Form INITIAL PLANNING INFO

Direct Reimbursement Associates Ltd

Office: 403-627-1826
Toll-Free: 1-866-275-1610
Toll-Free Fax: 1-855-209-9374
Cell: 403-632-5226

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 – you only pay a $100 set-up fee until you file a claim and then the administration fee is 5% per claim. After we receive your answers to the following questions we’ll follow up with no obligation to go any further. All information you provide remains strictly confidential.

Is your business incorporated or not?

If so, we will send you the appropriate form to register your family members.

Who are your contacts for this plan? (Include your own contact information as well)

You may claim expenses for any dependent individuals living full-time in your household. “Household” here means your principal home at a single address where the occupants, regardless of age, are dependent on you for their living expenses.
If your business is a proprietorship, CRA limits you and your spouse (and others over 18) to Class B benefits: $1500 limit each per year per adult & $750 each year for each child under 18. If so, we will send you the appropriate form to register your family members.

Are you an unincorporated proprietorship?

If so, we will send you the appropriate form to register your family members.
If your business is incorporated, you and your family are allowed Class A (unlimited) benefits. You must also offer to cover your arms-length employees.

Do you have employees other than your family?

(You specify the annual limits for each employee so you control the maximum annual cost of your plan.)
(You specify the annual limits for each employee so you control the maximum annual cost of your plan.)
A note about funding your plan: All businesses are required to fund their plan via Pre-Authorized Debit Agreement to avoid employee privacy concerns and minimize your in-house administrative tasks
Email this form to daveb@draltd.com or use our encrypted Toll-Free Fax: 1-855-209-9374 and we’ll get back to you within 24 hours. (Call 403-632-5226 if you need any help with this form.)