Guidelines- R3 File Generator 28w5k

D R AF T GUIDELINES ON THE USE OF R3 FILE GENERATOR PROGRAM

I.

R3 FILE GENERATOR PROGRAM A. COVERAGE 1. Employers with ten or more employees, Large s and ed in the SSS website. 2. Employers submitting their report thru EDInet are not required to submit R3 collection list using the R3 File Generator Program. B. POLICY Employers are required to submit their R3 collection list using the R3 File Generator Program to the SSS Branch or in the SSS website using their My.SSS . C. DOCUMENTARY REQUIREMENTS Employers are required to print the transmittal list generated using the R3 File Generator Program, SBR and/or validated R5. D. PROCEDURAL HIGHLIGHTS (research for the workflow, coordinate with BSPD) 1.

Branch - Member Services Section (MSS) a.

Receipt and Screening of the Application Form for Advance Three (3) Month pension a.1

Receives the properly accomplished aplication form duly certified by the Barangay Chairman or together with the Certification from the Barangay Chairman that pensioner is a resident of the area and affected by the calamity, in case Part lll of the form is not accomplished.

a.2

Requests pensioner to present his/her SS card or 2 valid IDs, at least one with photo and both with signature If the application form is filed by a representative of the pensioner, requests representative to submit the following: 



a.3

Authorization from the pensioner together with the pensioner's photocopy of SS card or two valid IDs, at least one with photo and both with signature; and Photocopy of the representative's SS card or two valid IDs, at least one with photo and both with signature.

Checks the following:  If application is filed within the prescribed period.  If the residence of the applicant in the application form is in the list of calamity areas provided by the NDRRMC.

If filed beyond the deadline and/or residence of applicant is not in the list of calamity areas, returns the application form and writes reason/s for rejection. a.4

Checks the address of pensioner indicated in the application form as against his/her address in the database. If the address indicated in the application form is not the same as that in the database, requests pensioner to properly accomplish the Pensioner's Data Change request Form (change of address).

a.5

Checks the eligibility of the pensioner to avail the advance pension. SITUATION If status is suspended due to ACOP If the pensioner resides in a calamity area but the address in the database is different If there are several payees but not all applied If the pensioner/beneficiary availed of advance 18 months pension

a.6

 

b.

Accept the claim application if pension ends in January or February 2013.

Date of last pension payment The remaining months in case or partial disability pension but not to exceed the three month period Date of the emancipation of minor children due to age

Stamps date and time of receipt, indicates Branch Code and affixes signature over printed in the application form.

Transmission of Application Form for Advance Three (3) Month Pension together with the ing documents to Processing Center (PC). b.1

2.

Reject the claim application

Verifies from the SSS Web Inquiry System (WINS) the last monthly pension paid and indicates the following in the application form: 

a.7

TO DO Conduct ACOP first. Once the status becomes active, the application form for advance 3 month pension can be received. Request the pensioner to accomplish the Pensioner's Data Change Request Form and include it in the ing documents.

Prepares Transmittal List (TL) of Applications with certification from the Branch Head using the attached form.

Processing Center a.

Receipt and processing of Application Form together with the complete ing documents from the Branches. a.1 Receives from the Branches the Application Form for the Advance Three (3) Month Pension together with the complete ing documents and TL. a.2

Suspends the pensioner's monthly pension through the Pension Maintenance Data Entry Module using "2305" code.

a.3

Processes claims following the existing procedures up to approval process by the concerned units. Indicates

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computation in appropriate space as provided in the application form. If claim application is denied/rejected, sends email to concerned Branch Heads indicating the reason/s for rejection.

b.

3.

a.4

Creates disbursement voucher through the Financial ing System (FAS). If the FAS is down, proceed to manual processing.

a.5

Prints disbursement voucher (3 sets) and forwards to ing Section/Branch ing Department.

Encoding in the Special Voucher Calamity Payment Module b.1

Receives Disbursement Section/Cash Department

Voucher

from

istrative

b.2

Encodes details of payment in the Special Voucher Calamity Payment Module: • SS number of member • Code of receiving Branch • Check Date and number • Check amount • Months paid

ing Section/Branch ing Department a. Receives Disbursement Voucher from PC b. Prepares and posts ing entries to FAS. c. Forwards Disbursement Voucher to istrative Section.

4.

istrative Section/Cash Department a. b. c. d.

5.

Receives Disbursement Voucher from ing Section. Prepares checks. Returns original documents to PC. Releases checks. Note: Releasing of checks shall be done by the Office services Department, if claims are processed in NCR Processing Centers.

Claim Status Inquiry Claim status inquiry shall be available in the Payment History of the WINS and SSS Website.

6.

Processing Time Estimated processing time: Ten (10 working days excluding Philpost's delivery time.

E. FORMS  

Application for Advance Three (3) Month Pension - Annex B1 Transmittal List - Annex B2

II. FUNERAL AND DEATH CLAIMS

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The following are the documentary requirements to be submitted by the claimants for the deceased who were affected by calamity whose residence is located in the calamity areas declared by the NDRRMC and whose bodies were not recovered, in lieu of the death certificate: 1. certificate of Missing Person believed to be dead in times of disaster from NDRRMC; and 2. Notarized undertaking executed by the claimant stating that the funeral and death claims shall be returned should the member appear and proven to be alive. The usual procedures on the processing of funeral and death claims shall be followed.

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