APPLICATION FOR LONG TERM DISABILITY BENEFITS - EMPLOYEE · APPLICATION FOR LONG TERM DISABILITY BENEFITS - EMPLOYEE ... noise, humidity, heat, cold, hazards, etc. Please mark off

APPLICATION FOR LONG TERM DISABILITY BENEFITS - EMPLOYEE

The purpose of this form is to enable us to process your claim and to assist us in evaluating the possibility of providing you with rehabilitation assistance. Incomplete responses or missing information will cause delays in the assessment and handling of this file.

Employee Name:

Date of Birth:

Marital Status: £ Single £ Married £ Common-law £ Separated/Divorced £ Widowed

List children’sage(s):

Please describe in chronological order the events leading up to your date of disability.

Is your claim for benefits due to a work related condition or a work related injury? £ Yes £ NoDate of Injury/Loss Location of accident (if applicable) Date of first treatment & name of provider

Height: Weight:

Number of dependent childrenwhom you support:StreetAddress:

Province: Postal Code: Residential No.: ( ) Cell No.: ( )

Group Policy No.: Certificate No.:/Social Insurance Number (for taxable benefits only)

Employer:

Length of Timeon this Job:Job Title:

Are you still off work at the present time? £ Yes £ No If “no”, indicate Date Returned to Work:

Did you return to work and perform your regular full-time duties? Modified duties and or hours? Please describe:

Are you applying for or receiving benefits from provincial workers compensation plan? £ Yes £ No If “yes”, indicate below:

Date application submitted: Claim no:

Please attach all provincial workers compensation plan CPP correspondence.

Does your physician support this being a work related disability? £ Yes £ No If “no”, please explain:

Are you paid commissions, bonuses, overtime, car allowance? £ Yes £ No If “yes”, please describe and include the previous year’s Notice of Assessment from Revenue Canada.

City:

Length of Timewith the Employer:

Claim Number (if known):

564(2018/02/23) Page 1 of 8THE EQUITABLE L IFE INSURANCE COMPANY OF CANADA

Head OfficeGroup Disability Claims Department

One Westmount Road NorthP.O. Box 1603 Stn. Waterloo, Waterloo Ontario N2J 4C7

TF 1.800.722.6615 T 519.886.5210

(First) (Last)

List all types of machines, tools, office equipment and other special equipment you use to do your job.

Describe in detail what your job involves including shift work, weekends, supervisory responsibilities and whether job is dependent upon others or whether their job depends on you.

Please describe how you are prevented from performing any of your job duties or using any of the above mentioned equipment?

What are the physical and cognitive activities required in this job?

Describe the work environment with regards to: presence of respiratory irritants, noise, humidity, heat, cold, hazards, etc.

Please mark off (x) in the applicable spaces below, those physical activities REQUIRED in YOUR job. TOTAL HOURS PERFORMED DAILY


APPLICATION FOR LONG TERM DISABILITY BENEFITS WITH JOB PROFILE

Physical Activities Required Less than 1 1 - 2 3 - 4 5 - 6 7 - 8

LIFTING Under 10 lbs/(0.5-4.5 kg)20 - 50 lbs/ (9.5-22.7 kg)Over 50 lbs/ (22.8kg)Over 50 lbs/ (22.8kg)

CARRYING Under 10 lbs/(0.5-4.5 kg)10 - 20 lbs/ (5.0-9.1 kg)20 - 50 lbs/ (9.5-22.7 kg)Over 50 lbs/ (22.8kg)

REACHING Above shoulder heightAt shoulder heightBelow shoulder height

DRIVINGCLIMBINGKEYBOARDING

In your normal workday, how long would you be in the following positions if you were doing your regular occupation?Sitting _________hours Regular hours of work:Standing _________hours Days of your Work Week: £ Monday £ Tuesday £ Wednesday £ Thursday £ Friday £ Saturday £ Sunday

Walking _________hours First Break: from toTOTAL _________hours Meal Break: from to

Explain how your condition prevents you from being in any of these positions for the duration required in your regular working hours:

Before you stopped working, did you change: £ Your job or duties £ Your hours of work £ Your attendanceIf yes, explain if how your condition caused these changes and show the dates the changes were made.

