TRUSTEESHIP PLANS, INC
Document Sample


TRUSTEESHIP PLANS, INC.
SUITE 211 RICHMACK BUILDING, #72 MINDANAO AVE., PROJECT 6, QUEZON CITY
TELEPHONE NUMBER 927-93-14
MEMBER: PHILIPPINE FEDERATION OF PRE-NEED PLAN COMPANIES, IN (PFPPCI)
APPLICATION FOR TRUSTEESHIP LIFE PLAN
The undersigned PLANHOLDER. Whose name, personal data, and other information are inscribed in the
schedule below, written by him or under his direction, hereby applies to purchase TRUSTEESHIP PENSION PLAN for
pension program described and indicated thereat.
TRUSTEESHIP EDUCATION AND PENSION PLANS, INC, hereinafter referred to as TRUSTEESHIP, upon
approval of the application shall issue to the undersigned PLANHOLDER a TRUSTEEHIP AGREEMENT duly signed and
authenticated by its authorized official.
The undersigned PLANHOLDER accepts, consents, and agrees that the contract is perfected when said
TRUSTEESHIP PENSION AGREEMENT is issued, and further accepts, consents, and agrees to the General Provisions
in said TRUSTEESHIP AGREEMENT herein applied for, which General Provisions are in the contract.
PLEASE PRINT
PLANHOLDER: BENEFICIARY
ADDRESS: ADDRESS:
TEL. NO OCCUPATION: DATE OF BIRTH: AGE:
SEX: CIVIL STATUS:
DATE OF BIRTH: AGE: COUNSELOR:
PLACE OF BIRTH: DIVISION:
RELATIONSHIP TP BENEFICIARY: PROVINCE:
NO. OF UNITS PENSION PROG. MODE OF PAYMENT
MATURITY VALUE PAYMENT TERM
PENSION OPTION # 1 2 3 Pls. check only one INSTALLMENT AMOUNT
PRE-NEED PRICE PAYMENT DUE DATE
TYPECOF PLANHOLDER: NEW OLD
IF OLD PLANHOLDER: NUMBER OF PLAN/S HELD TYPE OF PLAN/S HELD
DECLARATIONS AND REPRESENTATIONS
I, hereby represent and declare to the best of my knowledge that:
1.) I am no below eighteen (18) years old nor 3.) I have not been for heart condition, high blood
more than sixty (60) years old pressure, cancer, diabetes, lung, kidney, or
stomach disorder or any physical impairment.
2.) I have not been confined in the hospital for 4.) I am, now, in good health and physical condition
the last five (5) years nor received medical or
surgical treatment.
SIGNED this day of , 200 at , .
SIGNATURE OF COUNSELOR SIGNATURE OF PLANHOLDER
Shared by: Jun Wang
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