Florida Statutory Plans Small Group Business
Employer Application
FOR GROUP COVERAGE (GROUPS OF FEWER THAN 51 ELIGIBLE EMPLOYEES)
Life, Accidental Death & Dismemberment, Disability, Aetna Choice PPO and Aetna Traditional Indemnity are underwritten by
Aetna Life Insurance Company. Aetna Basic HMO Coinsurance Plans, Aetna Standard HMO Coinsurance Plans, Aetna Basic HMO Copay Plans
and Aetna Standard HMO Copay Plans are underwritten by Aetna Health Inc. Dental plans are provided or administered by Aetna Health Inc.
and Aetna Life Insurance Company.
Company Name (Legal Name)
DBA/Doing Business As (if applicable)
Street Address (P.O. Box not acceptable)
City
State
Zip
Bill Address (If different than above)
City
State
Zip
Company Contact Person - Title
Phone Number
)
(
Federal Tax ID Number
Fax Number
(
)
Date Business Established
(Mo/Yr):
E-Mail Address
Employer Classification
Corporation
Non-Profit
Partnership
Sole Proprietor
Medical Coverage Selection
Coinsurance HMO Plan
Basic Plan –
Standard Plan –
Copay HMO Plan
Basic Plan –
Standard Plan –
Aetna Choice Plan PPO
Basic Plan –
Other:
SIC Code or Industry Type:
Dental Coverage Selection (Limited to one selection)
Option 1
Option 1
Option 2
Option 2
Option 1
Option 1
Option 2
Option 2
Option 1
Option 2
Standard Plan –
Option 1
Aetna Traditional Indemnity Plan
Basic Plan –
Option 1
Standard Plan –
Option 1
Option 2
Aetna Dental™ Plan
Plan Option 1
Plan Option 2
Freedom of Choice or
Plan Option 3
Freedom of Choice or
Plan Option 4
Dual Choice
Dual Choice
Option 3
(HSA Compatible)
Option 2
Option 2
Life, Accidental Death & Dismemberment, & Short Term Disability Coverage Selections
Groups with 10 to 50 eligible employees may select one, two or three options for Life, Accidental Death & Dismemberment and
Short Term Disability. If more than one option is selected, describe each class of employees, indicate the amount selected for each class and
attach a list of employee names with each class designation. (Limited to 3 classes. The highest option selected can be no more than 5 times
the lowest option.)
Premium Waiver For Totally Disabled Employees
Yes
No
Class 1
All Groups
Life
$10,000
$15,000
$20,000
$50,000
Additional
options for
Groups with
10 – 50
eligible
employees
$75,000
$100,000
$125,000
Class 2
STD – Plan
STD – Plan
Option 1 or Option 2
$100
$200
$300
$400
$500
$100
$200
$300
$400
$500
Life
$10,000
$15,000
$20,000
$50,000
Class 3
STD – Plan
STD – Plan
Option 1 or Option 2
$100
$200
$300
$400
$500
Life
$100
$200
$300
$400
$500
$10,000
$15,000
$20,000
$50,000
$75,000
$100,000
$125,000
$75,000
$100,000
$125,000
Class
Description
Optional Dependent Term Life (Available only to groups with 10 to 50 eligible employees.)
GR-96241-FL STATUTORY (6-06)
Yes
No
STD – Plan STD – Plan
Option 1 or Option 2
$100
$200
$300
$400
$500
$100
$200
$300
$400
$500
Effective Date
Actual effective date will be assigned by the Aetna underwriting department if application is approved.
Requested effective date (may be the 1st or 15th of the month only):
Employer Contribution(s)
Employer’s Contribution for
Employee Coverage
Employer’s Contribution for
Dependent Coverage
% Contribution
% Contribution
Medical
%
%
Dental
%
%
Basic Employee Term Life (including AD&D)
%
%
Optional Dependent Term Life
%
Short Term Disability
%
Section 125 Plan
Does the group have a flex plan under Section 125 of the Internal Revenue Service code?
Yes
No
Employee Eligibility
Number of Employees
Work Location
(list by state)
Full-time (based on
number of minimum
hours allowed by state law)
Part-time
Retired
COBRA or
State Continuees
Other (i.e., temporary,
substitute, seasonal)
Total number of employees:
Is your group subject to COBRA?
Yes
No
(20 or more total employees during at least 50% of the working days in the previous calendar year.)
Is your group
Medicare primary or
Aetna primary? (Please check one)
Under Tefra/Defra, Medicare is primary coverage for groups of less than 20 employees and Aetna would be primary coverage for group of
20 or more employees (based on the total number of employees during 50% of the working days during the previous calendar year).
Total number of employees compensated via a 1099-Misc tax form applying for coverage:
(Requires Financial Underwriting approval and additional documentation.)
Total number of employees eligible for coverage (must work a minimum of 25 hours per week):
Total number of employees waiving Aetna health benefits but covered through their spouse’s health benefit plan:
Total number of employees waiving Aetna health benefits coverage without coverage elsewhere:
Total number of employees covered under another health benefit plan offered by the employer:
Are there excluded classes of employees other than part-time and temporary employees (for example, Union employees)?
Yes
No
If Yes, describe excluded class(es):
Eligibility date will be the 1st or 15th day of the policy month (depending on the group effective date) following the waiting period.
