Click here CFPI Claims Verification Portal.
Click here CFPI Claims Verification Portal.
All Planholders/Claimants are encouraged to UPDATE their CONTACT INFORMATION (i.e., cellphone and/or landline number(s), e-mail, and physical address) on file with CFPI to ensure that the company may reach them whenever needed.
Checklist of Documentary Requirements to file a Pension Plan Benefits Claim:
☑ Fully Accomplished Plan Benefit Claims Form (Download PDF)
☑ Photocopy (Xerox) of Pension Plan Agreement (Policy)
☑ Photocopy of Certificate of Full Payment (If Available)
☑ Photocopy of 2 Valid IDs of Planholder with 3 Specimen Signatures
If the Planholder is Deceased:
☑ Photocopy of Death Certificate of Planholder
☑ Photocopy of 2 Valid IDs of Beneficiary with 3 Specimen Signatures
Other Documents to Submit:
☑ If Original Pension Plan Agreement is Lost or Damaged: Notarized Affidavit of Loss & Indemnity Agreement
☑ If Claimant is a Representative of Planholder:
- Notarized Special Power of Attorney
- 2 Valid IDs of Representative
☑ If Planholder is a Minor: Notarized Affidavit of Guardianship
☑ If Claimant/Beneficiary is more than one: Notarized Waiver of Rights
For more information, you may contact the following:
Landline: (02) 8635-7177
Mobile No.: 0999-5090128