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CBSA Forms and Supplies available for download:


Fully Insured
Marketing materials

Fully Insured
Enrollment Forms

CBSA overview(Why CBSA?)
Product overview brochure(2-99) except AZ
Product overview brochure(2-99) AZ
CBSA HealthEdge brochure
Plan Highlights CBSA HealthEdge
CBSA HealthEssentials brochure
Plan Highlights HealthEssentials
HealthDirect HSA ER product brochure
HealthDirect HSA EE product brochure
HealthDirect HSA broker sales tips
HealthDirect HSA Specifications Sheet
Fully Insured Carrier Chart
Supply Request Form
(#00048-0306)

Fully Insured HealthDirect HSA
U.S. Bank Materials


Client Profile Questionnaire
Broker brochure
Employer brochure
Employee Enrollment Kit and Fee Schedule
Employee Welcome Kit Sample
Producers Presentation to Employees
Producers Presentation to Employers
HSA Health Direct Implementation Guide
HSA Producer Quick Tips

Miscellaneous Materials

COBRA Information
LabOne: The Benefit
LabOne: Q & A
Member Guide

Fully Insured State Mandates

AR, AZ, GA, IA, ID, IL, IN, KS, LA, MI, MO, MS, MT, NC, ND, NE, NM, NV, OH, OK, SC, SD, TN, TX, UT, WI, WY

Security Life Landmark Dental Plan

Landmark Dental Enrollment Applications

Employer Applications
AR, AZ, GA, IA, ID, IL, IN, KS, LA (Life), LA (Medical), MI, MO, MS, MT, NC, ND, NE, NM, NV, OH, OK, SC, SD, TN, TX, UT, WI, WY

Employee Applications
AR, AZ, GA, IA, ID(2-50), ID(51+), IL, IN, KS, LA (Life), LA (Medical), MI, MO, MS, MT, NC, ND, NE, NM, NV, OH, OK, SC, SD, TN, TX, UT,
WI(2-50), WI(51+), WY

Medicare Part D

CMS Medicare Part D creditable coverage sample notice
CMS Medicare Part D non-creditable coverage sample notice

Security Life Apex Dental Plans

Apex Group brochure/Application
Apex Personal (1-Life) brochures/Application
Dental Enrollment Procedures
Group Underwriting Guidelines
Personal (1-Life) Underwriting Guidelines
Broker Appointment Instructions/Forms
Previously Appointed Instructions/Forms
Apex Dental PPO Network/PPO USA Network

AccuRate Software Installation
Installation Instructions

Premium Only Plan
POP Insert
POP Marketing brochure
POP Employer Application
POP Employee Election Form




Underwriting Forms

Group Prescreen Form
Group Underwriting Guide
Group Transmittal
Enrollment Procedures
Waiver of Insurance Form
Employer Certification for 1099s
Translator Statement
Common Ownership Form
Request for Spouse 24 Hour Coverage
24 Hour Coverage Guidelines
24 Hour Coverage Guideline (AZ)
24 Hour Coverage Guideline (IA)
24 Hour Coverage Guideline (NC)
24 Hour Coverage Guideline (TX)
On-The-Job Medical Coverage Guidelines (NV)
Arthritis Questionnaire
Asthma Questionnaire
Back/Spinal Condition Questionnaire
Common Law Marriage Questionnaire
Generic Questionnaire
Cancer Questionnaire
Coronary Artery Disease Questionnaire
Diabetes Questionnaire
Fibromyalgia Questionnaire
Hepatitis Questionnaire
High Blood Pressure Questionnaire
Pregnancy Questionnaire
Psychiatric/Mental/Nervous Questionnaire
Seizure Questionnaire

Substance Abuse Questionnaire




Administration Forms

Bank-O-Matic Form
Beneficiary Change Form
Direct Commission Deposit Form
Other Insurance Coverage Form
Report of Changes Form




Section 125 / Flexible Benefits

FSA (Flex) Employee Brochure
Flex Claim Form
Dependent/Child Care Receipt
Orthodontia Receipt
Flex Change of Status Form
Direct Deposit - Employee
Direct Deposit - Employer
FSA guidelines for over-the-counter medications and supplies
Connections Newsletter FSA 12/05
Updated Web site - FSA employee overview brochure




Small Group Self Funded Materials - ESP

CBSA and ESP Overview  (00050-0405)
Broker Brochure 
(00065-0505)
Employer Brochure 
(00049-0405)
Request for Proposal Checklist
 (02100306-0605)
Sample Proposal 
(7/26/2005)
New Case Checklist for Brokers 
(00044-0305)
Employer Information Form 
(05090204-0410)
Employee Enrollment Form 
(05110208-0411)
Management Reports  (05080305-0311DETAIL)




Self Funded Enrollment Forms

CBSA Overview Brochure
PPO network discounts
HIPAA portability requirements sample notice
Connections Newsletter 9/05
Connections Newsletter 10/05
Connections Newsletter 12/05
Connections Newsletter 5/06
Connections Newsletter 7/06
CMS Medicare Part D creditable coverage sample notice
CMS Medicare Part D non-creditable coverage sample notice
Managed Care 2000+ is now Guided2Healthsm
Sample employee notice: Managed Care 2000+ is now Guided2Healthsm
Member overview brochure
Member overview brochure with NurseLine




HIPAA Compliance Services

HIPAA Compliance Services Brochure



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