• Requirements and Forms

Requirements and Forms

Benefit Claims
Benefit Claims

I. Availment  for Education Plan

A. File for claim thru BPI Expressphone for claims up to Php 250,000.00 only or;

B. Submit the following requirements:

1. Photo copy of Plan Contract

2. Original Signed/ Accomplished Plan Benefit Pay-out Form

3. Data Privacy Form

4. Clear copy of valid Identification (ID) of Primary Plan Beneficiary/ies (with picture, signature and date of birth).


II. Maturity for Education (last benefit) and Pension Plan

A. File for claim thru BPI Expressphone for claims up to Php 250,000.00 only or;

B. Submit the following requirements:

1. Original Plan Contract

2. Original Signed/ Accomplished Plan Benefit Pay-out Form

3. Data Privacy Form

4. Clear copy of valid Identification (ID) of Primary Plan Beneficiary/ies (with picture, signature and date of birth).


III. Pre-maturity or Surrender

1. Original Plan Contract

2. Original Signed/ Accomplished Plan Benefit Pay-out Form

3. Original Signed/ Accomplished Surrender Request Form

4. Data Privacy Form

5. Clear copy of valid Identification (ID) of Primary Plan Beneficiary/ies (with picture, signature and date of birth).


IV. Claim by Nominee who is a minor (payout thru the guardian)

1. Original PSA Death Certificate of the Planholder or Original Certified True Copy of Death Certificate issued by the Local Civil Registrar Office

2. Original PSA Birth Certificate of Nominee or Original Certified True Copy issued by the Local Civil Registrar

3. Clear copy of valid Identification (ID) of Nominee and Guardian (with picture, signature and date of birth).

4. Original Notarized Affidavit of Guardianship

5. Original accomplished and signed Plan Benefit Pay-out form (accomplished by the Guardian)

6. Data Privacy Form


V. Death Claim                

1. Original Life Insurance Certificate (attached to the plan contract)    

2. Original PSA Death Certificate of the Planholder/insured or Original Certified True Copy of Death Certificate issued by the Local Civil Registrar Office

3. Original PSA Birth Certificate of the Planholder and Beneficiary/ies or Original Certified True Copy of Death Certificate issued by the Local Civil Registrar Office

4. Original PSA Marriage Certificate of the Beneficiary/ies or Original Certified True Copy of Death Certificate issued by the Local Civil Registrar Office, for spouse or other married beneficiary/ies

5. BPI-Philam Life Assurance Corp. Claimant’s Statement (Original Signed/Notarized)    

6. BPI-Philam Life Assurance Corp. Physician’s Statement (Original Signed/Notarized)    

7. Barangay Chairman’s Cert. (residence & death)

8. Clear copy of valid Identification (ID) of Planholder and Beneficiaries (with picture, signature and date of birth).


VI. Claims for Clients/Planholders Abroad

A. If with BPI account
Refer to applicable requirements under I, II and III

B. If payout is thru an atty-in-fact or representative

1. Requirements from Planholder

a. Original (maturity) or photo copy (availment) of plan contract.
b. Original Signed/ Accomplished Plan Benefit Pay-out Form
c. Clear copy of valid Identification (ID) - with picture, signature and date of birth.
d. Consular SPA or Apostille (issued by the Philippine Consulate). The instructions should indicate very specifically the following details:

  • To claim the availment benefit of Ayala Plans plan agreement number ________________ .
  • That (you), the Planholder is allowing Ayala Plans to make the proceeds in the form of cash be payable under the name of _________________ (authorized representative/atty-in-fact).
  • That upon release of the plan's benefit proceeds, Ayala Plans is already free including its officers from any and all claims and/or liabilities of any kind whatsoever arising out of or in connection with the release of the (1st, 2nd, etc...) proceeds/benefits of plan number ______________ to the Atty-in-fact, that may be brought by the Planholder or any other person or entity.

e. Clear copy or certified true copy of document bearing proof of relationship of Planholder to the representative (i.e. Marriage contract for spouse, birth cert for child, etc.)


2. Requirements from Atty-in-fact or representative

a. Clear copy of valid Identification (ID) - with picture, signature and date of birth.
b. Signed letter stating that he/she is the authorized representative of _________________ who will claim the Ayala Plans benefit for plan agreement number _________________ .


Representative should indicate telephone number/s for notifications.


Notes:
1. Ayala Plans reserves the right to request additional documents as may be needed to process the application.  
2. If there is a need to update any  personal information related to benefit claim, kindly refer to the applicable requirements and submit them together with the claim requirements.
3. Documents for submission should be hand-carried or submitted by mail (postal or courier) to our office address at 8/F BPI Buendia Center, 360 Sen. Gil Puyat Ave., Makati City 1209

Request for Transfer of Plan Ownership Due to Death of Planholder
Request for Transfer of Plan Ownership Due to Death of Planholder

A. Pension Plan   

1. Original Amendment Form fully accomplished and signed by the Primary Plan Beneficiary.


Note: For two or more Primary Plan Beneficiaries, a notarized Waiver of Benefit in favor of only one Primary Plan Beneficiary should be submitted.


2. Death Certificate of Planholder:
a. Original PSA copy; or
b. Original Certified True Copy issued by the Local Civil Registrar Office

3. Clear copy of valid Identification (ID) of Primary Plan Beneficiary/ies (with picture, signature and date of birth).

4. Birth Certificate of Primary Plan Beneficiary/ies:
a. Original PSA Copy/ies; or
b. Original Certified True Copy/ies  issued by the Local Civil Registrar Office

5. Original PSA copy of  Marriage Contract / Original Certified True Copy of Marriage Contract issued by the Local Civil Registrar Office, required for:
a. Primary Plan Beneficiary who is the spouse of the Planholder.
b. Female Plan Beneficiary/ies who is/are married.

