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 group enrollment easily and efficiently in order to provide you and your client with a quick approval. The following list outlines MetLife case submission requests.
* indicates the document is required with all submissions
PPO Dental, Life, Vision, Disability – Please submit all completed forms no later than the 5th business day following the requested effective date. Cases submitted after the 5th business day will go through a late submission review for an exception.
DHMO – Please submit all completed forms no later than the 10th (off peak season) and the 5th (peak season) of the month prior to the
effective date. No exceptions. Employees must be added to the provider’s dental roster prior to the effective date of coverage.
Steps for Submitting Business:
1. Complete the required forms mentioned above
2. Scan and email all completed forms to email@example.com
Licensing: Broker appointment must be completed online via this link. NOTE: The group will not be approved until licensing is received.
- Specialty Market Submission Form – May be completed by the TPA, GA, Broker or Customer. Customer signature is required. MetLife
prefers the form typed, not handwritten.
- Application for Group Insurance – Customer signature is required. The Application for Group Insurance is state specific.
- DHMO Group Application – DHMO is available in TX, CA, NY, NJ and FL. Customer signature is required. The DHMO Group Application is
state specific applications. If DHMO sells with Dental PPO and or another line of coverage, please submit the DHMO group application and
the Application for Group Insurance for the other lines of coverages sold.
- E-Census or Employee Enrollment Forms – A census is preferred for groups 10+ lives
- Copy of Signed Proposal: Please include the entire proposal (rate and benefits). The proposal may be signed by the TPA, GA, Broker or
- Non Standard Commission Agreement (NSCA) – Required for all groups sold with a non-standard commission scale. Broker signature is
- AXA Travel Assistance Agreement – Please submit this form if Supplemental Life is sold. Customer signature is required
- HIPAA Request Document – This form is included in the Disclosures packet, if the group wants HIPAA, please complete this form.
- Broker Compensation and Customer Privacy Notices – Includes the Customer Privacy Notice and the Intermediary Compensation
Notice. For the Broker and Customer to review. Please do not return to MetLife. This packet is located on the Microsite under the “Additional
- Statement of Responsibility Form – Required for groups with 100+ eligible lives or more. Customer signature required.
- Binder Check – Not required for TPA submissions, add-coverages, or contributory coverages where the employees’ contribution is 50% or
more. The check should be in the amount of the group’s estimated premium for the first month.
|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.