Group benefits - Frequently asked questions for plan administrators

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  • Billing & administration
  • Eligibility updates

To enrol or re-enrol members, complete the Enrolment or Re-enrolment Application. You can also access it here:

  1. Sign in to the secure site
  2. Select “Plan documents”
  3. Select “Administrative documents”
  4. Life/ADD Benefit Forms
  5. Enrolment or Re-enrolment-(electronic submission)

To change a member’s name, address, dependents, coverage level, beneficiary, coordination of benefits, refusal of benefits or direct deposit instructions:

  1. Sign in to the secure site
  2. Select “Plan documents”
  3. Select “Administrative documents”
  4. Life/ADD Benefit Forms
  5. Application for Change-(electronic submission)

To change a member’s salary or employment status – for example, when a member changes jobs, resigns, retires or is laid off temporarily:

To change Salary:  

  1. Sign in to the secure site
  2. Under “Quick links” 
  3. Select “Make bulk changes”
  4. Under “applicable types of changes”, select “Salary changes” 
  5. Complete the employment and salary change form. 
  6. Click “Submit”.

Terminating a member because the employee retired or resigned:

  1. Sign in to the secure site
  2. Under “Quick links,” 
  3. Select “Terminate a member”
  4. Under “Please confirm the application types of changes”, select “Terminations”.
  5. Complete the employment and salary change form. 
  6. Click “Submit”.

To terminate coverage due to a lay-off:

  1. Sign in to the secure site
  2. Under “My members,” 
  3. Select “Layoff or leave of absence”
  4. Under “applicable types of changes”, select “Terminations”.
  5. Complete the employment and salary change form.
  6. Click “Submit”.

An applicant is late if:

  1. An employee takes longer than 31 days to submit an Enrolment or Application for Change form
  2. You sign the form more than 60 days after the employee becomes eligible for the plan
  3. We receive the form more than 90 days after the employee becomes eligible for the plan 

To get coverage, a late applicant must provide evidence of insurability:

  1. Sign in to the secure site
  2. Select “Plan documents”
  3. Select “Administrative documents”
  4. Life/ADD Benefit Forms
  5. Select “Evidence of insurability”

Coverage begins on the date we approve the application.

To find information about a member, including date of birth:

  1. Sign in to the secure site
  2. Select “Plan documents”
  3. Select “Administrative documents”
  4. Enrolment or Re-enrolment-(electronic submission)

This information is not available online. You need to call. 

This information is not available online. You need to call.

To sign up for access to the secure site, call 1-800-268-6195. We’ll email or mail you the Plan Administrator Change form. Complete it to add yourself as plan administrator. 

For tips on using the secure site:

  1. Sign in to the secure site
  2. Under “Learning Centre,” choose a video

To change all plan members’ salaries at once:

  1. Sign in to the secure site
  2. Under “Quick links,” select “Make bulk changes”
  3. Follow the instructions

To order forms and brochures for your members:

  1. Sign in to the secure site
  2. Select “Plan documents”
  3. Under “Forms and brochures”, click “Find forms or brochures”.
  4. Under “Administrative forms” and “Miscellaneous Forms”, click “Group Benefits Material Re-order”.

To pay premiums directly from your organization’s bank account:

  1. Sign in to the secure site
  2. Select “Plan documents”
  3. Under “Forms and brochures”, click “Find forms or brochures”.
  4. Under “Administrative forms” and “Miscellaneous Forms”, click “Premium Pre-Authorized Debit Form”. 

You can also call us at 1-866-318-2727 (English) or 1-866-445-2727 (French) and ask us to mail you the Pre-Authorized Debit (PAD) form.

To find your bills:

  1. Sign in to the secure site
  2. Under “Quick links,” select “Online billing”
  3. Select “Billing statements”

Find your members’ class on page 1 of your benefits booklet, which is available online:

  1. Sign in to the secure site
  2. Select “Plan documents”
  3. Select “Member documents”
  4. Select “Benefit booklets”

Find your members’ division on your paper bills – or, if you have online bills:

  1. Sign in to the secure site
  2. Under “Quick links,” select “Online billing”
  3. Under “Employee data”, click “Details”

You may be able to add these options, but it will require amending your contract. For more information, email soumissions_quotes@manulife.ca and include your company name and the size of your group.

  1. Sign in to the secure site
  2. Under “Quick links,” 
  3. Select “Bulk changes”
  4. Under “Please confirm the application types of changes”, select “Salary changes”.
  5. Complete the employment and salary change form.
  6. Click “Submit”.