18 mai 2012
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Form and Paperwork Requirements  
 

 

 

In order to submit a claim, please fill out the appropriate claim form on-line, print, sign, attach your receipts and submit to:

Attn: FlexSave Division
Suite 1001, 3700 Steeles Avenue West
Woodbridge, Ontario L4L 8M9

Claim Forms - for Mac users click here.

Claim Form (British Columbia only)

Claim Form (Alberta, Saskatchewan, Manitoba)

Claim Form (Ontario only)

Claim Form (Quebéc only)

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

 

In order to apply for a FlexSave™ plan, the following forms need to be completed in full and submitted to the following address:

Attn: FlexSave Division
Suite 1001, 3700 Steeles Avenue West
Woodbridge, Ontario L4L 8M9

Set up Forms


REQUIRED
1a. FlexSave Trust Application Form - Self Employed / Unincorporated Applicants

1b. FlexSave Trust Application Form - Corporate Applicants

1c. Credit Card Payment Form (To accompany Trust Application if paying Set Up Fee by credit card)
 
2. Employee Enrollment Form
- each employee must complete which includes the business owner/sole proprietor

3. Stop-Loss/Travel Medical Form (requirement for unincorporated business)
- each applicable employee must complete along with business owner
 

OPTIONAL

4. Pre-authorized debit
- for companies that wish to pre-fund their FlexSave plan on a monthly basis

5. Pre-authorized debit for STOP/LOSS monthly premium
- for companies that wish to pay stop/loss insurance on a monthly basis

6. Request for Direct Deposit (EFT)

 

Administration Forms

1. Employee Termination
- Complete this form to remove an employee from the FlexSave plan

2. Address Changes
- Complete this form to change the address for the company or an individual employee

 
     
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For additional information

Please contact your Financial Advisor or contact us at:

British Columbia:

  Sales and General Inquiries:
    Ian Hartmann - (800) 667-0310
    ext: 3022

  Claims Inquiries:
   (800) 561-2405, press 2 and then 1

 

Prairies:

  Sales and General Inquiries:
    Kofi Ahlijah - (800) 661-9228
    ext: 4013

  Claims Inquiries:
    (800) 561-2405, press 2 and then 2

Ontario:

  Sales and General Inquiries:
    David Broudie - (800) 561-2405
   ext: 2079

   Claims Inquiries:
   (800) 561-2405, press 2 and then 3

Mailing Address:

  FlexSave Division
   Suite 1001, 3700 Steeles Avenue West
   Woodbridge, Ontario L4L 8M9

 


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