Introduction
The CUPE Education Workers’ Benefits Trust (“EWBT”) is an employee life and health trust providing life, health and dental benefits to eligible CUPE members.
The purpose of this policy is to establish guiding principles with respect to communications with third parties and instructions from third parties in respect of incapacitated members of the CUPE EWBT (“Member” or “Members”). This policy applies to incapacitated Members who have an entitlement from the CUPE EWBT Plan. The procedures set out in this Policy shall be followed unless the Trustees determine, on the recommendation of the Managing Director, that they should be altered or waived in any circumstance.
Capitalized terms used but not defined herein shall have the meanings assigned to them in the Trust Agreement.
Definitions
“Member” means a Participating Employee and insured, who is covered by and entitled to Benefits under the CUPE EWBT.
“Incapable” means mentally incapable, and “incapacitated” has a corresponding meaning.
Incapacitated Members
The Trustees adopt the following with respect to communications with a third-party related to an incapacitated Member:
- To communicate with a third party regarding an incapacitated Member, the Trust will require
- a prior written authorization signed by the Member in the form attached to this Policy;
- a valid Power of Attorney authorizing the third party to communicate on the Member’s behalf; or
- any other court order or legal instrument that authorizes the third party to act on behalf of the incapacitated Member.
- To receive and act upon instructions from the third party regarding an incapacitated Member, the Trust will require a valid Power of Attorney, or such other court order or legal instrument which authorizes the third party to act on behalf of the incapacitated Member.
Authorization FORM
Download the policy PDF to access the included authorization form.