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Disability Insurance Plan Revised Claim Form - Information Notice


DATE: 2001-10-01

TO: Compensation Managers
Heads of Personnel
Heads of Personnel of Participating Separate Employers
Heads of Bargaining Agents

SUBJECT: Disability Insurance Plan Revised Claim Form

Introduction

The purpose of this Notice is to advise Compensation Advisors that effective October 15th, 2001, a revised Disability Insurance (DI) Plan claim form is available on the Treasury Board Secretariat (TBS) Web site.

Background

The DI claim form, i.e the Employee's Claim (PWGSC-TPSGC 2043) and Employee's Statement of Disability and Attending Physician Statement (PWGSC-TPSGC 2044) has been revised in order to ensure that more comprehensive information is provided to Sun Life Assurance Company of Canada, the insurer for the DI plan, thereby minimizing the need for Sun Life to seek additional information from employees and Compensation Advisors.

Procedures

Please note that the current DI claim form, PWGSC-TPSGC 2043 and PWGSC-TPSGC 2044, issued by Public Works and Government Services Canada (PWGSC), must not be used beyond October 12, 2001.

Existing stock of forms PWGSC-TPSGC 2043 and PWGSC-TPSGC 2044 must be destroyed as of October 15, 2001.

The new DI claim form will now consist of three statements: the Employee Statement (TBS/SCT 330-302E), the Employer's Statement (TBS/SCT 330-303E), and the Employee's Medical Information and Attending Physician's Statement (TBS/SCT 330-304E). These forms are available on the TBS Web site, at the addresses indicated below.

Please keep in mind that the statements of the DI claim form will only be available electronically.

The Adobe Acrobat Reader has to be used to print the DI claim form in order to obtain the best quality product and minimize printing problems.

Instructions on how to complete the form and where to send the statements have been worked into the body of the text on each respective statement.

Steps

1. The Employee's Statement (TBS/SCT 330-302E) and the Employee's Medical Information and Attending Physician's Statement (TBS/SCT 330-304E) should be provided to an employee when it appears that the person may be eligible to receive DI benefits.

The Compensation Advisor has to indicate the employee's Individual Agency Number (IAN) in the box titled Certificate Number found on page one of each form before providing the statements to the employee.

2. Once completed, the Employee's Statement (TBS/SCT 330-302E) is returned by the employee to the Compensation Advisor.

3. The Compensation Advisor is responsible for the completion of the first portion of the Employer's Statement (TBS/SCT 330-303E). The second portion of the Employer's Statement is completed by the employee's immediate supervisor or manager. Both the completed Employee's Statement (TBS/SCT 330-302E) and Employer's Statement (330-303E) are sent to the Superannuation Directorate by the Compensation Advisor.

4. The employee completes the first portion of the Employee's Medical Information and Attending Physician's Statement (TBS/SCT 330-304E). The employee is responsible for providing this form to the attending physician who will complete part two of the form. This completed form is sent by the attending physician to Sun Life, the Insurer for the DI plan.

Enquiries

For more information about the DI claim process, Compensation Advisors should continue to consult the PWGSC Insurance Administration Manual.

Compensation Managers may call Suzanne Gilbert at (613) 952-3265 if there are any questions.