Quarterly Wage Report/DE 9C not required for:
Aetna
Guideline:
Groups of 6+ enrolled with prior coverage
Anthem Blue Cross
Promotion:
Groups of 6+ enrolled through 9/15/2020 effective dates
Copy of last month’s prior carrier bill is required for all products selected
Excludes virgin groups
New groups without prior coverage will need to submit DE9C or payroll records
Payroll records are required for employees not listed on the prior carrier bill
Blue Shield of California
Promotion:
Groups of 5+ enrolled with no end date
Copy of the Prior Carrier Bill required
Start-up groups, virgin groups, groups with both union and nonunion employees, and groups leaving a PEO are not eligible
Completed Attestation Form is required
Payroll will be required for eligible employees that are not listed on the group medical bill and a W-4 may be required for new hires
Underwriting reserves the right to request the wage and tax information (DE9C, payroll) whenever necessary to determine eligibility
CaliforniaChoice
Guideline:
Groups of 10+ medically enrolling employees
The most recent prior carrier bill is required
Groups with a variance of less than 10% between number of employees enrolling and number of employees on the prior carrier bill qualify
Virgin Groups are not eligible
Groups with a lapse of coverage of more than 3 months are not eligible
Health Net
HMO Package through 9/30/20
Quarterly Wage Report/DE9C not required for groups of 6+ enrolled through 9/30/20
6+ enrolled required. No further participation requirement
Participation Attestation Form, Prior Carrier Bill and Waivers are not required
Virgin Groups are eligible
The HMO package is separate from the Enhanced Choice A and B packages
Mix and Match any plans from the HMO networks
HSP and PPO plans do not qualify for this promotion
Kaiser Permanente
Promotion:
Quarterly Wage Report/DE9C not required for 6 or more enrolled with no end date
Business Documentation required (example: business license/SOI)
Start Up groups and groups leaving a PEO do not qualify for this promotion
UnitedHealthcare
Guideline:
Groups of 10+ eligible employees
Completed and Signed Participation Certification Form is required
This guide has been created as a quick reference and does not replace the full underwriting guidelines published by each carrier
Please refer to the carrier guidelines for additional information
