Note: Documents related to accreditation that are not included in the list are currently under pending review.

  1. Checklist of Requirements for SRRV Application
  2. SRRV Application for Principal (English)
  3. SRRV Application for Principal (Chinese)
  4. SRRV Application for Principal (Japanese)
  5. SRRV Application for Principal (Korean)
  6. SRRV Application for Dependent (English)
  7. SRRV Application for Dependent (Chinese)
  8. SRRV Application for Dependent (Japanese)
  9. SRRV Application for Dependent (Korean)
  10. Medical Form/Certificate (English)
  11. Medical Form (Korean)
  12. Medical Form (Chinese)
  13. Checklist of Requirements as Marketer   Issue Date: January 2021
  14. Application Form for Marketer 
  15. Marketer’s Information Sheet
  16. Marketer PRA Contract 2024
  17. Marketer ID Form
  18. Checklist of Requirements for Merchant Partner
  19. Application Form for Merchant Partner and Retirement Facility
  20. Information Form for Merchant Partner
  21. Checklist of Requirements for RF (New)   Issue Date: June 2021
  22. Checklist of Requirement for RF (Renewal)   Issue Date: June 2021
  23. Information Sheet for Retirement Facility
  24. Notice of Client Registration
  25. Summary of Fees – Servicing Division
  26. Retiree Request Form
  27. Member Information Registry Form
  28. Checklist of Requirements for RF Accreditation under SBMA/CDC(New)     Issue Date: January 2021
  29. Checklist of Requirements for RF Accreditation under SBMA/CDC(Renewal)     Issue Date:  January 2021
  30. Remittance – Instructions
  31. Checklist of Documentary Requirements for SRRV Cancellation (Existing) 
  32. Checklist of Documentary Requirements for SRRV Cancellation in case of Deceased Principal 
  33. Checklist of Documentary Requirements for Subrogation or Assumption of Dependent
  34. SRRV Cancellation Service Request Form
  35. Checklist  Condominium Unit under Principal Retiree’s Name
  36. Checklist Long-Term Lease of House and Lot, Townhouse or Condo
  37. Checklist Purchase of Condominium Unit (Pre-selling)
  38. Checklist Purchase of Condominium Unit (RFO)
  39. Checklist Purchase of Condominium Unit from an Individual
  40. Checklist Sublease of Residential Property
  41. Contract of Lease long-Term Lease
  42. Joint Deed of Undertaking Resale
  43. Lessee Deed of Undertaking
  44. Lessor’s Deed of Undertaking Long-Term Lease
  45. Retiree’s Deed of Undertaking Condo under Retiree’s Name
  46. Retiree’s Deed of Undertaking RFO and Pre-selling
  47. Sublessee’s Deed of Undertaking
  48. Waiver of Liability
  49. Investment Request Form
  50. Suggested Retirement Project Feasibility Study
  51. Checklist of Requirements for Return of Visa Deposit due to Discontinuance of SRRV Application
  52. MOA for MP Accreditation
  53. Bank Transfer Form
  54. Marketer’s Billing Statement / Claim Form