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CLIENT INFORMATION SHEET Client Status # : 01181 Date : February 29, 2024 1. CLIENT PROFILE | DECLARED DEPENDENT/S: I.D. Number : 01779 *** RELEASED: Mar-02-2015 *** | Name Birth Age Name/Type : Jose, Rosa D. (RT) | --------------- ----------- --- Address : 5424 Salinas Street | San Dionisio Paranaque (1700) | * NO DEPENDENTS * Phone Nos. : none|826-78-19 | Birthday/Age: September 4, 1940 (83 yrs.) | Debit/Acct. : _________________________/_____________| Email Addr. : _______________ | Facebook : _______________ | SSS/Coll.Day: 0303606347 (004) | Spouse : Jacinto Jose | --------------------------------------------------------------------------------------------- 2. ACCOUNT STATUS | OUTSTANDING LOAN/S: Bank/Acct : Union-Paranaque (UBPQE) | ATM1000500085339 Bankbal: 387.34 | * NO OUTSTANDING LOANS * Inst. Currnt: P 0.00 Pension: 2,900.00 | Latest: P 0.00 Coll'n.: 2,500.00 | Balance Term: 0 Mos Cntngnt: 09-04-2006 | Overdue : P 0.00 | Sukli Bal. : P 0.00 | Total O.B. : P 0.00 | L.C./Office : NON - Berber, Belinda (BB1)/PSY | Coll'n Alert: update bank balance (OUB) | Co-Maker : Liza O. Fernandez 2014-11 | : 09292416247 | Concerns : ___ ______________ NON-ADA Bnk: UBPQE | Client age: 70 up ___ ______________ | --------------------------------------------------------------------------------------------- ADDITIONAL NOTES/REMARKS: | DATE REFERENCE STS COLLECTION INSTALLS A/P - the Pensioner hereby authorized her Cousin, Gina Dela | ----------- ------------ --- ---------- ---------- ---------- Cruz to personally received her monthly SSS Pension | Aug-08-2014 Sukli Pst Aug 8'14 -300.00 Excess for the month of January 2014 up to her last | Sep-01-2014 Sukli Closed: 189905 loan. - Lemuel 04/08/2014 | Sep-04-2014 Sep'14 Colln 3,300.00 2,700.00 600.00 - the SSS Client hereby authorized, Logina Dela Cruz to | Sep-08-2014 Sukli Pst Sep 8'14 -600.00 personally received her monthly pension excess for the | Oct-04-2014 Oct'14 Colln 3,100.00 2,800.00 300.00 month of June 2013. | Oct-09-2014 Sukli Pst Oct 9'14 -300.00 - Lemuel 06/24/2013 | Nov-04-2014 Nov'14 Colln 3,000.00 2,800.00 200.00 *d pnsionr hereby authrzd CRESENCIA PORCIL to | Nov-10-2014 Sukli Pst Nov 10'14 -200.00 personally rcvd her monthly sss pnsion excess for the | Dec-04-2014 Dec'14 Colln 6,100.00 5,700.00 400.00 month of Jan'07 up to d last loan, sgned by the | Dec-09-2014 Sukli Pst Dec 9'14 -400.00 pnsionr-encoded by Khai 01.17.07 | Jan-07-2015 Jan'15 Colln 3,100.00 2,800.00 300.00 - the pensioner hereby authorized, Cresencia Porcil to | Feb-04-2015 Feb'15 Colln 3,000.00 2,800.00 200.00 received his monthly | Feb-05-2015 Sukli Pst Feb 5'15 -500.00 sukli this day 8/7/07. Limuel 8/22/07 | Feb-09-2015 Feb'15 Colln 10,600.00 10,600.00 - the pensioner hereby authorized her friend, MERLINDA | Feb-13-2015 Adjst UDI/Rebate 674.00 REYES to personally received her monthly SSS Pension | Feb-13-2015 Feb'15 Adjst Adjustment 11,200.00 -11,200.00 Excess for the month of March 2008. | Feb-13-2015 Adjst Other Income -74.00 - Limuel 4/22/08 | Feb-23-2015 Feb'15 Prblm OUB update bank balance | Feb-23-2015 Adjst sent by col. _____________________ _________________________ ____________________________________ Analyst Interviewer Client Conforme (Signature Verified)
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