legal Heirs / Surviving
parent.

5. Killed in Action (KIA) with primary beneficiaries

Parts I and II;
b. Service Record with Certification indicating the specific
dates and time of sick leave with and without pay signed by
authorized officer;
c. Certification uner oath from the Head of Office / Commanding
Officer narrating in detail the circumstances
surrounding the accident (e.g. time, date, place of accident,
what employee was doing at the time of accident and reason or
purpose of being there);
d. Authenticated copy of Operations Center Journal Entry;
e. Original or Authenticated copy of Spot Report;
f. Original or Authenticated copy of Progress Report;
g. Original or Authenticated copy of Casualty Report;
h. Death Certificate of member issued by LCR or PSA;
i. Marriage Contract of member issued by LCR or PSA;
j. Birth Certificate of legitimate minor / incapacitated children, 21
k. Birth Certificate issued by LCR or PSA or valid passport or two (2)
valid government-issued
IDs with date of birth and signature, if spouse is not a GSIS
member / pensioner;
l. Affidavit of Surviving Legal Heirs / Surviving Spouse /
m. Court Order or Affidavit of Surviving Legal Heirs / Surviving
Spouse / Guardianship Form supported
by a Report or Certification from DSWD office where the minor /
the natural parent.

6. Killed in Action (KIA) with secondary beneficiaries (parents and
illegitimate children) - see requirements a - e, h for Killed in Action
(KIA) with primary beneficiaries

a. Birth Certificate of member issued by LCR or PSA;
b. Birth Certificate issued by LCR or PSA or valid passport or two (2)
parents are not GSIS members / pensioners;

c. Birth Certificate of illegitimate minor / incapacitated children, 21
d. Affidavit of parents that member died single with or without
illegitimate children and that they are wholly dependent upon
the deceased for support;
e. Death Certificate of parents issued by LCR or PSA, if deceased;
f. Affidavit of Surviving Legal Heirs / Surviving Spouse /
Guardianship Form for minor dependent child, if with minor /
incapacitated children; and
g. Court Order or Affidavit of Surviving Legal Heirs / Surviving
parent.

7. Death of PTD Pensioner (Transfer of Pension)
a. Duly accomplished Application Form for Income Benefit Claim

for Payment, Part I only; and
b. Death Certificate of member-pensioner issued by LCR or PSA or
authenticated by Philippine Consular Office, if died abroad.

If qualified for transfer of pension, the additional documents shall be
required:

a. Marriage Contract of deceased-pensioner issued by LCR or
PSA;
b. Affidavit of Surviving Legal Heirs / Surviving Spouse /
Guardianship Form;
c. Birth Certificate issued by LCR or PSA or valid passport or two (2)
spuse is not a GSIS member / pensioner;
d. Birth Certificate of minor / incapacitated children issued by LCR
or PSA; and
e. Court Order or Affidavit of Surviving Legal Heirs / Surviving
parent.


Step 1 Filing of Employees’ Compensation (EC) Claims under PD 626


60 minutes* and get a queue number for filing the
Step 2 Processing of Employees’ Compensation (EC) Claims

under PD 626
Step 3 Releasing of Employees’ Compensation (EC) Claims

under PD 626


Pre-need Claims



1. For Edu-Child, planholder with fully paid and matured plan;
2. For College Education Assurance Plan (CEAP), Planholder with fully paid
and matured policy; and
3. For Memorial, planholder with fully paid account, and preferred to avail
of the Enhanced Optional Exit Mechanism (EOEM).

1. Edu-child
a. Availment of College Education Benefit (CEB)
1) For initial availment
a) Duly accomplished Application Form for Pre-Need Plans;

b) Course Curriculum indicating the number of units and
subjects to be taken by the scholar;
c) Certificate of Full Payment, if issued to the planholder;
d) Official Receipt of the tuition and other standard school fees;
and
e) Registration Form with Assessment/Schedule of Fees.

2) For succeeding availments

a) Duly accomplished Application Form for Pre-Need Plans;
b) Registration Form with Assessment/Schedule of Fees; and
c) Official Receipt of the tuition and other standard school fees.

b. Unavailed College Educational Benefit

1) Duly accomplished Application Form for Pre-Need Plans; and
2) Certificate of Full Payment (CFP), if issued to the planholder.

c. Unused Units/Retirement Benefit (10 years after graduation)

2) Transcript of Records.


