Forms

Loan Application Forms

If you wish to apply for a loan, please prepare and submit the following general requirements:

  • 1. One (1) copy of the applicable Loan Info Slip (download the appropriate form below);
  • 2. Photocopy, picture, or soft copy of last two (2) months UP payslip; and
  • 3. Photocopy, picture, or soft copy of any proof of bank account, where loan proceeds will be deposited, clearly showing bank account number (may be copy of ATM card or online screenshot of bank account number);

Each loan product may have separate additional requirements so please check the complete set of requirements below.


Remote Learning Support (RLS) Loan / Computer Loan

NEW LOAN PRODUCT! UP Provident Fund Inc. (UPPFI)’s “Remote Learning Support Loan” or RLS Loan, is a Computer Loan product offered in partnership with the University of the Philippines (UP) administration to assist eligible employees of UP regarding their computer, gadget, and connectivity requirements in light of the COVID-19 pandemic.

The complete mechanics and rules governing the RLS Loan can be found in the following Terms and Conditions.


To apply for the Remote Learning Support (RLS) / Computer Loan, submit the following requirements:

3. 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)

4. Copy (picture or photocopy) of two (2) months most recent UP payslip

5. Copy (picture or photocopy) of any proof (ATM card or online screenshot) showing bank Account Number where loan proceeds will be deposited

In light of the COVID-19 pandemic, some of our offices are closed but our staff are working from home during regular business hours, so just email the soft copy of the completed forms to the email address of the UP Provident Fund campus cluster where you belong.


Personal Equity Loan (PEL), Emergency Loan (EML), and Bridge Loan (BL)

For faster processing of your loan application, log in to our Members Portal and submit your PEL, EML, and BL application online.

You may also submit the completed documents via email. The requirements are:

2. Copy (picture or photocopy) of two (2) months most recent UP payslip

3. Copy (picture or photocopy) of any proof (ATM card or online screenshot) showing bank Account Number where loan proceeds will be deposited


Balance Transfer Loan (BTL)

The Balance Transfer Loan or BTL is a loan product which allows members to transfer to UP Provident Fund the balance or remaining principal of an existing loan with a bank or lending institution.

Members can benefit from transferring their loans to UP Provident Fund since the loan will be charged an interest rate 2% lower than the original interest rate of the loan.

For more details about the BTL, please check the Frequently Asked Questions file below.

In light of the COVID-19 pandemic, some of our offices are closed but our staff are working from home during regular business hours, so just email the soft copy of the completed forms to the email address of the UP Provident Fund campus cluster where you belong.

To apply for BTL, complete and submit the following requirements:

2. Copy (picture or photocopy) of two (2) months most recent UP payslip

3. 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 a sample of the Bank Certification, check out the BTL Frequently Asked Questions file above.



Co-Borrower Loan (CBL)

To apply for CBL, complete and submit the following requirements:

3. Copy (picture or photocopy) of two (2) months most recent UP payslip

4. Copy (picture or photocopy) of two (2) months most recent UP payslip of your co-borrower

5. Copy (picture or photocopy) of any proof (ATM card or online screenshot) showing bank Account Number where loan proceeds will be deposited


New Member Application Form

If you wish to apply as a new member of UP Provident Fund, please print, accomplish, and submit one (1) copy of the three (3) forms below to a UP Provident Fund office near you.

In light of the COVID-19 pandemic, some of our offices are closed but our staff are working from home during regular business hours, so just email the soft copy of the completed forms to the email address of the UP Provident Fund campus cluster where you belong.


Member’s Data Updating and Change in Contribution Form

To update your personal information or to increase/decrease your monthly contribution, please print, fill out, and submit one (1) copy of the Member’s Updating Form to a UP Provident Fund office near you.

In light of the COVID-19 pandemic, some of our offices are closed but our staff are working from home during regular business hours, so just email the soft copy of the completed forms to the email address of the UP Provident Fund campus cluster where you belong.


Proxy Voting Form for Annual General Membership Meeting

To update your proxy voting form so you can be represented during the Annual General Membership Meeting, please print, complete, and submit one (1) copy of the form below to a UP Provident Fund office near you.


Benefit Claim Form for Retiring, Resigning, Separating, or Withdrawing Members

In light of the COVID-19 pandemic, some of our offices are closed but our staff are working from home during regular business hours, so just email the soft copy of the completed forms to the email address of the UP Provident Fund campus cluster where you belong.

If you are a current member who is retiring, resigning, or separating from UP, please fill out and submit one (1) copy of the Benefit Claim Application Form below.

If you are a current member who wish to withdraw membership from UP Provident Fund but will still remain an employee of UP, please fill out and submit one (1) copy of the Benefit Claim Application Form below.