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CLIENT INFORMATION SHEET Client Status # : 00390 Date : October 14, 2024 1. CLIENT PROFILE | DECLARED DEPENDENT/S: I.D. Number : 43209 *** RELEASED: Oct-14-2024 *** | Name Birth Age Name/Type : Laroya, Myla Elena San Jose (SD) | --------------- ----------- --- Address : #1480 Candida St., Pandacan | Venes Mae Feb-03-2003 22 Manila City | Kimberly Ann Jul-14-2004 20 Phone Nos. : 09997854362| | Birthday/Age: August 18, 1969 (55 yrs.) | Debit/Acct. : _________________________/_____________| Email Addr. : _______________ | Facebook : _______________ | SSS/Coll.Day: 0112580120 (001) | Spouse : Daniel 04/19/64 | --------------------------------------------------------------------------------------------- 2. ACCOUNT STATUS | OUTSTANDING LOAN/S: Bank/Acct : P.N.B.-Head Office (PNHOF) | ATM220210001138 Bankbal: 360.05 | * NO OUTSTANDING LOANS * Inst. Currnt: P 0.00 Pension: 2,550.00 | Latest: P 0.00 Coll'n.: 2,500.00 | Balance Term: 0 Mos Cntngnt: 12-09-2009 | 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)/PCO| Coll'n Alert: MATURED PULL-OUT (OPM) | Co-Maker : *** none *** | : *** none *** | Concerns : Dependent near 21! ___ ______________ | ___ ______________ ___ ______________ | --------------------------------------------------------------------------------------------- ADDITIONAL NOTES/REMARKS: | DATE REFERENCE STS COLLECTION INSTALLS A/P DONE ACOP APRIL 12 2024 W/ ACOP STUB | ----------- ------------ --- ---------- ---------- ---------- PRESENTED..........pau081424 | Mar-04-2024 Mar'24 Colln 2,200.00 2,000.00 200.00 id#43209 Nagpunta today si client para mag report na | Mar-04-2024 Sukli Pst Mar 4'24 -1,600.00 nag ACOP na ito at ayon daw sa SSS ay hintayin pa daw | Mar-29-2024 Apr'24 Colln 2,200.00 2,000.00 200.00 ang approval ng SSS la Union Branch patungkol sa | May-02-2024 May'24 Colln 2,400.00 2,000.00 400.00 resumtion ng pension. at by September pag nagka pera | Jun-03-2024 Jun'24 Prblm OR1 Walang laman 1 ito ay i fu- full payment, cash ang natitirang balanse. | Jun-04-2024 Jun'24 Prblm OR2 Walang laman 2 -aR.aR- 08.13.24 | Jun-05-2024 Jun'24 Prblm TR3 Walang Laman (3) id#43209 Visit By Ritchell 07.15.24 ayon kay batman ay | Jul-01-2024 Jul'24 Prblm OR1 Walang laman 1 naka usap niya mismo si kliyente ayon dito ay noong | Jul-04-2024 Jul'24 Prblm OR2 Walang laman 2 Buwan ng May ay ng report na daw siya patungkol dito | Jul-05-2024 Jul'24 Prblm TR3 Walang Laman (3) dahil dapat ay 10% lang daw ang ibawas sa pensyon dahil | Aug-02-2024 Aug'24 Prblm OR1 Walang laman 1 ng trabaho na ang isa sa anak nito. Sa byernes ay | Aug-06-2024 Aug'24 Prblm OR2 Walang laman 2 babalik daw siya sa SSS para uli mag follow up | Aug-07-2024 Aug'24 Prblm TR3 Walang Laman (3) patungkol sa isyu ng pensyon. -aR.aR- 07.15.24 | Aug-15-2024 Aug'24 Adjst TR3 Adjustment 300.00 -300.00 id#43209 Thru phone call (09:20am 06.07.24) as per Mam | Aug-31-2024 Sep'24 Prblm RUC Rogue Uncollected Client Irene Pumunta daw ito sa office para o report na | Sep-30-2024 Sep'24 Colln 6,500.00 3,700.00 2,800.00 pinutol daw ng SSS ang pensyon dahil na trace ng SSS na | Oct-02-2024 Sukli Pst Oct 2'24 -2,800.00 nagta-trabaho na ang anak na kasama sa list of | Oct-10-2024 Oct'24 Prblm OPM MATURED PULL-OUT benifits. Ayon kay kliyente pinutol daw ni SSS para | Oct-11-2024 Adjst sent by coll. _____________________ _________________________ ____________________________________ Analyst Interviewer Client Conforme (Signature Verified)
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