Advisor Home

BBD Online Demo
Plan Advisor Forms

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

BBD Forms

General Information

pdfBBD's Disclosure Statement 48Kb Updated Dec 2008

In compliance with the new standards set for the insurance industry, this document details the n ature of the relationships between BBD, its suppliers and independent brokers.

pdfOur Commitment to Privacy 67Kb Updated Dec 2007

This document details BBD's compliance with recent privacy legislation.

pdfWhy Benepac 397Kb Updated Dec 2008

This document provides a brief summary of the advantages provided by the Benepac® suite of products.

Request for Proposal

pdfBenepac® Underwriting Guidelines 166Kb Updated Apr 2009

This provides you with the most current underwriting guidelines for a new Benepac® quote. Please note the differences for groups with 3-9 employees, and groups with 10+ employees.

pdfRequest for Quotation 196Kb Updated Aug 2009

Use this form to provide us with information pertaining to the employer and employees, as well as details of the benefits to be quoted for the Benepac® plan.

Benaccount

pdfBenaccount ® Presentation Package 318Kb Updated Feb 2009

This document provides you with information on and marketing material for Benaccount ®. It details the advantages of a Benaccount ® employee benefit plan.

Standard Life Express Group RRSP Materials

PDFStandard Life Express Implementation Package – RRSP [142Kb] Updated Jan 2010

PDFStandard Life Express Implementation Package – DPSP [170Kb] Updated Jan 2010

PDFStandard Life Express Implementation Package – RRSP/DPSP [182Kb] Updated Jan 2010

PDFApplication For Contract [40Kb] Updated Jan 2010

PDFBroker Agreement [53Kb] Updated Jan 2010

PDFDirect Deposit [28Kb] Updated Jan 2010

PDFExpress Marketing [198Kb] Updated Jan 2010

Standard Life Express Website

Enrollment Material

pdfAdhésion à l.Assurance Groupe 168Kb New Jan, 2008

Ce formulaire doit être rempli par tous les employés participant au nouveau plan du groupe Benepac ®

pdfAgent Notice of Authorization 129Kb Updated Aug 2009

Group Administrators must use this form to authorize his or her Plan Advisor to allow access to their Group's Employee Information. The Plan Advisor will use this information to assist in determining the Employee's benefit needs.

pdfApplication for Over-Age Dependent Child 55Kb Updated Jun 2007

Use this form if an employee has a dependent child who has reached your plan's age limit (i.e. age 21), and is attending school full time or is handicapped.

pdfAssociates Agreement 146Kb Updated Aug 2009

This document provides the standard agreement between BBD and an Associate, and is required to be completed for commissions to be paid.

pdfBenepac ® Benaccount ® Employer Application for Group Insurance 92Kb Updated Jan 2010

This form must be completed by the employer in order to apply for a new stand-alone Benaccount ® group plan, or Benepac ®/Benaccount ® combo plan.

pdfBenepac ® Employer Application for Group Insurance 77Kb Updated Jan 2010

This form must be completed by the employer in order to apply for a new Benepac ® group plan.

pdfBenepac ® New Group Checklist 184Kb Updated May 2009

This form must be completed by the plan advisor for all new Benepac ® group plans.

pdfASO Addendum 35Kb Updated March 2010

pdfCo-operators Health Evidence Form - Employee Only 66Kb

Use this form whenever the Co-operators (the insurer of the Benepac ® Life Insurance, Dependent Life Insurance, and Long Term Disability benefits) requires health evidence for an employee.

pdfCost Plus Service Agreement 25Kb Updated Feb 2010

The Cost Plus Agreement is required for all groups that want to utilize the Cost Plus benefit. A Cost Plus agreement must be on file at BBD prior to adjudication of Cost Plus claims. There is no cost to set a group up for Cost Plus.

pdfGroup Insurance Enrollment 36Kb Updated Oct 2009

This employee application form is to be completed by all employees to be insured under the new Benepac® group plan.

pdfKey Points 33Kb Updated Jun 2009

This document details the necessary steps in completing a Group Insurance Enrollment form for a new employee.

pdfPre-Authorized Payment Plan 38Kb Updated Mar 2010

This form should be completed by the employer to apply for the BBD pre-authorized payment plan for payment of monthly premiums.

PDFCost Plus Reimbursement [35Kb] Updated Feb 2010

This form is to be used for Benepac® plans only. If the Cost Plus benefit is included in your Benepac® plan use this form to make a Cost Plus claim for Extended Health and/or Dental benefits. Please follow the instructions on the form and send the completed form, along with the appropriate payment, to BBD for processing.