2. Memorial Plan

a. Enhanced Optional Exit Mechanism (EOEM)

2) Certificate of Full Payment, if issued to the planholder.

b. Death Claim

1) Duly accomplished Application Form for Pre-Need Plans;
2) Death Certificate of planholder issued by LCR or PSA or
Guardianship Form;
Guardianship Form supported by a Report
or Certification issued by the DSWD Office where the minor /
incapacitated dependent child is residing or Court
Order,
if the guardian is not the natural parent; and
5) Certificate of Full Payment, if issued to the planholder.

3. College Education Assurance Plan (CEAP)

a. Duly accomplished Application Form for Pre-Need Plans.

Step 1 Filing of Pre-need Claims


and get a queue number for filing
60 minutes* the application and wait to be
called.**
30 minutes submit complete documents, and
get acknowledgement receipt.

Step 2 Processing of Preneed Claim
Step 3 Releasing of Preneed Claim


Check Replacement


1. Payee with stale check;
2. Payee with erroneous name appearing in the check; and
3. Heirs of payee who died before negotiating the check.


1. Check Release to Payee
a. Lost
1) Check Replacement Form (CRF); and

2) Affidavit of Loss.

b. Damaged
1) CRF;
2) Physical Check; and
3) UMID, eCard or valid passport or two (2) valid government-
issued IDs with date of birth and signature.

c. Deceased Payee
1) CRF;
2) Physical Check;
3) Death Certificate issued by LCR or PSA or authenticated by
Philippine Consular Office if died abroad,
if no claim for funeral benefit has been filed;
Guardianship Form, if no claim for survivorship benefit has been
filed;
payee is not a GSIS member; and
6) Extra-judicial settlement among the legal heirs of the deceased.

d. Wrong Payee Name
1) CRF;
2) Physical Check;
3) Birth Certificate of the Payee issued by LCR or PSA; and
4) UMID or eCard or valid passport or two (2) valid government-
issued IDs.

e. Stale Check
1) CRF; and
2) Physical Check.

2. Check with GSIS
a. Lost
1) CRF; and
2) Notarized Incident Report prepared by the concerned personnel
with the custody of the check, duly noted by the DC, Officer I or
Extension Head, whichever is applicable.

b. Deceased Payee
1) CRF;
2) Death Certificate issued by LCR or PSA or authenticated by
Philippine Consular Office if died abroad,
if no claim for funeral benefit has been filed;
Guardianship Form, if no claim for survivorship benefit has been
filed;
payee is not a GSIS member; and
5) Extra-judicial settlement among the legal heirs of the deceased.

c. Wrong Payee Name
1) CRF;
2) Birth Certificate of the Payee issued by LCR or PSA; and
3) UMID or eCard or valid passport or two (2) valid government-
issued IDs.

d. Stale Check

1) CRF


Step 1 Filing of request for Check replacement


60 minutes and get a queue number for filing the
Step 2 Processing request for Check replacement

Step 3 Releasing of Check replacement

(Please see check releasing activity)

Check Releasing


1. Payee of check; and
2. Duly authorized representative to claim check.


1. To Payee

a. Duly accomplished Check Delivery Receipt Form (CDRF);
b. E-card / UMID card / valid passport or two (2) valid government-
issued IDs and photocopies of the same.

2. To Authorized Representative

a. Duly accomplished CDRF;
b. Dated Written Authorization signed by the payee or duly notarized
Power of Attorney, if the payee is residing in the Philippines; For
payees who cannot sign due to disability or other valid reason/s,
notarized and dated letter of authority bearing the thumb or other
finger mark affixed by both the payee and one witness to the thumb
or other finger mark;
c. Special Power of Attorney (SPA) duly notarized in the Philippine
Embassy where the payee is residing, if the payee is living abroad;
d. E-card or UMID card or valid passport or two (2) valid government-
issued IDs of the payee and the representative and photocopies of
the same, if residing in the Philippines; and
e. E-card or UMID card or valid passport or two (2) valid government-
issued IDs of the representative and and photocopies of the same, if
living abroad.


