Instructions Complete and sign the application form and fax cover sheet and fax it to 086 248 4524. Alternatively scan and email to us at info@medicalaidonline.co.za We will contact you shortly thereafter to discuss the status of your application. Thank you for choosing Medical Aid Online. FAX COVER SHEET To: Medical Aid Online From: …………………………………………………………………..... Fax no: 086 248 4524 Tel no: …………………………………………………………………..... Date: …………………………………………………………………..... Pages: ………………… Comments: ………………………………………………………………………………………………………………………………………………………………………… ………………………………………………………………………………………………………………………………………………………………………… ………………………………………………………………………………………………………………………………………………………………………… ………………………………………………………………………………………………………………………………………………………………………… Auto & General Park, 1 Telesure Lane, Dainfern, 2191 P O Box 11250, Johannesburg, 2000 Fax 086 248 4524 www.jenus.co.za . Reg no. 2004/018981/07 An authorised financial services provider. FSP36088 Directors: AJ Smart | AA Graham Application for membership Please Note 1. Please complete in BLACK ink 2. Print clearly using CAPITAL letters 3. Only one character per block 4. Leave one block between words 5. Mark with an X where necessary 6. You must complete all sections of the application form Your Check List IMPORTANT: We cannot process your application if it is incomplete, incorrect, or if you have not attached the correct documents. Please use this check list to make sure that you are sending us everything we need. Have you completed all blocks within these sections? If applicable, has your broker or intermediary completed and signed the relevant section of this form? If your contributions are paid via Persal, have you provided proof of income (salary advice)? Have you given us the correct contact details? Have you attached all ID copies, birth certificates, proof of residence, bank statement / cancelled cheque, marriage certificate & previous medical aid details /certificates Have you chosen one option only? Do we have your bank details so that we can collect your contributions and pay your claim refunds? Have you attached your salary advice? If you are a government employee, have you provided a Persal number and attached a copy of your latest payslip? Have you signed the form? (Unsigned forms will be returned to you for signature.) Have you provided your employer’s details? Have you attached your previous membership certificate with the terminated date? Section 1. Choice of option. Choose one option only. BonComprehensive BonClassic Standard BonSave Primary BonEssential BonCap If you select BonCap, please note that you may only obtain treatment from a BonCap network doctor and hospital. Contact the Bonitas call centre on 0861 239 333 or visit www.bonitas.co.za for a list of contracted service providers in your area. The following will serve as proof of income for the BonCap option. • • • • • • Employed members - recent salary or wage advice. Pensionable earnings will be used to determine the income band used to capture the member contribution successfully. Government pensioners - Pension slip or bank statement Non-Government pensioners - recent bank statement / current retirement annuity fund / pension confirmation letter with IT34. Sponsored members - an affidavit. Full-time student members - proof of registration Where supporting income documents are not received, the member will be defaulted to the highest income band. Changes will be processed on the date of receipt of the relevant information and not back dated. Income bands - tick the applicable band R0 - R5 700 R5 701 - R9 300 R9 301 - R12 700 R12 700+ Section 2. Intermediary – this section must be signed by the broker / agent Broker code 5 6 7 0 0 Name of brokerage, broker and agent BROKERAGE / AGENCY STAMP Jenus Health Pty Ltd A l e x i a G r a h a m Telephone (w) Fax Cell E-mail address info@jenushealth.co.za Administered by Medscheme Holdings (Proprietary) Limited P.O. Box 1101, Florida Glen 1708 Call Centre 0860 002 108 Fax (011) 671 5380 E-mail bonitasnewapplications@medscheme.co.za 1 Application for membership cont’d Intermediary declaration 1. I acknowledge that I am an accredited healthcare broker contracted to Bonitas Medical Fund as a financial advisor, and that I am licensed by the Financial Services Board (FSB) in terms of the Financial Advisory and Intermediary Services Act 37 of 2002. 2. I acknowledge that the applicant has appointed me as his / her financial advisor and that the applicant is entitled to cancel my services at any time. 3. I confirm that the applicant was provided with my personal details, physical and postal address and telephone number. 4. I acknowledge that a monthly commission of 3% of the total monthly premium up to a maximum of R69.00 plus VAT will be paid to me in terms of the Medical Schemes Act 131 of 1998 (or as amended). 