MEMBERSHIP APPLICATION – REGULAR & ASSOCIATE

Qualified to apply: REGULAR

Military Officer, Enlisted Personnel
1.
Inactive/Reserve Officer
2.
Note: Must be CAD for 1 term of 3 years continuous service
3. PNP/BFP/BJMP Officer or Non-Officer
4. Civilian Employees (AFPSLAI-accredited institutions)
5. Resigned from Military Service / Honorably Discharged
6. AFP/PNP/BFP Retirees
7. AFP/PNP Pensioners (widow/er)
ASSOCIATE
8. PVAO Pensioners
9. Dependents of Regular Members (spouse/children)
10. PNPA/PMA/PAF Cadet
11. Candidate Officers (OCS and NOCC)
Responsible Unit: MEMBERSHIP SECTION
Responsible Person: MEMBERSHIP SERVICES STAFF (MSS)
Fees: NONE
Standard Processing Time: 20 mins upon acceptance of complete documents

PHASE STEP OPR ACTIVITY

Query of 1 Client Secures queuing number and waits to be called by the MS Staff.
eligibility for (phone-in queries with regards to requirements may be entertained to some extent
membership only, to protect the privacy of existing members)
& required
documents 2 Client When called by the MS Staff, presents valid identification to establish
identity of membership applicant.
3 MS Staff Performs corresponding verification to determine whether applicant has
been previously admitted as member:
a) If without existing records, provides member with Membership
Application Form (MAF) and list of needed requirements (Table 1).
Applicant to proceed with step 4.
b) If with active membership status, advises member to update records
(see membership updating).
c) If with terminated membership, verifies if he meets criteria mentioned
under re-activation (see re-activation of membership), otherwise
applicant shall be qualified for re-admission which entails the same
requirements as a new member without existing records with an
additional requirement to submit letter of intent.
4 Client Submits filled up Membership Application Form (MAF) together with
pertinent documentary requirements (refer to Table 1) as applicable from
each respective branch of service, and deposit slip and amount for the
required initial CCA of P1,000.00.
Actual 5 MS Staff Encodes the application, scans the Specimen Signature Card (SSC) and
membership forwards the necessary documents to the BH for approval of membership.
processing
6 BH Evaluates the membership application and approves.
7 MS Staff Initiates the opening of Capital Contribution Account (CCA) and forwards the
same to the Tellering Section for the initial deposit of the member.
8 Teller Validates initial deposit and forwards updated CCA passbook to MS Staff.
9 MS Staff Releases updated CCA passbook and AFPSLAI ID to member.
END OF PROCESS
MEMBERSHIP DATA UPDATE – REGULAR & ASSOCIATE
Required to Update: 12. Those with changes in any of their personal details as contained in the
Membership Application Form (MAF) and/or Specimen Signature Card (SSC);
Those that have not updated their membership record and SSCs for at
13.
least 3 years
Responsible Unit: MEMBERSHIP SECTION
Responsible Person: MEMBERSHIP SERVICES STAFF (MSS)
Fees: NONE
Standard Processing Time: 20 mins upon acceptance of complete documents

STEP OPR ACTIVITY

1 Client Secures queuing number and waits to be called by the MS Staff.
(phone-in queries with regards to requirements may be entertained to some extent only,
to protect the privacy of existing members)
2 Client When called by the MS Staff, presents valid identification to establish identity of the
member (i.e. AFPSLAI ID).
3 MS Staff Performs corresponding verification to determine other items that may have been tagged
(account hold) in the IMCS that is required of the member; and advises member
accordingly.
4 Client Submits filled up Membership Update Form (MUF) together with the corresponding
documents as may be required by the MS Staff. For data update with regards to changes in
civil status to married, the list of requirements is found in Table 2.
5 MS Staff Proceeds with the updating of records of the member and scanning of SSC.
END OF PROCESS FOR STATUS UPDATE WITHOUT CHANGE IN SURNAME.
For status update with change in surname, proceed to step 6.
6 Client Submits filled up forms to MS Staff for ID replacement and passbook replacement by reason
of the change in surname.
7 MS Staff Initiates the preparation of new ID as well as updating of account(s) registered to the
member to reflect the new surname including its corresponding passbook(s).
8 MS Staff Releases updated passbook and AFPSLAI ID to member.
END OF PROCESS

