CLAIMS
AND PROCEDURES
REMINDERS TO OUR AVAILING PLANHOLDERS:
We would like to make your claims as convenient as possible. Just go through this page thoroughly and we assure you that your claims will be a breeze.
To make claims even more convenient, you can actually fax (894-5353) or send a scanned copy of your documents as attachment in your email before visiting our office. This way, we will still follow the cut-off schedules but you will only come to our office once to show original documents and claim your check.
For more information please feel free to contact us through email: helpdesk@prudentialife.com, phone: (632) 8648000.
Required Documents:
Original and photocopy of:
- Plan Contract
- Certificate of Full Payment
- Authorization Letter, if check is to be secured by a person other than the Planholder/Scholar
- Special Power of Attorney, if desired payee is other than the Planholder or Scholar
- Identification card of Planholder or
Scholar
Additional Requirements for Heritage Plans - Assessment/Registration Form with breakdown of misc. and other fees with no. of subjects and units taken *
- Official Receipt (in case planholder has already paid for the tuition fee) *
- Course Curriculum (if scholar is Freshman) *
Procedures in Availing Education Benefits:
I. Over-the-Counter Procedure:
- Secure a number and SOD Control slip from the School Operations Dept. (SOD) Counter.
- Fill out the Control Slip and wait for your number to be called.
- When the Receiving Staff calls your number, go to the SOD counter and submit all the required documents to the Receiving Staff.
- Receiving Staff shall check the completeness of your documents and will advise you of lacking documents, if any.
- If documents are
complete, you may secure your check subject
to the cut-off schedule as follows:
Type of AvailmentDocuments
Received atCheck Release TimeI. Reimbursement of Tuition fee, Graduatng or last availment (with official receipt) 8:00 - 10:00 AM
10:01 - 12:00 PM
12:01 - 3:00 PM
3:01 - 5:00 PM8:00 - 10:00 AM (following day)
10:01 - 12:00 PM (following day)
12:01 - 3:00 PM (following day)
3:01 - 5:00 PM (following day)II. Reimbursement of remaining semester or year 8:00 - 12:00 PM
1:00 - 5:00 PM
8:00 - 12:00 PM (after 2 days)
1:00 - 5:00 PM (after 2 days)III. Direct to School Payment Graduating or last availment (with Assessment Form only) 8:00 - 10:00 AM
10:01 - 12:00 PM
12:01 - 3:00 PM
3:01 - 5:00 PM8:00 - 10:00 AM (following day)
10:01 - 12:00 PM (following day)
12:01 - 3:00 PM (following day)
3:01 - 5:00 PM (following day)
- For Legacy or Peplife/Powered Plans, the check is always payable to the Planholder or to any designated representative as specified in a Special Power of Attorney (SPOA).
Checks
Encashment:
You may encash your checks with
RCBC Gamboa Branch near our office. Be sure
you have any of the following identification
documents to be able to encash your checks:
| Primary: | Secondary: |
| Driver's License | Postal ID |
| PRC License | Employee ID |
| Passport | Marriage Contract |
For Education Plan FAQs, click here.


