CARITAS FINANCIAL PLANS, INC. PlanHolder Claims Verification Portal
Please provide your policy number and family name and click "Show Info" to verify if you are already included in CFPI's list of claimants.
If your name is not in the list, please submit your claim through any of the following means:
- Visit our Head Office and file your claim(s) personally, or through an authorized representative;
- Send an e-mail to claimsbenefit@cfpi.com.ph and/or attyjosebarcelonchsi@gmail.com
Filing of claims pursuant to the Insurance Commission’s Liquidation Order is until 16 September 2025 only. Claims filed after 16 September 2025 shall be BARRED from normal liquidation proceedings, BUT shall be reconsidered in CFPI’s dissolution and winding up proceedings.
CFPI shall regularly update this Claims Verification Portal.
Important Reminders
-
All Planholders/Claimants are encouraged to UPDATE their CONTACT INFORMATION (i.e., cellphone and/or landline number[s]; e-mail; and physical address) on file with CFPI to ensure that the company may reach them whenever needed.
Kindly download, fill-up, and submit a duly accomplished PERSONAL DETAILS UPDATING (PDU) form
(Download PDF)
to CFPI or email a clear scanned copy or image of the signed and accomplished PDU form.
- Checklist of Documentary Requirements to file a Pension Plan Benefits Claim:
- Fully Accomplished Plan Benefit Claims Form (Download PDF)
- Photocopy (Xerox) of Pension Plan Agreement (Policy)
- Photocopy of Certificate of Full Payment (If Available)
- Photocopy of 2 Valid IDs of Planholder with 3 Specimen Signatures
If the Planholder is Deceased: - Photocopy of Death Certificate of Planholder
- Photocopy of 2 Valid IDs of Beneficiary with 3 Specimen Signatures
Other Documents to Submit: - If Original Pension Plan Agreement is Lost or Damaged: Notarized Affidavit of Loss & Indemnity Agreement
- If Claimant is a Representative of Planholder:
- Notarized Special Power of Attorney
- 2 Valid IDs of Representative
- If Planholder is a Minor: Notarized Affidavit of Guardianship
- If Claimant/Beneficiary is more than one: Notarized Waiver of Rights
- For more information, you may contact the following:
- Landline: (02) 8635-7177
- Mobile No.: 0999-5090128