A simple employee benefits review checklist
Your benefits booklet is often the best starting point for general questions.
- 01
Record the version
- 02
Mark the unknowns
- 03
Confirm the answer
Record the version
Note the date of your plan booklet and check whether any updates have been issued.
Mark the unknowns
Use a separate sheet for unclear terms, required documents and questions about deadlines. Do not guess what a term means.
Confirm the answer
Ask the administrator where the answer appears in the plan. Keep any written clarification with your own records.
Your take-away checklist
- Booklet date checked.
- Questions listed.
- Administrator contact found.
Print this page or copy the checklist to your own notes; no personal information is required.
Further reading & source
Financial Consumer Agency of Canada — Health insuranceThis is an educational summary. The Vietnamese text is not an official Government of Canada translation.
General education, not individual financial, tax, legal or insurance advice. Examples are illustrative.