RESOURCE CENTER

Installation Forms
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02.17.2012
HIPAA disclosure authorization form
Part of the Medical Underwriting Process; Members will need to complete and sign off on this form in order to submit health questionaires from other carriers. If group enrolls, they must complete the UHC forms.
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02.09.2012
Employer Application for Small Business (2-99)
UHC branded installation form to be completed by employer for new 2-99 eligible business
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02.09.2012
Employee Enrollment Form (2-99)
Employee enrollment form to be completed by all enrollment in group health, dental, vision and life products. Medical enrollment must complete the health questionnaire. Form doubles as waiver.
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11.16.2011
Case Installation Coversheet (2-50)
UHC branded coversheet to be submitted with all SG 2-50 cases. Please remember that all paperwork should be sent through your Account Manager and NOT submitted directly to the UHC address on the form. We have a dedicated service team.
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11.16.2011
Checklist - Case Installation (2-99)
UHC branded checklist for Case Installation. Form was created prior to UHC changing SG definition to 99 lives, so employer health addendum is not needed, and employee apps should be the Employee Enrollment form for 2-99.
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11.16.2011
Required Tax Documents (2-99)
UHC branded listing of required tax documents depending on size of group. Please be advised that this form was created prior to UHC extending the SG definition to 99, so the documents need through 50 are good through 99.
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11.16.2011
Checklist - Medical Underwriting (2-99)
UHC branded checklist regarding what is needed to submit a quote for medical underwriting review. Please be advised that this is an old form, and UHC will require individual questionnaires through 99 lives.
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11.16.2011
Common Ownership form
UHC branded form to be completed by an officer, lawyer, or accountant, if an Employer wishes to enroll 2+ companies which are commonly owned as 1 health plan.
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11.16.2011
Independent Contractor Paid by 1099 form
UHC branded form to be completed by Employer, in order to allow 1099 contracted employees eligibility to enroll into their group health plan.
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11.16.2011
HRA Benefit Form
UHC branded form to be completed by Employer, when they are funding an HRA account for their employees. This form is how they elect how the plan will distribute funds, how much per employee, and if rollover.
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11.16.2011
Employee Enrollment for additional Dependents (2-99)
Addendum employee enrollment form for those who need to add additional dependents. This is not substitute for the normal Employee Enrollment Form.
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11.16.2011
Employee Enrollment Spreadsheet for 2-99 (EXCEL)
For larger groups, we can process enrollment via an Excel census enrollment. This sample is how information should be formated so UHC can properly upload the information.
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11.16.2011
Employer Application - HELP Sheet
UHC branded sheet with helpful tips on how to complete the Employer Application.
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11.16.2011
Employer Application for Small Business (2-99)(SPANISH)
UHC branded installation form (SPANISH) to be completed by employer for new 2-99 eligible business
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08.26.2011
United Healthcare BOR letter
Sample of Broker of Record letter to be used for existing UHC clients. No other version will be acceptable.
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