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Annual Report Form

BOI report form for specoial investors residence vista incentives

Your Browser Doesn't Support Canvas. Showing the Text Content of the PDF Instead: Republic of the Philippines
Department of Trade and Industry
BOARD OF INVESTMENTS
385 Sen. Gil Puyat Avenue, Makati City 1200 Philippines
Tel No. (632) 895-3568, (632) 897-6682 local 234 – Fax No. (632) 896-8236
E-mail: EFArcellana@boi.gov.ph Website: www.boi.gov.ph
SPECIAL INVESTOR’S RESIDENT VISA
ANNUAL REPORT
Year _______
IMPORTANT
This form shall be filled up properly and completely and shall be submitted directly to the Board of Investments not later
than the expiration of the SIRV ID following the year covered by the Annual Report. Incomplete report will not be
accepted and deliberate omission or distortion of information is a ground for cancellation of SIRV. Late filing shall be
subject to imposition of fines (basic fine of Php1,000 plus a daily fine of Php100.00 until compliance) or to automatic
cancellation of the visa. The following documents must be submitted together with this form:
Note: Original documents must be presented for comparison
I. For Investments in Corporations and/or Partnerships
DOCUMENTS
Sworn Annual Report
Certified true copy of the latest Audited Financial Statement filed with the BIR
Copy of the latest Income Tax Return filed with the BIR with official receipt of income tax payment, if
applicable
Copy of the latest General Information Sheet (GIS) filed with SEC (for corporations only)
Business/Mayor’s permit for the current year and the corresponding official receipt (O.R.)
Copy of the individual tax return of the SIRV holder filed with the BIR with official receipt of income
tax payment, if applicable
Copies of used official receipts being used by the enterprise (for those engaged in wholesale trading)

OK

Incomplete

Contract of Lease/Title of Land/Building being occupied by the business
Copy of Title of Land/Building and Stocks Certificates being held by the enterprise (if any, especially
for holding companies, real estate developers as being reported in the company’s Balance Sheet)
II. For Investments in Condominium
OK

Incomplete

OK

DOCUMENTS
Present original copy of Condominium Certificate of Title

Incomplete

Real property tax for the current year
III. For Investments in Publicly Listed Corporations - PSE
DOCUMENTS
Stock Certificates & Certification from stock transfer office
Buy Invoice/Official Receipts (if there’s change of stocks being held)
PERSONAL DETAILS
LAST NAME

FIRST NAME

MIDDLE NAME

CHRISTIAN NAME

CURRENT ADDRESS ABROAD

TEL NO.

FAX NO.

RESIDENCE ADDRESS IN THE PHILIPPINES

TEL NO.

FAX NO.

SIRV CONTROL NO.
NATIONALITY

PASSPORT NO. ______________
DATE ISSUED _______________
PLACE ISSUED ______________
EXPIRY DATE ______________

SIRV NO. ___________________
DATE ISSUED _______________
PLACE ISSUED ______________
SERIAL NO. _________________

NAME OF DEPENDENTS

RELATIONSHIP

DATE OF
BIRTH

SIRV NO.

DATE
ISSUED

PASSPORT NO.

EXPIRY DATE

1.
2.
3.
4.
5.
NAME AND ADDRESS OF AUTHORIZED REPRESENTATIVE

TEL NO.

Amount of Investment

INVESTMENTS

FAX NO.

Date of Investment

1.
2.
3.
4.
BUSINESS OPERATION
NAME OF ENTERPRISE

SEC REG. NO __________
DATE REG. ____________

NATURE OF BUSINESS (Products produced or services rendered)

OFFICE ADDRESS/TEL NO

BIR TIN NO. ____________
DATE REG. _____________

ANNUAL CAPACITY

UNITS USED

PLANT LOCATION/TEL NO

STATUS OF OPERATION
□ Operating, started operation on ________________________________
□ Temporarily Suspended, will resume on _________________________
Reason/s ____________________________________________________
□ Not yet operating, will start on _________________________________

I hereby declare that the above information is true and correct and any deliberate omission or distortion of information
shall be a ground for cancellation of my SPECIAL INVESTORS RESIDENT VISA (SIRV).

DATE

SIGNATURE OF SIRV HOLDER

REPUBLIC OF THE PHILIPPINES )
CITY/MUNICIPALITY OF ________)S.S.
SUBSCRIBED AND SWORN to before me this _____ day of _________________________, SIRV holder exhibited to me
his/her Passport No. _________________ issued at ___________________ on __________________.

Doc. No. _______
Page No. _______
Book No. _______
Series of 20 ____

NOTARY PUBLIC
 
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