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.
Notification of Waiver Form(s) (2-19 lives)
- Quarterly State Wage Reports may be requested at the discretion of Reliance Standard (2-19 lives)
- Prior carrier information required for Dental, STD and LTD coverage takeover (2+ lives)
- Evidence of Insurability Applications for Life benefits exceeding Non-Medical Issue (Guaranteed Issue Amount) Limits (2+ lives).
NOTE: If any of the above items are missing or incomplete, processing of case may be delayed.
|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.