5. I acknowledge that there has been no material misrepresentation of any fact by me and that in the event of material misconduct or unlawful conduct, I undertake to refund all monies paid in consequence of such misrepresentation or conduct. 6. The applicant is familiar with the information requested in the application form and all the relevant information was provided by the applicant. 7. The advice and assistance given to the applicant was impartial and in the best interest of the applicant. 8. The applicant has personally signed the application form. Broker’s / agent’s signature Date D D M M Y Y Y Y Name of broker / consultant where applicable Section 3. Employer information – This section MUST be completed and signed by your employer If you are an employee of a private company, submit your application form to your human resources / salaries department. No application form will be processed without your employer’s Stamp. Name of employer Division number Dept. name Bonitas pay-point code Employee number Medical scheme start date Employment date Dependants Adult Child Non-subsidised We confirm that the applicant is employed by us and commenced employment on the above date. Contributions are being deducted according to the Scheme rules and option chosen. All sections of the application form have been completed. Telephone number COMPANY STAMP Fax number E-mail address IT IS MANDATORY FOR THE COMPANY STAMP TO ENABLE US TO PROCESS YOUR APPLICATION ON THE CORRECT COMPANY Name of medical scheme / salary administrator Designation Signature Date signed D D M M Y Y Y Y Administered by Medscheme Holdings (Proprietary) Limited P.O. Box 1101, Florida Glen 1708 Call Centre 0860 002 108 Fax (011) 671 5380 E-mail bonitasnewapplications@medscheme.co.za 2 Application for membership cont’d Section 4. Details of principal member – please leave a space between names Title Initials First name/s Surname Marital status Single Married Divorced Widowed Cohabiting Maiden name (if applicable) ID / passport number Gender M Date of birth D D M M Y Y Y Y I wish to join the Scheme from D D M M Y Y Y Y F Telephone (h) Telephone (w) Cell Fax E-mail address Postal address Street address Tax number Number of dependants to be registered (includes spouse, children and adult dependants) Please complete for statistical purposes Language English Afrikaans Other: specify Ethnic group Black Coloured Indian White Asian Section 5. Government employees – attach a current copy of your salary advice Persal number Section 6. Dependants you wish to register An adult dependant is anyone who is 21 years of age or older. Child rates apply to full-time students 21-24 years of age provided the student proof (registration details) is attached to the application for the current academic year. You are able to register six adults or child dependants on this form. Provide valid ID numbers and / or passport numbers for all beneficiaries. Acceptance of the dependants will be in accordance with the rules of the Fund. Please attach copies of ID / passport, marriage certificates, birth certificates, legal adoption or foster care court order documents and previous membership certificates with the terminated date. Administered by Medscheme Holdings (Proprietary) Limited P.O. Box 1101, Florida Glen 1708 Call Centre 0860 002 108 Fax (011) 671 5380 E-mail bonitasnewapplications@medscheme.co.za 3 Application for membership cont’d 1. Adult Child Title Initials Surname (if different from principal member) First name/s Relationship to principal member eg. spouse, child etc. Marital status Gender M Single Married Divorced Widowed Date of birth F D D M M Y Y Y Y D D M M Y Y Y Y D D M M Y Y Y Y D D M M Y Y Y Y Cohabiting Maiden name (if applicable) ID / passport number Tax number (if applicable) 2. Adult Child Title Initials Surname (if different from principal member) First name/s Relationship to principal member eg. spouse, child etc. Marital status Gender M Single Married Divorced Widowed Date of birth F Cohabiting Maiden name (if applicable) ID / passport number Tax number (if applicable) 3. Adult Child Title Initials Surname (if different from principal member) First name/s Relationship to principal member eg. spouse, child etc. Marital status Gender M Single Married Divorced Widowed Date of birth F Cohabiting Maiden name (if applicable) ID / passport number Tax number (if applicable) 4. Adult Child Title Initials Surname (if different from principal member) First name/s Relationship to principal member eg. spouse, child etc. Marital status Gender M Single Married Divorced Widowed Date of birth F Cohabiting Maiden name (if applicable) ID / passport number Tax number (if applicable) Administered by Medscheme Holdings (Proprietary) Limited P.O. Box 1101, Florida Glen 1708 Call Centre 0860 002 108 Fax (011) 671 5380 E-mail bonitasnewapplications@medscheme.co.za 4 Application for membership cont’d Section 7. Medical details Please note: failure to disclose medical conditions could limit and / or exclude you from receiving certain benefits, or result