Training required to perform your duties at this job (i.e. on the job, apprenticeship, formal education, etc.): _____________________

Total number of years you have been employed in this type of work: _______________List any special or vocational courses required, including training time:

Additional Training: £ On the job training £ Apprenticeship £ Work-Study Program

What is your education level completed: £ Elementary£ High School g Grade £ 9 £ 10 £ 11 £ 12 £ 13£ College£ University£ Other (specify):_________________________________________________________

List all diplomas, certificates, licenses, journeyperson cards, etc., you hold:

i) iv)

ii) v)

iii) vi)

List below all other kinds of work you have done for at least one or more years including military service if any:Job Title Duties Worked from To



COGNITIVE DEMANDS - please check Yes or No in the applicable spaces below

Comprehension £ Yes £ No Information processing £ Yes £ No

Visual perception £ Yes £ No Memory £ Yes £ No

Attention £ Yes £ No Other £ Yes £ No

ACTIVITIES OF DAILY LIVING

Has your physician told you to restrict your activities in any way? £ Yes £ No If “yes”, indicate the physician and describe the specific restrictions on your activities.

Check any of the following which presently apply to you:

£ Confined in a hospital bed or other medical institution £ Confined to bed or wheel chair at home £ Not confined to bed or wheel chair but unable to go outside £ Able to go outside only with the help of another person or device £ Able to go outside without help £ Unable to drive automobile: £ short distances

£ long distances £ no valid license

Are your home duties, social activities or ability to care for your personal needs limited in any way? £ Yes £ No If “yes”, describe how and why they are limited.

If this claim is a result of a motor vehicle accident, please provide us with all the correspondence you have had with your insurance company in connection with this claim.

Date of accident:

Auto Insurance Company:

Contact Person:

Address: City Province Postal Code

What class of drivers license do you hold? What is the status of your drivers license?

Telephone: ( ) Claim No.:

Are you currently involved in any other type of employment? £ Yes £ No If “yes”, please describe below.i.e. part time employment elsewhere or home based business



Do you expect to return to work at this job?£ Yes £ No If “no”, give details below.

Date Expected to Return: £ Part time £ Modified £ Regular

List the first and last name, address and telephone number of your Primary Care Physician.Check here £ if you have no family physician.

MEDICAL INFORMATION

Name: Speciality:

Street Address:

City: Province: Postal Code:

How long have you attendedTelephone: ( ) this physician’s office:

Reasons for appointments:

Type of Treatment Received:

Date first seen: Date last seen: Frequency of appointments?

Please indicate names of all other physicians you have attended in the past 3 years.Name: Speciality:

Street Address:


Telephone: ( )

Reasons for appointments.:


Date first seen: Date last seen: Frequency of appointments?

Name: Speciality:

Street Address:


Telephone: ( )

Reasons for appointments:


Date first seen: Date last seen: How often do you see him/her?



Were you hospitalized due to this accident? £ Yes £ No If “yes”, please provide the following:Name of hospital or institution and dates of admission & discharge.

OTHER HEALTH CARE PROVIDERSHave you been seen by other agencies for this condition related to this claim? £ Yes £ No g If “yes”, complete the information requested below.i.e. Dept. of Veteran Affairs, Vocational Rehabilitation, Welfare, Social Worker, Psychologist, Physiotherapist, Chiropractor, Masseuse)

Dates of visits:

Type of Treatment or Examination:



Contact Person:

Name of Agency:

Reason for Referral:

Name the person or company that referred you:

Dates of appointments:

Type of treatment or examination:



Contact Person:

Name of Agency:

Reason for referral:

Name the person or company that referred you:

Name: Speciality:

Street Address:


Telephone: ( )

Reasons for visits:


Date first seen: Date last seen: How often do you see him/her?

Please indicate all other physicians you have attended in the past 3 years. (cont'd)



Please indicate if you have applied or are in receipt of Benefits for any of the following.

