Title
Source: Supreme Court
Pag-IBIG Multi-Purpose Loan Guidelines
Law
Hdmf (pag-ibig Fund) Circular No. 56-i
Decision Date
Apr 30, 2013
The Amended Guidelines on the Pag-IBIG Fund Multi-Purpose Loan Program provides financial assistance to Pag-IBIG Fund members for various purposes, with a maximum loan period of 24 months and an interest rate of 10.50% per annum.

Law Summary

Loan Purpose

  • Provide financial assistance for various personal needs including:
    • House repair
    • Minor home improvement
    • Home enhancement (e.g. purchase of appliances, furniture)
    • Tuition and educational expenses
    • Health and wellness
    • Livelihood
    • Other unspecified purposes

Borrower's Eligibility

  • Must be a Pag-IBIG member with at least 24 monthly mandatory savings (MS).
  • For members who withdrew due to maturity, 24 MS reckoned from first MS after withdrawal month.
  • Must have 5 MS in the last 6 months before loan application.
  • Housing loan accounts must not be in default.
  • MPL and Calamity Loan accounts must not be in default.

Loan Amount

  • Loan amount is the lowest of: desired loan amount, loan entitlement, capacity to pay.
  • Loan Entitlement depends on number of MS:
    • 24-59 months: up to 60% of Total Accumulated Value (TAV)
    • 60-119 months: up to 70% of TAV
    • 120+ months: up to 80% of TAV
  • Capacity to Pay:
    • Determined so net take-home pay does not fall below minimum per GAA or company policy.
    • Includes deductions for tax, GSIS/SSS, Pag-IBIG, PhilHealth contributions.
    • For existing Calamity Loan borrowers, loanable amount is difference between 80% TAV and outstanding Calamity Loan balance.

Interest Rate

  • Fixed at 10.75% per annum for the loan duration.

Loan Term

  • Maximum repayment period: 24 months.
  • Grace period: 2 months before payments begin.

Loan Release

  • Proceeds released via:
    • Crediting borrower's cash or disbursement card
    • Crediting to borrower’s bank account through LANDBANK Payroll Credit System
    • Check payable to borrower, mailed if unclaimed after 3 days
    • Other similar payment methods

Loan Payments

  • Equal monthly payments covering principal and interest.
  • Salary deduction preferred; payments start 3rd month after release.
  • Borrowers may prepay full balance anytime.
  • Direct payment to Fund if salary deduction not possible due to suspension, unpaid leave, or insufficient take-home pay.

Penalties

  • 0.5% penalty on unpaid amount per month of delay.
  • Penalties reversed for salary deduction payers only if non-payment fault is employer’s.
  • Employers penalized 0.1% per day for non-remittance of amortizations.

Application of Payments

  • Payments applied in order:
    1. Penalties
    2. Interest
    3. Principal
  • Excess payments applied to future amortizations.

Default

  • Occurs upon:
    • Willful misrepresentation by borrower.
    • Failure to pay 3 consecutive monthly amortizations.
    • Failure to pay 3 consecutive mandatory savings.
    • Violation of Pag-IBIG policies and guidelines.

Effects of Default

  • Loan becomes immediately due and demandable.
  • Outstanding amount deducted from borrower’s TAV.
  • Creates lien on Pag-IBIG I, II, and MP2 accounts.

Other Provisions

  • MPL and Calamity Loan treated separately; member can have both loans concurrently.
  • Aggregate short-term loans shall not exceed 80% of borrower's TAV.
  • For borrowers with Calamity Loan, outstanding balance is not deducted from MPL proceeds.
  • Exception for loans affected by Typhoon Gener and Hanging Habagat requiring 6 amortizations before MPL.
  • Marginal MPL account balances under P10 offset against TAV after loan completion.
  • On membership termination before maturity, outstanding loan deducted from TAV and other due amounts.
  • Multiple employers: only one outstanding MPL allowed; borrower chooses employer for deductions.
  • Loan renewal permitted after at least 6 amortizations and satisfying eligibility.
  • Immediate offsetting of loan balance against TAV allowed for unemployment, illness, or death of member or immediate family.
  • Conditions for availing new MPL after TAV offsetting depending on number of amortizations paid.

Escalation of Issues

  • Issues on interpretation and implementation resolved by Department Manager III or escalated to higher authorities.

Repealing Clause

  • Previous circulars or memoranda inconsistent with this circular are repealed or amended accordingly.

Amendments

  • Senior Management Committee can amend guidelines to advance program objectives and compliance with Fund’s mandate.

Effectivity

  • Guidelines effective upon availability of Short-Term Loan program for Non-IISP branches and until IISP system operational in branch.

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