REVISED / SIMPLIFIED DOCUMENTARY REQUIREMENTS FOR THE

PROCESSING OF BFP RETIREMENT GRATUITY, TERMINAL LEAVE,

SPECIAL FINANCIAL ASSISTANCE, TPPD and DEATH and
SURVIVORSHIP CLAIMS

A) RETIREMENT GRATUITY - 3 YEARS LUMP SUM AND OUTRIGHT

PENSION (1 SET)

A. Endorsement from Region (signed by the Regional Director or his/her

authorized representative)
B. ATM Account Information with signature over printed name of the
claimant
C. Latest Personal Data Sheet (PDS) with latest picture
D. Retirement Bureau Order
- (Bureau Order for Outright Pension, if applicable)
E. Service Record (Region and NHQ*)
F. Original Appointment and Latest Appointment
G. Certificate of Non-Pending Case (Region and NHQ*)-Original Copy
H. Ombudsman Clearance-Original Copy
I. Declaration of Pendency/Non-Pendency of Case from Civil Service
Commission-Original Copy

B) TERMINAL/ COMMUTATION OF LEAVE CLAIM (1 SET)

A. Endorsement from Region (signed by the Regional Director or his/her

authorized representative)
B. ATM Account Information with signature over printed name of the
claimant
C. Latest Personal Data Sheet (PDS) with latest picture
D. Retirement/Resignation/Dropped from the Rolls/AWOL/Dismissal from
the Service Bureau Order
E. Service Record (Region and NHQ*)
F. Original Appointment and Latest Appointment
G. Itemized Leave Record with inclusive dates duly signed by the
authorized signatories
-Application for Leave signed by the applicant and approved by the
Regional Director
-Certificate of Monetization from Regional Office
H. Money Property Accountability Clearance with Certificate of Badge
Returned and Affidavit of Undertaking with SAO Form (Region/NHQ*)
I. Statement of Assets, Liabilities and Net Worth (SALN) as of last day of
service
J. Certificate of Deletion (NHQ) *
- Certificate of Last Payment (Region)
- Pay Slip (Previous and Latest)
K. Certificate of Cancellation – if any (NHQ) *
 L. Original Copy of Certificate of Loan Balance/s from AFPSLAI, AMWSLAI,
AFPMBAI, BFPMPC, BFPMBAI, FSMBAI, GCSMPC and PSSLAI (if member
only)

Note: If claimant was Dropped from the Rolls due to

Resignation, attach Certificate of No Outstanding Service
Obligation (NOSO) signed by Regional Director or Regional Chief
Administrative Officer under Tab “M”

C) TOTAL PERMANENT PHYSICAL DISABILITY (TPPD) CLAIMS

C.1) CONFIRMATION OF REGIONAL CLAIMS ADJUDICATION

COMMITTEE (RCAC) RESOLUTION (1 SET)

A. Endorsement from Region (signed by the Regional Director or his/her

authorized representative)
B. Regional Claims Adjudication Committee (RCAC) Resolution
C. Latest Personal Data Sheet of BFP Personnel with latest picture
D. Letter of Application of Claimant
E. Investigation Report concurred by the Regional Director
F. Service Record (Region and NHQ*)
G. Medical Certificate from Medical Officer that the BFP Personnel is
unfit to further perform the duties of his/her office
H. Clinical Abstract
I. Original Appointment
J. Latest Appointment with Permanent Status
K. Certificate of Duty Status signed by the Chief, Admin and Certified by
the City or Municipal Fire Marshal
L. Certificate of Non-Pending Case (Regional and NHQ*)-Original Copy

C.2) SPECIAL FINANCIAL ASSISTANCE (1 SET)

A. Endorsement from Region (signed by the Regional Director or his/her

authorized representative)
B. ATM Account Information with signature over printed name of the
claimant
C. Retirement Bureau Order/ Separation Bureau Order (NHQ*)
D. Regional Claims Adjudication Committee Resolution and
Claims Adjudication Board Resolution
E. Investigation Report concurred by the Regional Director
F. Service Record (Region and NHQ*)
G. Original Appointment and Latest Appointment
H. Latest Pay Slip
I. Certificate of Last Payment (Region)
 C.3) RETIREMENT/ SEPARATION GRATUITY (1 SET)

A. Endorsement from Region (signed by the Regional Director or his/her

authorized representative)
B. ATM Account Information with signature over printed name of the
claimant
C. Latest Personal Data Sheet (PDS) with latest picture
D. Retirement/ Separation Order (NHQ*)
E. Regional Claims Adjudication Committee Resolution/ Claims
Adjudication Board Resolution
F. Investigation Report concurred by the Regional Director
G. Service Record (Region and NHQ*)
H. Original Appointment and Latest Appointment
I. Certificate of Non-Pending Case (Region and NHQ*)-Original Copy
J. Ombudsman Clearance-Original Copy
K. Declaration of Pendency / Non-Pendency of Case from Civil
Service
Commission (Original Copy)

C.4) TOTAL PERMANENT PHYSICAL DISABILITY BENEFITS

CLAIMS (2 SETS)

A. Endorsement from Region (signed by the Regional Director or his/her

authorized representative)
B. Retirement Bureau Order/ Separation Bureau Order (NHQ*)
C. Regional Claims Adjudication Committee Resolution and Claims
Adjudication Board Resolution
D. Investigation Report concurred by the Regional Director
E. Service Record (Region and NHQ*)
F. Original Appointment and Latest Appointment

C.5) TERMINAL/ COMMUTATION OF LEAVE CLAIM (1 SET)