Step 1 Filing for Check release


1. Get a queue number from the
Information Center* , then proceed to
*60 minutes the Check Releasing lounge and wait
to be called.
Step 2 Check Releasing


1. Submit the accomplished CDRF to
the releasing officer together with the
photocopy of IDs.
2. Present original IDs, sign (or
30 minutes thumbmark if unable to sign) the CDRF
3. Check Release / Issuance of Official
Receipt by Vendor ( shops for MVI
claims )

Over-the-Counter (OTC) Loan Applications
(Consolidated Loan, Emergency Loan, Policy Loan
[Regular/Optional], Pension Loan)

Filing of Loan Applications Thru OTC shall be allowed under any of the following
conditions:

1. Active Members
1.1 With unreadable biometrics;

1.2 With lost or defective/damaged eCard/UMID card; and
1.3 Temporary Card with no RFID.

2. Old Age Pensioners
2.1 With unreadable biometrics or defective eCard/UMID card;

2.2 With fully paid loans;
2.3 With lost eCard (If UMID card, request for replacement and file
application through UMID compliant kiosk);
2.4 Without Restructured Pensioners Loan (CLASP); and
2.5 Without outstanding Stock Purchase Loan (SPL).
2.6 PEL


1. If with eCard / UMID / Temporary Card
a. Duly accomplished Application Form.

Note: eCard / UMID / Temporary Card should be presented.

2. If lost / defective / damaged eCard
a. Duly accomplished Application Form;

b. Affidavit of Loss;
c. Official Receipt issued by the servicing bank for replacement, if UMID
card; and
d. Valid passport or two (2) valid government-issued IDs.


Step 1
Filing of Over-the-Counter (OTC) Loan Applications
(Consolidated Loan, Emergency Loan, Policy Loan [Regular/
Optional], Pension Loan)


Proceed to the Information Center get a
60 minutes* queue number, then proceed to the OTC
booth/counter and wait to be called. .**
Proceed to the assigned booth/counter
to submit complete documents, sign
Step 2 Processing of Over-the-Counter (OTC) Loan Applications

Step 3 Releasing of Over-the-Counter (OTC) Loan proceeds

Maximum Processing Time: within 3 banking days after approval of AAO
Person in Charge: Partner Bank

UMID eCard Enrolment




Active members and pensioners with created membership/pensioner record.


1. Duly accomplished UMID eCard Enrollment Form;
2. eCard or valid passport or two (2) valid government-issued IDs and
photocopies of the same. Original to be presented.

Note: See List of Acceptable Government-issued IDs / Documents

Step 1 Filing for UMID eCard Enrolment


Get a queue number from the eServices Unit/
60 minutes* Information Center and wait to be called.**

** For Branch Offices with no Information Center, the Public Assistance and Complaints Desk (PACD) Officer of the
Day performs the function.

Step 2 Processing UMID eCard Enrolment

Person in Charge: Enrollment Officer

Submit the UMID application form together
with the photocopies of the valid IDs to the
Enrollment Officer.
30 minutes Have the picture, signature and fingerprint
biometrics taken by the Enrollment Officer.
Confirm the correctness of the information
encoded in the enrollment system.
Note: Releasing of card is dependent on our partner banks (LBP & UBP). Members shall be notified upon
availability of card.
UMID eCard Release



Active members and pensioners with created membership/pensioner record.

1. If member/pensioner is claiming the card

1. Duly accomplished UMID eCard Release Form;
2. Duly accomplished Request for Manual Activation Form (for
Temporary eCard);
3. Duly accomplished Bank Customer Information Record
4. eCard or valid passport or two (2) valid government-issued IDs and
photocopies of the same. Original to be presented.

Step 1 Filing of UMID eCard Release



Upon receipt of SMS message on the availability
of the card, proceed to the eServices Unit /
60 minutes* Information Center to get a queue number and
wait to be called.**
Step 2 Processing of UMID eCard Release

Person in Charge: Card Releasing Officer

Present the required IDs and accomplished
forms to the Releasing Officer.
If member/pensioner is claiming the card:
30 minutes receive the card and check readability of pin
mailer and correctness of data on the card.
If LO is claiming the card, receive the card.
Creation of Pensioner’s Record



1. Retired members who are about to receive pension;
2. Surviving spouse qualified to receive survivorship pension; and
3. Designated guardian of minor child/ren and/or incapacitated child/ren
who are qualified to receive dependent’s pension.


