Get Flexsave Application - Corporate Applicants - Canadainsuranceplan

Filling out the FlexSave Application for corporate applicants is a crucial step for business owners seeking flexible benefits and increased tax savings. This guide will provide you with clear and step-by-step instructions to ensure that you complete the application accurately and efficiently.

Follow the steps to successfully complete your application.

1. Click ‘Get Form’ button to access the FlexSave Application and open it for editing.
2. Begin by filling out the 'Client Account Information' section. Include your legal company name, any DBA or operating company names, along with your address, city, province, postal code, phone number, fax number, and email address.
3. Specify the plan effective date and the plan benefit year in the designated fields. The benefit year will default to a calendar year unless specified otherwise.
4. Identify the key contact or administrator for the plan by providing their name in the appropriate field.
5. In the 'Plan Information' section, detail which expenses will be reimbursed. Indicate the dates for the specified benefit year and the deposit frequency, choosing from options such as monthly, yearly, pre-authorized debit, cheque, or as required.
6. Select the deposit method in which you prefer to receive reimbursements.
7. Proceed to the 'Plan Design' section. Fill out the employee classification, including class description, fixed annual benefit level, and the maximum claims per year, along with the co-pay percentage if applicable.
8. Decide on how unused benefits will be handled by selecting either 'Forfeited' or 'Carry Forward Maximum'. Only one option can be selected, and if you choose carry forward, specify the percentage.
9. Provide the necessary signatures in the 'Signatures' section. Enter the applicant's signature and name if different from the main contact listed.
10. Complete the 'Broker Information' section by entering the broker's name, email address, and details about the delivery options included.
11. Finally, check all the information for accuracy. Once finished, save changes, download, print, or share the completed FlexSave Application as needed.

Take the next step in managing your benefits by completing and submitting your documents online.