Forms and useful documents

Useful documents

Billing calendar (PDF 180.09 kB) file_download
To find out statement issue dates and payment deadlines, payment methods and how to calculate prorated adjustments
To facilitate the administration of your group insurance plan

Forms to be completed by you
My Client Space access request (PDF 284.26 kB) file_download

Forms to be completed by you and the member
Enrolment request (PDF 261.4 kB) file_download
Enrolment request – with online beneficiary designation (PDF 440.91 kB) file_download
Evidence of insurability (PDF 654.87 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

Refer members to the forms and guides sectionforward-icon

Form to be completed by you, if required

Possible ways for members to submit claims

Refer members to the make a claim sectionforward-icon

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