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Learning Roadmap

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Why is it What are the duties How can we maintain and

important to and responsibilities of manage our member’s
designate an AAO an AAOs and ERF records? solve issues
and ERF handlers? regarding member’s record
handler? and remittances.

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 AAOs LOs ERF
Handler

AGENCY AUTHORIZED LIASON OFFICERS ELECTRONIC REMITTANCE

OFFICERS FILE HANDLERS

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 QUALIFICATIONS
 A permanent employee of the Agency

Salary grade 12 and above

For AAOs and ERF handlers  from Administration or Human
Resource Department for AAOs

 from the Accounting, Finance,

Administration or Human Resource
Department for ERF Handlers

Must be assigned as AAO of his/her

mother agency (Remitting Agency).
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 RESPONSIBILITIES OF AN AAO

MEMBERSHIP
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1
UPDATING

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LOAN
PROCESSING AS GSIS
PARTNER
 LOANS PROCESSING
Deduction of Monthly
1 Certify Loan Applications 2
Amortization

Information supplied by the

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loan borrower is correct

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 ERF Handlers Responsibilities

Remittance Processing
Membership Updating

As GSIS Partner

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 Each Remitting Agency
(or clustered agencies)

1 Principal AAO For every 1,000 member-employees

For agencies with less than 1,000
1 Principal and Alternate AAO
member-employees
1 ERF handler

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 REQUIRED AAO REQUIRED ERF
FORMS HANDLER FORMS
AAO Electronic Online System form eBCS Enrollment forms
(AAO EOS)
ERF Handler Commitment form
AAO Commitment form

eBCS Enrollment form *Justification Letter

*Justification Letter

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REGISTRATION Approved
A notification will be sent
PROCESS via email to the AAO and
Head of the Agency

Submit all forms to

your Membership
Coordinator Register

Accomplish all Disapproved

documentary Follow steps 1 and 2
requirements

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 REMINDER

Only applications acted upon by the AAO within seven (7) calendar days
shall be processed.

Applications not acted upon within seven (7) calendar days shall be
cancelled.
The member shall be informed of the cancellation through e-mail or SMS
Message.

Any false certification which subsequently leads to default shall cause the
AAO and/or the agency to be jointly liable with member-borrower for
the loan.
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 Deactivated Account
Inactivity due to dormancy (90
days), expired account, transferred
Locked Account out

Five failed attemps in key-in

incorrect username and/or
password

Expired Password

Failed to change the password

Temporary Password within 60 days.
Five to key-in the system
generated temporary password

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 EMAIL ADDRESS MOBILE NUMBER
Ensure that supplied email address on your Ensure that supplied mobile number in the
application form is active and correct. application form is active and correct..

Use personal office email

cjibarra@xyz.gov.ph

Do not use your company’s common email

address

xyzabcmemnhs@deped.gov.ph

Requests from unregistered email address and mobile number will not be processed.
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 REPLACEMENT OF
AAOs & ERF Handlers

Due to separation, retirement, transfer to another agency, suspension,

or changes in the designation of AAOs & ERF handlers for any
reasons

 Head of the Agency or Human Resource Officer shall inform

GSIS

 Ensure that a replacement is assigned prior to the

separation, retirement, transfer, suspension or change of
designation
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 NON-CASH INCENTIVES

PRINCIPAL AAO
BENEFIT ALTERNATE AAO
and ERF HANDLERS
Accidental Death &
Dismemberment Limit of Php 500,000 Limit of Php 250,000
(AD&D)/ Permanent per person per person
Total Disability (PTD)
Medical Reimbursement Limit of Php 100,000 Limit of Php 25,000
(MR) per person per person
Bereavement
Php 10,000.00 Php 10,000.00
Assistance
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 A web-based application that allows maintenance of
Membership Service Profile (MSP) with workflow process.

https://webmsp.gsis.gov.ph

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 REQUIREMENTS LOGIN ID

WEB BROWSER: Best viewed in Same as your AAO Certification account

USERNAME: BP NUMBER
PASSWORD: ALPHA-NUMERIC

MICROSOFT EXCEL: version 2010 or higher SPECIAL CHARACTERS are not allowed

Both active Principal and Alternate AAO can access the website.
However, uploading of own request is strictly prohibited.
 FORM TEMPLATES
All prescribed form templates can be downloaded in webmsp homepage under Source
Documents for Download.

