Rules & Regulations Implementing

Republic Act No. 7699 Or Portability Law

For ocial ecurity Insurance ystems
!ate o" e""ecti#ity$ %&'(&)99*
Republic Act No. 7699

+An Act Instituting Limite, Portability c-eme in t-e ocial ecurity Insurance ystems
by .otali/ing t-e 0or1ers 2re,itable er#ices or 2ontributions in eac- o" t-e ystems3
Pursuant to ection 6 o" Republic Act No. 7699 entitle, +An Act Instituting Limite, Portability
c-eme in t-e ocial ecurity Insurance ystems by .otali/ing t-e 0or1ers 2re,itable
er#ices or 2ontributions in eac- o" t-e ystems3 t-e "ollowing Rules an, Regulations are
-ereby promulgate, to e""ecti#ely implement t-e pro#isions o" t-e Act.
R4L5 I $ 2O65RA75
ection ). .-ese rules an, regulations s-all apply to all wor1er8members o" t-e 7o#ernment
er#ice Insurance ystem 97I: an,&or ocial ecurity ystem 9: w-o trans"er "rom one
sector to anot-er; an, w-o wis- to retain t-eir members-ip in bot- ystems.
R4L5 II $ IN.5RPR5.A.ION
ection ). .-ese rules s-all be interprete, in t-e lig-t o" t-e !eclaration o" Policy "oun, in
ection I o" t-e Act$
+ It is -ereby ,eclare, t-e policy o" t-e tate to promote t-e wel"are o" our wor1ers by
recogni/ing t-eir e""orts in pro,ucti#e en,ea#ors an, to "urt-er impro#e t-eir con,itions by
pro#i,ing bene"its "or t-eir long years o" contribution to t-e national economy.3
.owar, t-is en,; not-ing in t-e Act s-all be construe, to ,iminis- or re,uce t-e
bene"its being en<oye, by a co#er wor1er arising "rom e=isting laws; issuances an, company
policies or practices or agreements between t-e employer an, t-e employees an, any
con"licting interpretation o" t-e law an, t-e implementing rules an, regulations s-all be
resol#e, in "a#or o" t-e wor1ers.
R4L5 III. !5FINI.ION OF .5R>
ection ). As use, in t-ese rules; t-e "ollowing terms s-all mean$
a: 2ontributions ? s-all re"er to t-e contributions pai, by t-e employer or wor1er to
eit-er t-e 7o#ernment er#ice Insurance ystem 97I: or t-e ocial ecurity ystem
9: on account o" t-e wor1er s members-ip.
b: Portability ? s-allre"erto t-e trans"er o" "un,s "ort-e account an, bene"it o" a wor1er
w-o trans"ers "rom one system to t-e ot-er.
c: ector ? s-all re"er to employment eit-er in t-e public or pri#ate sector.
,:
ystem ? s-all re"er to eit-er t-e 7I as create, un,er 2ommonwealt- Act No. )@6 as
amen,e, by Presi,ential !ecree No. ))*6 or t-e as create, un,er Republic Act No
.
))6); as amen,e,.
e: .otali/ation ? s-all re"er to t-e process o" a,,ing up t-e perio, o" cre,itable ser#ices
or contributions un,er eac- o" t-e ystems; "or purposes o" eligibility an, computation
o" bene"its.
": 2re,itable ser#ices ? "or t-e public sector; t-e "ollowing s-all be consi,ere, cre,itable
ser#ices$
).) All pre#ious ser#ices ren,ere, by an o""icial&employee pursuant to an
appointment w-et-er permanent; pro#isional or temporary.
).' All pre#ious ser#ices ren,ere, by an o""icial&employee pursuant to a ,uly
appro#e, appointment to a position in t-e 2i#il er#ice wit- compensation or
salaryA
).B .-e perio, ,uring w-ic- an o""icial&employee was on aut-ori/e, sic1 lea#e o"
absence wit-out pay not e=cee,ing one yearA
).* .-e perio, ,uring w-ic- an o""icial or employee was out o" t-e ser#ice as a
result o" illegal termination o" -is ser#ice as "inally ,eci,e, by t-e proper
aut-oritiesA an,
).% All pre#ious ser#ices wit- compensation or salary ren,ere, by electi#e o""icials.
g: Perio, o" contribution ? "or t-e pri#ate sector; t-e perio,s o" contribution s-all re"er to
t-e perio,s ,uring w-ic- a person ren,ers ser#ices "or an employer wit-
compensation or salary an, ,uring w-ic- contributions were pai, to . For t-e
purpose o" t-is ection; a sel"8employe, person s-all be consi,ere, an employee an,
employer at t-e same time.
-: 5ligibility ? means t-e wor1ers -as satis"ie, t-e reCuirements "or entitlement to t-e
