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Employee Data Sheet

Date form submitted________________________
Submitted by_____________________
E-Mail Address_______________________________
Employer_______________________________________________
Group Number________________________________
Location______________________________
Employee Name_______________________________________
Gender ____________

Social Security Number____________________________

Date of Birth________________________
Hire Date _____________________
Employee's Address_____________________________________________________________

_______________________________________________________________________________
City_____________________________
State___________________ Zip Code _________________

Employee's Telephone Numbers:

Home_____________________________
Work _____________________________
Coverage applying for ___ Individual;  ___ Family

If Other coverage, please explain___________________________________________________

Type of Coverage (select ALL that apply):

____ Medical

____ Dental

____ Vision

____ EAP - Employee Assistance Program

____ FSA - Flexible Spending Account

____ Other (please explain)________________________________________________________
Effective Date of Coverage___________________________________
Qualifying Event Date________________________________________
Qualifying Event Code______  

(T = Terminated; R = Resignation; RT = Retirement; RH = Reduction of Hours; D = Death;

DV = Divorce; LS = Legal Separation; DI = Dependent Ineligible; ME = Medicare Entitlement;

EL = Eligible Leave; DIS = Disability)

Transaction Code______

(E = New Enrollment; TC = Terminated; DC = Dropped Coverage; AD = Add Dependent(s);

DD = Drop Dependent(s); CS = Change Status - explain)

Change Status Explanation_________________________________________________________
Terminated Employee's Address (if COBRA eligible ONLY)

________________________________________________________________________________

________________________________________________________________________________
Flexible Spending Amount $_______________________________

DEPENDENT INFORMATION
Name___________________________ Gender____ DOB_____________ Relationship_________
Name___________________________ Gender____ DOB_____________ Relationship_________
Name___________________________ Gender____ DOB_____________ Relationship_________
Name___________________________ Gender____ DOB_____________ Relationship_________
Name___________________________ Gender____ DOB_____________ Relationship_________
Name___________________________ Gender____ DOB_____________ Relationship_________
Is Employee Covered by any other insurance plan? ____________
If Yes, what company? _____________________________________________________________

Additional Information
_________________________________________________________________________________

_________________________________________________________________________________

_________________________________________________________________________________

 

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