1. Duly accomplished Member Request Form;
2. UMID/eCard or valid passport or two (2) valid government-issued
IDs and photocopies of the same. Original to be presented.;
and

Step 1 Filing of request for creation of pension


Maximum Processing Time Procedure: For Central Office (GSIS - Pasay)
Proceed to the Pensioners Lounge to get a
*60 minutes queue number and wait to be called.
Submit the MRF together with the photocopies
30 minutes of the valid IDs to the Service Counter and wait
for confirmation of the created record.


Proceed to the Information Center/ Pensioner's
*60 minutes Lounge to get a queue number and wait to be
called.*
30 minutes
of the valid IDs to the Service Counter and get
acknowledgment receipt.

* For Branch Offices with no Information Center, the Public Assistance and Complaints Desk (PACD) Officer of the

Step 2
Processing of request for creation of pension

Person in Charge: Pension Claims Processor

Updating of Pensioner’s Record



1. Pensioners who have to update personal information and status.


1. Members Request Form (MRF); and
2. If the request is to update civil status, Certificate of Marriage from
LCR/PSA or Decree for Nullity of Marriage; or
3. If the request is to update address/contact number, UMID/eCard
or valid passport or two (2) valid government-issued IDs for
confirmation of identity.


Step 1 Filing of MRF for Updating of Pensioner’s Record


Proceed to the Pensioners Lounge to get a
*60 minutes queue number and wait to be called.
30 minutes of the valid IDs to the Service Counter and wait
for confirmation of the updated record.
*Time indicated depends on the number of transacting members on queue

Maximum Processing Time Procedure: For Branch/Extension Offices

Proceed to the Information Center to get a
*60 minutes queue number and wait to be called.*
30 minutes of the valid IDs to the Service Counter and get


Step 2
Processing request for Updating of Pensioner’s Record

Person in Charge: Membership Processor

Note: Pensioner’s shall be notified once pension record is updated
GSIS
GSISCitizen’s
Citizen’sCharter
Charter 41
41
Request for Refund and Recomputation of claim
(Premium, Loan and Housing Account)


Active members and pensioners with refundable accounts and claims

adjustment

Members Request Form (MRF)

Step 1 Filing of MRF for Refund and Recomputation of claims


Proceed to the Information Center get a queue
60 minutes* number, then proceed to the assigned counter
and wait to be called. .**
Submit the MRF to the Service Counter and get
30 minutes acknowledgment receipt.
** Time indicated depends on the number of transacting members on queue

Step 2 Processing request for Refund and /or Recomputation of claim
Person in Charge: BCRD-IRU /FSD-CLU Processor
Step 3 Releasing Refund and /or Recomputation of claim proceeds

Person in Charge: FSD-DC
members without UMID account) within 20 WD from date of filing of complete documents.

Request for Reconciliation of Accounts
(Premium and Loan Accounts)



Active members and pensioners with Account issues

Members Request Form (MRF);

Step 1 Filing of MRF for Accounts Reconciliation


60 minutes* number, then proceed to the assigned counter
and wait to be called. .**
Submit the MRF to the Service Counter and get
30 minutes acknowledgment receipt.
Step 2 Processing request for Accounts Reconciliation

Person in Charge: BCRD-IRU Processor

Step 3 Releasing of SOA for Loan accounts

60 minutes number, then proceed to the assigned counter
and wait to be called. .*
30 minutes Receive SOA/FSOA
Note: Members shall be notified through call center as soon as updating is done. SOA/FSOA shall be endorsed
to Frontline personnel for release.