Requirement for Status Updating – Single to Married (MUF, SSC & ID) Table 2
Change in Status to Married Change in Status to Married
without change in Surname with change in Surname
Regular Associate Regular Associate
NSO Certified Marriage Certificate  Required  Required  Required  Required
Amendment Order and Latest Payslip (with new surname)  Required
Company ID/Valid ID /service ID (with new surname)  Required  Required
Two(2) copies 2x2 ID picture in white background
 Active, Inactive and Reserved Officer, Cadets shall be in
 Required  Required  Required  Required
uniform without eye and head wear
 Retired / Resigned and Civilians shall be in civilian clothes
One(1) copy of 1x1ID picture in white background
 Active, Inactive and Reserved Officer, Cadets shall be in
 Required  Required
uniform without eye and head wear
 Retired / Resigned and Civilians shall be in civilian clothes
REPLACEMENT OF LOST ID
Responsible Unit: MEMBERSHIP SECTION
Responsible Person: MEMBERSHIP SERVICES STAFF (MSS)
Fees: P30.00
Standard Processing Time: 20 mins upon acceptance of complete documents

STEP OPR ACTIVITY

1 Client Secures queuing number and waits to be called by the MS Staff.
(phone-in queries with regards to requirements may be entertained to
some extent only, to protect the privacy of existing members)
2 Client When called by the MS Staff, presents valid identification to establish
identity of the member (i.e. government issued ID with picture).
3 MS Staff 1. Performs corresponding verification to determine other items that may
have been tagged (account hold) in the IMCS that is required of the
member; and advises member accordingly.
2. Requires member to fill up ID replacement form and endorses member
to the Tellering Section to make payment.
4 Client Pays the corresponding fee at the Tellering Section, and proceeds to
Membership Section.
5 Client Presents OR and submits filled up ID replacement form together with the
corresponding documents, as may be required by the MS Staff.
Pertinent requirements for ID replacement are:
 1 copy of notarized Affidavit of Loss
 Two (2) copies 1x1 ID picture (with white background, in uniform, no
eye/head gear)
 Photocopy of 3 valid IDs (original copy shall be presented)
6 MS Staff Proceeds in processing the new ID and releases it to the member.
END OF PROCESS
REPLACEMENT OF LOST PASSBOOK
Responsible Unit: MEMBERSHIP SECTION
Responsible Person: MEMBERSHIP SERVICES STAFF (MSS)
Fees: P100.00
Standard Processing Time: 20 mins upon acceptance of complete documents

STEP OPR ACTIVITY

1 Client Secures queuing number and waits to be called by the MS Staff.
(phone-in queries with regards to requirements may be entertained to
some extent only, to protect the privacy of existing members)
2 Client When called by the MS Staff, presents valid identification to establish
identity of the member (i.e. AFPSLAI ID, government issued ID with
picture).
3 MS Staff 1. Performs corresponding verification to determine other items that may
have been tagged (account hold) in the IMCS that is required of the
member; and advises member accordingly.
2. Requires member to fill up passbook replacement form and endorses
member to the Tellering Section to make payment.
4 Client Pays the corresponding fee at the Tellering Section, and proceeds to
Membership Section.
5 Client Presents OR and submits filled up passbook replacement form together
with the corresponding documents, as may be required by the MS Staff.
Pertinent requirements for Passbook replacement are:
 1 copy of notarized Affidavit of Loss clearly indicating the account
number
 Two (2) copies 2x2 picture (with white background, in uniform without
eye/head gear)
 Photocopy of 3 valid IDs (original copy shall be presented)
6 MS Staff Proceeds in processing the new passbook and releases it to the member.
Puts the account on hold for 1 working day, hence withdrawal can only be
allowed the following working day after the replacement is facilitated.
END OF PROCESS
REPLACEMENT OF FILLED UP PASSBOOK
Responsible Unit: MEMBERSHIP SECTION
Responsible Person: MEMBERSHIP SERVICES STAFF (MSS)
Fees: NONE
Standard Processing Time: 5 mins upon acceptance of complete documents

