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    • Business Consulting
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    • What is Covered?
    • PHSP FAQ
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    • Make a Payment
    • PHSP Forms
  • Tax Preparation
  • Make a Claim

Registration Form

Please fill out all the fields to register for a PHSP with Accountable Value Financial Services. Your information will be securely transmitted but not stored on our servers.

Step 1 of 7

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  • Company Information

    Please fill out the information about your company.
  • Are you incorporated/limited/corporation or a sole proprietorship
  • This is when you would like the plan to be effective. It can be any date, we suggest the beginning of your current fiscal year or the beginning of the calendar year.
    MM slash DD slash YYYY
  • Please supply your business number.
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  • Contact Information

    Please fill out the information about the primary contact
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  • Coverage Information

    This section deals with coverage for yourself and your employees.
  • A Class is what we call the limits you can impose on your employees. You can have an unlimited number of classes.
    Class NameClass Amount 
  • As a Sole Proprietorship, you are limited to $1500.00 per adult in the household and $750.00 per minor in the household. Anyone can claim from this "household total". If you have other employees, and want to create limits, you may do so, but the first 2 classes are reserved for the $1500.00 and $750.00 limits respectively. A Class is what we call the limits you can impose on your employees. You can have an unlimited number of classes.
    Class NameClass Amount 
  • Your fiscal year end is when you close your financial records for one year and file your taxes.
  • Your fiscal year end is when you close your financial records for one year and file your taxes.
  • Your benefit year usually starts on the first day after your fiscal year end OR the beginning of the year. You can set this to be any day you wish. If you have employees, we recommend a calendar year (Jan 01) because employees are used to that with benefits.
  • Your benefit year usually starts on the first day after your fiscal year end OR the beginning of the year. You can set this to be any day you wish. If you have employees, we recommend a calendar year (Jan 01) because employees are used to that with benefits.
  • You can set up the employees starting year whether you want to give them full benefits regardless of when they start; pro-rated amount to the day they start; or a specified amount (you will provide the amount).
  • Here you can specify the employees typical benefit year and how you want their benefits calculated. You can specify: Annual Amount (they receive their benefits on Day 1); Monthly Accrual (they will receive 1/12 of their benefits at the start of every month); Quarterly Accrual (they will receive 1/3 of their benefits at the start of every benefit quarter); Semi-Annual Accrual (they will receive 1/2 of their benefits every 6 months).
  • We currently have 2 styles of plans Standard - We issue an invoice after each claim is submitted. : Pre-Payment - We will invoice you for 1/12 of your total coverage limits and hold at least 50% of this amount on account from month to month.
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  • Employee Information

    You can enter your employees here.
  • Please fill out one row per employee. For status, please indicate whether they are an Employee or Family Member (if family member, please indicate the first name of the employee as well); for family members, you do NOT need to enter their address or info other than First and Last name
    First Name & Last NameStreet AddressCityProvincePostal CodePhone NumberEmailEffective DateClass CoverageEmployee or SpouseReimbursement Method (eTransfer / Cheque) 
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  • Referral

    Did someone refer you? If so, please enter their name below.
  • Registration Fee

    How will you be paying for the registration? We charge a $75.00 fee. If your accountant or person referring you has waived the fee, please select "Waived" from the options below.
  • Interac eTransfer

    Please send the Interac eTransfer to: info@avfs.tax
  • Cheque

    Please make the cheque out to Accountable Value Financial Services and mail it to: 37 Cranberry Avenue Calgary, Alberta T3M 0L9
  • Credit Card / Invoice

    You will have the opportunity to pay via Credit Card once you hit submit. The link will be in the confirmation that will redirect you to the checkout.
  • Waived by Referrer

    Please enter the person who referred you in the section above.
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  • How did you hear about us?

  • Please select one or more of the following:
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  • Terms of Service

    1. In accordance with Subsection 248(1) of the Income Tax Act, Accountable Value Financial Services Ltd. (hereafter known as AVFS) by this document establishes a “cost plus” Private Health Services Plan with the Company named in Part A. AVFS indemnifies the Covered Claimants of the Company for all Eligible Expenses for the agreed upon cost plus fee to be paid by the Company upon remittance of claim by the Covered Claimant.
    2. The AVFS PHSP applies to all Eligible Expenses. For this agreement Eligible Expenses are those defined in Subsection 118.2(2) of the Income Tax Act. These are outlined in Canada Revenue Agency Interpretation Bulletin IT-519R2 - Medical Expense Tax Credit Folio.
    3. The AVFS PHSP covers all employees as defined by the Company in Appendix A. The term Covered Claimant includes the employee, the employee’s spouse or any member of the employee's household with whom the employee is connected by blood relationship, marriage or adoption. There is no limitation by age. The Covered Claimant will be eligible for coverage from the effective dates established in Appendix A.
    4. The Company will establish an effective date after which coverage is provided by the plan. This date can be as early as the beginning of the current fiscal year of the Company.
    5. The Company may choose to offer this benefit plan to Covered Claimants in differing levels of sponsorship based on the position or critical importance of the employee within the firm. The Company may not limit participation in the AVFS PHSP based solely on position as a shareholder. The AVFS PHSP cannot be offered to one employee of a class while excluding an employee of the same class. For this plan the Company has established the following classes of sponsorship. The members of these classes are established in Appendix A.
    6. AVFS will adjudicate each claim submitted to ensure the following:
      1. The expenses are Eligible Expenses as per section 2
      2. The claimant is a Covered Claimant as per section 3
      3. The maximum coverage limits and dates as authorized by the Company have not been exceeded
      4. The claim form has been properly completed, authorized and the corresponding payment has been received
    7. Upon completion of the claim adjudication, AVFS will issue an Interac eTransfer re-imbursement for the total cost of the eligible expenses to the claimant.
    8. AVFS will issue an Annual Client Statement to the Company to reconcile all claims for tax reporting at the end of the fiscal year.
    9. The registration fee to be paid with this application is $75.00 CAD
  • By typing your name, you are registering with Accountable Value Financial Services for a PHSP plan
  • This field is for validation purposes and should be left unchanged.
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    • What is Covered?
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Menu
  • Home
  • Payroll & Bookkeeping
  • Private Health Services Plans
    • What is Covered?
    • PHSP FAQ
    • Online Claim Submission
    • Make a Payment
    • PHSP Forms
  • Tax Preparation
  • Business Consulting
  • Insights
  • Cart
  • Checkout
  • My Account
  • Website Terms and Conditions
  • Terms and Conditions of Sale
  • Privacy Policy
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