Retirement Requirements

Retirees of UP Manila are entitled to several benefits applicable to their tenure in the University, subject to the initial evaluation of the HRDO.

Listed below are the documentary requirements the retirees need to submit three (3) months before their retirement.

NO COMPLETE DOCUMENTS, NO PROCESSING.

For Compulsory Retirees

Letter of Intent to Retire (approval thru channels) (form and instructions here)
GSIS Application for Retirement/Separation/Life Insurance Benefits (form and instructions here)
GSIS Member's Request Form (MRF) (form and instructions here)
Application for PAG-IBIG Provident Benefit (form and instructions here)
Application for Terminal Leave (form and instructions here)
Application for UP ID for retiree (form downloadable here; accomplished form to be attached here)
Statement of Assets, Liabilities and Net Worth (form and instructions here)
Photocopy of two (2) valid government IDs with Date of Birth and three (3) specimen signatures on each IDs. (UP Employee ID not applicable)
PSA Marriage Contract for married female employees.
Declaration of Pendency/Non-Pendency of Case to be notarized and submitted to GSIS after receipt of confirmation message from GSIS. (form and instructions here)
Exit Interview (form and instructions here)
Application for Service Recognition Pay (form and instructions here)
Application for Faculty Cumulative Leave Benefit (form and instructions here)
Authority to Deduct (form and instructions here)
Certificate of Part-time/Full-time (for College of Medicine Faculty)
Certificate of Not Connected to Other Government Agency (for College of Medicine Faculty)
Service Record of Residency in PGH or any other Government agencies (for College of Medicine Faculty)
Service Record from other government agency (for Part-time employees; for employees previously employed to other government agencies)

For PAG-IBIG Processing c/o UP Manila Liaison Officer:

Certificate of Last Remittance in PAG-IBIG (c/o Accounting Office)
Special Power of Attorney (SPA) with two (2) witnesses who are not related by consanguinity or affinity (for PAG-IBIG processing c/o UP Manila Liaison Officer; form can be downloaded here)
Photocopy of two (2) valid IDs of the SPA witnesses with three (3) specimen signatures

For Optional Retirees

Letter of Intent to Retire (approval thru channels) (form and instructions here)
GSIS Application for Retirement/Separation/Life Insurance Benefits (form and instructions here)
GSIS Member's Request Form (MRF) (form and instructions here)
Application for PAG-IBIG Provident Benefit (form and instructions here)
Application for Terminal Leave (form and instructions here)
Application for UP ID for retiree (form downloadable here; accomplished form to be attached here)
Statement of Assets, Liabilities and Net Worth (form and instructions here)
Photocopy of two (2) valid government IDs with Date of Birth and three (3) specimen signatures on each IDs. (UP Employee ID not applicable)
PSA Marriage Contract for married female employees.
Declaration of Pendency/Non-Pendency of Case to be notarized and submitted to GSIS after receipt of confimation message from GSIS. (form and instructions here)
Exit Interview (form and instructions here)
Application for Service Recognition Pay (form and instructions here)
Authority to Deduct (form and instructions here)
Certificate of Last Remittance in PAG-IBIG (c/o Accounting Office)
Certificate of Part-time/Full-time (for College of Medicine Faculty)
Certificate of Not Connected to Other Government Agency (for College of Medicine Faculty)
Service Record of Residency in PGH or any other Government agencies (for College of Medicine Faculty)
Service Record from other government agency (for Part-time employees; for employees previously employed to other government agencies)
Approved Succession Plan (form and instruction here)
University Clearance (shall be accomplished up until IV. ACCOUNTABILITIES MANAGEMENT) (form and instructions here)

For PAG-IBIG Processing c/o UP Manila Liaison Officer:

Certificate of Last Remittance in PAG-IBIG (c/o Accounting Office)
Special Power of Attorney (SPA) with two (2) witnesses who are not related by consanguinity or affinity (for PAG-IBIG processing c/o UP Manila Liaison Officer; form can be downloaded here)
Photocopy of two (2) valid IDs of the SPA witnesses with three (3) specimen signatures

For Agency Accredited Cooperative Members

For Agency Accredited Cooperative Members, they must submit the following documents to HRDO:

UP Credit Cooperative Affidavit of Undertaking (if with loan obligations) (form download here)
PGH Bayanihan Withdrawal of Membership form (form download here)
PGH Bayanihan Continuation of Membership form (form download here)
UP Provident Withdrawal of Member's Contribution form (form download here)
UP Provident Bank Authorization Form (form download here) (with photocopy of ATM)
Application for UP Provident Benefit Claim (form download here)

IMPORTANT NOTES:

GSIS will send a document to the declared address via mail (GSIS Clearance or GSIS Approval of Pension). The retiree/separated employee must submit a copy of this document to HRDO for the processing of their Retirement/Separation Benefit under UP Manila.
For PAG-IBIG Claiming of checks, the retiree/separated employee shall entrust two (2) original, valid government IDs to the UPM Liaison officer.

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