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INVEST PLUS PESO and BUILD PLUS PESO

Generating Proposals Procedure
For Invest Plus Peso: 1. Start inputting the intended application details in the "Input" sheet. changed/filled/updated. Only the yellow cells can be

A. For the A&H rider, attachment can be placed in cell E14. If yes, indicate "Y", otherwise, indicate "N". B. Fund allocations is limited up to at most three funds for now. Make sure that the sum of all allocations must be 100%. Make sure that the default fund for top-ups is of one those 3 funds. C. Only the intended pages must be printed out and sent to the policyholder. This is listed at row 20 D. If there are no top-up premiums or withdrawals from cell C20 to D34, value should be zero; not blank. E. Set the default fund for top-ups on column G row 3.

!Note:
The A&H rider is conditionally required. Only UW can confirm which applications are ineligible for attachment of such rider. DO NOT FORGET TO CHOOSE THE CORRECT A&H CLASS for the rider.

Page 2 of 5 2. In pages 1 to 5 sheets, ALWAYS start clicking the "REFRESH" button before clicking the "HIDE" button.

!Notes:
a. Page 3 and page 4 sheets should be printed if the application has NO top-up premium otherwise print Page 3 with top-ups and Page 4 with top-ups sheets. b. In Page5 with redemptions, print this Sheet when there is a withdrawal. c. Always print the GIE sheet- Page 6.

Page 3 of 5 For Build Plus Peso: 1. Start inputting the intended application details in the "Input" sheet. changed/filled/updated. a. b. c. d. Only the yellow cells can be

For the A&H rider, mark an x on row 71 column C. For Medical Reimbursement (MR) attachment, mark an x on row 72 column C. For Weekly Income (WI) attachment, mark an x on row 73 column C. Fund allocations is limited up to at most three funds for now. Make sure that the sum of all allocations must be 100%. e. Only the intended Sheets must be printed out and sent to the policyholder. This is listed at row 20. f. If there are no top-up premiums or withdrawals from cells C20 to D34, value should be zero; not blank.

Page 4 of 5 2. To show the details of the coverage and premium for the Medical Reimbursement (MR) and Weekly Income (WI) if attached, click SHOW RIDERS button. 3. If the Medical Reimbursement (MR) and Weekly Income (WI) are not attached, click HIDE RIDERS button.

Page 5 of 5 4. In pages 1 to 6 sheets, ALWAYS start clicking the "REFRESH" button before clicking the "HIDE" button.

!Notes:
a. Page 4 and page 5 sheets should be printed if the application has NO top-up premium otherwise print Page 4 with top-ups and Page 5 with top-ups sheets. b. In Page5 with redemptions, print this sheet when there is a withdrawal. c. Print Page 6 sheet if the application has withdrawal.