Trusteeship Plans hotline, claims and licence
Trusteeship Plans, Inc. is a pre-need company.
Licensed. Certificate of Authority no. PN-09-2026-R.IC pre-need list dated Aug 31, 2026. It collected ₱5.9 million in premiums in 2025, 0.02% of the ₱23.9 billion the industry collected (IC pre-need figures). At Dec 31, 2025 its trust fund covered 175% of the reserves it must hold for planholders (₱168.2 million ÷ ₱96 million, IC pre-need figures).
- Call Us3456-0824
- Mobile0919-0005957
Trusteeship Plans hotline and claims
From Trusteeship Plans's contact page.
- Missed an instalment: you have a grace period of at least 60 days, then at least 2 years to reinstate the plan before it can be cancelled.Pre-Need Code sec. 23
- Want out: you can end the plan in writing at any time and receive the termination value in your contract.Pre-Need Code sec. 24
- If the company fails: the plan's trust fund is for planholders only and cannot pay the company's other creditors.Pre-Need Code sec. 30
Complaints
- Write to Trusteeship Plans first. Put the policy or plan number, what happened and what you want in one letter or email, and keep proof of the date.
- Then go to the Insurance Commission. The IC takes requests for assistance on claims and complaints through its public assistance forms, by email to publicassistance@insurance.gov.ph or by phone on (02) 8523-8461 local 103 or 127.
- Report anyone selling without a licence to the IC Regulation, Enforcement and Prosecution Division, repd@insurance.gov.ph.
Trusteeship Plans products and plans
- Educational
- Pension
- Life
Company details
- Licensed company
- Trusteeship Plans, Inc.
- Certificate of Authority
- PN-09-2026-R
- Plans licensed for 2026
- Education, Life (memorial), Pension
- Official website
- trusteeshipplans.com
- Licensed for: education, life (memorial), pension plans, the plan types on its 2026 licence.Pre-Need Code sec. 10
- Sales counselors: anyone selling the plan needs an IC sales counselor licence of their own.Pre-Need Code sec. 20
How tax applies to the plan
- Documentary stamp tax: pre-need plans carry DST of ₱0.40 on each ₱200 of premium or contribution collected. See documentary stamp tax calculator.NIRC Sec. 186 as amended by RA 10963, from Jan 1, 2018
- Worked example: ₱50,000 of plan contributions collected. DST = ₱50,000 ÷ ₱200 = 250 units × ₱0.40 = ₱100 (Sec. 186).
Before you sign or pay
- Match the company and number. Your contract should name Trusteeship Plans, Inc. and the licence number shown at the top of this page.
- Ask for the seller's IC licence. Pre-need plans are sold by licensed sales counselors.
- Pay Trusteeship Plans, not a person. Keep the official receipts issued in Trusteeship Plans's name.
Questions
Is Trusteeship Plans legit?
Yes. Trusteeship Plans, Inc. is licensed by the Insurance Commission (licence PN-09-2026-R). A genuine contract names Trusteeship Plans, Inc. and that number.
What is the Trusteeship Plans hotline?
3456-0824 (Call Us), or 0919-0005957, as printed on trusteeshipplans.com.
How long is Trusteeship Plans's licence valid?
Trusteeship Plans is licensed for 2026. Pre-need licences are issued per licensing year, so check the IC list for 2027.