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For your convenience, we have provided a list of documents and forms below. All are available for downloading. |
BBD Forms General Information
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.
This document details BBD's compliance with recent privacy legislation.
This document provides a brief summary of the advantages provided by the Benepac® suite of products. Request for Proposal
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.
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
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
Enrollment Material
Ce formulaire doit être rempli par tous les employés participant au nouveau plan du groupe Benepac ®
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.
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.
This document provides the standard agreement between BBD and an Associate, and is required to be completed for commissions to be paid.
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.
This form must be completed by the employer in order to apply for a new Benepac ® group plan.
This form must be completed by the plan advisor for all new Benepac ® group plans.
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.
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.
This employee application form is to be completed by all employees to be insured under the new Benepac® group plan.
This document details the necessary steps in completing a Group Insurance Enrollment form for a new employee.
This form should be completed by the employer to apply for the BBD pre-authorized payment plan for payment of monthly premiums.
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. |
BBD's Disclosure Statement