Instructions on using the Group Protect Template

1 Input the Company Name and Address of the prospective client on the field reserved. See the item/s encircled in Black.

Manulife Group Protect Enrollme

Company Name
Address

No. Employee Name Birthdate Age Insurance Age* Gender Occupation Pl

1
2
3

2 Input the proposal date. Please Follow MM/DD/YY Format

3 Choose Between "Position-Based Plans" and "Uniform Plans" of Group Protect Benefit. Use the dropdown option.
a. Position-Based Plans - Different Plans according to client's preference however, hierarchy of benefits according to rank
Example: Rank and File employees have Php 100,000 Group Protect Limit while Managers have Php 300,000 G
Managers' Limit CANNOT be lower than Rank and File employees' limit since the rank classification of manage
b. Uniform Plans - There is only one plan / limit for all employees. i.e. Php 100,000 Life Insurance (Group Protect) coverag
4 Fill out the form with Employees' names, birthdays, gender and occuptation. Age, Insurance Age, Life Insurance Premium,
See item/s encircled in Blue.
5 Choose Riders by using the dropdown option.

Basic Guidelines:
1 Group Protect Policy could only be issued for at least 5 employees up to Php 100 employees.
2 See "Annex I" sheet for list of acceptable occupation. If occupation is not listed, please coordinate with Pricing officer (Cor

3 For the policy to be issued, Total Annualized Premium should be at least Php 2,000.
4 Only Annual mode of payment is allowed.
the item/s encircled in Black.

roup Protect Enrollment Template

Proposal Date: INPUT DATE HERE

Expiration of Proposal:
Plan Type (Core): Uniform Plans 100,000
Riders: None

Accidental Medical Daily Hospital Cancer Benefit Total Annual

Occupation Plan Life Insurance Premium
Reimbursement Rider Income Rider Rider Payable
-
-
-

e the dropdown option.

hy of benefits according to rank classification should be observed.
Managers have Php 300,000 Group Protect Limit.
e rank classification of managers is HIGHER.
urance (Group Protect) coverage for ALL employees regardless of position / rank.
e Age, Life Insurance Premium, AMR, HIB, CBR and Total Annual Payable are automatically computed.

rdinate with Pricing officer (Corporate Solutions).

