[AETNA US HEALTHCARE]
EMPLOYER APPLICATION FORM
1. GROUP INFORMATION
GROUP NUMBER:
(For Internal Use Only)
Company Name:
NO. ELIGIBLE:
Parent Co. Name:
Contract Address:
NO. ENROLLED:
IMO
City:
State:
Zip Code:
Federal Tax ID No.
No
CSA Number Required (See Section 2)
SIC Code:
Contact Name:
Yes
Title:
Will customer submit
Telephone:
E-mail Address:
enrollments electronically?
Yes
No
E-mail Contact Name:
Prior NYLCare Customer?:
x No
Yes
If Yes, list NYLC Group Number:
Prior CHI Customer?:
x No
Yes
If Yes, list CHI Group Number:
Prior CHA Customer?:
x No
Yes
If Yes, list CHA Group Number:
Prior Prudential Customer?:
x No
Yes
Will EZLink be used:
Yes
No
If Yes, list Pru. Group Number:
Group Category:
National Acct.
Prudential Acct. Structure:
Duplicate PHC Structure
If current [AUSHC] Customer, Identify [AUSHC] Group Number:
New Structure
Middle Market
Standard Risk (Small)
Site Address:
City:
Eligible / Enrolled:
State:
/
Zip:
Site Address:
City:
Eligible / Enrolled:
State:
Zip:
/
Site Address:
City:
Eligible / Enrolled:
State:
/
Zip:
Site Address:
City:
Eligible / Enrolled:
State:
Zip:
/
2. BENEFIT INFORMATION
Enter Service Areas to
be included, by Region:
Mid-Atlantic:
DE, NJ, PA
PLEASE ATTACH SIGN RATE QUOTATION(S) FOR EACH PLAN AND SERVICE AREA.
Service Area:
Quote ID:
Control No.
Suffix
NY, CT, MA, NH,
VT, ME
Southeast:
FL, Wash DC, VA, NC,
SC, GA, AL, MD, PR,
AR, MS
Account:
(3 digits)
(7 digits)
Northeast:
(5 digits)
Benefit Description:
Service Area:
Quote ID:
Control No.
Suffix
Account:
(3 digits)
(7 digits)
(5 digits)
Benefit Description:
Mid-West:
IL, TN, KY, IN, OH,
WI, MI, WV
Service Area:
Quote ID:
Control No.
Suffix
(7 digits)
West Central:
TX, LA, MT, WY, CO,
NM, ND, SD, NE, KS,
OK, MN, IA, MO
West:
CA, AZ, WA, OR,
NV, ID, UT, AK, HI
Account:
(3 digits)
(5 digits)
Benefit Description:
Service Area:
Quote ID:
Control No.
Suffix
(7 digits)
Account:
(3 digits)
(5 digits)
Benefit Description:
3. BENEFIT EXCLUSIONS / COMMENTS
NB903 Employer App-Generic-State Specific
1
rev: 5-15-01
EMPLOYER APPLICATION FORM (Cont'd)
Company Name:
Group Number:
4. ELIGIBILITY
x Standard: dependents up to age 19, students to age 23; covered to next premium due date.
Other (must attach special rates from group analysis if greater than 25).
Handicap Provision (must attach group analysis memo).
Covered to:
Dependents to Age
Next premium due date
Students to Age
Calendar year*
Handicap Prior to Age
Next renewal*
*Group analysis approval required.
Custom ID Cards requested:
No
Yes
If Plan Sponsor elects to verify student status or requires Custom ID cards, refer to the following website for additional paperwork
requirements.
New Hires:
New hire waiting period:
New Hire Effective Date:
Termination of Coverage:
a.
1st of the month following the waiting period.
a.
End of the month
b.
15th of the month following the waiting period.
b.
Date of termination
c.
Immediately following the waiting period.
Must Select Protection Stops:
d.
Must Select Protection Starts:
A
B
Date of hire. Customer must have a new hire wait period of 000 (zero) days.
Must Select Protection Starts:
A
B
A
B
NOTE: Protection Starts and Stops must be
consistent
Protection Starts A: If premium due date is the 1st of the month and if membership is effective between the 1st and the 15th of the month,
inclusive, the premium for the whole month will be paid. If membership is effective between the 16th and the 31st of the month, inclusive, no premium
will be paid for the first month of membership.
If premium due date is the 15th of the month and if membership is effective between the 15th and the 31st of the month, inclusive, the premium for
the whole month will be paid. If membership is effective between the 1st and the 14th, inclusive, no premium will be paid for the first month of
membership.
Protection Starts B: For all newly eligible employees whose coverage does not begin on the premium due date, one-half the monthly premium will
be paid. For all newly eligible members whose coverage begins on a premium due date, a full month's premium will be paid.
5. GROUP TYPE (check all that apply)
National Account (50): Manager
Small Group (10) [AUSHC] Def.
Key Account (51): Rep Coder
Small Group (11) State Reform Def.
National Key Account (52):
Small Broker Group (25) [AUSHC] Def.
x Broker Account (20/25): Broker Manager
Broker Name
Small Broker Group (26) State Reform Def.