SOURCE DATE CLAIMED/SOURCE NAME & STARTED AMOUNT FREQUENCYCanada/Quebec Pension Plan £ Retirement or £ Disability Benefits £ No £ Yes g

Provincial Workers Compensation Plan £ No £ Yes gGroup Life Insurance Income £ No £ Yes gRetirement Income/ Social Security Administration £ No £ Yes gWar Veteran’s Disability Pension £ No £ Yes gIncome Replacement Benefits – Motor Vehicle Accident £ No £ Yes gShort Term Disability, Long Term Disability, Creditor Disability or other disability income through another insurance plan. £ No £ Yes g Employment Insurance Canada: £ No £ Yes gOther £ No £ Yes g



AUTHORIZATION & ACKNOWLEDGEMENT:I certify that the information given on this form is true, correct and complete. For the purposes of underwriting, administration, claims processing and adjudication with respect to the Group Policy and any supplementary forms/documents, I authorize The Equitable Life Insurance Company of Canada (“Equitable”), its employees, representatives and service providers to use my personal information, and exchange such personal information with reinsurers, insurers, investigative agencies, health care providers and facilities, and any other person or party whom I authorize. For the above purposes, I authorize any physician, practitioner or other health care provider, hospital, clinic or other medical facility, pharmacy, insurer, employer (past and present), provincial workers compensation plan, medical or benefit payment plan, service provider, and any other institution, person or party that has any record or knowledge of my health relevant to this claim, to give to Equitable full particulars of such information, including any prior medical history relevant to this claim and benefits. I transfer and assign to Equitable, and agree to pay and refund to Equitable those disability and income replacement benefits which I receive or are receivable from all other sources, in accordance with the provisions of the Group Policy, including without limitation, CPP, Worker’s Compensation, and other insurance policies. A photocopy or electronic version of this acknowledgement shall be as valid as the original.

Date (dd/mm/yyyy) Signature:

You must notify The Equitable Life Insurance Company of Canada promptly if:a. To avoid collections activity in the case of benefit overpayments or interruption in benefits,b. Your medical condition improves so that you would be able to work, even though you have not yet returned to work.c. You go to work whether as an employee or as a self-employed person.d. You apply for benefits under any provincial workers compensation Law or Plan.e. You apply for benefits under Canada/Quebec Pension Plan.f. You apply for Retirement Benefits.g. You are discharged from the hospital if you are now hospitalized.h. You received increases in existing provincial workers compensation plan or War Veteran’s Disability Pension.

Bank’s Name:

Bank’s Address:

Bank’s Phone No.: ( ) Bank’s Account No.: area code

Institution Code: Branch Transit No.:

PLEASE ATTACH A VOID CHEQUE OR WE ARE UNABLE TO PROCESS YOUR REQUEST

Date Insured’s Signature

Accept this as authorization for Equitable Life Insurance Company of Canada to deposit Group claim payments directly into my bank account.


If you want Equitable Life to use electronic mail in addition to phone and regular mail for the purpose of communicating with you and to provide you with information and documentation regarding your disability claim, please provide your e-mail address, and sign and date the consent below. There is no obligation for you to provide this consent. We can continue to communicate with by phone and regular mail.

I consent to Equitable Life using electronic mail to communicate with me and to provide me with information and documentation regarding my disability claim.

Email address:

Signature: Date:

PLEASE NOTE: Equitable Life cannot ensure the privacy and confidentiality of any information sent through the internet because e-mail may be vulnerable to interception. As a result, Equitable Life is not responsible for any loss or damages you may incur if your information isintercepted and misused.

Upload the signed and completed form via www.equitablehealth.ca using our secure Document Submission Tool located under the My Resources tab. You can also fax them to 1.888.505.4373 or mail them to:

Equitable Life of CanadaGroup Disability Claims DepartmentOne Westmount Road NorthP.O. Box 1603 Stn. Waterloo, Waterloo Ontario N2J 4C7


Please note: Equitable Life cannot ensure the privacy and confidentiality of any information sent through the internet because e-mail may be vulnerable to interception. As a result, Equitable Life is not responsible for any loss or damages you may incur if your information is intercepted and misused. If you would prefer to submit your information by another means, please contact us at 1.800.265.4556.

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APPLICATION FOR LONG TERM DISABILITY BENEFITS - EMPLOYEE · APPLICATION FOR LONG TERM DISABILITY BENEFITS - EMPLOYEE ... noise, humidity, heat, cold, hazards, etc. Please mark off