GUIDELINES AND INSTRUCTIONS FOR GOVERNMENT MANDATORY BENEFITS

SOCIAL SECURITY SYSTEM

Loan Application

Requirements:

At least 36 monthly contributions

Actual SSS digitized ID (to be returned to the applicant)

                       

Sickness Notification

Requirements:

No company sick leave credits left

At least 4 days of sickness

Accomplish the form (part I to be accomplished by the sick employee; part II to be accomplished by     the employee’s physician; part III to be accomplished by the HR staff)

Actual SSS digitized ID

* wait for the approval of the SSS. The sickness notification form will be mailed to the office. If approved, fill up the sickness reimbursement form, if not approved because of insufficient documents return the form to the employee and ask to complete the documents:

Sickness Reimbursement

Requirements:

Approved Sickness Notification Form

Sections 1-10 to be filled up by the HR staff; section 11-13 to be filled up by the accounting staff

Have employee sign the form

Actual SSS digitized ID     

* attach the approved sickness notification form to the sickness reimbursement form

Maternity Notification

Requirements:

Employee should notify HRD of pregnancy immediately upon discovery

Actual SSS digitized ID

(Male employees should notify HR office of wife’s pregnancy and due date by accomplishing advanced leave application ahead of time. Only male employees who are legally married are qualified for paternity leave of seven days)

Maternity Reimbursement

Requirements:

Maternity Notification form received by the SSS

Attach to the reimbursement form the certified true copy of the child’s birth certificate and operation             record if caesarian)

Actual SSS digitized ID

* attach the maternity notification form to the maternity reimbursement form.

SSS E-4 Member’s Data Amendment Form

To be filled up by the employee if there are amendments to his / her records (e.i. single to married;             additional dependent/child).

Attach certified true copy and photocopy of birth certificate / marriage contract.

SSS E-6 Application for Social Security ID

To be filled up by the employee. Employee must personally visit the SSS office to process his application for ID.

ALL DOCUMENTS TO BE PROCESSED TO SSS NEED TO BE SUBMITTED WITH THE SSS DIGITIZED ID. IF THE EMPLOYEE DOES NOT HAVE SSS DIGITIZED ID, HE SHOULD APPLY FOR IT. IF HE NEEDS TO PROCESS DOCUMENTS RIGHT AWAY HE SHOULD PRESENT THE APPLICATION FORM ID STUB WITH 2 VALID IDs IF HE HAS NOT RECEIVED HIS DIGITIZED ID YET.

ALL SSS DOCUMENTS SHOULD BE SUBMITTED IN 2 COPIES (ORIGINAL COPY TO THE SSS AND THE PHOTOCOPY TO THE EMPLOYER)

PAG-Ibig / Home Development Mutual Fund

Multi-Purpose Loan Application

Requirements:

At least 24 monthly contributions

Employee’s community tax certificate number

Thumbmark / thumbprint of employee

Records Transfer

To be filled up by the employee to transfer his records under new employer’s name

ESAV Request Slip

To be filled up by the employee if he wants to request for a print out of his contribution records, etc.

Member’s Data Form (MDF)

To be filled up by the employee to transfer / register his records under new employer’s name

Bureau of Internal Revenue (BIR)

1902 Form

To be filled up by the employee who has no TIN number yet.

Attach photocopy of birth certificate, marriage contract (if any) and children’s birth certificate (if any)   to each form

To be accomplished in triplicate. (1 copy for bir, 1 copy for 201 file, 1 copy for the employee)

2305 Form

To be filled up by the employee for amendments/update (single to married; additional             dependents/child)

Must attach photocopy of birth certificate/marriage contract to each form

To be accomplished in triplicate. (1 copy for bir, 1 copy for 201 file, 1 copy for the employee)

Employee must give HR department a copy of this form which has “received” stamp by BIR

*employee may only process 2305 if his BIR record has Revenue District Office (RDO) no. 047. If his record is not under RDO 047, he should personally process his 2305 to the branch where his record is located. Call BIR hotline 981-8888 to know what’s your RDO number.

1905 Form

To be filled up by the employee if he wants to transfer his record under new employer’s name.

Employee must personally submit this form to BIR office where his record is located.

PHILHEALTH (Philippine Health Insurance Corp.)

Claim Form 1

To be filled up by the employee to claim hospitalization discount

M1a Form

To be filled up by the employee to register his name under new employer’s name

To be accomplished in triplicate.

Attach photocopies of birth certificate/s of dependents and marriage contract if married.

M2 Member Data Amendment Form

To be filled up by the employee for amendments/change in status, additional dependent

To be accomplished in triplicate.

Attach photocopies of birth certificate/s of dependents and marriage contract if married.