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Click ‘Get Form’ to open the philplans graduation gift requirements in the editor.
Begin by filling in your full name and citizenship in the designated fields. Ensure that all information is accurate.
Select the appropriate plan type from the options provided, such as Life, Pension, or Education. This selection is crucial for processing your request.
In the section requesting your desired settlement option, check 'Graduation Gift' along with any other applicable benefits you wish to claim.
Complete the certification statement by confirming your authority to transact and understanding of the guidelines. Your signature will be required at the end of this section.
Attach all necessary documents listed under 'Requirements Submitted', ensuring each item is included for a smooth processing experience.
Review all entered information for accuracy before submitting. Once satisfied, finalize your form submission through our platform.

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Is PhilPlans the same as Philam Plans?

(PhilFirst Insurance) and Systems Technology Institute (STI) took over ownership of PhilPlans from the Philippine American Life and General Insurance Company (Philam Life). Under the new leadership, PhilPlans has renewed its commitment to help hard-working Filipinos prepare for their future financial needs.

Is PhilPlans closing?

We have decided to reduce our expenses by closing all our provincial branches effective June 6, 2020. We will operate only in Metro Manila and with barest and leanest workforce. 2. In Metro Manila, we will continue to sell pension, memorial and life products as well as STI educational plans.

Is PhilPlans a reputable company?

For years, PhilPlans has been a trusted name in the pre-need industry, offering comprehensive Memorial, Pension, and Education Plans to its ever-growing clientele.

How do I claim PhilPlans?

C. To apply for a benefit claim on your matured plan: One (1) government-issued ID with 3 specimen signatures. Certificate of Full Payment/Plan Contract. Proof of bank account (e.g., validated deposit/withdrawal slip, SOA, or front-page copy of passbook)

What are the benefits of PhilPlans?

Key features include: Guaranteed Funds for Future Use: Secure yearly cash benefits from the 11th to the 14th year. Lump Sum Payment: Receive a guaranteed lump sum amount on the 15th year. Additional Insurance Coverage: Enjoy free additional insurance protection, including life coverage and more.

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