6. Data Privacy Form.
        
B. Education Plan   

1. Original Amendment form fully accomplished and signed by the Nominee of legal age    

2. Death Certificate of Planholder:
a.
Original PSA copy; or
b. Original Certified True Copy issued by the Local Civil Registrar Office

3. Clear copy of valid Identification (ID) of Nominee (with picture, signature and date of birth).

4. Birth Certificate of Nominee:
a. Original PSA Copy/ies; or
b. Original Certified True Copy/ies  issued by the Local Civil Registrar Office

5. For married Nominee, original PSA copy of Marriage Contract / Original Certified True Copy of Marriage Contract issued by the Local Civil Registrar Office.

6. Data Privacy Form.


Notes:

1. Documents issued by foreign countries such as; marriage contracts, death certificates, birth certificates, medical certificates and others should be consularized / apostillized by the Philippine Consulate/Embassy.

2. For documents with foreign court decisions (change of name and/or naturalization  divorce, dissolution of marriage or annulment, legal separation, and others) will be treated on a case to case basis. However, documents below will be initially required:

a. Consularized / apostillized copy  of  the foreign divorce decree or Court decision on the dissolution of marriage.
b. Consularized / apostillized copy of the law allowing the divorce (duly certified as true copy by the foreign country’s repository of official laws).
c. If marriage  was solemnized in the Philippines and divorced abroad:

i. Certified True Copy of the court petition recognizing the foreign divorce filed in the proper court of jurisdiction; or
ii. Certified True  Copy of the Certificate of Finality of the Order Recognizing  the  Foreign  Divorce  Decree  (if this  item  is submitted, no need to submit item letter b)

d. Consularized / apostillized copy of the new Marriage Contract.
3. Ayala Plans reserves the right to request for additional documents as may be needed to process the application.


Request for Change of Contact Information
Request for Change of Contact Information

Requirements:

1. Original Contact Information Update Form (CIUF) fully accomplished and signed by the Planholder.

2. Clear copy of valid Identification  (IDs) of Planholder (with picture, signature and date of birth).

3. Data Privacy Form.


Request for Change or Correction of Planholder’s Information
Request for Change or Correction of Planholder’s Information

A. Change of Planholder’s Name and Civil Status from Single to Married

1. Original Amendment Form fully accomplished and signed by the Planholder.

2. Marriage Contract of the Planholder:
a. Original PSA copy; or
b. Original Certified True Copy issued by the Local Civil Registrar Office

3. Clear copy of valid Identifications (IDs) bearing married name (with picture, signature and date of birth)

4. Data Privacy Form


B. Change of Planholder’s Name and Civil Status from Married to Single

1. Original Amendment Form fully accomplished and signed by the Planholder.

2. Official proof of nullity of marriage:
a. Original Certified True Copy (CTC) of Nullity of Marriage; or Original CTC of Certificate of Finality on the Nullity of Marriage issued by the Court; or
b. Original PSA copy of Marriage Contract with annotation on the nullity of marriage; or
c. If due to death of the husband, Original PSA copy of Death Certificate / Original CTC of Death Certificate issued by the Local Civil Registrar’s Office.

3. Clear copy of valid Identifications (IDs) of the Planholder (with picture, signature and date of birth).

4. Data Privacy Form


C. Correction of Planholder’s Name and/or Date of Birth

1. Original Amendment Form fully accomplished and signed by the Planholder.

2. Birth Certificate
a. Original PSA copy; or
b. Original Certified True Copy issued by the Local Civil Registrar Office

3. Original notarized Affidavit of One and the Same Person (Affidavit of Discrepancy executed by two disinterested persons). Depending on the case, original Notarized Self-Affidavit may be required.

4. Marriage Contract (for married Planholder and Beneficiary/ies):
a. Original PSA copy; or
b. Original Certified True Copy issued by the Local Civil Registrar Office

5. Clear copy of valid Identification (ID) of the Planholder (with picture, signature and date of birth).

6. Data Privacy Form.


Notes:

1. Documents issued by foreign countries such as; marriage contracts, death certificates, birth certificates, medical certificates and others should be consularized / apostillized by the Philippine Consulate/Embassy.

2. For documents with foreign court decisions (change of name and/or naturalization  divorce, dissolution of marriage or annulment, legal separation, and others) will be treated on a case to case basis. However, documents below will be initially required:

a. Consularized / apostillized copy  of  the foreign divorce decree or Court decision on the dissolution of marriage.
b.  Consularized / apostillized copy of the law allowing the divorce (duly certified as true copy by the foreign country’s repository of official laws).
c. If marriage  was solemnized in the Philippines and divorced abroad:

i. Certified True Copy of the court petition recognizing the foreign divorce filed in the proper court of jurisdiction; or
ii. Certified True  Copy of the Certificate of Finality of the Order Recognizing  the  Foreign  Divorce  Decree  (if this  item  is submitted, no need to submit item letter b)

d. Consularized / apostillized copy of the new Marriage Contract.
3. Ayala Plans reserves the right to request for additional documents as may be needed to process the application.


Contents
    Downloadable forms
    Application for Plan Amendment Download PDF
    Client Information Update Form Download PDF
    BPI-Philam Claimant's Statement Download PDF
    BPI-Philam Attending Physician's Statement Download PDF
    Credit to Account Instruction Form Download PDF
    Data Privacy Form Download PDF
    Plan Benefit Payout Form Download PDF

    Disclaimer

    The pre-need products of Ayala Plans are not insured by the Philippine Deposit Insurance Corporation and are not guaranteed by the Bank of the Philippine Islands.