Scribd Logo
Upload

Welcome to Scribd!

  • 1K views

    Checklist of Requirements For Terminal Leave Benefits

    Uploaded by

    Karen Feyt Mallari
    This document is a checklist of requirements to support a request for payment of retirement or terminal leave benefits pursuant to DBM Circular Letter No. 99-4. It lists documents needed such as a list of retirees, certificates of retirement, service records, approved leave applications, GSIS approval, and more. Agency officials must assume responsibility for the accuracy of documents and release the Budget Division from liability. The checklist helps ensure a complete request is submitted for release of retirement funds.

    Copyright:

    © All Rights Reserved
    Download as DOC, PDF, TXT or read online from Scribd

    Checklist of Requirements For Terminal Leave Benefits

    Uploaded by

    Karen Feyt Mallari
    1K views1 page
    This document is a checklist of requirements to support a request for payment of retirement or terminal leave benefits pursuant to DBM Circular Letter No. 99-4. It lists documents needed such as a list of retirees, certificates of retirement, service records, approved leave applications, GSIS approval, and more. Agency officials must assume responsibility for the accuracy of documents and release the Budget Division from liability. The checklist helps ensure a complete request is submitted for release of retirement funds.

    Original Description:

    er

    Original Title

    Checklist of Requirements for Terminal Leave Benefits

    Copyright

    © © All Rights Reserved

    Available Formats

    DOC, PDF, TXT or read online from Scribd

    Did you find this document useful?

    Is this content inappropriate?

    This document is a checklist of requirements to support a request for payment of retirement or terminal leave benefits pursuant to DBM Circular Letter No. 99-4. It lists documents needed such as a list of retirees, certificates of retirement, service records, approved leave applications, GSIS approval, and more. Agency officials must assume responsibility for the accuracy of documents and release the Budget Division from liability. The checklist helps ensure a complete request is submitted for release of retirement funds.

    Copyright:

    © All Rights Reserved
    Download as DOC, PDF, TXT or read online from Scribd
    Download as doc, pdf, or txt
    1K views1 page

    Checklist of Requirements For Terminal Leave Benefits

    Uploaded by

    Karen Feyt Mallari
    This document is a checklist of requirements to support a request for payment of retirement or terminal leave benefits pursuant to DBM Circular Letter No. 99-4. It lists documents needed such as a list of retirees, certificates of retirement, service records, approved leave applications, GSIS approval, and more. Agency officials must assume responsibility for the accuracy of documents and release the Budget Division from liability. The checklist helps ensure a complete request is submitted for release of retirement funds.

    Copyright:

    © All Rights Reserved
    Download as DOC, PDF, TXT or read online from Scribd
    Download as doc, pdf, or txt
    of 1

    CHECKLIST OF REQUIREMENTS TO SUPPORT REQUEST FOR Control No.

    :
    PAYMENT Controlled by:
    OF RETIREMENT/TERMINAL LEAVE BENEFITS Date :
    PURSUANT TO DBM CIRCULAR LETTER NO. 99-4 DATED FEBRUARY
    9, 1999

    Name of Retiree
    Retiree’s Current/Saving Account No.
    Organization Code
    Position Title
    Item No.
    Date of Birth
    Date of Original Appointment
    Date of Effectivity of Retirement
    Computed Amount of TL Benefits
    Deductions
    Net Amount

    SUPPORTING DOCUMENTS REMARKS


    X Original
    List of actual Retirees to support Special Budget request (SBR)
    Certificate by the Chief, Administrative Division, Finance Division and Approved
    by the RED/Bureau Director grouped by OPTIONAL or COMPULSORY
    retirements mode
    X Original
    Office Clearance
    X Original
    Service Record certified by the PO/AO indicating the actual date of Retirement
    X Original
    Approved Application for Leave (CSC Form No. 6, Revised 1984)
    Supported by Statement of Leave Credits earned by the retiree for TLB claims
    -
    Medical Certificate for retiree who are terminally ill and/or afflicted with
    Breathening ailments certified by the AO
    -
    Authenticated Death Certificate
    -
    Decision of agency’s legal office/adjudication board identifying the legal heirs of
    the deceased retiree
    -
    Breakdown or deductions in cases where retiree has outstanding accountabilities
    with government/private financial institution which shall be paid out of his
    retirement benefits
    X Certified
    GSIS approval for those retiring under RA 660 and/or RA 8291 or approval of the
    bureau Director/RED for those availing of retirement benefits under RA 1616 photocopy
    -
    Sworn Statement/Affidavit of the retiree for the delay in the filing of claims for
    payment of RG/TL for those who have retired two (2) or more years
    -
    Certification of non-payments of RG/TL benefits for retirees with delayed claim of
    two (2) or more years as certified by the agency’s accountant
    X Certified
    Salary/Step Increment granted to the retiree must be validated for consistency Photocopy
    compliance with the Salary Schedule per RA 6758

    Approved Financial Plan / SALN (original)

    We hereby assume full responsibility for the veracity accuracy and authenticity of the supporting documents submitted, including entries, therein,
    to support the request for the release for funds from DBM. We hereby release the Budget Division, DENR Central Office and fictitious
    documents attached to the request.

    PREPARED BY: REVIEWED BY: APPROVED BY:

    Supervising Administrative Officer Chief, Personnel Division Director, HRDS

    Notes: All information must be filled up properly


    Put check mark ( ) for documents submitted otherwise indicate N/A in the column for documents not submitted
    Two (2) duly accomplished forms of checklist should be submitted

    You might also like