THE BENEFITS TRUST APPLICATION DOCUMENTS

Application Documents to Support You

Explore our application documents to find out more about the different group benefits plans.

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 

Smart Business Plan Worksheet

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).

Still Have Questions? We’re Happy to Help!

Reach out and one of our advisors will connect with you shortly to answer all inquiries you have about benefits plans for your company.

Call us at 1-800-487-2993

Email us at info@thebenefitstrust.com

Regular Hours of Operation
Monday – Friday 8:30am – 5:00pm

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