Advisor Resources

Download proposal and claim forms.

Forms

Please click the button below to download our Request for Proposal form. A groupSource representative will be happy to discuss your proposal with you at your convenience.

 

Download Request for Proposal

 

We also offer our dental and extended health care claim forms, for yourself and your client's future use if necessary.

 

Download Health Claim Form Download Dental Claim Form

 

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

 

Questions?

Have we missed anything? If you have questions, a problem with the forms, comments, or suggestions for improving our online resources, please let us know.

 

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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...

Legislation Updates