|Application Process For Your Own Self-Directed Benefit Plan
|Congratulations on deciding to launch your own
Private Health Services Plan!|
What we need from you is some information on your business (such as name, address, email, contact person, etc.)
and your decisions on what health and dental benefits to cover in your own plan and who is eligible under your plan. The
gives us this information.
You do not need to send any money in right now. We will take your information and use it to prepare your
Benefit Plan Text
, which is the official document that describes your plan. We will also issue to your a
PHSP Administration Agreement
, which outlines the contractual arrangement between your business and
Once we have prepared all the documents we will mail to you two signed copies of the
Administration Agreement, which incorporates a copy of your Benefit Plan Text. You should sign both copies and return one to
along with an
We also need information regarding your employees (including yourself) and their family members, so that
we know who is eligible for benefits. You should send this to us no later than when you return the signed
Administration Agreement and the Initial Contribution. If we don't have the employee information then we cannot
issue benefit cheques to them. The
gives us this information. We will confirm the receipt of an Employee Form with the contact person at your business.
|Application Forms For Your Own Self-Directed Benefit Plan
|There are three ways to obtain the Employer or Employee Forms:
1) Complete and submit the online forms.
We will confirm by return email the data that we received from you. |
Click here for the appropriate online form.
|2) Download and print a paper version of the form using the Adobe Reader.
Complete the paper form and send it to
via mail, courier or fax. The form has our address and fax number on it or click on
to obtain them.|
Click here for the appropriate downloaded Adobe form.
|If you don't have a copy of the Adobe Reader a free copy can be downloaded by clicking
at (416) 223-1408 in the Toronto region, or toll-free at 1-877-625-1990.
We can mail a form to you for your completion, or we can even take the employer information over the phone and we will
send you both the completed form and the
Administration Agreement for your signature, with a supply of employee forms.|
No matter which way you send us your application we will proceed to issue to you the final documents
needed to get your own
Self-Directed Benefit Plan
running and saving you money! If we have any questions we will get in touch with you.
Employee additions, changes, or deletions will be confirmed to the Contact Person at your business.
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