What are the Additional requirements for money-back application? (Special Cases)

These additional requirements need to be submitted in addition to the basic requirements for special cases.

If the planholder is ABROAD:

• SPECIAL POWER OF ATTORNEY stating that the money-back check will be named after the authorized representative. 
• PASSPORT with entry stamp abroad or recent proof of employment abroad.
• WAIVER OF RIGHTS signed by the planholder and/or beneficiary/ies

If the planholder is a MINOR:

• VALID ID of the Guardian/Claimant
• BIRTH CERTIFICATE of the Planholder
• WAIVER OF RIGHTS signed by the planholder and/or beneficiary/ies

If the planholder is INCAPACITATED:

• MEDICAL CERTIFICATE
• RECENT PHOTO of the planholder holding current Newspaper/Calendar as proof of life
• LETTER signed by the authorized person which clearly states his/her:
    1. Acknowledgement of the conditions of the Planholder (i.e. bedridden, ill and cannot sign due to his illness); and,
    2. Commitment to free St. Peter Life Plan, Inc. from any claim, complaint or liabilities that may arise in the future in connection with the money-back benefits of the Planholder.
• NOTARIZED AFFIDAVIT of Two (2) disinterested persons to attest to the condition of the Planholder.
• WAIVER OF RIGHTS signed by the planholder and/or beneficiary/ies

If the planholder is already DECEASED but with unclaimed money-back benefit:

• PHOTOCOPY OF DEATH CERTIFICATE of the Planholder
• WAIVER OF RIGHTS signed by the beneficiary/ies
• LETTER FROM CLAIMANT which clearly states that:
1. He/She is aware that the money-back benefits are considered waived after the plan is used.
2. He/She commits to free us from any claim, complaint or liabilities that may arise in the future in connection with the money-back benefit.