- Client must complete and sign EL generic letter for migration or
- Fill EL migration form when he walks into EL office
- A copy of the client's national photo ID (voters' ID, National ID, driver’s license, or International passport) must be attached to the request.
- Officer must confirm in writing that the original ID has been seen.
NB: Officer should inform Policyholder that they can only convert savings/investment plans to IPP or Family Care and not vice versa.