Home Development Mutual Fund/Pag-IBIG Fund

Officer 05:37 PM, Aug 12, 2021

August 12, 2021

Dear Eva maureen,

Thank you for your request dated Jul 23, 2021 under Executive Order No. 2 (s. 2016) on Freedom of Information in the Executive Branch, for Death claim.

We received your request on Jul 23, 2021 and will respond on or before Aug 13, 2021, in accordance with the Executive Order's implementing rules and regulations.

Should you have any questions regarding your request, kindly contact me using the reply function on the eFOI portal at https://www.foi.gov.ph/requests/aglzfmVmb2ktcGhyHgsSB0NvbnRlbnQiEUhETUYtMTY5Njg4NDcyOTgyDA, for request with ticket number #HDMF-169688472982.

Thank you.

Respectfully,

FOI Receiving Officer
FOI Officer

Pimentel, Jr. 05:44 PM, Aug 12, 2021

12 August 2021

Dear MS. EVA MAUREEN BORRES,

This refers to your eFOI request received on 23 July 2021 and sent to the eFOI portal of the Home Development Mutual Fund (Fund) wherein you inquired on documents need to be submitted to Pag-IBIG Fund to determine the legal claimant of provident death claim. In addition, you are also asking what the Fund follows in determining the real heir/claimant.

Our Office deemed it proper to raise this matter to and confer with the operating unit concerned – the Member Services Sector Support Unit (MSSSU). Our MSSSU informed us that the Fund has a Checklist of Requirements for Provident Benefits Claim (HQP-PFF-377, V02, 03/202). In order to determine the legal claimant in case of death, the Fund requires Proof of Surviving Legal Heirs (HQP-PFF-030; 1 Original). Meanwhile, in order to establish kinship with the member, the claimant shall submit any of the following:

Death Claim – Married with Child/Children

- Birth Certificate issued by PSA or LCRO or Baptismal Certificate (1 Photocopy); or
- Non-availability of Birth Record issued by PSA (1 Photocopy) and Joint Affidavit of Two Disinterested Persons (HQP-PFF-029; 1 Original)

Death Claim – Married (without child/children but with Surviving Parent/s)

- Birth Certificate issued by PSA or LCRO or Baptismal Certificate (1 Photocopy); or
- Non-availability of Birth Record issued by PSA (1 Photocopy) and Joint Affidavit of Two Disinterested Persons (HQP-PFF-029; 1 Original)

Death Claim – Single with Child/Children

- Birth Certificate issued by PSA or LCRO or Baptismal Certificate (1 Photocopy); or
- Non-availability of Birth Record issued by PSA (1 Photocopy) and Joint Affidavit of Two Disinterested Persons (HQP-PFF-029; 1 Original)

Death Claim – Single (Without child/children with Surviving Parent/s)

- Birth Certificate issued by PSA or LCRO or Baptismal Certificate (1 Photocopy); or
- Non-availability of Birth Record issued by PSA (1 Photocopy) and Joint Affidavit of Two Disinterested Persons (HQP-PFF-029; 1 Original)

For a complete list of requirements, please see attached Checklist of Requirements for Provident Benefits Claim (HQP-PFF-377, V02, 03/2021). Also attached herein is a copy of Proof of Surviving Legal Heirs (HQP-PFF-030) and Joint Affidavit of Two Disinterested Persons (HQP-PFF-029) for easy reference. The checklist can also be found in our Citizen’s Charter. You may visit the Fund’s website at: 

https://pagibigfund.gov.ph/document/pdf/citizencharter/Citizens%20Charter%202020%20-%20Edition%202.1.pdf for more details. Please note that in case of death, the Provident Benefits Claims shall be divided among the member's legal heirs in accordance with the New Civil Code of the Philippines as amended by the Family Code of the Philippines.

For further inquiries, you may contact Ms. Jasmine Baltazar, Loans and Credit Evaluator II of the Member Services Sector Support Unit, at jabaltazar@pagibigfund.gov.ph.

Thank you.

Very truly yours,

ATTY. JOSE ROBERTO F. PO
Department Manager III, Legal Department 
and Deputy Compliance Officer

Attachments:
 PFF377_ProvidentBenefitsClaimChecklistRequirements_V02.pdf