Sycip Gorres Velayo & Co.

Tel: (632) 8 891 0307

6760 Ayala Avenue Fax: (632) 819 0872
1226 Makati City www.sgv.ph
Philippines

SGV Pre-Employment Requirements

Welcome to SGV! Before you start your career journey with SGV, please complete the following pre-
employment requirements based on the timeline below:

15 Days before Day 1 Within first 3 months of employment

□ Accomplished and signed payroll bank □ Scanned Transcript of Records for bachelor’s
account form degree and Post graduate degree (only if
applicable)
□ Tax Identification Number (TIN)
□ Social Security System Number (SSS number) □ Transcript of Records for bachelor’s degree
and Post graduate degree (only if applicable)
□ PhilHealth Number (PHIC number) □ NBI Clearance
□ PAGIBIG MID/HDMF Number □ BIR Form 2316 or W2 form (with prior work
□ Scanned and signed compliance documents experience) (For Experienced Hires)
i.e. DPA waiver, Independence, Computer & IT □ Certificate of Employment and Clearance
Policy Acknowledgement, etc. from previous employer/ company (For
□ Employment Medical Clearance (refer to Experienced Hires)
Annex 1 on Instructions on Securing
Employment Medical Clearance)
□ Referral Letters addressed to Ms. Julie
Christine O. Mateo, Partner-in-charge, Talent
□ Scanned professional documents Team.

□ Valid professional license □ Three (3) pieces 2x2 ID photos in white

background
□ Board Certificate □ Two (2) pieces 1x1 ID photos in white
□ Board Rating background

□ Bar Rating (Lawyers)

□ IBP Card (Lawyers)
□ Professional Tax Receipt (PTR) for
Professionals and Lawyers

□ Scanned Philippine Statistics Authority (PSA)

certified documents

□ Birth Certificate
□ Marriage Certificate
□ Dependent birth certificate
□ SSS Loan Voucher, HDMF Certificate of
Amortization and Statement of Account (For
Experienced Hires)

Should you have queries, please contact phtalent.team.onboarding@ph.ey.com

A member firm of Ernst & Young Global Limited

 Sycip Gorres Velayo & Co. Tel: (632) 8 891 0307
6760 Ayala Avenue Fax: (632) 819 0872
1226 Makati City www.sgv.ph
Philippines

PRE-EMPLOYMENT CHECKLIST OF REQUIREMENTS FOR NEW HIRES

It is a must for you to complete these requirements before reporting for work as these will be critical to employee
information that will be encoded in our employee database.

MEDICAL EXAMINATIONS
1. Please go to our official doctors for your medical exam.

HEALTHLAB, INC.
Unit 1601, Medical Plaza Makati Bldg.
Amorsolo corner Dela Rosa Street, Legaspi Village, Makati City
(At the back of Makati Medical Center)
Telephone Number: (8) 867 1140 / (8) 844 3703
Clinic Hours: 8:00 a.m. to 3:30 p.m. (Monday to Saturday)

FORTMED MEDICAL CLINIC

3RD Floor, CEI Building 158
Jupiter Street Corner N. Garcia, Bel Air, Makati City
(Near Mapua Makati and SM Jazz Residences)

Telephone Number: 8897-9111 to 19 (loc *200)

Clinic Hours: 7:30 a.m. to 4:00 p.m. (Monday to Saturday)

2. The clinic would prefer for you to come at 8:30 AM and present 2 valid IDs for authentication. The
medical examination will only take about three (3) hours.
3. The clinic will no longer accept newcomers by 3:00 PM.
4. Bring your stool specimen and give this to the clinic receptionist. The specimen stool should be
submitted to the clinic within two hours after collection. Urine specimen will be collected at the
clinic.
5. You need NOT follow up the results of your exam as they will send the results directly to SGV HR
Office.
6. You need NOT pay any fee to Healthlab, Inc. The firm will cover the expenses for your medical
exam.
7. Fasten the certification slip signed by Healthlab, Inc. (or custody and control form) in your pre-
employment requirements folder.
8. For Female Staff: If you are currently having your monthly period, you may still proceed to the
clinic for the medical exam (except for fecalysis and urinalysis) and the staff will advise you what
day you should take the pending medical procedures.
9. Take note visitors/patients must always WEAR FACE MASK completely covering nose and mouth
(no valves). Wearing of both FACE SHIELD & FACE MASK is highly encouraged.