Waiting period for future employees:
0 days
30 days
60 days
90 days
120 days
180 days
Prior Carrier Information
Health:
Yes
No
Will coverage be transferring from another carrier:
If yes, name of the carrier:
Proposed Termination Date:
If prior carrier is Aetna, provide group or control #:
Total Replacement:
Has the group been uninsured for three or more months prior to the requested effective date:
Dental:
Yes
No
Will coverage be transferring from another carrier:
If yes, name of the carrier:
Proposed Termination Date:
If prior carrier is Aetna, provide group or control #:
Total Replacement:
Prior Coverage included coverage for (check all that apply)
Major Services
Orthodontia
Has the group been uninsured for three or more months prior to the requested effective date:
Life and AD&D:
Yes
No
Will coverage be transferring from another carrier:
If yes, name of the carrier:
Proposed Termination Date:
If prior carrier is Aetna, provide group or control #:
Total Replacement:
Yes
Yes
No
No
Yes
No
Yes
No
Yes
No
Prior Carrier Information (continued)
Short Term Disability:
Will coverage be transferring from another carrier:
If yes, name of the carrier:
If prior carrier is Aetna, provide group or control #:
Yes
No
Proposed Termination Date:
Total Replacement:
Yes
No
Workers’ Compensation Information
Aetna’s coverage is not a substitute for Workers’ Compensation coverage.
Name of current Workers’ Compensation carrier:
Renewal Date:
Is Workers’ Compensation coverage provided on all employees?
Yes
No
If not, please provide a list of all employees enrolling that are NOT covered by Workers’ Compensation or similar legislation (including title).
Proof of coverage is required: Please provide a copy of the Declaration Page including effective dates.
Medical Information
Is any person to be covered unable to work due to illness or injury?
Yes
No
Is any person unable to perform the normal duties of another person in the same employment class of the same
age and sex?
Yes
No
If yes is answered to either question, attach a sheet with the names of the individual(s), dates and degree of recovery.
Signature Section
The Applicant agrees that at no time shall any employee be permitted or required to contribute for non-contributory coverage; or, unless the
change is approved in writing by an authorized representative of Aetna, to make contributions for contributory coverage at a rate higher than
the initial contribution rate applicable for the employee’s then current coverage. It is agreed that no coverage shall become effective as to any
person who is not then a bona fide, full-time employee, regularly performing the duties of his or her occupation, unless otherwise specifically
provided in the plan documents (which consist of the Group Policy and/or Group Agreement). All statements herein shall be deemed
representations and not warranties.
The Applicant acknowledges that it has selected this plan based upon written information provided by Aetna and that no broker, agent or
consultant is authorized to modify the terms of the offer or to agree to changes. All material terms of plan coverage are set forth in the plan
documents. Applicant agrees to make payroll and other records directly related to employee’s coverage under the Group Agreement or Group
Policy available to Aetna for inspection, at Aetna’s expense, at Applicant’s office, during regular business hours, upon reasonable advance
request. This provision shall survive termination of the Group Agreement or Group Policy.
Applicant has selected, in accordance with applicable state law, the plan to be offered to Applicant’s employees and Applicant has solely
determined any/all health plan options for the Applicant’s employees and the contribution amounts.
In accordance with current IRS regulations and the 1986 Tax Reform Act, a life insurance position schedule may be deemed discriminatory
and result in imputed income tax to certain employees and possibly an excise tax to employers. Employers should consult with legal counsel
prior to electing a position schedule. Aetna disclaims any responsibility if the employer elects such a position schedule and it is later
deemed discriminatory.
The plan documents will determine the contractual provisions, including procedures, exclusions and limitations relating to the plan and will
govern in the event they conflict with any benefits comparison, summary or other description of the plan.
Participating physicians, hospitals and other health care providers are independent contractors and are neither agents nor employees of Aetna.
Applicant agrees to deliver, or otherwise make available to enrollees, all Aetna paper or online member documents and other plan-related
materials upon request by Aetna.
All data that may have a bearing on coverage or premiums will be open for Aetna to inspect while the Group Agreement or Group Policy is in
force.
The availability of a plan or program may vary by geographic service area. Some benefits are subject to limitations or maximums.
Aetna does not provide health or dental care services and, therefore, cannot guarantee any results or outcome.
I hereby apply for the coverage(s) indicated above. I certify that all information provided in this application is accurate and complete.
I understand that this application will form a part of the Group Agreement or Group Policy issued by Aetna (a sample of which may be
available on request), and by my signature below I agree to be bound by the terms and conditions of that Group Agreement or Group
Policy. I understand that Aetna may choose not to accept this application at its sole discretion.
Any person who knowingly and with intent to injure, defraud, or deceive any insurer files a statement of claim or an application
containing any false, incomplete, or misleading information is guilty of a felony of the third degree.
Signed at (Location):
City, State
Applicant (Company Name)
By:
Authorized Applicant Signature
Witness
Official Title
Date
Agent/Broker Certification
I hereby certify that I am not aware of any information not disclosed in this application by the client which may have bearing on this risk,
is not
(check one) a part of this transaction.
including my knowledge that replacement life insurance is
I hereby certify that I have advised the client not to terminate any existing coverage until receiving written notice from Aetna that the
coverage being applied for by this application is accepted.
Agent/Broker Name:
Aetna Agent Number/Tax ID/SSN:
Agency Name:
% of Credit:
Phone Number: (
Fax Number: (
)
Address:
)
City:
Agent’s Florida License Number:
State:
Zip:
E-Mail Address:
Signature:
Agent/Broker Name:
Aetna Agent Number/Tax ID/SSN:
Agency Name:
% of Credit:
Phone Number: (
)
Fax Number: (
Address:
)
City:
Agent’s Florida License Number:
State:
Zip:
E-Mail Address:
Signature:
General Agent Name:
Phone Number: (
Aetna Agent Number/ID Number:
Fax Number: (
)
Address:
)
City:
Agent’s Florida License Number:
State:
Zip:
E-Mail Address:
Administration Kits
Send Administration Kits to:
Group
Agent/Broker
General Agent
For Aetna Use Only
Group Number
Control Number
SCD
Effective Date
GR-96241-FL STATUTORY (6-06)
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