Step 1: Complete the IBA PHSP Claim Form (Excel Worksheet) or IBA PHSP Claim Form (Excel 97-2003 Worksheet), specifying the required header and line information, including your tax province/territory, to allow for proper calculation of applicable taxes on the administration fee.
Note: Please always use the claim form available via the links above to ensure you have the latest tax rates, fees, format and validation features. Also, please retain a copy of the claim form for your own records.
Step 2: Scan all the applicable receipts into a PDF or an image file (only GIF, JPEG or PNG allowed) for submission along with your claim form, ensuring each receipt clearly indicates the following information:
1. Date the medical service/product/procedure expense was incurred
2. Provider of the medical service/product/procedure
3. Medical service/product/procedure provided
4. Recipient of the medical service/product/procedure
5. Amount of the medical service/product/procedure expense incurred and not covered by another medical insurer
In the event of an eligible medical expense that was not fully covered by another medical insurer, please provide the medical insurer statement, clearly showing the above information as well as the amount that was not covered.
Note: Please retain the original receipts for your records and future reference in the event there is any query.
Step 3: Use the IBA Submission form below to securely submit your claim along with the scanned copies of all applicable receipts.
Step 4: We use Interac e-Transfer to accept payment for the PHSP Claim Total Payment Amount due, which is a very convenient and secure payment method. Since we are registered for Autodeposit, there is no security question required.
Just login to your business financial institution and use the Interac e-Transfer option to send the payment to:
Name: INTENDO BENEFITS
Email Address: benefits@intendo.ca
* Your payment will be matched with your claim based on your business name.
If you have not already done so during registration, also remember to select the option to add us as a recipient to your Payee List to facilitate future payments for claims.