Disability / Critical Illness / Medical Reimbursement / Hospitalization Claim

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Disability / Critical Illness / Medical Reimbursement / Hospitalization Claim We understand that this claim is important to you. In order for us to speed up the process, please: (1) complete this form, (2) prepare the required documents; and, (3) submit the completed form and required documents to your agent or Philam Life Branch. Being prepared might reduce some of the confusion and could help speed up the process. We want your claim experience to be a positive one. To ease your claim procedures, use this checklist to identify the relevant documents required to be submitted. Additional requirements may be required if the claim falls within the two-year contestability period of the policy. MANDATORY REQUIREMENT/s For Waiver of Premium, Dismemberment, Disability and Critical Illness Claimant Statement Form - duly accomplished and signed by the claimant(s) Valid ID of the Claimant(s) present the actual ID(s) and submit photocopy (ies) Complete Medical Records include copy of actual admitting history, discharge summary and all laboratory or work up results. in-patient or out-patient consultation from clinics and hospitals should include Operation technique/operation report if amputation or disarticulation was performed and claiming for accident or disability or waiver of premium Attending Physician Statement Form (Critical illness or Disability) - duly accomplished and signed by the Attending Physician For Medical Reimbursement and Hospital Confinement Benefit Claimant Statement Form - duly accomplished and signed by the claimant(s) Valid ID of the Claimant(s) present the actual ID(s) and submit photocopy (ies) Original or Certified True Copy of the Statement of Account (SOA) - in the absence of the SOA, you may submit a Hospital Certification signed by an authorized personnel from the billing or Records Section of the hospital when claiming for Hospital Claim (Medical Expense Benefit) Attending Physician Statement Form (Hospitalization or Medical Reimbursement) duly accomplished and signed by the Attending Physician Medical Receipts if Medical Reimbursement Police or Incident Report if due to an accident For Surgical Cases Surgical Pathology Report Warning: filing of fraudulent claim is penalized by law: Section 251 of the Insurance Code, as amended, imposes a fine not exceeding twice the amount claimed and/or imprisonment of two (2) years, or both, at the discretion of the court, to any person who presents or causes to be presented any fraudulent claim for the payment of a loss under a contract of insurance, and who fraudulently prepares, makes or subscribes any writing with intent to present or use the same, or to allow it to be presented in support of any claim. 1

Date: (mm/dd/yyyy) Policy Number Indicate policy numbers where this claim may also be applicable Certificate Number (Applicable for Corp.Sol. only),, This form is to be filled by the claimant. Please do not sign a blank form. No fees, commission or charges of whatever nature are payable to Agents or Employees of the Company in respect of this claim. GENERAL INFORMATION Name of Insured/Owner who is suffering from disability: (Last Name, First Name, Middle Name) Track your Claim Status Once your claim is registered, you will be updated through SMS. If you have any query on your claim, please reach us at: Date of Birth: (mm/dd/yyyy) Current Occupation: (Please state exact nature) TALK TO US NOW (02) 528-2000 TYPE OF CLAIM/S Hospital Confinement Benefit Waiver of Premium Disability EMAIL US Medical Reimbursement Dismemberment Critical Illness PHILAMLIFE@AIA.COM Glossary / Definition: Dismemberment loss of a body part or the function of certain body parts Waiver of Premium waives the policy holder s obligation to pay any further premiums should he become seriously ill or disabled Medical Reimbursement a method of payment for medical treatment or hospital costs Hospital Confinement Benefit provides daily cash benefit while the insured stays in a hospital Critical Illness a life-threatening condition, which is generally and strictly defined Disability - refers to inability or decreased ability of performing the usual duties of one s occupation or activities of daily living due to sickness or accident) Philam Life is committed to making your customer experience as easy and stress-free as possible. Thank you for insuring with us. We are always glad to be of service. Send me Policy updates via: Email Mail SMS Notification Mobile Number: (09XX - XXXXXXX) Email: Philam Life Head Office 15-18th F Net Lima Bldg. 5th Avenue corner 26th St. Bonifacio Global City, Taguig, Metro Manila, Philippines 1634 Home Address: TIN: I am a US Citizen or US Tax Resident with TIN 2

