What documentation is necessary for enrolling a group?
Documentation requirements for enrolling groups of 2-50 lives (1 life, where required by state law) are regulated by state specific Small Group Reform regulations. Information regarding enrollment activities can be obtained by contacting your regional Broker Liaison/Sales Support team. To enable a smooth transition into our Middle Market and National Account plans, the following implementation activities are recommended: • Both parties have a mutual understanding of the plan design and effective date requested. • Both parties meet to agree upon implementation responsibilities and schedules. • Develop contact list for both parties. • Discuss services in progress and the transition of claim history, if applicable. • Determine dates, times and locations of any employee enrollment meetings. • Copies of current plan booklet certificates provided to us. • Determine how eligibility will be provided. If provided electronically, meet to establish layout of tape and possible programming issues.
Related Questions
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- Would it be necessary for children to have used Numicon at the Foundation stage first, or could we start a group/class at the next level?
- What documentation is necessary for enrolling a group?
