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Date the employee signed their enrollment form requesting to be added to the plan with group coverage: (MM/DD/YY)
The employee’s coverage effective date. The date the employee was added to the plan with group coverage:
(MM/DD/YY))
Basic life insurance amount for the employee:
n n Amount of optional life insurance:
n n Date premiums stopped being paid:
Company Name: Plan Number:
First Name Middle Initial Last Name Canada Life ID Number Division Class
If plan is taxable provide
Date of Birth
(MM/DD/YY) Social Insurance Number Home Phone Number Cell Phone Work Phone
Home Address City/Town Province Postal Code
Job title: Effective date of hire: (MM/DD/YY)
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n n
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n n n n n
n
Description:
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n n
Date employment ended: (MM/DD/YY)
This document contains both information and form fields. To read information, use the Down Arrow from a form field.
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Any modification of this document without the express written consent of Canada Life is strictly prohibited.
Disability Application for
Group Life Waiver of Premium Benefit
Employer Statement
The Employer’s and Employee’s Statements should be completed and sent to Canada Life at least 8 weeks before the waiting period ends. Canada’s Privacy
Guidelines and applicable law allow employees to have access to personal information in their files. Please be aware that any information you provide us in connection
with this claim may be subject to access by the employee.
Ensure all sections are completed to prevent any delay in assessing this claim
.
EMPLOYEE IDENTIFICATION
EMPLOYMENT INFORMATION
Employee’s gross earnings prior to disability: Hourly Weekly Bi-weekly Semi-Monthly Monthly Annually
Complete every question in this section including a), b), and c).
Employee is:
a) Full-Time Part-Time
b) Permanent Temporary Seasonal Contract
c) Hourly Salaried Commissioned Salaried and Commissioned Hourly and Commissioned
Other
Regular number of scheduled hours: Weekly Bi-weekly Monthly
Do the scheduled hours vary (excluding overtime)? Yes No
COVERAGE INFORMATION When the employee enrolled and was added with coverage under this plan.
Does the employee have any optional life insurance?
No Yes
Are premiums still being paid? Yes No
Employee’s last day of work: (MM/DD/YY) Percentage of day worked on last day %
Employee’s first day absent from work: (MM/DD/YY)
Start date (MM/DD/YY) Recall date (if known) (MM/DD/YY)
Start date (MM/DD/YY) Planned end date (MM/DD/YY)
Start date (MM/DD/YY) Planned end date (MM/DD/YY)
(MM/DD/YY) OR
(MM/DD/YY)
Today’s Date (MM/DD/YY):
Name of Contact Person Job Title
Phone Number Email Address Confidential Fax Number
Address City/Town Province Postal Code
Date returned to work:
If yes or unknown to any of these questions, please explain. A Canada Life claim representative may contact you to discuss further.
Authorized Signature:
M642-1/20
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© The Canada Life Assurance Company, all rights reserved. Canada Life and design are trademarks of The Canada Life Assurance Company.
Any modification of this document without the express written consent of Canada Life is strictly prohibited.
ABSENCE INFORMATION
What is the reason for the employee’s absence from work? Select all that apply:
Medical
Strike
Temporary Lay-off
Maternity Leave of Absence
Leave of Absence
Other
Is the absence due to a w
ork related incident?
No Yes Has a worker’s compensation claim been filed? No Ye s
Has the employee returned to work?
No
Yes
When do you expect the employee to return to work? Unknown
The employee first returned to (select all that apply): Regular duties and hours Modified duties Modified hours
Were there any workplace issues leading up to the employee’s absence? Yes No Unknown
Do you anticipate any difficulties with the employee’s return to work? Yes No Unknown
Do you have any concerns with this employee’s claim for disability benefits? Yes No Unknown
DECLARATION
I declare the information I’ve entered is accurate.
If submitting form by fax or email, the Authorized Signature field must be signed.
If submitting form online, online certification will be applied.