A. Endorsement from Region (signed by the Regional Director or his/her

authorized representative)
B. ATM Account Information with signature over printed name of the
claimant
C. Latest Personal Data Sheet (PDS) with latest picture
D. Retirement Bureau Order/ Separation Bureau Order (NHQ*)
E. Regional Claims Adjudication Committee Resolution/ Claims
Adjudication Board Resolution
F. Investigation Report concurred by the Regional Director
G. Itemized Leave Record with inclusive dates and duly signed by the
authorized signatories
-Application for Leave signed by the applicant and approved by the
Regional Director
-Certificate of Monetization from Regional Office
 H. Service Record (Region and NHQ*)
I. Original Appointment and Latest Appointment
J. Money Property Accountability Clearance with Certificate of Badge
Returned and Affidavit of Undertaking with SAO Form (Region/NHQ*)
K. Statement of Assets, Liabilities and Net Worth (SALN) as of last day of
service
L. Certificate of Deletion (NHQ) *
- Certificate of Last Payment (Region)
- Latest Pay Slip
M. Certificate of Cancellation – if any (NHQ) *
N. Original Copy of Certificate of Loan Balance/s from AFPSLAI, AMWSLAI,
AFPMBAI, BFPMPC, BFPMBAI, FSMBAI, GCSMPC and PSSLAI (if member
only)

D) DEATH AND SURVIVORSHIP CLAIMS

D.1) SPECIAL FINANCIAL ASSISTANCE (1 SET)

A. Endorsement from Region (signed by the Regional Director or his/her

authorized representative)
B. Death Certificate or Spot Investigation Report
C. Marriage Contract duly certified by Philippine Statistics Authority
(PSA) – if married
Marriage Contract of Parents duly certified by PSA – if single
D. Service Record (Region and NHQ*)
E. Latest Pay Slip

D.2) CONFIRMATION OF REGIONAL CLAIMS ADJUDICATION

COMMITTEE RESOLUTION (1 SET)

A. Endorsement from Region (signed by the Regional Director or his/her

authorized representative) to include dependents/ survivors
B. Regional Claims Adjudication Committee Resolution
C. Personal Data Sheet of BFP Personnel (latest/ updated with picture)
D. Death Certificate duly certified by LCR or PSA
E. Investigation Report concurred by Regional Director
F. Certificate of Legal Beneficiaries confirmed by the Chief Records
Section, BFP-NHQ
-Marriage Contract duly certified by PSA – if married
Marriage Contract of Parents duly certified by PSA – if single
-Birth Certificate of Child(ren) duly certified by PSA
G. Service Record (Region and NHQ*)
H. Original Appointment and Latest Appointment
 D.3) DEATH AND SURVIVORSHIP BENEFITS CLAIMS (3 SETS)

A. Endorsement from Region (signed by the Regional Director or his/her

authorized representative)
B. Regional Claims Adjudication Committee Resolution/ Claims
Adjudication Board Resolution
C. Latest Personal Data Sheet (PDS) with latest picture
D. ID of the spouse (photocopy), if married
ID of parents (photocopy), if single
E. Death Certificate duly certified by LCR or PSA
F. Investigation Report concurred by the Regional Director
G. Certificate of Legal Dependent(s) confirmed by the Chief
Records Section, BFP-NHQ
H. Service Record (Region and NHQ*)
I. Original Appointment and Latest Appointment

D.4) TERMINAL/COMMUTATION OF LEAVE CLAIM (1 SET)

A. Endorsement from Region (signed by the Regional Director or his/her

authorized representative)
B. ATM Account Information with signature over printed name of the
claimant
C. Latest Personal Data Sheet with latest picture
D. Regional Claims Adjudication Committee Resolution and
Claims Adjudication Board Resolution
E. Investigation Report concurred by the Regional Director
F. Death Certificate (PSA copy)
G. Certificate of Legal Beneficiary/ies confirmed by the Chief
Records Section, BFP-NHQ
H. Itemized Leave Record with inclusive dates and duly signed by the
authorized officer
-Application for Leave signed by any of the beneficiary and approved
by the Regional Director
-Certificate of Monetization from Regional Office
I. Service Record (Region and NHQ)
J. Original Appointment and Latest Appointment
K. Money Property Accountability Clearance with Certificate of
Badge Returned and Affidavit of Undertaking with SAO Form
(Region/NHQ*)
L. Statement of Assets, Liabilities and Net Worth (SALN) as of last
day of service
M. Certificate of Deletion (NHQ) *
- Certificate of Last Payment (Region)
- Latest Pay Slip
N. Certificate of Cancellation – if any (NHQ) *

Note: Requirements with * will be provided by the Office of

the Retirement Benefits Section, BFP-NHQ
 NOTE
➢ Each claim folders must contain two (2) copies of each document with Table
of Contents and with tabbing.

➢ Photo copied document/s should be clear and duly authenticated by the

Administrative Officer or any authorized officer where the document originated.

➢ Retiring personnel with pending criminal/administrative case/s shall be covered

by the provision on Memorandum Circular No. 2015-005 dated 03 August 2015.

➢ In case of compulsory retirement, the requirements enumerated under (A)

Retirement Gratuity; and (B) Terminal/Commutation of Leave Claims shall be
completed and submitted within the period of four (4) months prior to the
effectivity of his retirement in order to expedite the processing of the said
documents to ensure that the benefits therein shall be obtained by the retiring
BFP Personnel on his Fifty Sixth (56th) birthday.