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AFPSLAI

Termination of Membership

Requirements for Termination due to Death

With Survivorship Agreement regardless of amount

  1. Accomplished Termination Form
  2. PSA-certified Death Certificate of Deceased Member or Death Certificate with Registry Number
  3. Duly-notarized Affidavit of Undertaking
  4. AFPSLAI ID and Passbook(s)
  5. 2 valid IDs of Claimant
Without Survivorship Agreement
Capital Contribution Account/Savings Deposit/SD Remittance/Time Deposit Account - Php 50,000 and below
If member died single, proceeds will be automatically given to the surviving parents;
if member is married, proceeds will be automatically given to surviving spouse
  1. Accomplished Termination Form
  2. PSA-certified Death Certificate of Deceased Member or Death Certificate with Registry Number
  3. Duly-notarized Affidavit of Undertaking
  4. AFPSLAI ID and Passbook(s)
  5. 2 valid IDs of Claimant
  6. Certificate of Legal Beneficiaries
  7. PSA-certified proof of relationship of claimant to deceased member (i.e. Marriage Contract or Birth Certificate, as applicable)
Capital Contribution Account/Savings Deposit/SD Remittance/Time Deposit Account - Above Php 50,000
All surviving legitimate heirs of deceased member, whether married or single, shall be entitled to the termination proceeds according to the rules on intestate succession:
  1. All requirements stated under accounts without survivorship agreement above plus PSA-certified proof of relationship of all claimants/heirs to the deceased member. If claimants are married, present marriage contract or valid ID containing married name.
  2. Optional requirement: Duly-notarized or Consulated (if heirs reside abroad), Waiver of Right from Other Legal Claimants in favor of one claimant alone supported by authenticated copies of at least 2 valid IDs of claimants who waived with legible signatures.
  3. Affidavit of Guardianship
Pension Account - Regardless of Amount
  1. Accomplished Termination Form
  2. PSA-certified Death Certificate of Deceased Member or Death Certificate with Registry Number
  3. Duly-notarized Affidavit of Undertaking
  4. AFPSLAI ID and Passbook(s)
  5. 2 valid IDs of Claimant
  6. Certificate of Refund of Pension from PVAO/Finance Center (transmitted by the PVAO/Finance Centers directly to AFPSLAI)
  7. Declaration of Legal Beneficiaries/Decree of Final Distribution - applicable only to AFP/PNP pension (no need to submit if the pension is from PVAO)
  8. Duly-notarized Affidavit of Guardianship for Children of Minor Age/s
Special Requirements
  1. Certificate of Last Payment from Finance Center (for active AFP/PNP/BJMP/BFP/civilian members with salary/emergency/multi-purpose and other applicable loan and automatic capital contribution remittances
  2. Special Power of Attorney (for transactions through representatives)

NOTE: Additional requirements, as determined by the Branch Manager, may be required for complicated claims (i.e. multiple claimants, lack of claimants, unclear identity, etc)