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Enrollment Kit - Western Health Advantage (Medical)

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 easil​​y and efficiently in order to provide you and your client with a quick approval.  The following list outlines Western Health A​dvantage’s case submission requirements.

All relevant documentation must be submitted to WHA by the 5th of the month:​
One of the following options:
  • For Employers: a copy of the most recent Quarterly Contribution Return and Report of Wages (Continuation) (DE-9C)
  • For LLCs and Partnerships: a copy of most recent Schedule K listing all members or partners 

Applicable group supporting documentation must accompany group application:


After approval, prior carrier termination letter must be submitted by the employer or broker.
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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 reg​​arding Western Health's SBC's, please go to the SBC Page​ or contact your Word &​ Brown representative. 

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