STEP OPR ACTIVITY

1 Client Secures queuing number and waits to be called by the MS Staff.
(phone-in queries with regards to requirements may be entertained to
some extent only, to protect the privacy of existing members)
2 Client When called by the MS Staff, presents valid identification to establish
identity of the member (i.e. AFPSLAI ID, government issued ID with
picture), as well as the filled up passbook for evaluation of the MS Staff.
3 MS Staff 1. Performs corresponding verification to determine other items that may
have been tagged (account hold) in the IMCS that is required of the
member; and advises member accordingly.
2. Requires member to fill up passbook replacement form.
4 Client Submits filled up passbook replacement form together with the
corresponding documents, as may be required by the MS Staff.
5 MS Staff Proceeds in processing the new passbook and releases it to the member.
END OF PROCESS
APPLICATION FOR JOINT ACCOUNTS & SURVIVORSHIP AGREEMENT
Responsible Unit: MEMBERSHIP SECTION
Responsible Person: MEMBERSHIP SERVICES STAFF (MSS)
Fees: P100.00
Standard Processing Time: 20 mins upon acceptance of complete documents

STEP OPR ACTIVITY

1 Client Secures queuing number and waits to be called by the MS Staff.
(phone-in queries with regards to requirements may be entertained to
some extent only, to protect the privacy of existing members)
2 Client When called by the MS Staff, presents valid identification to establish
(principal identity of the members (i.e. AFPSLAI ID, government issued ID with
together picture) and informs MS Staff of intention to apply for joint account.
with co-
depositors)
3 MS Staff 1 Requires member intending to be co-depositors to update their
respective records (pls refer to steps in membership updating)
2 Performs corresponding verification to determine other items that may
have been tagged (account hold) in the IMCS that is required of the
members; and advises member accordingly.
3 Explains to the member the implications of an “and” account as
compared to an “and/or” account, the former requiring that the principal
and all co-depositors to sign in the transactions slips (i.e. withdrawals)
before it can be processed later on, while the latter requires any of the
signatures of the principal or the co-depositors only. It should be
highlighted however that each account can only take in a maximum of
two (2) co-depositors.
4 Explains the implications of a joint account covered with a Survivorship
Agreement as compared to one that is not.
5 Requires member to fill up and sign the Joint Account Form and
passbook replacement form.
4 Client Complies first with the updating of membership record, then submits filled
up Joint Account Form and duly signed passbook replacement form
together with the corresponding documents, as may be required by the
MS Staff.
5 MS Staff Facilitates the joint account application as well as the passbook
replacement. Once done, the MS staff shall release the new passbook
indicating therein the names of the principal and the co-depositors.
END OF PROCESS
CANCELLATION OF CO-DEPOSITORS & SURVIVORSHIP AGREEMENT
Responsible Unit: MEMBERSHIP SECTION
Responsible Person: MEMBERSHIP SERVICES STAFF (MSS)
Fees: P100.00
Standard Processing Time: 20 mins upon acceptance of complete documents

