retirement / resignation/transfer/ separation

9
Retirement / resignation/transfer/ separation By: Joy B. Marabe

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Retirement / resignation/transfer/ separation. By: Joy B. Marabe. FLOW of submission and procedure in filing survivorship application. START. 1. 2. 3. * Death Certificate *School/District Clearance *Last Day of Service *Checklist for survivorship claim. - PowerPoint PPT Presentation

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Page 1: Retirement  /  resignation/transfer/ separation

Retirement / resignation/transfer/

separation

By: Joy B. Marabe

Page 2: Retirement  /  resignation/transfer/ separation

FLOW of submission and procedure in filing survivorship application

START

1*Death Certificate*School/District Clearance*Last Day of Service*Checklist for survivorship claim

Submit complete requirements for S.O to Division Office c/o

Joy

CHECKING

RECEIVING( records section)

Advice Beneficiary to surrender ATM to

LBP

32

Submit Certification of Closed Account to Division Office c/o Joy

Issuance of SERVICE RECORD

Submit CERTIFICATION & SR

to RPSU c/o Jackie

Submit complete requirements to

Division Office c/o Joy

CHECKING

PROCESSING

RECEIVING( records section)

RELEASING

Page 3: Retirement  /  resignation/transfer/ separation

FLOW of submission and procedure in filing RETIREMENT application

START

1

Submit letter of Intent to Division Office(Records Section)

For APPROVAL by Schools Division Superintendent

Return to the Retiree w/ checklist

Advice Retiree to get Tentative Computation

@ GSIS

32

Submit CERTIFICATION & SR

to RPSU c/o Jackie

Submit complete requirements to Division Office

(Personnel Department )

CHECKING

PROCESSING

RECEIVING( records section)

RELEASING

Submit Certification of Closed Account to Division Office c/o Joy

Issuance of SERVICE RECORD

Surrender ATM to LBP

Page 4: Retirement  /  resignation/transfer/ separation

Approved Letter of Intent to Retire1 COPY

GSIS Retirement Application Form4 COPIES

School / District Clearance4 COPIES

Application for Life Insurance Benefit1 COPY

Original Policy ContractDeclaration of Pendency/ Non Pendency of

Case 4 COPIES Certification of Closed Account(LBP)

5 COPIESCertificate of Last Payment(Temporary)Latest Assets and Liabilities

4 COPIESLatest PayslipRetirement Tentative ComputationIndorsement Letter(District Office)

4 COPIES

REQUIREMENTS FOR RETIREMENT

Page 5: Retirement  /  resignation/transfer/ separation

REQUIREMENTS FOR SURVIVORSHIP

GSIS Survivorship Application Form 4 COPIESSchool / District Clearance 4 COPIESApplication for Life Insurance BenefitOriginal Policy ContractDeclaration of Pendency/ Non Pendency of Case

4 COPIES Certification of Closed Account(LBP) 5 COPIESCertificate of Last PaymentLatest Assets and Liabilities 4 COPIESLatest PayslipIndorsement Letter(District Office) 4 COPIES

Page 6: Retirement  /  resignation/transfer/ separation

if SINGLE: PRIMARY BENEFICIARIES(PARENTS)

Death Certificate (NSO)4 COPIES

Marriage Certificate (NSO)4 COPIES

Affidavit of Surviving Spouse4 COPIES

IF spouse is not a GSIS Member,4 COPIES

Birth Certificate (NSO)IF the legal guardian is not the natural

parent, the affidavit should be supported by a certification from the barangay and DSWD 4 COPIES

if married: PRIMARY BENEFICIARIES (LEGAL SPOUSE)

Death Certificate (NSO) 4 COPIESMarriage Certificate (NSO) 4 COPIESDeath Certificate of Parents (NSO) if DECEASED 4

COPIES

Page 7: Retirement  /  resignation/transfer/ separation

REQUIREMENTS FOR SPECIAL ORDER FOR RESIGNATION/TRANSFER/SEPARATION

RESIGNATION: (5 COPIES EACH) Basic Request Letter Acceptance of Resignation School / District Clearance Last Day of Service Certificate of Closed Account Certificate of Last payment

TRANSFER w/in the DIVISION (4 COPIES) School / District Clearance Last Day of Service First Day of Service DTR Form 48

TRANSFER TO OTHER DIVISION (5 COPIES) School / District Clearance Last Day of Service Certification of Closed Account Certificate of Last Payment

RETIREMENT: (5 COPIES) Approved Letter from GSIS School / District Clearance Last Day of Service

Page 8: Retirement  /  resignation/transfer/ separation

QUESTIONS :

Page 9: Retirement  /  resignation/transfer/ separation

End

THANK YOU