UPDATED REQUIRED DOCUMENTS FOR RETIREMENT UPDATED REQUIRED DOCUMENTS FOR RETIREMENT UPDATED REQUIRED DOCUMENTS FOR RETIREMENT

(Per Reg’l Memo #90-08 and Memo dated Nov. 11, 2009) (Per Reg’l Memo #90-08 and Memo dated Nov. 11, 2009) (Per Reg’l Memo #90-08 and Memo dated Nov. 11, 2009)

Letter of intent to retire signed by SDS Letter of intent to retire signed by SDS Letter of intent to retire signed by SDS
Duly accomplished GSIS Retirement Application Form Duly accomplished GSIS Retirement Application Form Duly accomplished GSIS Retirement Application Form
Updated Service Record Updated Service Record Updated Service Record
Notice of Salary Adjustment (NOSA) for the last 3 years Notice of Salary Adjustment (NOSA) for the last 3 years Notice of Salary Adjustment (NOSA) for the last 3 years
School, District & Division Clearance from Money & School, District & Division Clearance from Money & School, District & Division Clearance from Money &
Accountability Responsibilities Accountability Responsibilities Accountability Responsibilities
Provident Loan Clearance Provident Loan Clearance Provident Loan Clearance
Certificate re: no pending Administrative Case Certificate re: no pending Administrative Case Certificate re: no pending Administrative Case
Ombudsman Clearance Ombudsman Clearance Ombudsman Clearance
Sworn Statement of Assets & Liabilities Sworn Statement of Assets & Liabilities Sworn Statement of Assets & Liabilities
Letter of intent to retire (approved by SDS) Letter of intent to retire (approved by SDS) Letter of intent to retire (approved by SDS)

Additional Requirements for Deceased Retirees: Additional Requirements for Deceased Retirees: Additional Requirements for Deceased Retirees:
Death certificate (NSO) Death certificate (NSO) Death certificate (NSO)
Certificate of Live Birth of Children (NSO) Certificate of Live Birth of Children (NSO) Certificate of Live Birth of Children (NSO)
Original GSIS Policy Contract Original GSIS Policy Contract Original GSIS Policy Contract
GSIS Cash Surrender Value Form (Duly accomplished) GSIS Cash Surrender Value Form (Duly accomplished) GSIS Cash Surrender Value Form (Duly accomplished)
Affidavit of Death claims (GSIS) Affidavit of Death claims (GSIS) Affidavit of Death claims (GSIS)
Proof of Surviving Legal Heirs (GSIS form duly accomplished) Proof of Surviving Legal Heirs (GSIS form duly accomplished) Proof of Surviving Legal Heirs (GSIS form duly accomplished)
Proof of Surviving Legal Heirs (GSIS form duly accomplished)
Affidavit of Death claims (GSIS)
GSIS Cash Surrender Value Form (Duly accomplished)
Original GSIS Policy Contract
Certificate of Live Birth of Children (NSO)
Death certificate (NSO)
Additional Requirements for Deceased Retirees:

Letter of intent to retire (approved by SDS)

Sworn Statement of Assets & Liabilities
Ombudsman Clearance
Certificate re: no pending Administrative Case
Provident Loan Clearance
Accountability Responsibilities
School, District & Division Clearance from Money &
Notice of Salary Adjustment (NOSA) for the last 3 years
Updated Service Record
Duly accomplished GSIS Retirement Application Form
Letter of intent to retire signed by SDS

Proof of Surviving Legal Heirs (GSIS form duly accomplished)

Affidavit of Death claims (GSIS)
GSIS Cash Surrender Value Form (Duly accomplished)
Original GSIS Policy Contract
Certificate of Live Birth of Children (NSO)
Death certificate (NSO)
Additional Requirements for Deceased Retirees:

Letter of intent to retire (approved by SDS)

Sworn Statement of Assets & Liabilities
Ombudsman Clearance
Certificate re: no pending Administrative Case
Provident Loan Clearance
Accountability Responsibilities
School, District & Division Clearance from Money &
Notice of Salary Adjustment (NOSA) for the last 3 years
Updated Service Record
Duly accomplished GSIS Retirement Application Form
Letter of intent to retire signed by SDS
UPDATED REQUIRED DOCUMENTS FOR RETIREMENT

UPDATED REQUIRED DOCUMENTS FOR RETIREMENT

(Per Reg’l Memo #90-08 and Memo dated Nov. 11, 2009)

(Per Reg’l Memo #90-08 and Memo dated Nov. 11, 2009)