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Canopy - Change - Request - Form (Highlighted)

The document is a Change Request Form for employees to update their dependent status, name, date of birth, gender, or beneficiary information. It includes sections for personal health history and requires supporting documents for changes. Employees must sign and date the form, and it may also require a signature from an authorized officer of the employer.

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tevaughnharvey
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0% found this document useful (0 votes)
31 views2 pages

Canopy - Change - Request - Form (Highlighted)

The document is a Change Request Form for employees to update their dependent status, name, date of birth, gender, or beneficiary information. It includes sections for personal health history and requires supporting documents for changes. Employees must sign and date the form, and it may also require a signature from an authorized officer of the employer.

Uploaded by

tevaughnharvey
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as PDF, TXT or read online on Scribd
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CHANGE REQUEST FORM

PLEASE USE BLOCK LETTERS, TYPE OR PRINT WHEN


COMPLETING THIS FORM

GENERAL INFORMATION (TO BE COMPLETED BY EMPLOYEE)

Member/Employee Name

Member Number

EMPLOYER/COMPANY NAME

Member Tax Registration Number

CHANGE OF DEPENDENT STATUS - LIST DETAILS BELOW (TO BE COMPLETED BY EMPLOYEE)


TELL US WHAT YOU WOULD LIKE TO BE CHANGED
Cancel all Dependent Coverage Cancel Dependent Coverage (as listed below) Add Dependent(s) (as listed below)

D D M M M Y Y
Effective Date of change

LAST NAME FIRST NAME MI SEX RELATIONSHIP DATE OF BIRTH TRN


M F D D M M M Y Y

M F D D M M M Y Y

M F D D M M M Y Y

M F D D M M M Y Y

REASON FOR ADDITION OF DEPENDENT COVERAGE: REASON FOR DELETION OF DEPENDENT COVERAGE:

MARRIAGE DIVORCE/DEATH OF DEPENDENT


BIRTH OF CHILD COMMENCEMENT OF DEPENDENT EMPLOYMENT
OTHER (Specify) OTHER (Specify)

(sumbit supporting documents)

I agree to any change in contribution necessitated by the requested change in coverage.

CHANGE/CORRECTION OF NAME (TO BE COMPLETED BY EMPLOYEE)

PLEASE CHANGE THE NAME OF THE : EMPLOYEE DEPENDENT

FROM (NAME CURRENTLY ON FILE):


LAST NAME FIRST NAME MI

TO (INTENDED NAME):
(sumbit supporting documents) LAST NAME FIRST NAME MI

REASON FOR NAME CHANGE: MARRIAGE OTHER (SPECIFY)

CORRECTION OF DATE OF BIRTH/GENDER

PLEASE CHANGE THE DETAILS OF THE: EMPLOYEE DEPENDENT NAME

D D M M M Y Y M F
FROM (date currently on file): FROM (gender currently on file):
DATE OF BIRTH GENDER

TO (intended date): D D M M M Y Y M F
(sumbit supporting documents) TO:
DATE OF BIRTH GENDER

APPOINTMENT/CHANGE OF BENEFICIARY
I do hereby revoke any previous designation or appointment of beneficiary(ies)
with respect to said Group Life Policy and now designate and appoint as indicated below:

BENEFICIARY NAME RELATIONSHIP LIFE% DATE OF BIRTH GENDER TRUSTEE NAME


D D M M M Y Y M F

D D M M M Y Y M F

D D M M M Y Y M F

D D M M M Y Y M F

SIGNATURE OF EMPLOYEE DATE SIGNATURE OF WITNESS

www.canopy-insurance.com 888-4-CANOPY p owered by


CHANGE REQUEST FORM

(If employee is applying for coverage outside of eligibility period, please complete the Health History Questionnaire)

HEALTH HISTORY QUESTIONNAIRE


THIS HEALTH HISTORY QUESTIONNAIRE IS BEING COMPLETED FOR: Employee Only Employee & Dependents Dependent(s) only

NAME HEIGHT WEIGHT GENDER RELATIONSHIP DATE OF BIRTH TRN

M F D D M M M Y Y

M F D D M M M Y Y

M F D D M M M Y Y

M F D D M M M Y Y

PERSONAL HEALTH HISTORY (TO BE COMPLETED BY EMPLOYEE)


(NOTE: IF QUESTIONNAIRE IS BEING COMPLETED FOR NEW DEPENDENTS, GIVE DETAILS ONLY FOR DEPENDENTS)

FOR THE EMPLOYEE YES NO


1. Are you employed by the employer named on this form for more than 30 hours per week?

FOR THE EMPLOYEE AND/OR DEPENDENTS KINDLY RESPOND ‘YES’ OR ‘NO’ TO THE FOLLOWING QUESTIONS.
2. During the last 5 years, have you or any of your dependents consulted, been examined or treated by a Doctor, or been advised to
have any diagnostic tests (e.g. blood tests, X-Rays, CAT Scan, MRI) etc.?
3. During the last 5 years, have you or any of your dependents undergone a surgical operation, or been treated in any hospital or
other institution?
4. Have you or any of your dependents been treated for, or been told that you have Heart Trouble, Blood Disease, High Blood
Pressure, Kidney Disorder, Diabetes, Tuberculosis, Cancer, Tumor, Ulcer, Asthma, Epilepsy, Alcoholism, Mental Disorder, or any
other disease not listed anywhere on this application?
5. Have you or any of your dependents been diagnosed with, or treated for HIV, AIDS, or ARC (AIDS related complications) (If
‘Yes’, underline disease.)
6. Are you or any of your dependents now receiving, contemplating, or been advised to seek any medical attention or
surgical treatment, or taking any medication?
7. Do you or any of your dependents have any disorder of the female organs or breast?

8. Are you or any of your dependents now pregnant?

9. Do you or any of your dependents have any physical impairments?

10. Do you or any of your dependents have any prior or existing history of alcoholism or drug abuse?

11. Have you or any of your dependents ever had an application for Life or Health Insurance declined,
postponed, rated or modified in any way?

IF THE RESPONSE TO ANY OF QUESTIONS 2-11 IS ‘YES’, GIVE COMPLETE DETAILS BELOW (CONTINUE ON ANOTHER SHEET,
IF NECESSARY)
QUESTION FULL NAME OF PERSON NATURE OF AILMENT DEGREE OF RECOVERY: (FULL, NAME AND ADDRESS OF ATTENDING MEDICAL DATE OF
NO. TREATED PARTIAL OR CONTINUING) PROFESSIONAL VISIT

I declare that all the statements on this form are full, true and complete, and I understand that they form the basis upon which any insurance will be made effective. I
authorize the physician, hospital or other medically related facility to disclose to Canopy Insurance Limited information about my health, habits or medical history, as well
as that of any dependents listed above. It is further understood that Canopy Insurance Limited reserves the right to request an examination by a Physician of their choice
to aid its decision.

SIGNATURE OF EMPLOYEE DATE

NAME OF AUTHORIZED OFFICER OF EMPLOYER POSITION OF AUTHORIZED OFFICER OF EMPLOYER

SIGNATURE OF AUTHORIZED OFFICER OF EMPLOYER DATE


COMPANY STAMP

www.canopy-insurance.com 888-4-CANOPY p owered by

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