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termination_of_employment_checklist

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					                                                                                                                  Termination of
                                                                                                                   Employment
                                                                                                                    Checklist




               Employee Name
               Position
               Date of Hire
               Date of Termination
               Years of Service
               Last Day Worked
               Person Completing Form

                                {Check off each item as you complete it}
                  Item                                                    Details                                            Comments
EI Record of Employment                        Provide to employee within 7 days of their
                                               last day worked
Identification Cards                           Obtain Name/I.D. Badge
                                               Obtain Pay Direct Drug Card
                                               Obtain all keys issued
Keys/Security Access                           Obtain any swipe cards
                                               Remove computer access
                                               Remove telephone access
Basic Life Insurance                           Review Amount
Conversion                                     Review Conversion Notice
and, if applicable Optional Life               Review Current Beneficiary
A.D. & D.                                      Review Conversion Process with Selectpath
                                               Review Amount
Critical Illness                               Review Conversion Notice
                                               Review Current Beneficiary
                                               Review Conversion Process with Selectpath
Health & Dental                                Terminate on {_____________________} If
If Employment Standards                        notice/severance # ______days after
Notice and Severance, end of                   termination
notice period applies

Conversion Brochure                            Health & Dental Conversion available with
                                               Manulife (to be returned to Selectpath)

Health Spending Account                        Review account status
{if applicable}


                                                       SELECTPATH BENEFITS & FINANCIAL INC.
     SUITE 101, 219 OXFORD STREET WEST, LONDON, ONTARIO N6H 1S5 PHONE: 519.675.1177 1.888.327.5777 FAX: 519.675.1331 WEB: WWW.SELECTPATH.CA
                               {Check off each item as you complete it}

                Item                                                     Details                                             Comments
Short Term and Long Term                      Terminate on {_____________________}
Disability                                    If notice/severance # ________ days after
If Employment Standards                       termination
Notice and Severance, end of
notice period applies                         Review Conversion (if available)

Investment Needs:                             Annuities, RRSP, LIF, Registered Pension
                                              (Review with Selectpath)

Pension (Defined                              Final Contribution remitted on ____________
Contribution, RRSP, DPSP)                     Carrier advised of termination _____________

Pension (Defined Benefit)                     Submit termination notice of Record Keeper
                                              Option statement rec’d by Sponsor & given to
                                              member
                                              Financial Consultation offered
                                              Signed Option Form and accompanying
                                              documentation returned to Sponsor




                                                      SELECTPATH BENEFITS & FINANCIAL INC.
    SUITE 101, 219 OXFORD STREET WEST, LONDON, ONTARIO N6H 1S5 PHONE: 519.675.1177 1.888.327.5777 FAX: 519.675.1331 WEB: WWW.SELECTPATH.CA

				
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posted:6/2/2012
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