Phone:
NY City Municipality (32)
Agency Name
NY City Mun. Key Acct. (53)
Address
Non-NY City Municipality (33)
City
State:
ZIP:
Non-NY City Mun. Key Acct. (54)
General Agent (if applicable)
Managed Care Coordinators (70)
Agent Name
Phone:
House Account (55) [AUSHC] Def.
Agency Name
House Account (56) State Reform Def.
Address
City
Federal/Public Sector (30)
State:
ZIP:
State Government (35)
Medicaid (60)
COBRA (42)
Corporate (01)
Medicare (40) (quote must be attached and subgroup 50 set up)
Other
NB903 Employer App-Generic-State Specific
2
rev: 5-15-01
EMPLOYER APPLICATION FORM (Cont'd)
Company Name:
Group Number:
6. EMPLOYEE ELIGIBILITY
ELIGIBLE CLASS OF EMPLOYEES:
CONTRIBUTION POLICY:
Active full-time working a minimum of 25 hrs./wk.*
Employees will not contribute
*State mandated minimum hours may be different
Other (questionnaire required and group analysis approval)
Employees will contribute
% Single
% Family
Does group have a flex plan under Section 125 of the Internal Revenue Code?
Yes
No
Has the group been uninsured 3 months or more prior to issue?
Yes
No
7. BILLING INFORMATION
BILLING ADDRESS:
Name
Address
City
State
Zip Code:
Yes (Complete Consolidation Request Form)
Consolidate: x No
Self Bill: x No
One Invoice:
Yes
No
Multiple Invoices:
Yes*
Yes
No
*Will Customer Receive Invoice (Y/N):
COBRA Billing: (If Applicable)
ROSTER SEQUENCE:
Order of importance (1-5)
1=Highest priority
Member ID No.
Alpha (last name)
Group Plan
Bill: Group
Soc. Sec. Number
Home
Group No.
TPA*
Set up subgroup for COBRA enrollees:
Yes (attach signed quotation)
1
Grps. Location No.
No
Name
Address
City
State
Zip
*TPA - Requires an additional COBRA subgroup to be set up.
8. CONTRACT INFORMATION
Effective Date
Tier Structure
Renewal Month
Tier Structure (enter 2, 3, or 4):
4
IMPORTANT INFORMATION
Any person who knowingly and with intent to injure, defraud or deceive any insurance company or other person files and application for
insurance or statement of claim containing any materially false information or conceals, for the purpose of misleading, information
concerning any fact material thereto commits a fraudulent insurance act, which is a crime and subjects such person to criminal and
civil penalties.
For Florida group applicants, 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.
For Maine group applicants, it is a crime to knowingly provide false, incomplete or misleading information to an insurance company
for the purpose of defrauding the company. Penalties may include imprisonment, fines or a denial of insurance benefits.
For Pennsylvania group applicants, any person who knowingly and with intent to defraud any insurance company or other person files
an application for insurance or statement of claim containing any materially false information or conceals, for the purpose of misleading,
information concerning any fact material thereto commits a fraudulent insurance act, which is a crime and subjects such person to
criminal and civil penalties.
NB903 Employer App-Generic-State Specific
3
rev: 5-15-01
EMPLOYER APPLICATION FORM (Cont'd)
Company Name:
Group Number:
CONDITIONS OF ENROLLMENT - Applicant Acknowledgments and Agreements
I agree to or with the following:
1. Group acknowledges that it has selected this [Aetna U.S. Healthcare] plan based upon information provided by [Aetna U.S. Healthcare]
and the group's brokers, agents, employees or consultants. All material terms of the plan coverage are contained in the plan
documents*.
2. Group has selected the [Aetna U.S. Healthcare] plan to be offered to group's employees and group has solely determined any/all
health plan options for the group's employees and the contributing amounts.
3. The plan documents* will determine the rights and responsibilities of member(s) and will govern in the event they conflict with any
benefits comparison, summary or other description of the plan.
4. Group acknowledges that [Aetna U.S. Healthcare's] participating providers, including all participating primary care physicians, are
independent contractors and are neither agents nor employees of [Aetna U.S. Healthcare].
* Group Insurance Certificate, Group Policy, Group Agreement, Schedule of Benefits, Certificate of Coverage.
9. EMPLOYER AUTHORIZATION
It is understood and agreed that this application is part of the enrollment process and this application is subject to
[Aetna US Healthcare] corporate approval. I have signed rate quotations for the agreed upon plan offerings.
Employer Signature
Title
Date
10. MARKETING REPRESENTATIVE APPROVAL
I verify that the above information is accurate and complete to the best
of my knowledge.
Sole Carrier
Yes
If NO, other carrier(s)
No
Marketing Representative Signature
Print Name and Phone No:
If YES, total:
Sales Office:
HMO Products
Date
HMO Products Indemnity
New Business Rep. Code
Self-Insured under the traditional plan
Est. Rep. Code
Yes
x No
Forward all completed paperwork to the appropriate HMO Employer Services Region(s) for processing.
Refer to [NB902 HMO Regional Info Form]
NOTE: Group Analysis approval is necessary for any changes which deviate from the standard contract.
NB903 Employer App-Generic-State Specific
4
rev: 5-15-01
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