STEP OPR ACTIVITY

1 Client Secures queuing number and waits to be called by the MS Staff.
(phone-in queries with regards to requirements may be entertained to
some extent only, to protect the privacy of existing members)
2 Client When called by the MS Staff, presents valid identification to establish
(principal identity of the members (i.e. AFPSLAI ID, government issued ID with
together picture) and informs MS Staff of intention remove co-depositor(s) from the
with co-
depositors)
joint account.
3 MS Staff 1 Requires member to surrender corresponding passbook of the
accounts from which the co-depositor(s) shall be removed.
2 Performs corresponding verification to determine other items that may
have been tagged (account hold) in the IMCS that is required of the
members; and advises member accordingly.
3 Requires member to fill up and sign the request form for cancellation of
co-depositor (mere signing of said form implicitly connotes that the co-
depositor(s) being removed, cedes his/her claim to the amount in the
subject account); and passbook replacement form.
4 Client Submits the filled out and duly signed request form for co-depositor
cancellation and the passbook of subject jointly-owned account as well as
the passbook replacement form.
5 MS Staff Facilitates the cancellation of the co-depositor from the subject account
and initiates the issuance of a new passbook reflecting the changes made
(dropping of co-depositor from account name) and releases said passbook
to the remaining depositor of said account.
END OF PROCESS
APPLICATION FOR CAPCON AUTO DEDUCTION
Responsible Unit: MEMBERSHIP SECTION
Responsible Person: MEMBERSHIP SERVICES STAFF (MSS)
Fees: NONE
Standard Processing Time: 20 mins upon acceptance of complete documents

STEP OPR ACTIVITY

1 Client Secures queuing number and waits to be called by the MS Staff.
(phone-in queries with regards to requirements may be entertained to
some extent only, to protect the privacy of existing members)
2 Client When called by the MS Staff, presents valid identification to establish
identity of the member (i.e. AFPSLAI ID, government issued ID with
picture) and informs MS Staff of intention to apply for CapCon auto
deduction.
3 MS Staff 1 Performs corresponding verification to determine other items that
may have been tagged (account hold) in the IMCS that is required
of the member; and advises member accordingly.
2 Verifies the sufficiency of the member’s NTHP to accommodate such a
request and informs member of salient provisions of the CapCon Account
and its prescribed limits.
3 Requires member to fill up CapCon Auto Deduction Form (equivalent to
an ATD).
4 Client Submits filled up CapCon Auto Deduction Form together with photocopy of
latest payslip (original should be presented) as well as other
corresponding documents that may be required by the MS Staff.
5 MS Staff Checks and ensures that the form is completely filled up by the member
and advises member as to the effectivity of the first deduction depending
on the branch of service the member belongs to.
END OF PROCESS
APPLICATION FOR SAVINGS ACCOUNT (02) AND PENSION ACCOUNT (07,09,012)
Responsible Unit: MEMBERSHIP SECTION
Responsible Person: MEMBERSHIP SERVICES STAFF (MSS)
Fees: NONE
Standard Processing Time: 20 mins upon acceptance of complete documents

STEP OPR ACTIVITY

1 Client Secures queuing number and waits to be called by the MS Staff.
(phone-in queries with regards to requirements may be entertained to some
extent only, to protect the privacy of existing members)
2 Client When called by the MS Staff, presents valid identification to establish identity of
the member (i.e. AFPSLAI ID, government issued ID with picture) and informs
MS Staff of intention to apply for savings account or pension account, as
applicable.
3 MS Staff 1 Performs corresponding verification to determine other items that may
have been tagged (account hold) in the IMCS that is required of the
member; and advises member accordingly.
2 Requires member to fill up the account form.
4 Client Submits filled up account form as well as other corresponding documents that
may be required by the MS Staff.
5 MS Staff Proceeds in processing the new passbook and releases it to the member.
END OF PROCESS
ENROLMENT INTO AFPSLAI PENSION EXPRESS (APEX)
Qualified to Apply: GHQR Pensioners currently receiving pension in AFPSLAI
PNP Retirees / Pensioners
BFP Retirees / Pensioners
Responsible Unit: MEMBERSHIP SECTION, AFPSLAI
UCPB Branch Office
Responsible Person: MEMBERSHIP SERVICES STAFF (MSS)
UCPB New Accounts In-charge
Fees: NONE
Standard Processing Time: 20 mins upon acceptance of complete documents

