Get Beneshield Request For Quote - Western Life Assurance

This guide provides clear and concise instructions on how to complete the BeneShield Request For Quote - Western Life Assurance form online. By following these steps, users can navigate the form with ease and ensure all necessary information is accurately submitted.

Follow the steps to successfully complete the request for quote form.

1. Press the ‘Get Form’ button to access the BeneShield Request For Quote form and open it for editing.
2. Begin by filling in the 'General Information' section. Provide the agent's name and office along with preferred communication method (Courier, Email, or Mail).
3. In the 'Client Information' section, enter the company name, nature of business, and the province where the business is based. Indicate whether the company is part of an association and provide additional details if applicable.
4. Specify the current number of employees and indicate if any employees are off work due to disability. Provide the appropriate details in the given space.
5. If your company has existing group benefits, complete the 'Present Carrier' section with relevant details and submit any necessary documentation such as the benefit booklet.
6. Outline the employee contributions. Indicate whether the plan is non-contributory or contributory, and specify the participation level percentage.
7. Fill in the 'Employee Waiting Period' by selecting the appropriate option for new employees—2 months, 3 months, 6 months, or another duration.
8. Describe the eligibility criteria for the classes of employees for benefits. Use the provided fields to define Class A, Class B, and Class C.
9. Select from the insured benefits options, detailing the life and accidental death & dismemberment amounts for each class of employees as required.
10. Proceed to fill in additional benefits such as dependent life, short-term disability, long-term disability, healthcare, and dentalcare options, customizing as per your needs.
11. Complete the 'Current Employee Information' section by providing relevant details for each employee, including name, date of birth, family status, occupation, and hire date.
12. Once all sections are completed, review the form for accuracy. You can then choose to save changes, download, print, or share the completed form as needed.

Begin filling out the BeneShield Request For Quote - Western Life Assurance form online today for your customized quote.