Enrollment Kit - BEST Life (Dental & Vision)
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This checklist is provided as a guide. The carrier may require additional items and documentation. Please refer to the carrier’s underwriting guidelines for a complete list of requirements. Please use the latest version of forms.
Our goal is to process your new enrollment easily and efficiently in order to provide you and your client with a quick approval. The following list outlines BEST Life's case submission requirements.
Completed Employer Enrollment Form - Employer must also sign the Association and Trust Membership Agreement located on the back of the application. Please use corresponding application for corresponding product.
- Completed Employee Enrollment Form or Group Enrollment Roster - Include refusal of coverage section.
Dependent coverage for Domestic Partners:
If the employer elects coverage for domestic partners, please include a letter from employer
If the employee chooses to insure a domestic partner as a dependent, an "Affidavit of Domestic Partnership" must also be submitted with the employee enrollment form
Payroll - Required for all group sizes if company is a spin-off
Eligible Owners and Partners - Indicate the names of eligible owners or partners who do not appear on the quarterly wage report and provide owner/partner statements
Quarterly Wage Report - No wage report is needed for groups with 5 or more enrolling. For groups of less than 5 enrolling - Indicate on the Quarterly Wage Report which employees are:
FT - Full-time
PT - Part-time
S - Seasonal
IE - Ineligible
WP - Waiting for coverage
W - Waiving coverage
Proof of Prior Coverage - Submit the most recent invoice indicating the original effective date of coverage
Benefit Representative Statement - Located on the back of the employer enrollment form
Employer Check - Made payable to "BEST Life and Health Insurance Company" for the first month’s estimated cost
Copy of Dental Proposal provided by BEST Life.
Agent Appointment Form and copy of license (if applicable)
There is a $20 monthly administration fee for groups with less than 6 employees enrolling for dental.
Licensing: Broker appointment must be completed. NOTE: The group will not be approved until licensing is received.
After approval, prior carrier termination letter must be submitted by the employer or broker. |
For other useful or older documents, please refer to the Forms database.