2021 Plan Year Preliminary Paperwork
All paperwork for the 2021 year is online.
OEP paperwork – Paperwork to be filled out if you are enrolling between Nov 1 and Dec 15th
SEP paperwork – Paperwork to be filled out if enrolling Dec 16th – Oct 31st.
2020 Plan Year Preliminary Paperwork
This paperwork needs to be completed and either:
- Returned via email/fax/mail PRIOR to your “Phone Appointment”
- or brought with you for your “In Office Appointment”
2020 Life Event Attestation 
– (Only needed for appointment dates from Dec 16th 2019 – Oct 31st 2020)