A member firm of Ernst & Young Global Limited

 Sycip Gorres Velayo & Co. Tel: (632) 8 891 0307
6760 Ayala Avenue Fax: (632) 819 0872
1226 Makati City www.sgv.ph
Philippines

Charmaine Maggonga
Nov 29, 2021 10:00AM
Medical Procedures to be conducted:
1. Urinalysis
2. Fecalysis
3. Physical Exam
4. X Ray
5. CBC
6. Drug Test

NOTE: SGV Talent Team will only be your point of contact for all medical-related concerns. You are not
allowed to provide any confidential information about you and the firm. All
communications and transactions will be coursed between the Talent Team and the staff.

OTHER DOCUMENTS TO BE SUBMITTED

1. Transcript of Records (photocopy). The one that you used for the board exams will do.

2. Certification from the school for obtaining a Latin Honor (Summa Cum Laude, Magna Cum Laude,
Cum Laude; Honorable Mention or With Academic Distinction) if not indicated in the transcript
and only if applicable.

3. NBI Clearance - photocopy of the PERSONAL COPY or the original NOT VALID FOR TRAVEL
ABROAD copy secured within the past 12 months (NOTE: validity should coveryour probation
period which is 6 months of your start date of work)

4. Requirements for Payroll Account Opening:

a. Fill-up the Eastwest Bank Form (7pages) included in the Zip Folder. Submit the
accomplished form thru SGV Onboarding email
(phtalent.team.onboarding@ph.ey.com)
b. Provide softcopies of 2 Government-issued ID (e.g. Passport, Driver’s License, PRC
ID,
Postal ID, Voter’s ID, Company ID, UMID, TIN ID, SSS Card and PhilHealth ID, NBI
Clearance).
c. Please wait for the reply of SGV HR Onboarding Team for further instructions
once the bank form was verified by SGV Onboarding team.
d. For the meantime please provide your personal savings account for the
crediting of your salary (only accepted banks are the ff: BDO, BPI (not BPI
Family Savings), Metrobank, Eastwest, RCBC, UCPB, Unionbank, Landbank).
Those with no personal savings account, you may temporarily use your relatives
personal account details. (provide the following: Full Name, Bank and Personal
Savings Account Number). Please be advised that this is a temporary
arrangement while we process your payroll accounts with Eastwest to avoid
delays in receiving your salary.

A member firm of Ernst & Young Global Limited

 Sycip Gorres Velayo & Co. Tel: (632) 8 891 0307
6760 Ayala Avenue Fax: (632) 819 0872
1226 Makati City www.sgv.ph
Philippines

NOTE: After filling out the bank account form and attaching the necessary requirements needed for
payroll account opening, please submit your form to the SGV HR Receptionist. Failure to submit a
complete set of form on-time would mean a delay in the credit of your salary. Make sure that all
necessary fields are filled out as incomplete forms will lead to HOLD PAY. Please submit the bank form
immediately to Talent Admin Team on or before your 1st day.

5. Tax Identification Number (TIN)

a. New hires who do not have a Tax Identification Number (TIN), please fill-up the
BIR 1902 form (attached on the checklist in the email/ required fields need to fill up are
Nos. 6,7,8,9,10,11,12,13,15,22,32,39 ONLY) and send it to the SGV HR Onboarding
Team. Attach a photocopy of Birth Certificate.
b. New hires who already have a TIN need to secure the following forms from SGV HR:
1. TIN ID Card
2. e-REG page from the BIR Portal
3. BIR forms like 1901, 1902 and 1904
4. BIR Form 1905- Application for Registration Information Update – You will be the one
to file this in your current Regional District Office (RDO). New RDO office should be
under your permanent residence address. Once filed, please fasten a copy in 201
folder.

