What are the requirements for money-back application?

The basic requirements are: a) the signed money-back application form, and b) photocopy of two (2) valid government IDs.

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.