The following forms are in Portable Document Format (PDF) and may be downloaded using any standard printer provided you have installed an Adobe Acrobat Reader. http://www.adobe.com


MR







Member's Record

The Member's permanent record in PERAA which is a requirement for issuance of ID card. Only employees included in the PRL should accomplish this form.

 

CF








Member's Change  or 
Addition Report Form






The form is used in reporting correction(s),
change(s), addition(s), in connection with
date of birth, beneficiaries, civil status or
name previously reported in the Member's
Record (MR).


PRL
 

Premium Remittance
List


The list of employees and corresponding retirement premiums for the month/period paid for.

 

LRL
 

Loan Remittance List


The list of employees and corresponding loan amortization for the period paid for.

 

ADM 4-A



Retirement, Disability
or Death Benefit Forms


Application Form
Instructions & Checklist of Requirements
Release and Quit Claim Form 


ADM 4-B





Resignation or Separation
from-Service Benefit Forms


Application Form
Instructions & Checklist of Requirements
Release and Quit Claim Form 


AF







Amendment Form

The official form used by administrators to report correction(s), change(s), in provisions or policies indicated in the Retirement Plan Resolution

 

IIS
 

Institutional Information Sheet


Initial data sheet for institutions intending to join PERAA
 

Trust Agreement
Retirement Plan Resolution
Vesting Policy
PERAA Form 1
Cover Letter to the BIR
Authorized Signatories Form
PERAA Member's Record