6. SSS E-1 Form (photocopy) containing the SSS Number. This can be obtained from either of the
following SSS offices or locations:
OPTION 1:
 SSS branch in your locality.
 You may also secure your SSS Number at the following SSS branches in Makati:

o BUENDIA Branch: 355 ECC Bldg., Sen. Gil Puyat Ave., Makati City
OPTION 2:
 Online Registration (see document in the folder for SSS online registration
instructions).
NOTE: If you have an existing SSS number, you can provide your E1 Form (photocopy only)
or any updated verification slip from any SSS satellite branch.
 Please bring a copy of your SSS E-4 Form if you reported an additional dependent.

7. Three (3) Referral Letters addressed to Partner-In-Charge of Talent Team, Julie Christine O.
Mateo. There would be no specific format for the letter. Please ensure that the person will
include his/her signature and contact information (e.g., email address, contact number).

8. Three (3) photocopies of your Birth Certificate.

9. Three (3) pieces of 2x2 and three (3) pieces of 1x1 photos in WHITE background. Send it thru
Onboarding email.

10. PhilHealth Number

a. New hires who do not have a Philhealth Number yet:

1. Accomplish the forms provided (2 PMRFs & 1 ER2).

A member firm of Ernst & Young Global Limited

 Sycip Gorres Velayo & Co. Tel: (632) 8 891 0307
6760 Ayala Avenue Fax: (632) 819 0872
1226 Makati City www.sgv.ph
Philippines

2. Go to any Philhealth branch and submit your accomplished forms. Once filed, you will
be given a Member’s Data Record (MDR). Your MDR should reflect SGV as your
employer.
3. Fasten the photocopy of your MDR in your pre-employment requirements folder.

b. New hires who do already have a Philhealth Number:

1. Accomplish the forms provided (2 PMRFs & 1 ER2), write your Philhealth number in
the boxes on the upper right side of the PMRF and check the “For Updating” box.
2. Go to any Philhealth branch and submit your accomplished forms. Once filed, you will
be given a Member’s Data Record (MDR). Your MDR should reflect SGV as your new
employer.
3. Fasten the MDR in your pre-employment requirements folder.
NOTE: Please indicate the date when you signed your contract under the column of “Date of
Employment” in the ER2 Form. Since PhilHealth does not accept future dates for the registration of
PhilHealth number.

c. New hires with dependents:

1. Accomplish the forms provided (2 PMRFs & 1 ER2) and attach the necessary
documents (please refer to the back portion of PMRF).
2. Go to any Philhealth branch and submit your accomplished forms. Once filed, you will
be given a Member’s Data Record (MDR). Your MDR should reflect SGV as your
employer.
3. Fasten the MDR in your pre-employment requirements folder.

11. Pag-Ibig MID Number:

Registration is online. Please see document in the folder for Pag-Ibig online registration
instructions. Once registered, submit printed copy of Member Data Form (photocopy) with Pag-
IBIG MID number.
NOTE:
 Please make sure that the MDF’s EMPLOYER/BUSINESS NAME is updated under SGV & Co.
 If you have an existing PAG-IBIG Number, you may proceed to any PAG-IBIG offices to update
your details.

12. Employees with Dependents

 Submit a photocopy of your spouse’s birth certificate, marriage certificate and your
child/children’s birth certificate for the enrollment of Medical Insurance.
 For Managerial Positions: Qualified managers are Single managers with “No Declared
Dependent/s” and may enroll one parent. Parent must be 65 years old and below. **Please
send the Birth Certificate of Qualified dependents to SGV Talent Team Onboarding.

