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Plan Admin Forms and Resources

As a plan administrator you have many day-to-day tasks that require extra documentation. Please go through the sections below to find any forms relevant to your situation.

Enrollment

When employees become eligible for insurance, access the forms here to enroll them.

Applications

Add additional coverage or dependents to an employee’s plan.

Health Questionnaires

Gather personal health information on an applicant in order to determine eligibility.

Change Forms

When an employee experiences life changes, they may need to modify their coverage.