UNDERWRITING quick reference GUIDEs

underwriting quick reference guides - california

Our Underwriting Quick Reference Guides help determine group eligibility requirements in a timely manner. Click below to download the full collection of guides or select the individual items you need most.
  • DE-9C Filing Dates Guide - Eff. 12/1/2018
    • Word & Brown

    • form # N/A

    • Effective date: 12.01.2018

  • 2020 Payroll Guide
    • Word & Brown

    • form # N/A

    • Effective date: 01.01.2020

  • No DE9C Promotions / Guidelines
    • Word & Brown

    • form # N/A

    • Effective date: 07.01.2020

  • Participation & Alongside Guidelines
    • Word & Brown

    • form # N/A

    • Effective date: 07.01.2020

  • California Dental Participation Guide
    • Word & Brown

    • form # N/A

    • Effective date: 06.01.2020

  • California Vision Participation Guide
    • Word & Brown

    • form # N/A

    • Effective date: 06.01.2020

  • Professional Employer Organization (PEO) Guidelines
    • Word & Brown

    • form # N/A

    • Effective date: 06.01.2020

  • Start-Up Groups Guide
    • Word & Brown

    • form # N/A

    • Effective date: 06.01.2020

  • Ancillary - Length of Time in Business Requirements
    • Word & Brown

    • form # N/A

    • Effective date: 06.01.2020

  • Large Group Cannabis Industry Carrier Acceptance
    • Word & Brown

    • form # N/A

    • Effective date: 06.01.2020

  • Small Group Cannabis Industry Carrier Acceptance
    • Word & Brown

    • form # N/A

    • Effective date: 06.01.2020

  • Common Ownership/Affiliated Companies
    • Word & Brown

    • form # N/A

    • Effective date: 06.01.2020

  • Husband & Wife Groups
    • Word & Brown

    • form # N/A

    • Effective date: 06.01.2020

  • New Hire Rating Guide
    • Word & Brown

    • form # N/A

    • Effective date: 06.01.2020

  • Owner Only Groups
    • Word & Brown

    • form # N/A

    • Effective date: 06.01.2020

  • Special Open Enrollment
    • Word & Brown

    • form # N/A

    • Effective date: 06.01.2020

  • Valid Waivers
    • Word & Brown

    • form # N/A

    • Effective date: 06.01.2020

  • Waiting Period Options
    • Word & Brown

    • form # N/A

    • Effective date: 06.01.2020

  • Large Group Participation Guidelines
    • Word & Brown

    • form # N/A

    • Effective date: 06.01.2020

  • Large Group Plan Offerings
    • Word & Brown

    • form # N/A

    • Effective date: 06.01.2020