Individual Documents

2018 Plan Year Preliminary Paperwork

We have gone electronic with all of our 2018 health forms/applicationImage result for cell tablet computer

Please follow the link below to complete the 2018 online health forms/application.

2018 PRELIMINARY PAPERWORK

This online application must be completed before your:

  • HEALTH – In Office Insurance Enrollment Appointment

OR

  • HEALTH – Phone Insurance Enrollment Appointment

STOP THE APPLICATION PROCESS BEFORE YOU COMPLETE THE ENROLLMENT. THIS WILL BE COMPLETED AT THE APPOINTMENT ABOVE.


2017 Plan Year Preliminary Paperwork

This paperwork needs to be completed and either:

  1. Returned via email/fax/mail PRIOR to your “Phone Appointment”
  2. or brought with you for your “In Office Appointment”

2017 Income Reporting FormIncome Reporting Form (2016) - Fillable

Client Information Form Client Information Form - Fillable

2017 Life Event Attestation 2016 Life Event Attestation - Fillable(Only needed for appointment dates from Feb 1st 2017 – Oct 31st 2017)