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What documentation is necessary for enrolling a group?

documentation group necessary
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What documentation is necessary for enrolling a group?

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The following are guidelines for required documentation when submitting new business: • A copy of the agent’s quite (based on final enrollment) • Small Group Employer Application (Master Application) • Applications from all enrolling employees/dependents • Applications from all employees/dependents declining coverage (sections 2&4 of the Employee Application must be completed) • Copy of the company’s most recent State Employer’s Quarterly Report (provide current employment status for all employees listed) • If this is a takeover submission, a copy of the last month’s group premium statement • COBRA/FMLA Questionnaire (if applicable) • A company check for the first months medical, dental and life premium payable to UNICARE Life & Health Insurance Company or UNICARE Health Insurance Company of the Midwest • Submit 100% of the premium with the applications

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At a minimum, the following documentation is necessary for enrolling a group: application, binder check, must offer forms, new case installation paperwork and enrollment forms. Your sales representative will notify you of any additional requirements. Additional information may be required.

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The following documentation is necessary for enrolling a group: application, binder check, must offer forms, new case installation paperwork and enrollment forms.

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A38. The following documentation is necessary for enrolling a group: application, binder check, mandatory benefit offer forms, new case installation paperwork and enrollment forms.

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• Master Application • Individual Applications including Refusal Applications • Handicap/Disabled Member Certification Form • Medical Questionnaires • Single Case Commission Agreement • Copy of Prior Carrier’s Bill • Benefit Booklet • Signed Group Assessment and Rate Request Form • Certification of Dependency Form for foster children applying for coverage

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