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Checklist for Markerter
PRA checklist for accreditation of marketer
Your Browser Doesn't Support Canvas. Showing the Text Content of the PDF Instead: CHECKLIST OF DOCUMENTARY REQUIREMENTS
FOR ACCREDITATION AS MARKETER
Business Name to be Registered ______________________________________________________
I. FOR NEW MARKETER-APPLICANT
1. General Requirements
[ ] Letter of Intent to become an Accredited PRA Marketer
[ ] Accomplished Marketer’s Application Form
[ ] Accomplished Marketer’s Information Sheet
[ ] NBI Clearance for authorized representatives/Police Clearance issued abroad for
overseas authorized representatives
[ ] Signed/Notarized Contract with PRA
[ ] Accreditation Fee of US$ 300.00 PRA OR No. __________________Dated _______
[ ] Photo of current Office
[ ] Accomplished ID Request Form with Photo of Representative
2. Additional Requirements for the following:
a. Sole Proprietor
[ ] Business Name Certificate and Permit issued by the Department of Trade and
Investment (DTI)
[ ] Mayor’s Permit
[ ] Registration Certificate issued by the Bureau of Internal Revenue (BIR)
[ ] Copy of Official Receipt (OR) issued by the Bureau of Internal Revenue (BIR)
b. Partnership / Corporation
[ ] Amended Securities and Exchange Commission (SEC) Articles of Incorporation
and By-Laws to include in its secondary purpose the promotion of the Special
Resident Retiree’s Visa (SRRV) program of PRA
[ ] Board Resolution / Secretary’s Certificate for the list of authorized representatives
to transact with PRA on behalf of the corporation
[ } Mayor’s Permit
[ ] Registration Certificate issued by the BIR
[ ] Copy of Official Receipt (OR) issued by the BIR
II. FOR RENEWAL OF ACCREDITATION AS MARKETER
[ ] Updated Marketer Information Sheet
[ ] Updated NBI Clearance for authorized representatives
Updated Police Clearance issued abroad for overseas authorized representatives
[ ] Updated DTI Registration Certificate
[ ] Updated signed/notarized Contract with PRA
[ ] Accomplished ID Request Form with Photo of Representative
[ ] Renewal Fee of US$ 150.00
[ ] Penalty for late renewal – US$5.00/month (Marketer is given a 3-month grace period after
the expiration of the accreditation before the penalty will be implemented)
[ ] Photo of current Office
____________________________________________________________________________
03.2014
PRA-CR-FORM-0018
ISSUE NO: 0001
ISSUE DATE: JANUARY 2017
Procedure
1) Coordinate with the Marketing Department – Client Relations Division (CRD).
a. Submit to CRD the documentary requirements for evaluation;
b. Secure from CRD an Order of Payment prior to the payment of the Accreditation Fee at
the Cashier;
c. Give a copy of the Official Receipt issued by the PRA Cashier to CRD.
2) The CRD will conduct an ocular inspection of the office/business address declared at the
Marketer’s Information Sheet;
3) The CRD will conduct the Oath of Affirmation for the Marketer before the Accreditation Certificate
and IDs will be released.
Reminders:
1) Accreditation Certificate as a Marketer will only be issued and released upon submission of
complete documentary requirements and payment of accreditation fee
2) The Ocular Inspection Report will form part of the documentary requirements needed for the
release of the Accreditation Certificate as a Marketer
3) Accreditation fee may be paid in US Dollars or its equivalent amount in Peso
4) PRA will issue (2) two ID Cards without charge. Request for additional ID card for additional
representative or replacement of lost/ worn-out ID card must be paid at Php300 each;
5) Police Clearance from abroad must be translated in English, if necessary and authenticated by
the Philippine Embassy/ Consulate;
6) Official Receipts (OR) issued by the BIR must be registered under the Accredited Name of the
Marketer;
7) All documentary requirements to be submitted to PRA must be updated and valid during the time
of submission (ex. NBI Clearance, DTI Business Name Registration and Permit); and
8) PRA has the right to verify all documents submitted for application as Marketer.
__________________________________________________________________________________
Date of Interview/ Briefing Orientation
________________________________________________
Date submitted documentary requirements ________________________________________________
[ ] complete [ ] incomplete ________________________________________________
Date paid Accreditation Fee
________________________________________________
Date of Ocular Inspection
________________________________________________
Validity of Accreditation Certificate
________________________________________________
Date of Oath of Affirmation
________________________________________________
Date of release of Accreditation Certificate ________________________________________________
03.2014
PRA-CR-FORM-0018
ISSUE NO: 0001
ISSUE DATE: JANUARY 2017
