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CLIENT INFORMATION SHEET Client Status # : 03839 Date : February 29, 2024 1. CLIENT PROFILE | DECLARED DEPENDENT/S: I.D. Number : 04534 *** DECEASED: Jun-24-2014 *** | Name Birth Age Name/Type : Santos Sr., Gerardo F. (RT) | --------------- ----------- --- Address : 148 L. Castro St.,Poblacion, | Bacoor,Cavite | * NO DEPENDENTS * Phone Nos. : 434-56-17 | Birthday/Age: September 24, 1937 (86 yrs.) | Debit/Acct. : _________________________/_____________| Email Addr. : _______________ | Facebook : _______________ | SSS/Coll.Day: 0335057142 (005) | Spouse : Carolina | --------------------------------------------------------------------------------------------- 2. ACCOUNT STATUS | OUTSTANDING LOAN/S: Bank/Acct : Metrobank-Imus (MBIMS) | ATM0383038240979 Bankbal: 305.15 | * NO OUTSTANDING LOANS * Inst. Currnt: P 0.00 Pension: 2,994.20 | Latest: P 0.00 Coll'n.: 2,500.00 | Balance Term: 0 Mos Cntngnt: 09-24-2006 | Overdue : P 0.00 | Sukli Bal. : P 0.00 | Total O.B. : P 0.00 | L.C./Office : De Guzman, Marie Zara Jane G. (JG1)/IMS| Coll'n Alert: *** OKAY *** | Co-Maker : *** none *** | : *** none *** | Concerns : ___ ______________ ___ ______________ | Client age: 70 up ___ ______________ | --------------------------------------------------------------------------------------------- ADDITIONAL NOTES/REMARKS: | DATE REFERENCE STS COLLECTION INSTALLS A/P - the Client's Widow, Carolina Santos hereby authorized | ----------- ------------ --- ---------- ---------- ---------- her Son, Joel J. Santos to personally received his | Oct-03-2011 Oct'11 Colln PDD 3,300.00 3,300.00 monthly pension excess for the month of June 2011. - | Oct-06-2011 Sukli Pst Oct 6'11 -300.00 Limuel 06/15/2011 | Nov-03-2011 Nov'11 Colln PDD 3,300.00 3,300.00 id#4534: Gerardo Santos Sr. SD 01.08.11, Sps: Carolina | Nov-08-2011 Sukli Pst Nov 8'11 -300.00 Santos, Bank: BPI Family Bank Bacoor Pobalcion, Pension | Dec-06-2011 Dec'11 Prblm PDD ent Deceased Amt: 3294.23..khatt03.24.11 | Dec-07-2011 Dec'11 Prblm PDD ent Deceased id#4534:SD-ATM isinurrender na ni Nanay Carolina sa | Dec-08-2011 Sukli Adjustd fr. Lo -3,600.00 IMS. Wait nlng ng pagpasok ng pension nito...jing031511 | Dec-13-2011 Adjst xfer fr ID#176 6,600.00 id#4534: PDD (01.08.11) due to STROKE. With DC and PN | Dec-13-2011 Dec'11 Adjst PDD Adjustment 1,200.00 -1,200.00 by spouse Carolina...jing011511 | Dec-29-2011 Jan'12 Colln PDD 3,300.00 3,300.00 id#4534: deceased according to salve.. 01.10.11 | Jan-06-2012 Sukli Pst Jan 6'12 -300.00 ...metro ada... | Feb-03-2012 Feb'12 Colln PDD 3,300.00 3,300.00 - the SSS Client hereby authorized his Son, Joel J. | Feb-06-2012 Sukli Pst Feb 6'12 -300.00 Santos to personally received his monthly pension | Mar-03-2012 Mar'12 Prblm PDD ent Deceased excess for the month of Oct. 2010. | Mar-27-2012 Sukli Pst Mar 27'12 -300.00 - Limuel 10/11/2010 | Mar-27-2012 Mar'12 Colln PDD 3,300.00 3,300.00 - the pensioner hereby authorized his Cousin, REGALADO | Apr-02-2012 Apr'12 Colln 3,300.00 1,600.00 1,700.00 ROMERO to personally received his monthly SSS Pension | Apr-03-2012 Sukli Pst Apr 3'12 -800.00 Excess for the month of March 2008. | Feb-07-2014 Adjst Sent by Col. _____________________ _________________________ ____________________________________ Analyst Interviewer Client Conforme (Signature Verified)
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