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).
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.
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).
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)
- Guide: When a family member dies: SSS, GSIS and Pag-IBIG claims and the estate tax return