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.
NOTE: Anytime dental and/or vision coverage is added to a new or existing small business client’s medical coverage, a 5% rate discount applies. A 10% rate discount will be effective 1/1/2019.
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.
Important Reminder: To help your client comply with ACA requirements, provide a copy of the appropriate Summary of Benefits and Coverage (SBC) to each employee at the Enrollment Meeting, via email or by posting on an internal company website. For the most recent information regarding Blue Shield’s SBCs, please go to the
SBC Page or contact your Word & Brown Representative.