Forms, forms, forms!

Here’s a description of all our PHSP/HSA forms. Hit the green button links below to get the form you need. OR, just fill out and sign the Register Online Now and Pre-Authorized Debit Agreement at the very bottom of this page - and we’ll get back to you from there!

Use our secure email service to send us any document. Follow this link image-link-137649

Registration

We need this for all plans. As with any of these forms, call us anytime if you need help.

Appendix: A Eligible Employees

Appendix A is required for all incorporated businesses AND proprietorships with arms-length employees.

Appendix C: Family Members

Appendix C is required for unincorporated businesses only.

Claim Form for PAY-AS-YOU-GO PLAN

Just give this claim form to your employer, signed and with receipts, in order to process your claim.

Claim Form for PRE-AUTHORIZED PLAN

You can send this claim and receipts directly to us, bypassing your employer if you are on a PAD plan.

Direct Deposit Request Form

By sending us a VOID cheque you agree to the terms of this request form whether you send this form or not.

Business Pre-Authorized Debit Agreement

This form only needs to be signed and submitted once, and can be cancelled at any time.

Satisfaction Survey

Tell us how we’re doing!

Form SWITCHING TO DRA

A little helpful form when you’re switching to us from another provider. Remember, if you switch we will waive your registration fee!

Form INITIAL PLANNING INFO

No time to read our website at www.draltd.com? As a preferred business, let’s outline what your Health Spending Account Plan might look like. Remember, there are no monthly premiums with this plan – …

Frequently Asked Questions (FAQ) About Claim Submissions