in the termination of your membership. Do you or any of your dependants currently suffer or have suffered from any of the following: 1. A chronic illness? (e.g. raised cholesterol, heart problems, diabetes, high or low blood pressure, asthma, depression, anxiety, systemic lupus erythematosus, epilepsy, and / or thyroid disorder) If yes, please provide details. Y Name of beneficiary Name of condition Are you currently receiving treatments? YES NO YES NO Date of 1st treatment Date of last treatment Name of medication N Attending GP/Specialist 2. Gastro-intestinal disorders? (e.g. gastro-oesophageal reflux disease, heartburn, stomach or duodenal disorders, Crohn’s disease, ulcerative colitis, diverticulitis and / or spastic colon) If yes, please provide details. Y N Name of beneficiary Name of condition Are you currently receiving treatments? YES NO YES NO Date of 1st treatment Date of last treatment Name of medication Attending GP/Specialist 3. Muscle, bone, skin or nerve illnesses or disorders? (e.g. back- and neck-related conditions including injury, arthritis, gout, multiple sclerosis, knee or hip problems, osteoporosis, dermatitis etc.) If yes, please provide details. Y N Name of beneficiary Name of condition Are you currently receiving treatments? YES NO YES NO Date of 1st treatment Date of last treatment Name of medication Attending GP/Specialist 4. Urinary or genital disorders? (e.g. Kidney stones, prostate disorders, endometriosis, ovarian cysts, menstrual disorder) If yes, please provide details. Y Name of beneficiary Name of condition Are you currently receiving treatments? YES NO YES NO Date of 1st treatment Date of last treatment Name of medication N Attending GP/Specialist 5. Ear, nose or throat disorders? (e.g. glaucoma, cataracts, visual disorders, deafness, rhinitis, orthodontics) If yes, please provide details. Y Name of beneficiary Name of condition Are you currently receiving treatments? YES NO YES NO Date of 1st treatment Date of last treatment Name of medication N Attending GP/Specialist Administered by Medscheme Holdings (Proprietary) Limited P.O. Box 1101, Florida Glen 1708 Call Centre 0860 002 108 Fax (011) 671 5380 E-mail bonitasnewapplications@medscheme.co.za 5 Application for membership cont’d 6. Blood disorders, cancer, etc.? If yes, please provide details. Y Name of beneficiary Name of condition Are you currently receiving treatments? YES NO YES NO Date of last treatment Date of 1st treatment Name of medication N Attending GP/Specialist 7. Are you or any of your dependants pregnant? If yes, please provide details. Y Name of beneficiary Trimester of pregnancy Confirmed pregnancy YES NO YES NO Expected date of delivery Complications (if any) N Attending GP/Specialist 8. Have you or any of your dependants had surgery in the past, or are you planning to have a surgical procedure in the next 12 months? If yes, please provide details. Y Name of beneficiary Name of condition Are you currently receiving treatments? YES NO YES NO Date of last treatment Date of 1st treatment Name of medication N Attending GP/Specialist 9. Is there any other condition or symptoms not listed above, for which medical advice, diagnosis, care or treatment has been recommended or received, or could potentially result in a medical claim in the next 12 months? If yes, provide details. Y N Name of beneficiary Name of condition Are you currently receiving treatments? YES NO YES NO Date of 1st treatment Date of last treatment Name of medication Attending GP/Specialist Current doctor Name and surname He / she has been your doctor since D Telephone D M M Y Y Y Y Please note : If you, or any of your dependants, have been prescribed chronic medication, contact Chronic Medicine Management on telephone number 0860 002 108; fax number 0800 223 670/680, or e-mail cmm@medscheme.co.za to register as a member on the chronic medicine management programme. Alternatively, visit www.medscheme.co.za to download a chronic medicine application form. Administered by Medscheme Holdings (Proprietary) Limited P.O. Box 1101, Florida Glen 1708 Call Centre 0860 002 108 Fax (011) 671 5380 E-mail bonitasnewapplications@medscheme.co.za 6 Application for membership cont’d Section 8. Previous medical scheme information Please attach copy of the previous certificate of membership with the terminated date. Have you as the principal member, or any of your dependants had previous medical aid cover? Y N If yes, please give full details of you and / or your spouse / partner / adult dependants’ membership of previous registered medical aid schemes and attach a copy of previous membership certificate. Should you need additional space to provide the necessary information, please make a copy of this section and attach it to your application. It is important that you specify exact membership join and terminate dates for each medical scheme. Name of beneficiary Name of scheme Membership number Date joined Date terminated