t Total Annual
Payable
-
-
-
 ###
###

Manulife Group Protect Enrollment Template

Proposal Date: 5/30/2020

COMPANY NAME Expiration of Rates: 8/28/2020

COMPANY ADDRESS Plan Type (Core): Position-Based Plans 100,000
Riders: Daily HIB

Employee Accidental Medical Daily Hospital Cancer Benefit Total Annual

No. Employee Name Birthdate Age Insurance Age* Gender Occupation Plan Life Insurance Premium
Number Reimbursement Rider Income Rider Rider Payable
1 Test 01 January, 1991 29 29 M 100,000 256.00 - 431.00 - 687.00
2 Test 01 January, 1991 29 29 M 300,000 737.00 - 604.00 - 1,341.00
3 Test 01 January, 1991 29 29 M -
4 Test 01 January, 1991 29 29 M -
5 Test 01 January, 1991 29 29 M -
6 Test 01 January, 1991 29 29 M -
7 Test 01 January, 1991 29 29 M -
8 Test 01 January, 1991 29 29 M -
9 Test 01 January, 1991 29 29 M -
10 Test 01 January, 1991 29 29 M -
11 Test 01 January, 1991 29 29 M -
12 Test 01 January, 1991 29 29 M -
13 Test 01 January, 1991 29 29 M -
14 Test 01 January, 1991 29 29 M -
15 Test 01 January, 1991 29 29 M -
16 Test 01 January, 1991 29 29 M -
17 Test 01 January, 1991 29 29 M -
18 Test 01 January, 1991 29 29 M -
19 Test 01 January, 1991 29 29 M -
20 Test 01 January, 1991 29 29 M -
21 Test 01 January, 1991 29 29 M -
22 Test 01 January, 1991 29 29 M -
23 Test 01 January, 1991 29 29 M -
24 Test 01 January, 1991 29 29 M -
25 Test 01 January, 1991 29 29 M -
26 Test 01 January, 1991 29 29 M -
27 Test 01 January, 1991 29 29 M -
28 Test 01 January, 1991 29 29 M -
29 Test 01 January, 1991 29 29 M -
30 Test 01 January, 1991 29 29 M -
31 Test 01 January, 1991 29 29 M -
32 Test 01 January, 1991 29 29 M -
33 Test 01 January, 1991 29 29 M -
34 Test 01 January, 1991 29 29 M -
35 Test 01 January, 1991 29 29 M -
36 Test 01 January, 1991 29 29 M -
37 Test 01 January, 1991 29 29 M -
38 Test 01 January, 1991 29 29 M -
39 Test 01 January, 1991 29 29 M -
40 Test 01 January, 1991 29 29 M -
41 Test 01 January, 1991 29 29 M -
42 Test 01 January, 1991 29 29 M -
43 Test 01 January, 1991 29 29 M -
44 Test 01 January, 1991 29 29 M -
45 Test 01 January, 1991 29 29 M -
46 Test 01 January, 1991 29 29 M -
47 Test 01 January, 1991 29 29 M -
48 Test 01 January, 1991 29 29 M -
49 Test 01 January, 1991 29 29 M -
50 Test 01 January, 1991 29 29 M -
51 Test 01 January, 1991 29 29 M -
52 Test 01 January, 1991 29 29 M -
53 Test 01 January, 1991 29 29 M -
54 Test 01 January, 1991 29 29 M -
55 Test 01 January, 1991 29 29 M -
56 Test 01 January, 1991 29 29 M -
57 Test 01 January, 1991 29 29 M -
58 Test 01 January, 1991 29 29 M -
59 Test 01 January, 1991 29 29 M -
60 Test 01 January, 1991 29 29 M -
61 Test 01 January, 1991 29 29 M -
62 Test 01 January, 1991 29 29 M -
63 Test 01 January, 1991 29 29 M -
64 Test 01 January, 1991 29 29 M -
65 Test 01 January, 1991 29 29 M -
66 Test 01 January, 1991 29 29 M -
67 Test 01 January, 1991 29 29 M -
68 Test 01 January, 1991 29 29 M -
69 Test 01 January, 1991 29 29 M -
70 Test 01 January, 1991 29 29 M -
71 Test 01 January, 1991 29 29 M -
72 Test 01 January, 1991 29 29 M -
73 Test 01 January, 1991 29 29 M -
74 Test 01 January, 1991 29 29 M -
75 Test 01 January, 1991 29 29 M -
76 Test 01 January, 1991 29 29 M -
 Proposal Date: 5/30/2020

COMPANY NAME Expiration of Rates: 8/28/2020

COMPANY ADDRESS Plan Type (Core): Position-Based Plans 100,000
Riders: Daily HIB

Employee Accidental Medical Daily Hospital Cancer Benefit Total Annual

No. Employee Name Birthdate Age Insurance Age* Gender Occupation Plan Life Insurance Premium
Number Reimbursement Rider Income Rider Rider Payable
77 Test 01 January, 1991 29 29 M -
78 Test 01 January, 1991 29 29 M -
79 Test 01 January, 1991 29 29 M -
80 Test 01 January, 1991 29 29 M -
81 Test 01 January, 1991 29 29 M -
82 Test 01 January, 1991 29 29 M -
83 Test 01 January, 1991 29 29 M -
84 Test 01 January, 1991 29 29 M -
85 Test 01 January, 1991 29 29 M -
86 Test 01 January, 1991 29 29 M -
87 Test 01 January, 1991 29 29 M -
88 Test 01 January, 1991 29 29 M -
89 Test 01 January, 1991 29 29 M -
90 Test 01 January, 1991 29 29 M -
91 Test 01 January, 1991 29 29 M -
92 Test 01 January, 1991 29 29 M -
93 Test 01 January, 1991 29 29 M -
94 Test 01 January, 1991 29 29 M -
95 Test 01 January, 1991 29 29 M -
96 Test 01 January, 1991 29 29 M -
97 Test 01 January, 1991 29 29 M -
98 Test 01 January, 1991 29 29 M -
99 Test 01 January, 1991 29 29 M -
100 Test 01 January, 1991 29 29 M -

Estimated Total
Total Insurance Cancer Benefit
Group Protect Total AMR Total Daily HIB Total Annualized
Volume Rider Total
Premium
400,000 993 - 1,035 - 2,028

*Above shall be applicable to standard cases only. Substandard cases shall be subject to additional charges on premium rates. Refer to Annex I for standard cases list.
Any adjustment/s result of the underwriting evaluation will be reflected in a separate billing statement.Coverage will begin only upon receipt of the full   premium due,
whether or not a separate billing has been issued"

*Insurance Age is the actual age within 6 months or 180 days from the proposal date.

