Scribd
Upload
56 views2 pages

Checklist of Requirements

This document provides a checklist of requirements for applying for an HDMF (Home Development Mutual Fund) loan. It outlines general requirements like ID photos and proof of income/employment for both the principal buyer and any co-borrower. Additional documents are needed if applicants are married. Requirements vary depending on employment type, and include pay slips, tax documents, employment contracts, and proof of business for self-employed applicants. Finally, additional documents like loan and medical forms need to be signed in-office when submitting the full application.

Uploaded by

Michael Edward De Villa
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as PDF, TXT or read online on Scribd
56 views2 pages

Checklist of Requirements

This document provides a checklist of requirements for applying for an HDMF (Home Development Mutual Fund) loan. It outlines general requirements like ID photos and proof of income/employment for both the principal buyer and any co-borrower. Additional documents are needed if applicants are married. Requirements vary depending on employment type, and include pay slips, tax documents, employment contracts, and proof of business for self-employed applicants. Finally, additional documents like loan and medical forms need to be signed in-office when submitting the full application.

Uploaded by

Michael Edward De Villa
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as PDF, TXT or read online on Scribd
You are on page 1/ 2

CHECKLIST OF HDMF REQUIREMENTS

General Requirements for Principal Buyer and (Co Borrower if needed): # of copies
a. Recent 1x1 Id Picture (White Background – Selfie pictures are NOT ALLOWED) 4
b. Clear Copy of Birth Certificate if single 2
c. Clear copy of Company ID 2
d. Government ID’s w/ 3 specimen signatures 2
e. Latest proof of billing (preferably meralco bill or barangay clearance 2
f. Latest ESAV (Employee Statement of Accumulated Value) (to print out at Pagibig) 2
g. Members Data Form (to print out at Pagibig) 2
h. Latest Statement of Account/History of Payment from Pagibig 2
(if with Existing HDMF Housing Loan)
i. Latest Receipt of Payment for Amortization 2
(if with Existing HDMF Housing Loan)

Additional Requirements for PB and Co Borrower if Married: # of copies


a. Clear Copy of Marriage Contract 2
b. Valid and Clear copy of Spouse 2 government ID’s w/ 3 specimen signature 2
C. Clear Copy of Death Certificate if widowed 2
d. Clear copy of legal documents if legally separated/annulled/divorced 2

INCOME DOCUMENTS/REQUIREMENTS FOR PRINCIPAL BUYER AND CO-BORROWER – please SELECT


your CATEGORY, if not mentioned please call/email/text your assigned Loan Processor:

>For Locally Employed: # of copies


a. Latest, Original and Notarized Certificate of Employment with Compensation (CEC) , 1
indicating the Gross Monthly income and monthly allowances or any monthly monetary benefits
using company letter head paper with valid email address and telephone number of company. Also, for fast
Credit Investigation, signatory must be the one who's incharged in remittances of the employee's HDMF contribution
b. Certified Latest One (1) Whole month payslip must be certified true copy 1
by HR/Payroll Officer. Pls indicate printed name & designation of signatory
c. Latest Income Tax Return 2316 (ITR) 1
d. Employers Data Form must be certified true copy 1
by HR/Payroll Officer. Pls indicate printed name & designation of signatory

>For Seaman: # of copies


a. Passport ID (WITH SPECIMEN SIGNATURE) 2
b. Seafarer Record Book (WITH SPECIMEN SIGNATURE) 2
c. Clear Copy of Latest/Valid POEA Contract 1
d. Special Power of Attorney, notarized (ORIGINAL) 3
e. Valid and Clear copy of Atty. In Fact’s IDs w/ 3 specimen 2
f. Working Visa (if available) 1
g. Latest Overseas Employment Certificate 1

>For OFW Landbased: # of copies


a. Receipt of Latest HDMF Contribution 2
b. Latest Employment Contract 1

Page1 of 2
c. Latest Issued Original Salary Certificate/Cert. Of Employment with Compensation 1
(ENGLISH TRANSLATED, with valid email address and telephone number of company)
d. Passport ID (WITH SPECIMEN SIGNATURE) 1
e. Work Permit/Resident Id (LATEST AND MUST BE ENGLISH TRANSLATED) 1
f. Special Power of Attorney, notarized if local or consularized if abroad (ORIGINAL) 2
g. Atty in Fact Government Ids ID’s w/ 3 specimen signature 2

>For Self Employed: # of copies


a. ITR 1701 with OR of Tax Payment (Must be Certified True Copy by BIR) 1
b. Latest Audited Financial Statement or Income Statement 1
(MUST BE CERITIFIED TRUE COPY BY BIR)
c. Valid and Clear Copy of Business Permit 2
d. Clear Copy of Certificate of Registration BIR 2
e. Clear Copy of Mayors Permit 2
f. Clear Copy of DTI Certificate/Registration 2
g. Clear Copy of Location Map or Sketch Map of Business (WITH KNOWN LANDMARKS) 1
h. Pictures of Business 2
i. Notarized Certificate of Engagement with Government ID of Signatory/ 1
OR/CR/Franchisa if with tricyle or jeepney
j. Notarized Certificate of Engagement with Government ID of Signatory/ 1
if with small businesses like SARI SARI store
k. Receipt of Latest HDMF Contribution 1

Additional Requirements to be signed in the Office upon Submission of Requirements


a. Loan Documents (to be signed by BUYER/SPOUSE/CO-BORROWER/CO-BORROWER'S SPOUSE-please report
with them if applicable)
b. Medical Questionnaire (if loan is P2.0 M up and/or Borrowers over 60 years old)
c. Authorization to Conduct CI (for privacy act)
d. Conformity Letter for Co-Borrowers
e. Sworn Affidavit for Pagibig Outstanding Loan

Page2 of 2

You might also like