Frequently Asked Questions



Frequently Asked Questions



(1.) Who can claim the benefits from St. Peter Life Plan? 

 

If you are:
  • Married & with children
  • Single with children
  • Single without children
Box Shadow
Legal Claimant /Beneficiaries:
  • Spouse and/or your children
  • Children
  • Parents
Box Shadow

(2.) What are the benefits that my family can claim from my St. Peter Life Plan? 

 

Your family is entitled to the following benefits from your St. Peter Life Plan:
  • Memorial Service
  • Cash Assistance Benefit/Extended Cash Assistance Benefit (for insurable persons only)
  • Waiver of Installment
  • Accident Death Benefit ((for planholders aged 18-55)
  • Return of Premium (applicable to St. Peter Life Plan Plus only) subject to the conditions Life Plan Contact.
Box Shadow

(3.) How can my family claim the benefits from my St. Peter Life Plan?


It's easy! You just have to present the following documents to any St. Peter Life Plan, Inc. office and they will process everything else for you! Each document is strictly released only to your family. WE PROTECT AND SAFEGUARD YOUR BEST INTERESTS.



The following are the requirements for each specific benefit from your St. Peter Life Plan: 


Requirements in availing of the Memorial Service:
  • Life Plan Agreement (LPA) - Planholder's copy & Policy Card
  • Certificate of Fully Paid Plan (if fully paid)
  • Branch Statement of Account
  • If assigned, 1 valid ID of Planholder plus an Assignment Fee.
  • Dully filled out Memorial Service Call Slip
  • If assigned, 1 valid ID of Planholder plus an Assignment Fee.
  • Death Certificate
Box Shadow

Requirements to claim your Cash Assistance Benefit and Extended Cash Assistance Benefit:
  • Death Certificate with seal and issued by the Local Civil Registry or National Statistics Office (NSO)
  • Statement of Claimant/Beneficiary
  • NSO Authentication Birth Certificate of Planholder and Claimant/Beneficiary
  • Marriage Contract of the Beneficiary (if the claimant is the spouse)
  • Photocopy of Valid ID's of the Beneficiary
  • Branch Statement of Account
  • Physician's statement (if within contestability eriod and cause of death is due to illness)
  • Life Plan Agreement (LPA) - Planholder's copy
  • Certificate of Full Payment of Plan (if fully paid)
  • Policy Card
  • Medical History (if death happened within the contestability period)
Box Shadow

Requirements for Cash Surrender Value (CSV):
  • Dully accomplished Cash Surrender Value/Termination Value Application Form
  • At least two (2) valid ID's showing the signature of the Planholder (SSS, Driver's License, Company ID, etc.)
  • Certificate of Full Payment of Plan (if fully paid)
  • Policy Card
  • Life Plan Agreement (LPA)
  • Marriage Contract of Planholder (if there is a change in the last name of the Planholder as indicated in the LPA)
Box Shadow

Requirements for Unrendered Service Benefit (USB):
  • Death Certificate
  • Statement of Claimant
  • Birth Certificate of Planholder & Claimant
  • Marriage Contract (if married)
  • Branch Statement of Account
  • Statement of Unrendered Service
  • Life Plan Agreement (LPA) - Planholder's copy
  • Certificate of Full Payment of Plan (if fully paid)
  • Policy Card
Box Shadow

Requirements for Waiver of Installment:
  • Medical Certificate & History of Illness
  • Birth Certificate of Planholder
  • Hospital Bills
  • Personal Investigation of the Branch Manager
  • Valid ID of the Planholder
  • Policy Card
  • LPA - Planholder's copy
Box Shadow