bene"its pro#i,e, "or un,er t-e Act.
i: O#erlapping o" perio,s ? s-all re"er to t-e perio,s ,uring w-ic- a wor1er
simultaneously contributes to bot- ystems.
<: Dene"its ? s-all re"er tot -e "ollowing$
). Ol,8age bene"it '. !isability bene"it
B. ur#i#ors-ip bene"it
*. ic1ness bene"it
%. >e,icare bene"it; pro#i,e, t-at t-e member s-all claim sai, bene"it "rom t-e
ystem w-ere -e was last a member; an,
6. uc- ot-er bene"its common to bot- ystem t-at may be a#aile, o" t-roug-
totali/ation.
R4L5 I6 $ LI>I.5! POR.ADILI.E OF F4N!
ection ). .-e process in#ol#e, in t-e prompt payment o" money bene"its to eligible
members s-all be t-e <oint responsibility o" t-e 7I an, .
ection '. .-e ystem or ystems responsible "or t-e payment o" money bene"its ,ue a
co#ere, wor1er s-all release t-e same wit-in "i"teen 9)%: wor1ing ,ays "rom receipt o" t-e
claim; sub<ect to t-e submission o" t-e reCuire, ,ocuments an, a#ailability o" t-e complete
employee&employer recor,s in t-e ystem.
R4L5 6 $ .O.ALIFA.ION
ection ). All cre,itable ser#ices or perio,s o" contributions ma,e continuously or in t-e
aggregate o" a wor1er un,er eit-er o" t-e ectors s-all be a,,e, up an, consi,ere, "or
purposes o" eligibility an, computation o" bene"its.
ection '. All ser#ices ren,ere, or contributions pai, by a member personally an, t-ose t-at
were pai, by t-e employers to eit-er ystem s-all be consi,ere, in t-e computation o"
bene"its; w-ic- may be claime, "rom eit-er or bot- ystems. Gowe#er; t-e amount o" bene"its
to be pai, by one ystem s-all be in proportion to t-e ser#ices ren,ere,&perio,s o"
contributions ma,e to t-at ystem.
ection B. .otali/ation s-all apply in t-e "ollowing instances$
a: I" a wor1er is not Cuali"ie, "or any bene"its "rom bot- ystemsA
b: I" a wor1er in t-e public sector is not Cuali"ie, "or any bene"its in t-e 7IA or
c: I" a wor1er in t-e pri#ate sector is not Cuali"ie, "or any bene"its "rom t-e .
For t-e purpose o" computation o" bene"its; totali/ation s-all apply in all cases so t-at
t-e contributions ma,e by t-e wor1er8member in bot- ystems s-all pro#i,e ma=imum
bene"its w-ic- ot-erwise will not be a#ailable. In no case s-all t-e contribution be lost or
"or"eite,.
ection *. I" a"ter totali/ation t-e wor1er8member still ,oes not Cuali"y "or any bene"it liste, in Ru
le III; ection ) 9<:; t-e member will t-en get w-ate#er bene"its correspon, to -is&-er
contributions in eit-er or bot- ystems.
ection %. I" a wor1er Cuali"ies "or bene"its in bot- ystems; totali/ation s-all not apply.
ection 6. .-e process o" totali/ation o" cre,itable ser#ices or perio,s o" contributions an,
computation o" bene"its pro#i,e, "or un,er t-e Act s-all be t-e <oint responsibility o" t-e
7I an, t-e .
ection 7. O#erlapping perio,s o" cre,itable ser#ices or contributions in bot- ystems s-all
be cre,ite, only once "or purposes o" totali/ation.
R4L5 6I $ R5PONIDILI.E
ection ). .-e 7I an, t-e s-all be responsible "or t-e recor,ing an, ,ocumentation o"
t-e cre,itable ser#ices an,&or perio,s o" contributions o" t-e members respecti#ely.
ection '. For purposes o" t-e Act; accre,itation o" ser#ices or perio,s o" contributions o" t-e
members s-all be un,erta1en by t-e 7I "or t-e public sector an, by t-e "or t-e pri#ate
sector.
ection B. 2omplaints an, Cuestions relati#e to t-e cre,itable ser#ices or perio,s o"
contributions as well as computation o" bene"its s-all be broug-t be"ore t-e ystem concerne,
an, s-all be resol#e, in accor,ance wit- t-e policies an, proce,ures a,opte, by t-e sai,
ystem.
R4L5 6II $ APPLI2ADILI.E
ection ). .-e bene"its -erein pro#i,e, s-all apply to acti#e or inacti#e members o" eit-er
ystem as o" ,ate o" e""ecti#ity o" t-e Act w-ic- is >ay '(; )99*.
5FF52.I6I.E
ection ). .-ese implementing rules an, regulations s-all ta1e e""ect imme,iately.