Loan Application Forms
You may submit your PEL application using the Members Portal, via email, or by visiting our campus cluster offices.
Requirements:
- Loan Info Slip (download below);
- Photo or photocopy of two (2) months most recent UP payslip;
- Proof of bank account showing account number where loan proceeds will be deposited (example: screenshot of account number in mobile app or online banking or photo of ATM or Statement of Account that shows the account number. For your protection, do NOT send photos that display your account balances or other personal information such as PIN or CVV number.); and
- Copy of UP Employee ID or any valid government-issued ID (driver’s license, passport, GSIS UMID, Philhealth, etc.), if applying online via the Members Portal.
Click here for more details about the Personal Equity Loan (PEL).
Loan Info Slip
You may submit your EML or BL application using the Members Portal, via email, or by visiting our campus cluster offices.
Requirements:
- Emergency Loan (EML), Bridge Loan (BL) – Loan Info Slip
- Copy (picture or photocopy) of two (2) months most recent UP payslip
- Copy (picture or photocopy) of any proof (ATM card or online screenshot) showing bank Account Number where loan proceeds will be deposited
For additional information about EML or BL, you may check here the details of the Emergency Loan or Bridge Loan or contact us for any related concerns.
Loan Info Slip
You may submit your Remote Learning Support (RLS) / Computer Loan application via email or by visiting our campus cluster offices.
Requirements:
- Duly accomplished and signed RLS Loan Info Slip
- Signed Agreement and Authorization to Deduct
- Valid Proof of Purchase, such as Official Receipt, indicating purchase price which must be at least 90% of loan amount (Proof of Purchase may be submitted during application or within 2 weeks after crediting of proceeds)
- Copy (picture or photocopy) of two (2) months most recent UP payslip
- Copy (picture or photocopy) of any proof (ATM card or online screenshot) showing bank Account Number where loan proceeds will be deposited
The complete mechanics and rules governing the RLS Loan can be found in the following Terms and Conditions (see file below).
For further details, you may check here the details of the Remote Learning Support Loan or contact us for any related concerns.
RLS Terms and Conditions
RLS Loan Slip
Agreement and Authorization to deduct.
You may submit your Balance Transfer Loan (BTL) application via email or by visiting our campus cluster offices.
Requirements:
- Balance Transfer Loan (BTL) Info Slip
- Copy (picture or photocopy) of two (2) months most recent UP payslip
- Original copy of bank certification or official statement from the bank/financial institution issued in the last one (1) month, containing your loan details, specifically stating:
- (i) Interest Rate of the loan;
- (ii) Remaining loan or principal balance;
- (iii) Loan maturity date or date of final amortization payment; and
- (iv) Repricing period, if applicable
For additional information, you may check here the details of the Balance Transfer Loan or contact us for any related concerns.
BTL Frequently Asked Questions
BTL Info Slip
You may submit your Co-Borrower Loan (CBL) application via email or by visiting our campus cluster offices.
Requirements:
- Co-Borrower Loan (CBL) Info Slip
- Co-Borrower Loan (CBL) – Non-Negotiable Promissory Note with Deed of Assignment
- Copy (picture or photocopy) of two (2) months most recent UP payslip
- Copy (picture or photocopy) of two (2) months most recent UP payslip of your co-borrower
- Copy (picture or photocopy) of any proof (ATM card or online screenshot) showing bank Account Number where loan proceeds will be deposited
For additional information, you may check here the details of the Co-Borrower Loan or contact us for any related concerns.
Co-Borrower Loan (CBL) Info Slip
Non-Negotiable Promissory Note with Deed of Assignment
Membership Forms
To apply as new member, please accomplish and submit one (1) copy of the three (3) forms below to a UP Provident Fund office near you or just email the completed forms to the email address of the UP Provident Fund campus cluster where you belong.
- Application Form (download below)
- Proxy Form (for General Membership Meeting) (download below)
- Insurance Form (download below)
Proxy Form (for General Members Meeting)
Membership Application Form
Insurance Form
To update your personal information/records with UPPF or to change your monthly contribution, please accomplish and submit one (1) copy of the Member’s Data Updating Form to a UP Provident Fund office near you or just email the completed form to the email address of the UP Provident Fund campus cluster where you belong.
Member’s Updating Form
In order for you to be represented in case of absence during the Annual General Membership Meeting, please accomplish and submit one (1) copy of the Proxy Voting Form below to a UP Provident Fund office near you or just email the completed form to the email address of the UP Provident Fund campus cluster where you belong.
Proxy Voting Form
If you are a member about to retire, resign, or separate from UP, please fill out and submit one (1) copy of the Benefit Claim Application Form and Bank Deposit Authorization Form, if proceeds will be deposited to a bank account.
If you have already separated from the University and have not claimed your UPPF benefits yet due to incomplete University clearance or other requirements, you have the option to withdraw the Member’s Contribution portion of your Member’s Equity. To do so, just fill out and submit one (1) copy of the Option to Withdraw Member’s Contribution Form and Bank Deposit Authorization Form, if proceeds will be deposited to a bank account.
Once all pending requirements are submitted, you may claim the remaining portions of your Member’s Equity in accordance to the BOT-approved policies on benefit claim (such as vesting rights, maintenance and dormancy fees, and withholding tax, if applicable).
For faster transactions, you may email the completed forms to the email address of the UP Provident Fund campus cluster where you belong.
Option to withdraw members contribution
Benefit Claim Form for Retiring, Resigning, or Separating Members
Bank Deposit Authorization