Renewal Group Paperwork
Manage Renewals
Access Manage Renewals to view, quote, and update your upcoming renewals:
- View a complete listing of your agency's upcoming Small Group renewals
- Shop for alternative renewal plans and instantly download new Small Group quotes
- Complete a guided workflow to renew with changes and upload any required documentation
- Track the status of your auto-renewals with changes
View our helpful introduction to Small Group quoting guideOpen a PDF to get started.
Required paperwork
Commercial
- Annual Group Information Form
- Signed rate sheets and benefit selections
- Enrollment forms
Healthy NY
Medicare
- Signed rate sheet
- Enrollment applications
- Medicare Eligibility FormOpen a PDF
If applicable
- Supplemental Address FormOpen a PDF
- Healthy NY Eligibility Policy FormOpen a PDF
- Waiver of Group Coverage for employees who decline enrollmentOpen a PDF
- Dependent Certification (Student Verification) FormOpen a PDF
- Adult Disabled Dependent FormOpen a PDF
- Young Adult Option Certification (Dependent Age 29) FormOpen a PDF
- Full Time Equivalent (FTE) Calculation FormOpen a PDF
- Community Rated Subgroup ApplicationOpen a PDF
Additional documents
Required paperwork
Commercial
- Annual Group Information Form
- Signed rate sheets and benefit selections
- Enrollment Applications
Medicare
- Signed rate sheet
- Enrollment applications
- Medicare Eligibility FormOpen a PDF
If applicable
- FSA Administrator (LBS or other TPA)
- STM Grids for Custom Products
- Eligibility Policy for New EmployeesOpen a PDF
- Supplemental Address FormOpen a PDF
- COBRA Administrative Agreement
- Dependent Certification (Student Verification) FormOpen a PDF
- Adult Disabled Dependent FormOpen a PDF
- Young Adult Option Certification (Dependent Age 29) FormOpen a PDF
- Full Time Equivalent (FTE) Calculation FormOpen a PDF