IF THIS CLAIM IS DUE TO DISABILITY, PLEASE COMPLETE THIS SECTION What particular disability is the Insured/owner suffering from? Please share below the Activities of Daily Living (ADL) that the Insured/Owner is currently UNABLE to perform without assistance: Ability to feed oneself Ability to attend to own toilet needs Ability to wash and bathe oneself Ability to dress Ability to get in and out of bed Ability to move from room to room on level surface IF THIS CLAIM IS DUE TO ILLNESS, PLEASE COMPLETE THIS SECTION Date illness was first diagnosed: Chief complaints for consultation: Date symptoms discovered/felt: Date of first consultation: IF THIS CLAIM IS DUE TO ACCIDENT, PLEASE COMPLETE THIS SECTION Details of injury (ies) Sustained: Date & Time of Accident: Place of Accident: 3

PAYMENT INSTRUCTION: (all succeeding benefits will be credited to the indicated Bank Account) Credit to my Bank Account (NOTE: If the account you specify is with a bank other than BPI or BDO, applicable charges may be deducted from the proceeds) Bank: Branch: Type of Account: Savings Checking Account Currency: Dollar Peso Account Name: Account Number: Claim at any BPI / BPI Family Branch (NOTE: In this option, you are authorizing the Company to use the mobile phone number stated above for communication pertaining to the transaction) I certify that I am the owner/insured/beneficiary/assignee of the policy (ies) with Philam Life and that I am the account owner of the above designated bank account. I certify to the accuracy and truthfulness of the bank information which I provided and I am aware that any discrepancy may cause delay in the crediting of the proceeds to my account. In the event of changes to this information, I shall inform Philam Life in writing. Further, I agree that the crediting by Philam Life of the amount that may be due to me to the above bank account which I designated shall forever release and discharge Philam Life from all actions, claims, and demands relating to my claim against the policy (ies) with Philam Life. Claimant s Signature Date Place 4

DECLARATIONS AND AUTHORIZATIONS: 1. I hereby certify that all information, including all of my personally identifiable and sensitive information, which I have voluntarily provided to The Philippine American life and General Insurance Company, through this Form and related documents is true and correct to the best of my own knowledge and belief; 2. I further agree to third party processors required by the Company in order to maintain quality and deliver efficient and effective services relevant to my claim and other services I have availed of. 3. I agree and authorize the Company to collect, record, organize, store, update, transfer, use for purposes of my claim and such other services related thereto, and for other services including monitoring and/or audit, and to process as necessary, any of my personal data relative to this claim or any personal data which the Company may have or any updates thereof under the following circumstances; a. b. c. d. e. To provide the claim and other services I requested as stated in this Form; To acknowledge and agree that medical information will be uploaded to a Medical database accessible to life insurance companies who will have limited access to said medical information in order to protect my right to privacy in accordance with law. I understand that a copy of Insurance Circular Letter No. 2016-54 is accessible through the Insurance Commission website at www.insurance.gov.ph; To disclose my information to the Company s affiliations (including but not limited to any of its subsidiaries/affiliates in the Asia Pacific Region), its Brokers, Agents, and their employees and staff and to accredited/affiliated third parties or independent/non-affiliated third parties, whether local or foreign. In this regard, the Company employs security systems designed to protect my information against unauthorized access. In order to improve the quality of service the Company provides, the Company may use such information in the design and communication of its customer (including beneficiaries and claimants) programs, marketing campaigns and offers; To allow the foregoing Consent to remain valid from its execution and until 10 years after the termination of my policy, or at such time that I submit to the Company a written revocation or cancellation of such Consent, whichever is earlier. I agree that my personal data will be deleted or destroyed after this period. 4. I hereby acknowledge and warrant that I have acquired the consent of all parties pertinent to this transaction to disclose their information for the proper administration and provision of services requested from this transaction. I hereby hold free and harmless and undertake to indemnify the Company for any complaint, suit or damages and the like which any party may file or claim against the Company in relation to this Acknowledgement and warranty. 5. I hereby authorize Philam Life or any of its authorized representative to secure whatever information or records from any employer, physician, hospital or clinic, other medically related facility, and any organization or persons who have records and/or knowledge with regards to the illness, sickness or injury of the Insured as described in this Claim Statement Form. This authorization is in connection with my claim on the insurance policy (ies) issued by the Company on the life of the insured. I understand that failure to release such employment or medical records may delay the processing and/or deny my claim for insurance proceeds. Claimant s Name in Full: (Last Name, First Name, Middle Name) Claimant s Signature Date Place 5

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