It´s easy to get started with your Gift of Health and Gift of Learning Accounts

STEP 1

Through Beneficial State Bank and Sterling Administration, donors enroll in the Sterling Regalo Program and open a Gift of Health and/or Gift of Learning account by completing a simple application online, by phone or by mail, specifying:

  • Donor information including contact information, social security number and date of birth.
  • Recipient designation including relationship, date of birth, and amount of funds to be made available.
  • Qualified Program Expenses covered by the gift account.
  • Security Code that the donor gives to each beneficiary to access funds for reimbursement.
  • Contribution Information including frequency, amount, and method of funding the account (electronic fund transfer or by sending a check)
  • Disbursement Information with bank account details and delivery method (bank transfer, cash card deposit or cash pick-up)

Once the account is set up, the donor notifies the recipient about the gift account, and how to access it.

STEP 2

Recipients in the Philippines can easily access funds in their Gift of Health and/or Gift of Learning account or get reimbursed for medical or educational expenses by filing a claim with Sterling, including:

  • Receipts showing service date, service provider´s information, and amounts due
  • Security Code to verify access to funds for reimbursement.
  • Once the claim form is received:
  • Sterling verifies that the items are qualified expenses and notifies the donor of the pending claim
  • Upon donor´s approval, funds are disbursed to the recipient through RCBC according to the delivery method indicated
  • Funds are delivered to recipients within 24-48 hours of donor approval
  • Recipient receives an email or text notification confirming the bank transfer

Donors can have peace of mind knowing that the funds are used for its intended purpose.

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