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m Quality Management System G Pag-lBIG Fund HOME FINANCING DOCUMENTS CLAIM STUB Document No. HQP-HLF-115 Effectivity Date AUG O 7 2018 Version No. 02 Page 1 of 3

1.0 VERSION HISTORY

,, . EFFECTIVITY DATE: MAY 29, 2012 j VERSION NO. 01

REVISION/S REASON/S

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VERSION NO. 02 EFFECTIVITY DATE: AUG O 7 2018 •

REVISION/S REASON/S 1. Changed document title from • To cover various home financing

"TCT/CCT Claim Stub" to "Home documents not limited to TCT/CCT. Financing Documents Claim Stub".

2. Changed "HL Account Number" • To align terminology with other to "Housing Account Number". approved proforma documents.

3. Changed "Cash and • To align with the approved Pag-lBIG Administrative Services-Regional Fund Interim Structure for Member Branch" to "Cash and Services Operations. Administrative Services Division- Technical and Admin. Support (CASD-TAS)"

4. Included function of Member • MSBs also receive requests for Services Branch (MSB). releasing of home financing documents.

5. Changed "Mortgage Documents" • To cover various home financing to "Home Financing Documents". documents not limited to mortgage.

6. Added the following under Documents Required:

• "Marriage Contract (if the registered owner is single upon housing application)" as documentary requirement for claimant who is the registered owner.

• To consider female borrowers/buyers with changes on surname due to marriage.

• Certificate of No Marriage (CENOMAR) and PSA Certified True Copy of Marriage Contract of Parents (for single registered owner)

• To standardize acceptable documents to be presented by the claimant.

r~'lfl P.CME CEVEC>PME"T Copy t 'f'~ J MUTUAL FUND Note: JUL 3 0 2011

This document is a controlled copy issued to particular recipients; reproduction of this controlled document is

I MASTER COPY I prohibited and renders the copy as unofficial. Procedure on Document Control applies.

Quality Management System

Pag-lBIG Fund

Document No. HOME FINANCING DOCUMENTS CLAIM STUB

Version No. 02 HQP-HLF-115 Effectivity Date AUG O 7 2018

Page 2 of 3

7. Deleted the following requirements under "The claimant is the principal borrower (For CTS Generic and Accounts under Window 1 & 2 who fully paid prior to conversion of CTS to REM)":

• Endorsement Letter to Developer stating execution of Deed of Absolute Sale between Developer and Buyer (DOAS) from Billing & Collection Department/ LCMRD.

• DOAS between HDMF and Buyer (for closed developer companies)

• Cancellation/Release of Deed of Assignment of CTS

• To align with the revised procedure on processing of documents for release of home financing documents, wherein the said documents are directly endorsed to Securities and Mortgage Custodianship Division - Treasury Department/Cash and Administrative Services Division - Technical and Admin. Support (CASD- T AS) to release to borrower/buyer/ claimant.

8. Changed the terminologies:

following • To align terminology with other approved proforma documents.

• "Registered owner's death certificate" to "PSA Certified True Copy of Borrower's Death Certificate"

• "Birth Certificate/s of the heirs of deceased registered owner" to "PSA Certified True Copy of Birth Certificate/s of the heir/s of deceased registered owner."

• "Birth Certificate/s of siblings" to "PSA Certified True Copy of Birth Certificate/s of siblings".

• "Marriage Contract" to "PSA Certified True Copy of Marriaqe Contract (For

!ffi1 HOME DE'JEL:lPMc~!T Copy I l 'f'J MUTUAL FUND Note: JUL 3 0 20!3 This document is a controlled copy issued to particular recipients; reproduction of this controlled document is

I MASTER COPY I prohibited and renders the copy as unofficial. Procedure on Document Control applies.

m Quality Management System G Pag-lBIG Fund HOME FINANCING DOCUMENTS CLAIM STUB Document No. HQP-HLF-115 Effectivity Date AUG O 7 2018 Version No. . 02 Page 3 of 3

married registered owner)".

9. Changed the font size of form • To align with Procedure on Document code and location of version Control issued last 07 October 2015. control number.

2.0 DOCUMENT DESCRIPTION AND SPECIFICATION

2.1 Document Description

• This document shall be issued to the borrower/buyer/claimant by Accounts Management and Billing Department/Foreclosure Department/Loans Management and Recovery (Large/Medium HBC)/Loans Management (Small HBC)/Member Services Branch (MSB) to claim home financing documents from Securities and Mortgage Custodianship Division - Treasury Department/Cash and Administrative Services Division - Technical and Admin. Support (CASD-TAS)/Member Services Branch (MSB).

