How to Apply for GSIS Pre-Need Plans

The Government Service Insurance System (GSIS) offers Pre-Need Plans to help its members and their families prepare for future financial obligations.

These plans are designed to provide financial assistance for educational expenses, memorial services, or other assurance-related needs.

GSIS Pre-Need Plans can be availed by active members, guaranteeing that they or their beneficiaries receive the necessary support during challenging situations in their life.

There is no upfront cost to apply, but the benefits vary depending on the type of plan and the specific requirements fulfilled.

This program provides peace of mind by helping members manage expenses during important life events.

gsis pre-need plans

What Are GSIS Pre-Need Plans?

GSIS Pre-Need Plans are designed to give members peace of mind by helping them prepare for future expenses related to education, memorial services, or assurance plans.

There are three main types of plans:

  1. Edu-Child Plan – This plan assists with covering school tuition and other related fees.
  2. Memorial Plan – It helps cover costs associated with funeral and memorial services.
  3. College Education Assurance Plan (CEAP) – A financial aid option specifically for higher education expenses.

Each plan offers its own set of benefits, and the application process is straightforward if you follow the necessary steps.

Step 1: Confirm Your Eligibility

Before you start, confirm that you meet the requirements for the Pre-Need Plan you are interested in.

  • Edu-Child Plan: This plan is for GSIS members who want to prepare for their children’s education.
  • Memorial Plan: This plan is for members or their families who need financial support for funeral or memorial services.
  • CEAP: This plan is aimed at helping members with the financial burdens of higher education.

Once you’ve determined that you’re eligible, you’re ready to proceed.

Step 2: Obtain the Application Form

The first step in applying is getting the official GSIS Pre-Need Plan application form.

This form can be downloaded from the GSIS website or picked up from your nearest GSIS branch.

For easy access, you can download the form here:
GSIS Pre-Need Plan Application Form.

Step 3: Fill Out the Application Form

When filling out the application form, it’s important to carefully and accurately provide all the necessary information.

You will need to fill out the following details:

  • Personal Information: Enter your complete name, address, GSIS BP number, date of birth, contact information, and civil status.
  • Plan Selection: Indicate whether you are applying for the Edu-Child Plan, Memorial Plan, or CEAP.
  • Benefit Selection: Choose the specific benefit you are applying for, such as educational reimbursement, memorial financial support, or refunds for unused benefits.

Accuracy in filling out this form is important to avoid delays.

Step 4: Gather the Required Documents

Each plan has its own set of required documents.

Make sure to prepare everything before submitting your application.

Here’s a list of what you need for each plan:

For Edu-Child Plan:

  1. Initial Availment:
    • Duly accomplished application form.
    • Course curriculum showing the number of units and subjects.
    • Certificate of Full Payment (if applicable).
    • Official receipts for tuition and other school fees.
    • Registration form with assessment or schedule of fees.
  2. Succeeding Availments:
    • Updated registration form.
    • Receipts of tuition and other fees.

For Memorial Plan:

  1. Enhanced Optional Exit Mechanism (EOEM):
    • Completed application form.
    • Certificate of Full Payment (if issued).
    • Memorial Plan Quit Claim.
  2. Death Claim:
    • Application form.
    • Death certificate of the planholder.
    • Affidavit of surviving legal heirs.

For CEAP:

  • Application form.
  • Transcript of records.

Step 5: Submit Your Application

Once you’ve filled out the form and gathered all the necessary documents, it’s time to submit your application.

You have several options for submission:

  • Over-the-Counter: Visit your nearest GSIS branch and submit your application in person.
  • Online Submission: Email your completed application form and supporting documents to the designated GSIS email address for Pre-Need Plans.
  • GWAPS Kiosk: Use your GSIS eCard to submit your application through a GWAPS kiosk located at GSIS offices and selected government offices.
  • eGSISMO: Log in to your eGSISMO account and follow the instructions to submit your application electronically.

Remember to keep copies of your documents for your records.

Step 6: Wait for Confirmation and Release of Funds

After submission, GSIS will process your application.

You will be notified of the status and if any additional documents are required.

Once approved, the proceeds of your claim will either be credited directly to your eCard/UMID account or paid via check if you do not have an eCard/UMID.

Make sure to follow up with GSIS if you do not receive updates within the expected processing time.

Application Form

The GSIS Pre-Need Plans Application Form is important for members who want to apply for benefits that cover educational, memorial, or assurance needs.

This form can be downloaded directly from the GSIS website here.

It asks for basic personal information as well as details about the type of plan you’re applying for, such as the Edu-Child, Memorial Plan, or College Education Assurance Plan (CEAP).

Once you’ve filled out the form, make sure to prepare the required documents before submitting them to the nearest GSIS office.

The benefits will be credited to your eCard/UMID account. If you don’t have an eCard, the payment will be made through a check.

20150917-Form-03092015-Application_for_Pre-Need_Plans_page-0001
Sample Form | GSIS

Conclusion

GSIS Pre-Need Plans provide valuable support for members and their families during times of need.

Whether it’s easing the financial burden of education, ensuring a proper memorial, or planning for future expenses, these plans offer peace of mind and security.

By following the steps outlined in this guide, you can apply for the GSIS Pre-Need Plan that best fits your needs.

Submit the required documents on time, track your application status, and make the most of the financial assistance available to you through GSIS.

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