INSTRUCTIONS FOR BSP FORMS (Strictly no handwritten forms):

NOTE: Please submit a soft copy first to HR Service Delivery team for review and wait for the advice, once okay to print and
notarize the documents.

1. Verified Statement (word file)

• Please provide the ff details:

➢ First Name, Middle Initial, and Surname
➢ Age
➢ Civil Status
➢ Complete Address
➢ Rank and Position Title
➢ Company Name (SB Finance, Inc.)
➢ Effectivity Date – (Date Hired)
➢ Signature over printed name on the space provided.
➢ Print 3 copies and have them notarized (Long Bond Paper)

2. BSP Bio-data (excel file):

• Download the excel file and press right-click.

• Look for Properties and tick “unblock” to open the file.

• Open Biodata file and click Enable Content

• Input the following details:

➢ Institution code: 222529

➢ Institution Name: SB FINANCE, INC.
➢ Date Accomplished
➢ Last Name
➢ Complete First Name
➢ Middle Name (put N/A/ if not applicable)
➢ Name Suffix (if any)
➢ Biodata as of 2022 (Depends on the year of your hiring date.

• Click OK

Fill out 7 sheets - (BIODATA, Control Proof List, Personal Information, Education-Training, Work Experience,
Family Relations, and Others)
Print in 3 sets, affix your signature on the cover page (Control Proof list) and have them notarized.
Submit soft copy (excel file) to ANnivera@sbfinance.com.ph and
NYercillo@sbfinance.com.ph
 Reminders:

• In the Biodata sheet, ensure that the MOTHERS MAIDEN NAME is complete (FIRST NAME, MIDDLE
NAME AND SURNAME). Also, indicate both RANK and POSITION in the position title.
• Insert 2x2 picture (Corporate attire)
• Input other names, if any.
• Input TIN number and follow the required format.

In the Personal Information sheet, please input your civil status, sex, citizenship, date of birth(MM/dd/yyyy), place of
birth, permanent address, residential address, and work address.
• In the Education-Training sheet, no acronym/s. Reflect the full details of the school, course, addresses,
training course, position, training provider etc.
• Educational background should be in chronological sequence. In case the officer attended more than 1
university for his/her college/post graduate degree; reflect the year attended for each university and
the specific degree from each university.
• The training inventory should be properly filled out, starting with the most recent training. Ensure all
attendedtrainings are declared. BSP usually checks the previously submitted copies.
• In the Work Experience sheet, please provide present position effective date, and other past position.
• In the Family relations sheet,
o Reflect the name even if deceased. Compliance had a similar case recently wherein BSP
request that deceased parent’s name be reflected.
o If items are not applicable, click tick box on the upper right portion of the items.
• In the Others sheet, please tick your answer (yes/no) and details, if any.
• Rows may be adjusted to reflect complete details.
• Please double check before printing.
• All items should be filled up otherwise the file won’t be saved.
• Make sure that the printed title page (Control Proof list) information is attached to the correct bio info
in the succeeding pages.

3. Authorization Form of Query (Word file)

• Please provide the ff details:
➢ First Name, Middle Initial, and Surname
➢ Company Name – (SB Finance, Inc.)
➢ Rank and Position Title
➢ Signature over printed name on the space provided.
➢ Have 2 witnesses sign in the space provided.
➢ Print in 3 copies and have them notarized (Short bond paper)
OTHER FORMS

For Related Party Information Data sheet (Excel file)

• Please provide the ff details:

➢ 1, Must be submitted in soft file (MS excel file) and hard copy.
➢ For Sheet 1 – Family relations with the 1st and 2nd degree of consanguinity and affinity
➢ For Sheet 2 – Input N/A for fields not applicable to you.