• It also includes documentary requirements for submission prior to release of home financing documents.

2.2 Copies and Distribution -,- -- Ii - ,·-& - _,... ... _,.. ___

Copy Distribution Original Borrower/buyer/claimant

2.3 Specifications

Paper Size Materials

8 %" X 11" White bond, Multi-Purpose paper, 70 gsm., black ink

ml K'JME CE'JELOP~1c~!T1 Copy l5£j MUTUAL FUND Note:

JUL 3 0 20n This document is a controlled copy issued to particular recipients; reproduction of this controlled document is

l MASTER COP f I prohibited and renders the copy as unofficial. Procedure on Document Control applies. /

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~

HQP-HLF-115 (V02, 07/2018)

HOME FINANCING DOCUMENTS CLAIM STUB LAST NAME FIRST NAME NAME EXTENSION MIDDLE NAME Housing Account No.

(e.g. Jr., II)

Issued by:

Signature Over Printed Name Date

NOTES 1. Proceed to the Securities and Mortgage Custodianship Division-Treasury Department/Cash and

Administrative Services Division-Technical and Admin. Support/Members Services Branch at on for claiming the title and other

home financing documents. 2. Please call the Securities and Mortgage Custodianship Division-Treasury Department/Cash and

Administrative Services Division-Technical and Admin. Support/Members Services Branch at telephone number/s prior to pick up/claiming the title and other home financing documents.

DOCUMENTS REQUIRED

Please check appropriate box applicable for the claimant:

D The claimant is the registered owner: a Two (2) valid IDs with signature and photo 1---- l b Marriage Contract (For female registered owner who rs single at the time of housing application but rs now married) , "'~· ·~ H,"JME c:c•JICLQ ri,;::••r

I , r,.'1" 1'? I ~ - , • •'--~~ The claimant is a representative: j' L~·,j l>.iUTUAL FUrW a Special Power of Attorney (SPA) executed by the registered owner

• If registered owner IS an OFW / already residing outside the country - duly notarized prior to date of departure or duly :rtJr ie] 5n1orn authenticated by the Philippine Embassy or Consulate rn the country where the registered owner rs staying, tf ab,oad

• If registered owner ts physically incapacitated - evidenced by a medical certificate b Two (2) valid IDs with signature and photo each of the registered owner and the representative Jvi As TE R CO p { I The claimant is/are heir/s of deceased registered owner: a. Photocopy of the following:

• PSA Certified True Copy of Borrower's Death Certificate PSA Certified True Copy of Birth Certificate/s of the heir/s of deceased registered owner PSA Certified True Copy of Birth Certificate/s of siblings (if deceased registered owner is single and parents are deceased)

• Certificate of No Marriage (CENOMAR) and PSA Certified True Copy of Marriage Contract of Parents (for single registered owner) • PSA Certified True Copy of Marriage Contract (For married registered owner)

b. Notarized Affidavit of Guardianship (For heirls 18 years old and below, or physically/mentally incompetent), if applicable c. Notarized Proof of Surviving Heir/s d. SPA executed by the heir/s of deceased registered owner e. Deed of Partition/Last Will and Testament, Final Decision on Intestate/Estate Proceedings of deceased registered owner, if applicable f. Two (2) valid IDs with signature and photo each of the registered owner and heir/s

The claimant is assignee/successor-in-interest pursuant to Article II Section 1 of the Loan and Mortgage Agreement (LMA): a. Comply A to F above, if applicable b. Deed of Sale/Assignment executed by the deceased registered owner in favor of the claimant c. SPA executed by the surviving spouse and other heir/s of the deceased registered owner

The claimant is the principal borrower (For CTS Generic and Accounts under Windows 1 & 2 who fully paid prior to conversion of CTS to REM) a. Two (2) valid IDs with signature and photo b. Marriage Contract (For female registered owner who is single at the time of housing application but is now married)

D

D

D

D

IMPORTANT 1. Please bring the requirements together with this claim stub to Securities and Mortgage Custodianship Division-Treasury

Department/Cash and Administrative Services Division-Technical and Admin. Support/Members Services Branch at

2. In all instances wherein photocopies are submitted, the original documents shall be presented for authentication. 3. In case of doubt, Pag-lBIG Fund reserves the right to request claimant to submit additional documents/proofs to establish

the true identity of the rightful claimant, as well as to eliminate doubt