Savings
Family Indemnity Plan (FIP) Checklist

DOCUMENTS NEEDED TO PROCESS ENROLLMENT

  • Member's Birth Certificate or Identification Card
  • Birth Certificate or Identification Cards for all other persons listed on the form except for children.
  • Marriage Certificate - where applicable

DOCUMENTS NEEDED TO PROCESS A CLAIM

  • Proof of Death Form - completed by physician
  • Member's Birth Certificate or Identification Card
  • Birth Certificate or Identification Card of deceased

PLEASE NOTE THE FOLLOWING

  • For in-laws to be added, a spouse must be listed on the policy.
  • For an adopted child to be added, legal documentation must be submitted.
  • Children are removed from policies of parents when they get to the age of 26 years.
  • Disabled children are not removed from policies. However a medical certificate must be submitted.
  • A Birth Certificate MUST be submitted if a member wishes to add a parent.
  • A Birth Certificate must be submitted for step-children
  • A Designation of Beneficiary form must be completed if there is only one Insured Person on the Enrollment Form.
  • If an insured dies accidentally a Police report MUST be submitted with the claim.