A family member died: SSS, GSIS and Pag-IBIG claims, estate tax: your forms
Someone in your family passed away and you are handling the funeral claim, the benefits for the family and the estate.
Forms in this pack: Get the death certificate; SSS funeral benefit; Sworn statement of who paid for the funeral (SSS); Waiver of the funeral benefit (SSS); SSS death benefit; GSIS survivorship; Pag-IBIG savings (provident benefits claim); Estate tax return (BIR 1801); Extrajudicial settlement of estate; Extrajudicial settlement with absolute sale; Petition to cancel a creditor's lien (Rule 74).
Get the death certificate: Every claim below asks for it (PSA copy, or the local civil registrar's certified copy while PSA does not have it yet).
SSS funeral benefit: Paid to whoever paid for the funeral (₱20,000 to ₱60,000 if the member paid 36 or more contributions; ₱12,000 if fewer). Bring the official receipt in the claimant's name.
Sworn statement of who paid for the funeral (SSS): When the receipt is not in the claimant's name or there is no receipt.
Waiver of the funeral benefit (SSS): When the person who paid gives way to another claimant.
SSS death benefit: For the primary beneficiaries (dependent spouse and children); if there are none, the dependent parents. A monthly pension if the member paid 36 or more contributions before the semester of death, else a lump sum.
GSIS survivorship: If the person who died worked in government.
Pag-IBIG savings (provident benefits claim): The member's Pag-IBIG savings go to the legal heirs.
Estate tax return (BIR 1801): Due within one year of the death, even when no tax is due on a small estate; the heirs need it before property can be transferred.
Extrajudicial settlement of estate: The Land Registration Authority's downloadable-forms page publishes this sample for heirs settling titled land. The paper is headed Extrajudicial Settlement of Estate.
Extrajudicial settlement with absolute sale: The same download page's sample that settles the estate and sells in one instrument.
Petition to cancel a creditor's lien (Rule 74): The download page's petition to cancel a creditor's lien under section 4, Rule 74, addressed to the Register of Deeds.
The SSS funeral benefit goes to whoever paid for the funeral, proven by the official receipt; another claimant can file with the sworn statement or waiver in this pack.
SSS death benefit: a monthly pension for the primary beneficiaries if the member paid at least 36 monthly contributions before the semester of death; otherwise a lump sum.
The estate tax return is filed within one (1) year from the death (NIRC section 90(B), as amended by RA 10963).
The Land Registration Authority publishes those three samples for an extrajudicial settlement, a settlement with an absolute sale, and a petition to cancel a creditor's lien under section 4 of Rule 74.
Not for: Settling a contested estate (talk to a lawyer) or an employer's own claims.
Not affiliated with BIR, SSS, PhilHealth, Pag-IBIG or any government agency.
- Fill: SSS funeral benefit
- Fill: Sworn statement of who paid for the funeral (SSS)
- Fill: Waiver of the funeral benefit (SSS)
- Fill: SSS death benefit
- Fill: GSIS survivorship
- Fill: Pag-IBIG savings (provident benefits claim)
- Fill: Estate tax return (BIR 1801)
- Fill: Extrajudicial settlement of estate
- Fill: Extrajudicial settlement with absolute sale
- Fill: Petition to cancel a creditor's lien (Rule 74)
- Guide: When a family member dies: SSS, GSIS and Pag-IBIG claims and the estate tax return