Benefits By Design (BBD) - Plan Advisors - Forms

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For your convenience, we have provided a list of documents and forms below. All are available for downloading.

Marketing

Enrollment

Underwriting Guidelines

Benaccount ® Marketing Package

Request for Quotation (Fillable)

Express Marketing

Standard Life Express Website

RRSP Implementation Package

DPSP Implementation Package

RRSP/DPSP Implementation Package

Broker Application For Contract

Broker Agreement

Direct Deposit of Commission

Notice of Authorization

Green Shield Community Giving Application Instructions

Green Shield Community Giving Application Form

Green Shield Informational Wallet Card

Benepac® New Group Checklist

Benepac® Employer Application for Group Insurance (Fillable)

Group Insurance Enrollment (Fillable) Original signature required at BBD offices.

Key Points to completing the Enrollment Form

Adhésion à L'Assurance Groupe (Fillable)

Over-Age Dependent (Fillable)

Cost Plus Service Agreement

Cost Plus Service Agreement (Ontario)

Cost Plus Reimbursement

Associates Agreement

Evidence of Insurability (Fillable)

Partial Waiver (Fillable)