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Client Forms
FlexSave™ Trust Application - Corporate Applicants
FlexSave™ Trust Application - Employee Enrollment
FlexSave™ Trust Application - Self Employed / Unincorporated Applicants
Credit Card Payment Form (To accompany Trust Application if paying Set Up Fee by credit card)
Direct Deposit Form
Pre Authorized Debit
FlexSave™ Catastrophic (Stop Loss) / Travel Medical Plan Employee Enrollment Form
Pre-Authorized Debit - Stop Loss / Travel Medical
Claim Forms
Claim Form - British Columbia
Claim Form - Alberta, Saskatchewan, Manitoba
Claim Form - Ontario
Claim Form - Quebéc
Claim Form - Atlantic Canada
Stop Loss / Travel Medical - In-province Claim Form
Stop Loss / Travel Medical - Claim Consent Form
Out of country - Stop Loss / Travel Medical Claim Form
Marketing Forms
Approach letter – Accountant
FlexSave™ Brochure
One Page Marketing Piece
Broker Forms
Personalized FlexSave™ Brochure - Order form
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