STEP OPR ACTIVITY

1 Client Secures queuing number and waits to be called by the MS Staff.
(phone-in queries with regards to requirements may be entertained to
some extent only, to protect the privacy of existing members)
2 Client When called by the MS Staff, presents valid identification to establish
identity of the member (i.e. AFPSLAI ID, government issued ID with
picture) and informs MS Staff of intention to apply for AFPSLAI Pension
Express (APEX).
3 MS Staff 6 Performs corresponding verification to determine other items that may
have been tagged (account hold) in the IMCS that is required of the
member; and advises member accordingly.
7 Requires member to update records (see steps on membership
updating).
8 Verifies whether pensioner is currently receiving pension thru AFPSLAI or
not. If member is currently receiving pension in AFPSLAI, MS Staff shall
ensure that only the P100 required maintaining balance is retained in the
pension account and the rest is transferred by the pensioner to his/her
UCPB APEX account. If member is not yet receiving pension in AFPSLAI,
MSS facilitates the issuance of the SD07 pension account together with
the P100 initial deposit from the member (see application for pension
account 07,09,012).
9 Requires member to fill out the AFPSLAI Pension Express Form.
4 Client Submits filled out APEX Form to MS Staff.
5 MS Staff 1 Provides referral and Authorization Letter to pensioner as basis for UCPB
to admit said pensioner to open an ATM account.
2 Performs other tasks incidental to the enrolment of the pensioner into
the APEX scheme.
6 Client Proceeds to UCPB and presents the referral and Authorization Letter to the
Account In-charge, together with the following:
 Filled up UCPB Money Mate application form
 Two (2) valid IDs
 Initial Deposit of P100 – withdrawable once APEX account is activated
given that this ATM product of UCPB requires no maintaining balance.
7 UCPB Advises pensioner to return after five (5) working days to claim the ATM
Card.
8 Client Claims the ATM Card on the scheduled date. At this instance, only the
pensioner is allowed by the UCPB to claim the ATM Card, as well as the
PIN during activation.
END OF PROCESS
RENEWAL OF AFPSLAI PENSION EXPRESS (APEX) ENROLMENT
Deadline for Renewal: Last working day of the 6th month from date of enrolment or
last renewal
Responsible Unit: MEMBERSHIP SECTION
Responsible Person: MEMBERSHIP SERVICES STAFF (MSS)
Fees: NONE
Standard Processing Time: 20 mins upon acceptance of complete documents

STEP OPR ACTIVITY

1 Client Secures queuing number and waits to be called by the MS Staff.
(phone-in queries with regards to requirements may be entertained to
some extent only, to protect the privacy of existing members)
2 Client When called by the MS Staff, presents valid identification to establish
identity of the member (i.e. AFPSLAI ID, government issued ID with
picture) and informs MS Staff of intention to renew AFPSLAI Pension
Express (APEX) enrolment.
3 MS Staff 1 Performs corresponding verification to determine other items that
may have been tagged (account hold) in the IMCS that is required
of the member; and advises member accordingly.
2 Requires member to fill out the ATM Pension Update Form.
4 Client Submits filled out ATM Pension Update Form to MS Staff, as well as other
documents that may be required by the MS Staff based on result of the
account verification process.
5 MS Staff Facilitates renewal of the subject ATM pension enrolment.
END OF PROCESS
RE-ACTIVATION OF AFPSLAI MEMBERSHIP
Conditions that qualify for  Membership was terminated despite remittances for capital
membership re-activation: contribution received by AFPSLAI which were yet to be
posted into the CapCon Account with below P1,000
maintaining balance at the time of termination
 Terminated member had either outstanding current or past
due loan for which the member signified intention to settle
the account thru condonation and/or re-structuring
 Terminated member was erroneously tagged for termination
because of a deceased namesake who had already been
terminated from the membership roll.
Responsible Unit: MEMBERSHIP SECTION
Responsible Person: MEMBERSHIP SERVICES STAFF (MSS)
Fees: NONE
Standard Processing Time: 30 mins upon acceptance of complete documents

