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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
Unless
otherwise stated, all text and images © 2006 PacificSource. All rights
reserved.
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