D D M M Y Y Y Y D D M M Y Y Y Y D D M M Y Y Y Y D D M M Y Y Y Y D D M M Y Y Y Y D D M M Y Y Y Y D D M M Y Y Y Y D D M M Y Y Y Y D D M M Y Y Y Y D D M M Y Y Y Y D D M M Y Y Y Y D D M M Y Y Y Y D D M M Y Y Y Y D D M M Y Y Y Y D D M M Y Y Y Y D D M M Y Y Y Y Are you changing your medical scheme due to a change in your employment? If yes is selected, please provide a letter from previous employer confirming termination of employment or a letter from new employer or new employment. Y N Have condition-specific waiting periods, exclusions or late-joiner penalties ever been imposed by a previous medical scheme/s or medical scheme applications by your partner / spouse or any of your dependants? Y N Section 9. Bank details of principal member – for refund of claim/s, savings payments and/or debit order instruction Please provide the following documents: If account holder details differs from that of principal member, an affidavit is required and the following documentation. • Copy of the account holder’s ID • Copy of the bank statement / cancelled cheque / letter from the bank / bank letterhead confirming the account holder’s details • Account holder’s signature I instruct Bonitas to electronically collect contributions and to deposit claims and savings refund, via the Electropay system, using the information provided below. I understand that transfers cannot be done to and from credit card accounts. I also irrevocably authorise Bonitas to adjust any incorrect transactions and / or correct any electronic transfer or funds errors without prior notice. Use this account for contribution collections only: Bank name Branch name Branch code Account type Account name Account number Account holder’s signature Administered by Medscheme Holdings (Proprietary) Limited P.O. Box 1101, Florida Glen 1708 Call Centre 0860 002 108 Fax (011) 671 5380 E-mail bonitasnewapplications@medscheme.co.za 7 Application for membership cont’d Use this account for member refunds Bank name Branch name Branch code Account type Account name Account number Date D D M M Y Y Y Y Section 10. Medical fund acknowledgement and declaration 1. Bonitas takes the protection of personal information very seriously and for this reason all reasonable measures are taken to protect your personal information and to keep it confidential. Personal information refers to information that identifies or relates specifically to you or your dependants, for example, name, age, gender, health status, identity number and email address. In short, any information that we know about you or a dependant will be regarded as your personal information. We use your information or obtain information about you for the following purposes: • • • • • • • • • 2. Underwriting (conditions applicable to your membership and benefits) Assessment and processing of medical services claims Fraud prevention and detection Statistical analysis Audit & record keeping purposes Compliance with legal & regulatory requirements Verifying your identity Sharing information with service providers we engage to process such information, on our behalf or who renders services to us. You may access the personal information that we hold and request us to correct any errors or to delete this information. To protect you and your dependants’ personal information, Bonitas has data security measures in place, i.e. access control to restrict the disclosure of personal information to only authorised individuals, confidentiality agreements with service providers and staff members, and for the purposes of disaster and data recovery plans. Section 11. Acknowledgement and declaration 1. I, the undersigned, hereby make application to be admitted as a member of Bonitas Medical Fund. When admitted I agree to abide by the rules of Bonitas which is available for me to read on the Bonitas website www.bonitas.co.za or will be provided to upon my request to Bonitas . 2. I warrant that the information I have provided in this application form, pertaining to me and my dependants is true and correct. 3. I warrant that I have the explicit consent of my dependants to disclose personal information about them to Bonitas and will on request from Bonitas provide such consent, in written form, to Bonitas. 4. I declare that any false statement in the above application or the non-disclosure of any material information will render my membership null and void, and that any monies paid to the Scheme shall be forfeited to the Scheme. 5. Bonitas also has the right to claim damages in respect of any loss or damages it may suffer due to my non-disclosure or misrepresentation. Should any of my or my dependants’ circumstances alter subsequent to the date of filling in this application, prior to or after the acceptance of my membership by Bonitas, I shall promptly notify Bonitas of the changes. I acknowledge that failure to do so may lead to the termination or amendment of the terms and conditions of my membership, and Bonitas shall also be entitled to reclaim any amounts it may have erroneously paid to any service provider on my or my dependants behalf. 