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  • ACCIDENTAL DEATH & DISMEMBERMENT ENROLLMENT FORM

    ACCIDENTAL DEATH & DISMEMBERMENT ENROLLMENT FORM

  • SECTION 1 - PERSONAL INFORMATION

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  • SECTION 2 - COVERAGE REQUESTED - NEW APPLICATION

    Please complete this section if you are applying for a new policy
  • SECTION 3 - COVERAGE REQUESTED - CHANGE IN COVERAGE

    Please complete this section if you wish to make changes to an existing policy.
  • ACCIDENTAL DEATH AND DISMEMBERMENT BENEFICIARY DESIGNATION

  • Section 1 - Loss of Life Primary Beneficiary Designation

  • INSTRUCTIONS FOR COMPLETING THE BENEFICIARY DESIGNATION FORM - AD&D

    It is important that you designate a beneficiary for the Loss of Life benefit under the Accidental Death and Dismemberment insurance. Your designated beneficiary is the person who you choose to receive the life benefit amount if you die accidentally. Failure to designate a beneficiary will result in any life claim being paid to your Estate. (Payment for all losses under the "dismemberment" portion of this policy, such as loss of limb, etc. are payable to you

    If you designate more than one beneficiary, you must indicate the percentage of the claim to be paid to each beneficiary (the total percentage for all beneficiaries combined cannot be more than 100%

    If you designate a beneficiary who is a minor (under the age of 18), please name a trustee to receive payment on behalf of the minor.

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  • Revocable/Irrevocable status: Please indicate whether each beneficiary is revocable or irrevocable.

    Revocable status is recommended as to allow simple policy and beneficiary changes by the plan owner.

    When you name an irrevocable beneficiary, you cannot make any changes to the policy (i.e. cancel, reduce benefits or change beneficiary) without the written consent of the irrevocable beneficiary.

  • Section 2 - Contingent Beneficiary Designation

  • You may want to designate a "contingent beneficiary" - an alternate beneficiary who you want to have the death benefit paid to in the event the beneficiaries you designated in Section 2 are not living at the time of your death. If so, please complete this section. If you designate a contingent beneficiary who is a minor (under the age of 18), please name a trustee to receive payment on behalf of the minor.

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  • Revocable/Irrevocable status: Please indicate whether each beneficiary is revocable or irrevocable.

    Revocable status is recommended as to allow simple policy and beneficiary changes by the plan owner.

    When you name an irrevocable beneficiary, you cannot make any changes to the policy (i.e. cancel, reduce benefits or change beneficiary) without the written consent of the irrevocable beneficiary.

  • SECTION 3 - AUTHORIZATION AND SIGNATURE

  • PRIVACY: NOTICE CONCERNING PERSONAL INFORMATION

    The information collected on this enrollment form is required for the purposes of reviewing and, if approved, processing this enrollment form. It may also be used to administer the insurance policy, protect against fraud, investigate and determine any claims that may be made under the policy, or as otherwise may be required by law.

    This information, and information in existing files, may be used by Sutton Special Risk Inc., its agents, affiliates, partners, reinsurers, and authorized administrators for these purposes, regardless of whether a policy is issued or coverage ceases to be in force. Your information will only be shared as necessary.

    Some of these entities may be located outside of Canada, therefore your information may be processed in a foreign jurisdiction, unless we are otherwise prohibited, where it will be subject to the laws of that jurisdiction.

    This information may also be used to provide you with information about products and services that may be of interest to you. We do not disclose personal information to other organizations for marketing purposes. If you do not want us to use your information for these optional purposes or if you would like to access your personal information on file, you may contact us at privacy@suttonspecialrisk.com or Privacy Office, Sutton Special Risk Inc., 33 Yonge Street, Suite 270, Toronto, Ontario M5E 1G4. A copy of Sutton Special Risk’s privacy policy is available on our website or by request.

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