Insurance - Business Planning - Investing

Health and Wealth Trust Forms

Are you paying full price for your treatments?
YOU don't have to...

A way to have health, vision and dental expenses paid by a business without paying a premium
Expenses plus fees/taxes paid/deducted by business:

Account Set-Up Forms

Application Form Sole Proprietors/Partnerships
Application Form Incorporated
Set up Fee Credit card form or a Cheque payable to HUB Financial $250
Employee Enrolment Form
Stop Loss Enrollment Form
Pre-authorized debit - for companies that wish to pre-fund their Flexisave plan on a monthly basis
Pre-authorized debit for STOP/LOSS monthly premium - for companies that wish to pay stop/loss insurance on a monthly basis

Claim Forms

Claim Form (British Columbia only)
Claim Form (Alberta, Saskatchewan, Manitoba)
Claim Form (Ontario only)
Claim Form (Atlantic Canada)
Stop Loss / Travel Medical - In-province Claim Form
Stop Loss / Travel Medical - Claim Consent Form
Out of country - Stop Loss / Travel Medical Claim Form

* Required forms 1) Application
                          2) Employee
                              enrollment form
                          3) Set up fee $250

For Employers

The Guidebook