Agency Remittance and Individual Over the Counter Payment




1. Agency Remittance (Premiums and Loans) and GI / Motor Vehicle
Insurance Payments - All government offices, LGUs’, DepEd and GOCCs
2. Individual Over the Counter Payments of Loans and General Insurance
/ Motor Vehicle Insurance Payments - All Active, Inactive Members and
Pensioners

Documentary Requirements for OR issuance:

1. Agency Remittance - Online Collections (Payment thru Bank / LDDAP-
ADA)
1a. For Agency Remittance (Premiums and Loans Repayments)
1) Two (2) copies of SOT (Summary of Totals/EBCS Transaction) -

(for Agency and for GSIS)
2) Machine-validated copies of OnColl Payment slips /LDDAP-ADA
as basis for OR issuance.
3) Agency’s Disbursement Vouchers
1b. For Agency Remittance - GI / Motor Vehicle Insurance Payments
1) Copy of Billing for Motor Vehicle Insurance / Order of Payment

(issued by OUC)
2) Machine-validated copies of OnColl Payment slips /LDDAP-ADA
as basis for OR issuance.
3) Agency’s Disbursement Vouchers
2. Agency Remittance (Premium and Loans) and GI / Motor Vehicle

Insurance Payments - Payment thru Over the Counter
2a. For Agency Remittance - Premiums and Loans Repayments
1) Two (2) copies of SOT (Summary of Totals/EBCS Transaction) -

(for Agency and for GSIS)
2) Agency’s Disbursement Vouchers and Check for payment
3) Bank Advice
2b. For Agency Remittance - GI / Motor Vehicle Insurance Payments

1) Agency’s Disbursement Vouchers and Check for payment
2) Billing (for GI / Motor Vehicle Insurance)

3. For Individual Over the Counter Payment (LOANS AND GI / Motor
Vehicle Insurance PAYMENTS)
1) Statement of Account of Loan/s duly signed by the BCRD Personnel

2) Billing for GI/Motor Vehicle Insurance (for GI Payment)
3.2.1 Order of Payment (issued by OUC)

3.2.2 Billing

Step 1 1. For Agency Remittance - Premiums and Loan Repayments
1) The Agency shall submit - Two (2) copies of SOT (Summary of

Totals - EBCS Transaction) - (for Agency and for GSIS)
2) The Agency shall submit Machine-validated copies of OnColl
Payment slips / LDDAP-ADA as basis for OR issuance. (If paid
thru bank)

2. For Individual Over the Counter Payment (LOANS REPAYMENT)

1) The Payor shall secure a Statement of Account duly signed by
the BCRD Personnel
2) The Payor shall fill out Application for Payment Form

Persons in Charge: BCRD AND TU PERSONNEL

1. Proceed to the Information Center and get a
5 minutes*
queue number and wait to be called.*
2. Proceed to BCRD for approved SOA (for
15 minutes* individual OTC).*
3. Proceed to the Treasury Unit - for
5 minutes* Confirmation of Payment and Processing of
SOT (ZEBCS / ZCDRL / ZCDDP)
*Time indicated depends on the number of transacting members on queue

Step 2 Processing for OR Issuance

Maximum Processing Time: 05 minutes
Person in Charge: Cashier

Step 1 3. For Agency Remittance - General Insurance / Motor Vehicle
Payments
1) The Agency shall submit Machine-validated copies of OnColl

Payment slips / LDDAP-ADA as basis for OR issuance.
2) The Agency shall bring copy of the billing for the GI / Motor
Vehicle Insurance; Disbursement Vouchers and Check for payment

4. For Individual Over the Counter Payment (GI / Motor Vehicle
Insurance PAYMENTS)
1) The payor shall bring copy of the billing of GI / Motor Vehicle

Insurance for issuance of Policy and Order of Payment
Persons in Charge: SBU Processor


1. Proceed to the Information Center and get a
5 minutes* queue number and wait to be called.*
2. Proceed to the SBU Processor for the
1hr and 30 minutes* issuance of Policy and Order or Payment.*

Step 2 Processing for OR Issuance

Maximum Processing Time: 05 minutes
Person in Charge: Cashier

Releasing of Title


Mondays through Fridays, 8:00 a.m. to 5:00 p.m. with no noon break


All awardees / mortgagors with fully-paid housing loan account supported
Notice to Claim Title


Common Requirement/s for Release of Title to Awardees/Mortgagors
with Fully Paid Housing Loan Accounts
Government-Issued Identification (ID) card - at least 1 of the following
(original and 2 photocopies):
l e-Card
l UMID
l Passport


A. Original Awardee/Mortgagor
l Government Issued ID/s (please refer to list of IDs

mentioned above)
l Notice to claim Transfer Certificate of Title (TCT)