A member firm of Ernst & Young Global Limited

 Sycip Gorres Velayo & Co. Tel: (632) 8 891 0307
6760 Ayala Avenue Fax: (632) 819 0872
1226 Makati City www.sgv.ph
Philippines

NOTES:
1. Existing SSS and/or HDMF Loan (for experienced hires) – Submit Loan Voucher, Certificate
of Amortization and Statement of Account directly to: Finance Department (6th floor, STI
Holdings Building)

You may opt to send your loan voucher through email:

SSS: Mary Celyn A. Moreno - Mary.Celyn.A.Moreno@ph.ey.com
HDMF: Jonette Tonio - Jonette.Francie.Tonio@ph.ey.com

2. Always keep a copy of your Statutory Government numbers (TIN, SSS, PHIC, HDMF).

MANDATORY REQUIREMENTS for Professionals (CPAs, Lawyers, Nurses, Engineers, etc.) For
Certified Public Accountants -Submit two (2) copies each of the following:

 Photocopy of Board Rating

 Photocopy of PRC Certificate
 Photocopy of CPA License Card
 Professional Tax Receipt form Makati City Hall

For Lawyers – Submit two (2) copies of each of the following:

 Photocopy of Bar Rating
 Photocopy of IBP Card
 Certificate of Membership to the Bar
 Professional Tax Receipt form Makati City Hall

ADDITIONAL REQUIREMENTS FOR EXPERIENCED HIRES

• BIR Form 2316 or W-2 from previous employer. Pursuant to Section 9 of Revenue
Regulations No. 4-93 as BIR finally implemented R.A. 7497 on final Withholding Tax on Purely
compensation income, under the topic “Multiple Employment Successively”, if the employee
transferred to another employer during the taxable year, said employee shall furnish his new
employer with a Certificate of Compensation and Exemption (W-4) indicating his/her previous
employment during the taxable year and attach to the said certificate (W-4) the Certificate of
Income Tax Withheld on Compensation (W-2) for the calendar year issued by previous
employer/s.

• BIR Form 1905 – Update of marital status and personal details in BIR Records. Documents
needed for Tax Exemption, if applicable:
- Marriage Certificate
- Birth Certificate of Children
• Certificate of Employment and Clearance from the previous employer

13. Please also fill-up the Personal Information Update (PIU) and the Data Privacy Act. Kindly read
carefully all the details.

A member firm of Ernst & Young Global Limited

 Sycip Gorres Velayo & Co. Tel: (632) 8 891 0307
6760 Ayala Avenue Fax: (632) 819 0872
1226 Makati City www.sgv.ph
Philippines

For CPAs
• Professional Tax Receipt / PTR from Makati City Hall (Original Receipt)
• Two (2) Photocopies of the PRC Card and PRC Registration payment (Original Receipt) o
Photocopy of the PICPA Card and PICPA Registration payment (Original Receipt)

For Lawyers
• Photocopy of your IBP License Card
• Professional Tax Receipt from Makati City Hall after successfully passing the Bar exams
(Original Receipt)
• Receipts issued by the Supreme Court and IBP (Original Receipt for reimbursement purposes)

IMPORTANT NOTE: Always secure a copy of ALL your statutory numbers (please always keep a copy of
your statutory numbers on hand) together with the forms since HR will only be accepting photocopies of
all requirements for filing in your 201 folder in case you will be needing it for emergency and personal
matters. Please be guided accordingly. Thank you.

PLEASE SUBMIT ALL YOUR STATUTORY NUMBERS (TIN, SSS, PHIC, HDMF) VIA EMAIL WITH
PROOF OF DOCUMENT TO AVOID DELAYS IN REMITTING YOUR CONTRIBUTION IN RESPECTIVE
GOVERNMENT OFFICES.

SUBMIT ALL AVAILABLE SCANNED COPIES OF YOUR REQUIREMENTS ON YOUR FIRST DAY IN SGV

Please feel free to ask us if you have concerns.

SGV Talent Team

A member firm of Ernst & Young Global Limited