6. I authorise and instruct my employer to deduct and pay over any amounts (that may become due and owing on my behalf) to Bonitas from time to time and I also authorise any persons, bodies or institutions who may hold retirement funds for my benefit, to deduct and pay to Bonitas all amounts that may become due and owing to Bonitas from time to time. 7. I agree that should Bonitas incur any legal costs or expenses to recover any contributions owed by me or any other amount due by me to Bonitas for whatever reason, I shall be responsible for such costs and expenses on the attorney/client scale. I consent to my details being listed with a credit bureau should I default in the payment of my monthly contributions or in respect of any money owing to Bonitas. Administered by Medscheme Holdings (Proprietary) Limited P.O. Box 1101, Florida Glen 1708 Call Centre 0860 002 108 Fax (011) 671 5380 E-mail bonitasnewapplications@medscheme.co.za 8 Application for membership cont’d 8. I understand that it is my responsibility as the principal member to ensure that the monthly contributions are received by Bonitas. 9. Should any contribution be unpaid, it may result in me and my dependants being suspended from Bonitas until all arrear contributions have been settled. Should two months’ contributions be outstanding, Bonitas shall have the right to immediately cancel my Bonitas membership. I also understand that should my membership be suspended or terminated, I shall not be entitled to any benefits arising from my membership whatsoever. 10. I shall inform Bonitas of any changes to my or my dependants’ health or personal status, as required by the Bonitas Rule, within 30 days of the change in circumstances. 11. I authorise my and my dependants’ healthcare provider to disclose information to Bonitas and its contracted third parties, provided such information is treated as confidential at all times. 12. I agree to provide Bonitas with any medical or historical information or grant Bonitas access to medical information reasonably requested pertaining to a particular ailment, disease, disorder, condition or disability. 13. I agree that should I be accepted as a member of Bonitas, I shall provide Bonitas with all information including medical information that Bonitas may reasonably require for the purpose of carrying out its obligations in terms of the Medical Schemes Act No. 131 of 1998 and the Bonitas rules. I also agree and understand that I may be required to attend an examination by Bonitas’ medical assessors from time to time. 14. I declare that my dependants are not beneficiaries of another registered medical scheme. 15. I understand that the following conditions (underwriting), which will impact my and my dependants’ right to benefits may be applicable to my membership as prescribed by the Medical Schemes Act No. 131 of 1998: 15.1 a 3 (three) month general waiting period in respect of all benefits; 15.2 a 12 (twelve) month exclusion in respect of a pre-existing condition; 15.3 a late-joiner contribution penalty 16. I authorise and permit Bonitas to take all reasonable steps to verify information provided by me in this application form. 17. I agree to submit proof of identification to Bonitas on demand. 18. I consent to my telephone conversations with Bonitas being recorded and forming part of Bonitas’ records. I also agree that such records shall remain the sole property of Bonitas. 19. I consent to my details being listed with a credit bureau should I default in the payment of my monthly contributions or in respect of any money owing to Bonitas. 20. I warrant that the information provided above is true and accurate and should my application be accepted by Bonitas, the contents of this application form shall constitute the basis of my agreement with Bonitas. 21. As a government employee, I acknowledge that Bonitas will strictly adhere to Persal policies and procedures. 22. As a direct paying member, I acknowledge that monthly contributions are payable in advance in accordance with the Rules of Bonitas . 23. I warrant that none of my dependents are members or beneficiaries of another medical scheme. Section 12. Acknowledgement and declaration I acknowledge that I have read and understood the content of this application form. If I am illiterate, I confirm that the content of this application form and the implications thereof have been read and explained to me. All information declared on the application form will be kept confidential by the medical scheme. Signed at on this day of 20 Signature of principal member Administered by Medscheme Holdings (Proprietary) Limited P.O. Box 1101, Florida Glen 1708 Call Centre 0860 002 108 Fax (011) 671 5380 E-mail bonitasnewapplications@medscheme.co.za 9
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