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CO Carrier Case Submission Requirements

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<strong>Case</strong> <strong>Submission</strong>s<br />

<strong>CO</strong>LORADO<br />

Aetna ACA<br />

Aetna AFA<br />

Ameritas<br />

Assurant<br />

Avesis<br />

Delta Dental<br />

Dental Select<br />

Friday Health<br />

Plans<br />

Guardian<br />

Hartford Life<br />

Humana<br />

Humana<br />

Level Funded<br />

Kaiser<br />

Permanente<br />

MetLife<br />

National<br />

General<br />

One America<br />

Principal<br />

Reliance<br />

Standard<br />

Unum<br />

VSP<br />

Quote / Proposal 4 4 4 4 4 4 4 4 4 4 4 4 4 4 4 4 4 4<br />

Approval / Welcome Letter 4 4 4 4 4 4 4 4 4 4 4 4 4 4 4 4 4 4 4 4<br />

Employer Application 4 4 4 4 4 4 4 4 4 4 4 4 4 4 4 4 4 4 4 4<br />

Member Applications 4 4 4 4 4 4 4 4 4 4 4 4 4 4<br />

Census Enrollment Spreadsheet 4 4 4 4 4 4 4 4 4 4 4 4 4 4 4 4 4 4 4<br />

Waivers 4 4 4 4 4 4 4 4 4 4 4 4 4<br />

Legal Documents / State-Filed<br />

Proof of Business<br />

4<br />

EFT/ACH Form or Live Check Copy 4 4 4 4 4 4 4<br />

Quarterly Wage Report 4 4 4<br />

Payroll 4 4 4<br />

Prior <strong>Carrier</strong> Bill 4 4 4 4 4 4 4 4 4 4 4 4<br />

POP Section 125 App/Check 4 4<br />

Attestation Form 4 4<br />

Supplemental Employment<br />

Verification Form<br />

<strong>CO</strong>BRA / State Continuation Form 4<br />

NPOS / HMO Disclosure 4 4<br />

Small Group Certification Form<br />

Stop Loss Form 4 4<br />

AHIA Form 4<br />

Data Software Licensing Agreement 4<br />

NY-HCRA Form 4<br />

Proof of Eligibility Form 4<br />

<strong>CO</strong>BRA Agreement Form 4<br />

Evidence of Insurability Form /<br />

Health Questionnaire<br />

4 4 4 4 4 4 4<br />

W-2 Agreement<br />

Actively at Work Form 4<br />

New Business Sold <strong>Case</strong> Checklist 4<br />

<strong>Carrier</strong> Website Authorization Form 4 4 4<br />

AXA Travel Assistance Agreement 4<br />

Commission Agreement 4<br />

Common Ownership Form 4 4<br />

PHI Release Form<br />

Final Rates 4<br />

4<br />

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*All other trademarks are the property of their respective owners.<br />

20181029A.1809 <strong>CO</strong>

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