B. In case Awardee was married at the time of award and later on got
legally separated / marriage annulled
l Authenticated copy of court decision on the legal separation/

annulment stating the matrimonial regime and authenticated
copy of the Order of Finality of the court decision

C. Authorized Representative / Buyer of Rights
Original and photocopy of Special Power of Attorney (SPA), duly
notarized (with attached photocopy of ID/s of awardees/mortgagors),
and complying with the following requirements:

a. The notarization date of the SPA should not be more than 12
months prior to the date of release of the Title
b. The SPA should contain specific provisions authorizing the
representative (or Attorney-in-Fact) to:
b.1 Claim and receive the Title in behalf of the Awardee/

Mortgagor
b.2 Sign relevant documents on behalf of the Awardee/
Mortgagor
c. The SPA should be signed by the spouse of the Awardee/
Mortgagor, if applicable
d. If the SPA was executed outside the Philippines, it should be
acknowledged before a Philippine Consul with red ribbon with
jurisdiction in the area where the SPA was executed

D. In case Buyer of Rights could not locate the Original Awardee when
SPA is beyond one year from the execution
Duly notarized affidavit attesting to the surrounding circumstances as to
the fact of their transaction with the Original Awardee and possession
over the subject property with Waiver and Quitclaim with a statement
that that it holds the GSIS free and harmless against all actions, suits,
damages, liabilities or claims of whatever kind and nature
l Deed of Transfer of Rights with attached two (2) valid IDs with `
signature of the original awardee, and the Buyer of Rights, and;
l Proof of Payments of monthly amortization

E. Surviving Heir/s of Awardees/Mortgagors
Affidavit of Self-Adjudication (ASA) (Sole Surviving Heir)
1. Affidavit of Publication of the above affidavit

2. Clippings from the newspaper where the ASA was published
3. Death Certificate of awardee and/or spouse (Philippine Statistics
Authority [PSA] copy)
4. Birth Certificate of child (PSA copy)
5. Marriage Certificate of awardee and spouse (PSA copy)

Deed of Extrajudicial Settlement (EJS) covering the property subject of the
fully paid Deed of Conditional Sale (DCS) / Real Estate Loan (REL) account

1. Affidavit of Publication of the Deed
2. Clippings from the newspaper where the EJS was published
3. Death Certificate of awardee and/or spouse (PSA copy)
4. Birth Certificate/s of child/children (PSA copy)
Step 1 Filing of request for release of TCT



number, then proceed to the Housing Accounts
60 minutes Remedial and Titling Department, GSIS Pasay/
SBU Branch Office

Step 2 Pre-Release counseling

Person in Charge: Title Releasing Processor

Present Notice to Claim Transfer Certificate
of Title to the Housing Accounts Remedial
and Titling Department (HARTD), GSIS Pasay/
60 minutes SBU Branch Office on the scheduled date as
indicated in the Notice to Claim.
Submit to the concerned processor the
required documents as mentioned above.
Undergo counselling on the steps to be taken
in the transfer of title for DCS, or steps for the
30 minutes cancellation of mortgage annotation for REL.
Fill-out the Interview Sheet for Release of Title.
Claimant will have the DAS/ROM notarized.
Step 3 Releasing of TCT

Person in Charge: Title Releasing Processor

Submit notarized DAS/ROM.
Receive Transfer Certificate of Title
60 minutes
Picture taking of the awardee/mortgagor
holding their Owner's Duplicate Copy of Title
as proof of release of TCT

Request for Reconciliation of Housing Account


Housing Accounts Buyer/Borrowers

Member’s Request Form

l e-Card
l UMID
l Passport



mentioned above)





Mortgagor
Mortgagor






F. In case the account was restructured, submit notarized copy of

restructuring documents - Affidavit, Supplemental Agreement or
Restructuring Agreement


Step 1 Filing of Members Request Form (MRF) for Accounts
Reconciliation



Step 2 Processing of Reconciled Housing Statement of Account

Person in Charge: HARD Processor / BCRD-IRU Processor

Reconcile Account
20 Working Days Notify member to submit lacking documents
such as but not limited to proof of payments and
documents mentioned above (if needed)
Step 3 Submission of Lacking Documents


30 Minutes Submit lacking documents for validation


Step 4 Releasing of Housing Statement Of Account (SOA)