First Name Middle Initial Last Name Plan Number
How long has the employee worked in this position? Years Months
If yes, please explain:
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© The Canada Life Assurance Company, all rights reserved. Canada Life and design are trademarks of The Canada Life Assurance Company.
Any modification of this document without the express written consent of Canada Life is strictly prohibited.
n
n
n
n
n n
n n n n
n n n n
n n n n
n n n n
n n n n
n n n n
n n n n
n n
Canada Life ID Number
Job Questionnaire
EMPLOYEE IDENTIFICATION
JOB INFORMATION - part 1
How would you classify the physical requirements of the employee’s duties?
Limited Work activities inv
olve handling loads up to 5 kg.
For example:
Examining and analyzing financial information.
Administering and marking written tests.
Light Work activities involve handling loads up to 5 kg, but less than 10 kg.
For example:
Repairing soles, heel and other parts of footwear.
Filing materials in drawers, cabinets and storage boxes.
Preparing and cooking meals.
Medium Work activities involve handling loads between 10 kg, but less than 20 kg.
For example:
Measuring, cutting and applying wallpaper to walls.
Adjusting, repairing or replacing mechanical or electrical components using hand tools and equipment.
Heavy Work activities involve handling loads more than 20 kg.
For example:
Shoveling cement into cement mixers and assisting in the maintenance and repair of roads.
Measuring, cutting and fitting drywall sheets for installation on walls and ceilings.
Operating power saws to thin and space trees in reforestation areas.
Did you make any changes to the employee’s job duties prior to their absence as a result of their medical condition? Yes No
JOB INFORMATION - part 2
Physical and Cognitive Demands
If you have documentation that outlines the physical and/or cognitive job demands you do not need to complete the section(s) below.
I will send a separate document outlining the: Physical job demands Cognitive job demands
Lifting/Carrying -
Select the option that describes how often they are lifting/carrying during their normal work day
Weight None Occasionally (up to 33%) Frequently (34%-66%) Constantly (67%-100%)
up to 100 lbs / 45 kg
up to 50 lbs / 22.75 kg
up to 20 lbs / 9.1 kg
up to 10 lbs / 4.5 kg
Mobility -
Select the option that describes how often they are performing each activity during their normal work day
Activity None Occasionally (up to 33%) Frequently (34%-66%) Constantly (67%-100%)
Reaching
Bending or crouching
Kneeling or crawling
Hours
Hours
Hours
Hours
Hours
Please provide any additional information that you believe should be considered in assessing the employee’s claim.
Today’s Date
(MM/DD/YY):
Name of Contact Person Job Title
Phone Number Email Address Confidential Fax Number
n n n n
n n n n
n n n n
n n n n
n n n n
n n n n
n n n n
n n n n
n n n n
n n n n
n n n n
n n n n
Authorized Signature:
M642-1/20
canadalife.com • 1-855-755-6729
© The Canada Life Assurance Company, all rights reserved. Canada Life and design are trademarks of The Canada Life Assurance Company.
Any modification of this document without the express written consent of Canada Life is strictly prohibited.
Endurance - Select the amount of time they are required to remain in an activity before changing to a new activity. In the last column indicate the total hours they are required to be in
that activity during the course of their normal work day.
Activity 0-30 Minutes 31-60 Minutes 61-90 Minutes > 90 Minutes Total time per day
Sitting
Standing
Walking
Climbing
Driving
Cognitive Job Demands -
Select the option that describes how often they are performing each activity during their normal work day
Activity None Occasionally (up to 33%) Frequently (34%-66%) Constantly (67%-100%)
Attention to detail
Multi tasking
Analysis
Verbal communication
Reading/Writing
Memory
Supervision of others
ADDITIONAL INFORMATION
DECLARATION
I declare the information I’ve entered is accurate.
If submitting form by fax or email, the Authorized Signature field must be signed.
If submitting form online, online certification will be applied.
Clear