Enrollment Information

Group Enrollment Forms

2019 Enrollment Checklist Go to SGMP
2019 Deadline Calendar  Small Group Marketplace (SGMP) Primer
2019 PBC Group Master Application form Renewal Re-Rate Process
2019 Benefit Selections 2019 Dual Choice Options
2019 Dental Selection Worksheet 2018 Dual Choice Options
Late Enrollment Acknowledgement Form Deductible Credit Process
2018 Deadline Calendar  Deductible Credit Form
Enrollment Census Template (Required) Ordering Member ID Cards
Electronic funding authorization (HSA) Member Enrollment and Change Form
Group Size Attestation


Member and Other Enrollment Forms

Member enrollment and change application Other coverage questionnaire enrollment
Member enrollment and change application (Spanish version) Personal funding accounts enrollment and change application
Affidavit of domestic partnership group plans Request for certification of disabled dependent
Deductible credit form Waiver of coverage
Enrollment spreadsheet (in lieu of member enrollment applications) Transition of care form
HIPAA pre-existing change notice and instructions Quick reference guide for plan administrators
HIPAA pre-existing change notice and instructions (Spanish version) Enrollment Exception Request


Member, UMB Bank Forms

UMB HSA beneficiary designation form UMB HSA funds transfer
UMB HSA name change request form HSA expense manual claim form
UMB HSA account closure/withdrawal request