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 IMPORTANT NOTES

AGENCY BP NUMBER Form A, B and D

10 numerical digits that starts with 1 Maximum of 50 lines

MEMBER BP NUMBER Form C and F

Maximum of 1000 lines
10 numerical digits that starts with 2

FUTURE DATE is not allowed Form E

Except for Suspension tag that is within the
Maximum of 10 lines
current year.

ALL fields are required except

form E

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 Form F Conditions:

Policy status must be active (account should

For updating of last salary
line only
be active)
Effectivity date should be equal or greater
than current From date in member’s last
MSP line
Salary should be greater than current salary

Duplicate BP Number is not allowed

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COMMON ERROR IN
FORM F
Multiple lines under the same BP Number is
not allowed.

2XXXXXXXXX

The new salary should be less than or equal to the old salary. Please use Form C for retained
or decreased salary.

Effectivity Date should be equal or greater than the reflected FROM DATE in members
last MSP line.

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With existing record but Correction of date of Dismissed and Deceased Change of Name, Civil
with discrepancy in data membership, inclusion of Status and Date of Birth
prior services

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 Other Membership Request outside webMSP

Duplicate BP Number

Extension of Government Service

65
Turning 65 years old
Option to continue or discontinue premium contributions for
Elective Officials, Coterminous, appointed

Maturing Policy
At least 2 months prior to maturity date

Seconded and Study Leave Without Pay

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 UPDATING OF SERVICE PROFILE
RECONCILIATION OF SERVICE PROFILE

 Clear and readable copy of complete and latest Service Record (SR)

 LWOP Certification

If with for inclusion of prior services, submit an incontrovertible proof:

 Appointment Paper attested by CSC

 Plantilla
 Service Ledger cards
 Oath of Office

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Timeline

Reconciliation of Payment
Records
Within a month until the
–
2nd 23rd day of the 10th day of the following
month month

Billing Extraction Generation of Billing Statement

Every 24th day of the month 1st day of the following month

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 No record in GSIS database
 Transferred employee
 Inactive account
 Married employee (female)
 Misspelled Name
 Duplicate record
 Salary adjustment not yet reflected
in GSIS database
 Proportionate amount
 Delayed remittance
 Delayed uploading of salary
adjustments Inactive account
 Delayed declaration of separation
tag, suspension and/or Leave of
absence without pay (LWOP)
 Erroneous computation of premiums
 Incorrect BP Number
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 EFFECT to MEMBER-AGENCY-GSIS

MEMBER AGENCY GSIS

Delayed posting of
payment Outdated member’s Recurring UA and
record Clarificatory Items
Erroneous computation
of claims and benefits Erroneous billing

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 REGULAR SPOT CHECK for AAOs

100% 100%
 Agency collection efficiency for  Attendance to periodic AAO
premiums orientations
 Correctness of loan applications  Compliance obtain clearance
approved from GSIS prior payment of
 Timely submission of forms terminal leave of retiring
employees

>90% <5%
Agency Collection Percentage of loan
Efficiency for loans applications not acted upon

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 REGULAR SPOT CHECK for ERF Handlers

100%

 Timely and correct uploading of ERF and payment for premiums and loans
 Sending of scanned copy of validated deposit slip and Summary of Totals or
personal submission of copy to GSIS
 Action on member accounts included in the eBCS exception reports
 Attendance to periodic ERF Handler orientations
 Compliance with the ERF format prescribed by GSIS
 Regular downloading of monthly billing files as reference for preparation of
monthly remittance and to execute regeneration of billing files, if necessary.
 Regular downloading of weekly notice to deduct as reference for payroll
deduction of monthly loans amortization

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SANCTIONS Any adverse finding/s in the performance of
duties shall be:

Documented and reported to the

agency with request for elevation
to disciplining authority for
investigation and determination
of appropriate administrative
sanctions/s.

The AAO or ERF Handler under investigation shall be relieved of his duties and replaced by the
agency for the duration of the investigation
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 eGSISMO
Electronic GSIS Membership Online

Loan and Claim Pension Record Tentative Claim & Loans Application
Record Loans Tentative
 Service Record  Outstanding Loans  Old Age Pension Tentative Claim
 Insurance Policy  Survivorship  Life Insurance
 Pre-need Plan Claim Record Pension  Retirement
 Life Insurance  EC Survivorship
 Retirement  EC Disability Loans Tentative
 Survivorship  Multi Purpose
 Employees  Emergency
Compensation
 Dividend
 Pre-need
 Refund
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