Forms and Documents for Producers
Forms and Documents Not Included in Form Finder
Some Forms and Documents designed for producers are not included in Form Finder. Instead, they are listed here. Most of these are in portable document format (PDF). To view these files, you may need to install a PDF reader program. Most PDF readers are a free download. One option is Adobe® Reader® .
| Forms | Download |
|---|---|
| Blue Balance Funded Quoting Eligibility Checklist | download |
| Blue Balance Funded RFP Producer Application Form | download |
| Composite Billing Guide and FAQs for fully insured accounts (1-50 employees) | download |
| Consumer Directed Health Accounts Enrollment and Change Form | download |
| Consumer Directed Health Accounts How-To Set Up Guide | download |
| Small Group Underwriting Reference Guide | download |
| Small Group Submission Checklist | download |
| Merit Group Request for Proposal (complete with your Sales or Account representative) |
download |
| Request for Proposal for new groups with 151+ eligible employees | download |
| Authorization for Release for Medical Records for Underwriting Purposes | download |
| Notice of Special Enrollment Rights in Your Group Health Plan | download |