Advisor Resources

Download proposal and claim forms.

Forms

Forms relating to client management can be accessed below. For convenience you can print a few copies for yourself and your client's future use if necessary, but ensure you visit the website first to make sure you have the most up-to-date forms. For your convenience, our forms are "fillable" PDF files.

 

Proposal Request Health Claim Dental Claim

 

All of our forms are in Adobe Acrobat PDF format. If you do not have the Adobe Reader, you can download it for free here: get adobe reader

Employee Resources

Administrator Resources

Advisor Resources

News and Events

  • New Ownership
    2014 January - Calgary-based groupSource LP announces new ownership.
    more...
  • Bosco Homes...
    2012 February - groupSource is proud to support Bosco Homes' fundraising events, for the benefit...
    more...

ipad

 

 

Legislation Updates