How to Enroll in the Plan
The enrollment process for your company only takes a few minutes and will become active on the first day of the month following receipt of the forms. Because all employees are eligible and because there is no medical underwriting or other tests of eligibility, your company can be enrolled very quickly! Here are the steps:
- Pull together your company and employee information and have it available as you fill out the form. You will need things like:
- Company general information (address, phone, etc.)
- A designated “Plan Administrator”. This individual will be given additional web site privileges to perform tasks like arranging for HSA funding cheques, adding / deleting employees, and assigning annual HSA limits. This person does not need to be an employee but must have the authority to manage the plan on behalf of the company.
- Health Spending Account details decided upon. This includes deciding on different job classifications (job description), their annual limits, Carry-forward option and benefit year.
- List of all employees (with emails) and their dependents (with date-of-birth and student status)
- Banking information and signature for the monthly debit authorization.
- Authorizing Signature. This signature must be from a company officer and authorizes the plan, and its commitments to the employee.
- Attach a void cheque to the enrollment form and mail or fax it to National HealthClaim for processing.
- Review the last page of the “coreHEALTH+ Brochure” to see the details of what will happen next.
Send the completed form (and void cheque) to:
National Health Claim
335 - 58th Ave SE
Calgary, Alberta
T2H 0P3
Or send the completed form by fax (and a photocopy of a void cheque) to:
(403) 228-1580
Here are some additional items: