HR Talent Acquisition - Onboarding (March 2021)

HUMAN RESOURCE GROUP

PRE-EMPLOYMENT CHECKLIST - OFFICER LEVEL

APPLICANT:
Important Note: Please read the instructions carefully. All requirements must be submitted within four (4) days after issuance of the pre-employment requirements list. Failure to comply
may cause delay of hiring date.

TYPE AND NO. OF COPIES REMARKS

REQUIRED PRE-EMPLOYMENT
INSTRUCTIONS (to be filled
REQUIREMENTS
ORIGINAL PHOTOCOPY out by HR)
GOVERNMENT FORMS
Tax Identification
2 TIN ID or TIN Verification Slip with RDO (you may request this from any BIR branch)
Number
Member's Data Record (MDR) with updated list of dependents. You may generate via online (philhealth.gov.ph ). Or you
2 Philhealth Number
may request from current employer or any Philhealth branch.
Any of: SSS ID, E-1 Form, E-4 Form or printscreen of SSS Employee Static Details thru SSS Website or SSS Mobile
2 SSS Number
App
Without SSS Loan: Print screenshot of "No Loan Application" thru SSS website or SSS Mobile App. You may also
proceed to the nearest SSS Office and request for Certificate of No Loan.
2 SSS Loan Information
With existing SSS Loan: Please settle two (2) months advanced payment from your hiring date then submit an
updated SOA and proof of payment/receipt to HR.
Pag-ibig Membership ID (not UMID), updated Member's Data Form (MDF) or screenshot of MID thru Virtual Pag-
2 PAG-IBIG Number
ibig.
Without PAG-IBIG Loan: Screenshot of No Loan thru Virtual Pag-ibig (see attached screenshot sample) or Proceed
to the nearest PAG-IBIG Office and request for Certificate of No Loan.
PAG-IBIG Loan
2
Information
With existing PAG-IBIG Loan (except for Housing Loan): Please settle two (2) months advanced payment from
your hiring date then submit an updated SOA and proof of payment/receipt to HR.
1 3 Birth Certificate PSA Authenticated or Certified True Copy Birth Certificate or Affidavit of Birth
Birth Certificate/Valid
ID/any document with Any valid document with date of birth of up to two (2) qualified dependents. Refer to HMO Enrollment Healthcare
2
Date of Birth of Application Form for list of Qualified Dependents and Hierarchy Policy.
Qualified Dependent/s
3 Marriage Contract Copy of Marriage Contract/Certificate (if applicable)

1 NBI Clearance Original Copy with one year validity

1 CPA / PRC Identification Any PRC license (if applicable)

SCHOOL RECORDS
2 Certified
Transcript of Records Certified True Copy of Transcript of Records
True Copy
Diploma or Certificate of
2 Copy of either Diploma or Certificate of Graduation
Graduation
MEDICAL

Upon issuance of medical referral form, medical must be accomplished within the validity period indicated in the form.
Submit the results of pre-employment medical to HR Onboarding immediately upon pick-up from the designated clinic.
Applicant may send advanced scanned copy to HR Onboarding.
1 Medical Exam
Note that the initial medical expense is under the account of PNB. However, if upon evaluation, additional medical
clearance/examination is required, payment for the said procedure will be shouldered by the applicant.

For Dental Clearance, you may secure this from your dentist or any dental clinic of your choice. Please note that the
1 Dental Clearance
consultation and/or examination fee is not covered by the bank. Email to us the dental clearance in advanced.

IDENTIFICATION
3 1x1 with red background (in corporate attire)
ID Pictures
3 2x2 with white background (in corporate attire)
Digital ID Photo and
1 Soft Copy Send via email one (1) 2x2 ID picture in white background and one (1) Specimen Signature
Specimen Signature
3 2 Valid Government ID Photocopy of any valid government ID and affix three (3) ORIGINAL specimen signatures in each copy

BSP REQUIREMENTS (TO BE SENT TO APPLICANT'S EMAIL ADDRESS)

4 BSP Biographical Data

Before printing, please send the soft copy for review to tabaniagdd@pnb.com.ph
4 BSP Certification

BSP Authorization Form For the final copy, print 4 copies -- submit two (2) notarized original copies to HR Onboarding, one (1) copy for
4 Notary Public, and one (1) personal copy.
to Query (AFQ)
Full Business Interest
4
Disclosure
FORMS TO BE PROVIDED BY HR AND FOR SUBMISSION PRIOR TO HIRING
BIR Form 1905 Applicant has to transfer his/her TIN/registration records (RDO) to the place of residence. Once transferred, submit the
1
(Transfer of RDO) stamped copy of BIR 1905 to HR Onboarding.
1 PAG-IBIG RCMMR Accomplish the form and submit to HR Onboarding.

Personal History Accomplish the form in your own handwriting. Ensure completenes of information and attach one (1) 2x2 picture with white
1
Statement background. On page 7, witnesses should not be relatives.
PNB Healthcare Plan Accomplish the PNB Healthcare form. Please read thoroughly the PNB Healthcare Plan Form for the hierarchy and
1
Form qualification of dependents.
1 HMO Annex A Accomplish the form if you opt to enroll for paying dependents (additional dependents)
CLEARANCE FROM PREVIOUS EMPLOYER AND 2316 OF CURRENT YEAR
Certificate of Clearance To be submitted to HR Onboarding within 1-2 months after hiring date. Please inform HR Onboarding if the said
1
from Previous Employer document is not available after two months.
Certificate of
To be submitted to HR Onboarding within 1-2 months after hiring date. Please inform HR Onboarding if the said
1 Employment from
document is not available after two months.
Previous Employer
BIR Form 2316 / W2 of To be submitted to the Office of the Corporate Treasurer within 1-2 months upon hiring. Please inform the Office of
1
current year the Corporate Treasurer if the said document is not available after two months.

Failure on my part to submit and/or complete the requirements will constitute sufficient ground for termination of my employment or non-regularization of my probationary employment
or payment of necessary penalties or non-enjoyment of some benefits like the medical coverage.

CONFORME:

_____ _ __________________________________________
Signature over Printed Name of Applicant / Date Signature over Printed Name of HR Onboarding Partner / Date

For questions and inquiries, you may contact the following:

Debz Tabaniag at 526-3332 or email/MS Teams at tabaniagdd@pnb.com.ph
Lhen Mark Watanabe at 526-3332 or email/MS Teams at watanabelmy@pnb.com.ph
Aizzel Modino at 526-3332 or email/MS Teams at modinoam@pnb.com.ph
Office Location: 7/F PNB Financial Center Pasay