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For Agents
 
PacificSource Forms for Oregon

You're welcome to download the following administrative forms, or contact your regional marketing office to request hard copies. These forms can be completed online before printing; see our Q&A for more information.

 

Requesting Quotes:

Proposal Request – Non-SEHI Groups

Proposal Request – SEHI Groups

Oregon Group Profile Form
Common Ownership Confirmation Form

 

Enrolling New Business:

For all groups:

Agent Checklist for New Groups
Request for Group Insurance
Group Health/Dental Enrollment*

Group Dental Enrollment (for dental-only clients) 

Waiver of Coverage*

Additional forms for FlexPerks HRAs:

HRA Account Setup Worksheet

 

Additional forms for integrated banking with HSA Bank:

HSA Employer Forms Packet - all required employer forms in a single file

HSA Member Enrollment Packet - all employee information and forms in a single file

 

Additional forms for Dual Option packages:

Plan Selection Form, Package 1

Plan Selection Form, Package 2

Plan Selection Form, Package 3

Plan Selection Form, Package 4

Plan Selection Form, Package 5

Plan Selection Form, Package 6

 

Additional forms for life and disability coverage:

Request for Group Life/Disability Insurance - agent and employer forms

Group Life/Disability Enrollment Packet - member forms

 

Administering Existing Business:

Address/Name Change*

Agent Commission Direct Deposit Authorization

Agent of Record Appointment

Authorization to Use/Disclose PHI

Care Coordination Request

Continuation Election – Dental Only

Continuation Election – Federal*

Continuation Election – State*

Continuation Initial Notice – Federal*

Dental Services Claim

Dependent Termination

Disabled Dependent Certification

Employer Census for Client Size Determination

Prescription Drug Claim

Provider Nomination Form - PacificSource Networks

Provider Nomination Form - First Health Network

Renewal Confirmation

*Spanish version available on our Spanish Materials page

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