AGENT CODE
Financial Adviser

AGENT NAME
Sign Over Printed Name / Date / Agent's Code
Financial Adviser

COMPANY AUTHORIZED SIGNATORY

Sign Over Printed Name/ Date
Authorized Signatory
ANNEX I:
List of Acceptable Occupations

Account Executives
Accountant
Actuary
Agriculturist
Antique Dealer
Architect
Assembler (Electronics)
Assembler (Battery)
Athletes/Sports (Badminton, Golf, Tennis, Swimming, Track and Field)
Athletes/Sports (Billiard Players)
Auditor
Barber
Bell Boy, Housekeeper Bus Boy, Doorman
Bookkeeper
Brewmaster
Business/Management Consultant
Buttoner (Shirt Factory)
Cashier (Other than pawnshops)
Casino Dealer
Checkers
Chemist
Clerical Staff
Cloth Weaver
Coach/Trainer (Sports)
Coffee Shop Assistant
Coffin Maker / Crematorium Worker
Comptroller
Computer Operator
Computer Programmer
Contractor, Building
Controller
Copywriter
Coroner
Darkroom Technician
Data Encoder
Disconnector (Electrical Industry)
Dispatcher (Transportation)
Draftsman
Dressmaker (including Knitter, Seamstress)
Driver (Hearse)
Economist
Editor / Assistant Editor
Embalmer
Engineer ( Admin Duties / Supervising / Inspecting Duties)
Farmer ( Supervision Only)
Fashion Designer
Finisher (Shirt Factory)
Fish Dealer (Wholesale)
Fitter (Shirt Industry)
Flight / Traffic Personnel
Flight Engineer
Flight Steward / Stewardess
Florist
Fortune Teller
Fruit Dealer (Wholesale)
Gas (Cooking Distributor)
Grocery Helper
Hairdresser
Harbour Pilot
Head Waiter
Herbalist
Horse Breeder
Horticulturist
Inspector (Aviation; ground work)
Instructor (including lecturer / teacher in school & seminars)
Interior Designer
Interpreter
Investigator, Credit
Jewelry Worker / Appraiser (Jewelry Shops)
Judge
Lab Technician (Other than in Oil/Gas Industry)
Lawyer
Legal Clerk
Librarian
Lithographer
Locksmith
Make-Up Artist
Manager
Manicurist
Marketing Executive
Meat Dealer (Wholesale) Stock Broker
Medical Technologist Store Keeper
Merchant (Dry Goods, Sari Sari Store, Hardware, etc.) Supervisor (Power Plant / Cement & Lime Factory)
Meteorologist Swithboard Operator (Radio and TV)
Meter Installer / Meter Reader Talent Scout Manager
Midwife / Nurse Aide Tax Consultant
Model (Commercial & Fashion) Technician (Aircon Industry)
Musician (Big Hotels and Restaurants) Technicians (Pharmaceutical Industry)
Musician (College & University, Concept & Symphony) Telex Operator
Musician (Radio, Theatre, TV) Ticker Seller
Office Manager Timekeeper
Optometrist / Optician Toolkeeper
Parts Custodian (Cars) Tour Guide
Pastor (Not Missionary) Usher
Pharmacist / Chemist Vegetable Dealer (Wholesale)
Photo Studio Veterinarian
Photographer Waiter (Captain)
Physical / Physio / Respiratory Therapist Waiter / Foodserver (in Hotels and Restaurants)
Physician Weatherman / Forecaster
Presser (Clothing Industry) X-Ray Technician
Printer, Proof Reader
Process Server
Producer (Film)
Production / Program Assistant
Projectionist
Proprietor
Prosecutor
Provincial Coordinator
Quality Control
Radio Operator (Air & Transportation)
Receptionist
Repairer (Electricity)
Repairman, Computer
Salesman (Indoor)
Salesman (Outdoor)
Secretary
Sewing Worker
Silk Screen Worker
Social Worker / NGO (Office)
Statistician / Stenographer / Translator