Forms and useful documents – Group insurance plan

Useful documents

Billing calendar (PDF 185.47 kB) file_download

To find out statement issue dates and payment deadlines, payment methods and how to calculate prorated adjustments

Administration guide (PDF 1.1 MB) file_download

To facilitate the administration of your group insurance plan

Forms to be completed by you

Policyholder pre-authorized debit agreement (PAD) (PDF 151.72 kB) file_download

My Client Space access request (PDF 287.34 kB) file_download

Notice of change (PDF 167.85 kB) file_download

Benefit extension request (PDF 427.69 kB) file_download

Forms to be completed by you and the member

Enrolment request (PDF 261.4 kB) file_download

Enrolment request (Quebec residents) (PDF 415.31 kB) file_download

Enrolment request – with online beneficiary designation (PDF 440.91 kB) file_download

Enrolment request – with online beneficiary designation (Quebec residents) (PDF 395.25 kB) file_download

Change request (PDF 302.56 kB) file_download

Change request – with online beneficiary designation (PDF 306.31 kB) file_download

Evidence of insurability (PDF 654.87 kB) file_download

Conversion request – Life insurance (self-administered groups or third-party administrators) (PDF 495.04 kB) file_download

The form for regular groups must be completed by the member. See the section below.

Forms to be completed by the member

Form to be completed by you, if required

Disability – Policyholder’s statement (PDF 289.6 kB) file_download

Possible ways for members to submit claims

Here they’ll find the fastest and easiest ways to submit claims based on the benefit (e.g., paramedical care vs. critical illness).