Application Documents

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ASO Group Applications

Group Master Application Form
Enrollment Form
Pre-Authorized Payment Form

For Group Plans including Health Care & Dental Care Plan Designs, Health Care Spending Accounts, Modular and Flexible Plans. Other forms can be found in the Administrator Resource Centre.

The Smart Business Owner Benefits Plan

Smart Benefits Plan Overview & Enrollment | Download Smart Plan Worksheet (Excel)
For small companies with one to a handful of people.

Choose unlimited coverage or a Health Care Spending Account (HSA) for owners.
Maintain cost control for the employee class with HSAs.
Includes Out of Country coverage and Catastrophic Drug Coverage.
Includes drug cards and monthly detailed financial reporting.

Health Care Spending Account Plus Application

Now included in the Smart Business Owner Benefits Plan (see above).

Executive Benefits Plan Master Application

Now included in the Smart Business Owner Benefits Plan (see above).

Eligible Expenses Include:

Paramedical Practitioners: such as Physiotherapy & Massage Therapy.

Vision Care including Laser Eye Surgery, Contact Lenses, Glasses & Examinations.

Medical Facilities including Convalescent Homes & Substance Abuse Facilities.

Medical Devices such as Orthotics, Hearing Aids & CPAP machines.

Nursing Care to help you recuperate in the comfort of your own home.

Expenses Related to Disabilities including special programs tuition, tutoring and home or vehicle modifications.

Dental Services Orthodontic & Major Services including Dental Implants.

Out of Country Expenses for non-emergency expenses while travelling.

Prescription Drugs excluding only over-the-counter medication.

PHSP Premiums including any employee-paid premiums for health care or dental care benefits.

Private Hospital Room

Our Administration Fee is All Inclusive

Claims submission by mobile claims app, online claims portal, email, fax, and mail.

Daily claims adjudication and payment.Claims will be processed within 1-3 business days, 99% of claims are processed in-house within 24 hours.

Claims payments by direct deposit or cheque.

Employee and administrator inquiries handled by our client service specialists through telephone, fax and email interaction.A member of the Benefits Trust client service team will answer your call, you will not have to navigate a system to find a human being to speak with.

Maintenance of accurate employee benefit records, including Life Insurance beneficiaries.

Monthly billing statements (by division and by department as required), identifying benefits costs for each employee in each division.

Account changes and billing adjustments carried out by The Benefits Trust.

Formal benefits plan documentation to satisfy all legislative requirements concerning private health services plans prepared by The Benefits Trust contract specialists.

Complete Administration Manual which clearly outlines procedures and provides forms for notification of employee status changes.

Online administration for enrollments, changes, and terminations.

Monthly financial status reporting, including the current month, year to date, and prior year to date for on-going monitoring and trend analysis.

Employee information meetings at implementation, and regularly as needed.

Employee communication materials such as benefits brochures and booklets, announcement memos.

Wallet certificate cards provide each member with their contract number and individual certificate number, coordinated with electronic dental.

Facilitating insurance claims with the various carriers.

ASO Group Applications

The Smart Business Owner Benefits Plan

Health Care Spending Account Plus Application

Executive Benefits Plan Master Application

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Eligible Expenses Include:

Our Administration Fee is All Inclusive