30 minutes Receive SOA

Request for Housing Final Statement of Account


Housing Accounts Buyer/Borrowers

Member’s Request Form

l e-Card
l UMID
l Passport



mentioned above)





Mortgagor
Mortgagor







F. In case the account was restructured, submit notarized copy of

restructuring documents - Affidavit, Supplemental Agreement or
Restructuring Agreement


Step 1 Filing of MRF for Housing Final Statement of Account


and wait to be called.*

Step 2 Processing of Housing Final Statement of Account


Reconcile Account
20 Working Days Notify member to submit lacking documents
such as but not limited to proof of payments and
documents mentioned above (if needed)

Step 3 Submission of lacking documents


30 Minutes Submit lacking documents for validation


Step 4 Releasing of Housing Final Statement of Account and Notice to
Claim Title, if the account is fully paid / Await release of SOA
showing balance still to be paid, if the account is not fully paid.


and wait to be called.*
30 minutes Receive FSOA & Notice to Claim Title / SOA

Notes

GSIS Building, Financial Center, Roxas Boulevard, Pasay City 1308
Contact Center: (+632) 847-4747
Email: gsiscares@gsis.gov.ph
www.gsis.gov.ph

Gsis Citizen Charter

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Gsis Citizen Charter

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CITIZEN’S CHARTER

8 Maturity /Cash Surrender Value (CSV)/Termination Value (TV) Claim

47 Transfer Certificate of Title (TCT) Release

– Members of the Judiciary and Constitutional Commissions who are

Benefits and Services

GSIS Citizen’s Charter 1

The design of our QMS shall consider the context and

We will invest in the competence of our people

2 GSIS Citizen’s Charter

GSIS Citizen’s Charter 3

2. For Disability and Employee Compensation benefits, other documents

3. Original copies of documents should be presented by the member /

4. If member dies while claim is being processed, additional requirements

6. The written authorization or Special Power of Attorney (SPA) should ensure

- Date the instrument was executed

8. All pertinent documents such as Certificates of Birth, Marriage and Death

4 GSIS Citizen’s Charter

Schedule of Availability of Service:

For Portability (RA 7699)

Maximum Processing Time Procedure

2. Proceed to the assigned booth to submit

Step 2 Processing of Compulsory or Optional Retirement/Permanent

Maximum Processing Time Procedure

6 GSIS Citizen’s Charter

Maximum Processing Time Procedure

GSIS Citizen’s Charter 7

Schedule of Availability of Service:

8 GSIS Citizen’s Charter

Maximum Processing Time Procedure

2. Proceed to the assigned booth to

Step 2 Processing of Compulsory and Optional Life Insurance Benefits

Step 3 Releasing of Compulsory and Optional Life Insurance Benefits

GSIS Citizen’s Charter 9

Schedule of Availability of Service:

10 GSIS Citizen’s Charter

Step 1 Filing of Compulsory and Optional Life Insurance Benefits

Maximum Processing Time Procedure

2. Proceed to the assigned booth to submit

GSIS Citizen’s Charter 11

Step 3 Releasing of Compulsory and Optional Life Insurance Benefits

Maximum Processing Time: within 3 banking days after processing

12 GSIS Citizen’s Charter

Schedule of Availability of Service:

1. Legal spouse; and

Secondary beneficiaries (in the absence of primary beneficiaries):

3. The dependent parents and, subject to the restrictions on dependent

1) Duly accomplished Application Form for Survivorship Benefit;

GSIS Citizen’s Charter 13

1) Duly accomplished Application Form for Survivorship Benefit;

a. Duly accomplished Application Form for Survivorship Benefit;

a. Duly accomplished Application Form for Survivorship Benefit;

14 GSIS Citizen’s Charter

Maximum Processing Time Procedure

2. Proceed to the assigned booth to

Step 2 Processing of Survivorship Benefit

Step 3 Releasing of Survivorship Benefit

GSIS Citizen’s Charter 15

Schedule of Availability of Service:

Monday to Friday, 8:00 a.m. to 5:00 p.m. with no noon break

1. Legal spouse; and

Secondary beneficiaries (in the absence of primary beneficiaries):

3. The dependent parents and, subject to the restrictions on dependent

1) Duly accomplished Application Form for Survivorship Benefit;