STEP OPR ACTIVITY

1 Client Secures queuing number and waits to be called by the MS Staff.
(phone-in queries with regards to requirements may be entertained to
some extent only, to protect the privacy of existing members)
2 Client When called by the MS Staff, presents valid identification to establish
identity of the member (i.e. AFPSLAI ID, government issued ID with
picture) and inquires status of membership.
3 MS Staff 10 Performs corresponding verification to determine if cause for
membership termination falls under the conditions stated above.
11 If within bounds of the conditions set above, requires member to
update records (see membership updating) and presents passbook
and ID (if lost, see procedure on replacement of lost ID/Passbook),
otherwise advises member to comply with requirements on application
as new member (see new membership application).
4 Client Submits Membership Update Form (MUF) together with other documents
as maybe required by the MS Staff.
5 MS Staff Initiates routing of re-activation form starting from branch approving
authorities up to Head, CSMAO.
6 CSMAO Reactivates membership record of concerned member based on approved
In charge re-activation form.
7 MS Staff Informs member that account has been re-activated and requires member
to make deposit equivalent to minimum required balance.
8 Client Makes deposit on corresponding CapCon account as required by MS Staff.
END OF PROCESS
TERMINATION OF MEMBERSHIP
Responsible Unit: MEMBERSHIP SECTION
Responsible Person: MEMBERSHIP SERVICES STAFF (MSS)
Fees: NONE
Standard Processing Time: 20 mins upon receipt of complete documents, up to Step 5

STEP OPR ACTIVITY

1 Client Secures queuing number and waits to be called by the MS Staff.
(phone-in queries with regards to requirements may be entertained to some extent
only, to protect the privacy of existing members)
2 Client When called by the MS Staff, presents valid identification to establish identity of the
member (i.e. AFPSLAI ID) and informs MS staff of intent to terminate membership.
3 MS Staff 1. Performs corresponding verification to determine the facts surrounding the
account(s) of the member as different circumstances lead to different requirements
for submission:
 Certificate of last payment from Finance Center – for active / discharged / retired
members (to include civilian employees) of the AFP / PNP / BFP / BJMP with
outstanding loan and capital contribution remittance.
 Proof that pension remittance to AFPSLAI has already stopped – for those
receiving pension thru AFPSLAI
 Duly accomplished APEX account closure form – for those enrolled in APEX
 Other appropriate documents as required by the MS Staff when the member co-
owns a joint account(s).
2. Informs member of any accountabilities with the Association that is due for
settlement or offsetting against the proceeds of the account(s) being terminated.
3. Requires member to fill out Membership Termination Form and submits other basic
requirements for termination.
4 Client Submits the filled up Membership Termination Form together with the following:
 AFPSLAI ID/Passbook(s) – in case of lost Passbook/ID, member needs to execute
Affidavit of Loss citing the circumstance of the loss of the same
 Additional Valid IDs – includes AFP/PNP/BJMP/BFP IDs or other IDs issued by
AFPSLAI-recognized institutions. Company IDs, GSIS/SSS/ PAG-IBIG ID, TIN,
Voter’s ID, Driver’s License, latest Police/NBI Clearance.
 Any one (1) or a combination of the requirements cited in step 3 which
corresponds to the nature of the account(s) the member holds.
5 MS Staff 1. Evaluates completeness and authenticity of the documents submitted, then
facilitates verification of loans and other accountabilities, including incidental tasks
on offsetting and OTC cash payment the member needs to make.
2. Informs member on when to claim the termination proceeds (as applicable) and
gives claim stub accordingly.
6 Client Returns to AFPSLAI on the agreed date of when the termination proceeds shall be
released and presents valid IDs to the releasing Teller to establish identity of claimant.
7 Releasing Releases check to rightful claimant.
Teller
END OF PROCESS