Forms for plan administrators

Use these forms to enroll plan members in your workplace benefits plan. 

Use these forms, as the plan administrator, to make changes to group insurance information.

Use these forms to help plan members apply for optional AD&D, critical illness, or life insurance their group benefits. 

Use these forms to assist a plan member to apply for group benefits that need medical underwriting, like Excess Life Insurance.

Use these forms to assist a plan member to update beneficiaries, appoint a trustee or adjust an irrevocable beneficiary designation.

Use these forms to summarize new or updated information on plan members, including terminations, new hires and changes to dependants or beneficiaries.

Use these forms to assist a plan member converting group life insurance into a personal policy.

Use these forms to help a plan member apply to change from a smoker to a non-smoker rate for optional critical or life insurance benefits.

Use this form to support a plan member's application for Early Referral Services (ERS).

Use these forms to support a plan member's claim for short-term or long-term disability income benefits.

Use this form to support a plan member's claim for benefits relating to an accident or critical illness.

Use this form to support a life insurance claim for a plan member in your workplace plan. 

Use this form to support a plan member's claim to receive an advance lump sum of life insurance.

Use these forms to support a plan member's life insurance claim relating to accidental death or dismemberment (AD&D), and specific loss.

Use this to request any paper group insurance forms.

Use this form to have monthly group plan premiums automatically debited from your bank account.