Get the free Voluntary Benefits Portability Election Form

Voluntary Benefits Portability Election Form Canada Insurance Company If your Group Life Master Policy and Certificate contain a Portability provision, you may elect the Portability coverage, subject

How to fill out voluntary benefits portability election

How to fill out voluntary benefits portability election:

1. Begin by obtaining the necessary forms from your employer or benefits provider. These forms may be provided in paper form or may be available for download online.
2. Carefully review the instructions provided with the forms. These instructions will detail the specific information that needs to be filled out and any supporting documentation that may be required.
3. Provide your personal information, such as your name, address, and contact information, as requested on the form. Double-check to ensure accuracy and legibility.
4. Indicate your current benefits enrollment status, whether you are actively enrolled in voluntary benefits or are not currently enrolled.
5. If you are currently enrolled in voluntary benefits and wish to continue those benefits with a new employer or provider, indicate your desire for portability. This may involve providing information about your new employer or benefits provider.
6. If you are not currently enrolled in voluntary benefits but wish to elect portability in the future, indicate your desire for portability at a later date. This may involve providing an anticipated start date for the portability.
7. If required, provide any supporting documentation requested, such as proof of employment or documentation from your previous benefits provider.
8. Review the completed form for accuracy and completeness. Make any necessary corrections or additions.
9. Sign and date the form as required. Some forms may require additional signatures, such as a spouse's signature if applicable.
10. Submit the form to your employer or benefits provider according to their instructions. Retain a copy of the completed form for your records.

Who needs voluntary benefits portability election?

1. Employees who are currently enrolled in voluntary benefits and are changing jobs or transferring to a new employer may need to fill out a voluntary benefits portability election form. This will allow them to continue their existing voluntary benefits coverage with the new employer or provider.
2. Employees who are not currently enrolled in voluntary benefits but anticipate enrolling in the future may also need to fill out a voluntary benefits portability election form. This will enable them to elect portability at a later date if they decide to enroll in voluntary benefits.
3. It is important to check with your employer or benefits provider to determine if a voluntary benefits portability election is necessary in your specific situation and to obtain the appropriate forms and instructions. Each employer and benefits provider may have their own policies and procedures regarding voluntary benefits portability.

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