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New Group Forms

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New Group Information Form

For Groups 1-50 Eligible Employees Only
*These fields are required.

 

*Account Name:
*Account Address:

*Telephone Number:


e.g. 555 445-5555
Fax Number:
e.g. 555 445-5555
Email Address :
Nature of Business:
SIC Code (if known):

*Federal Tax ID:

President/Owner:
*Contact Person:
Waiting Period for New Hire:
*1st of the month following: (check one)
date of hire 30 days 60 days
90 days 6 months 1 year
Other
Prior Group Carrier:
Contribution Formula:
% Employer % Employee
*Number Eligible:
*Plan Effective Date:
Check #:
Check Amount:
Contact Person's Title:

 

Coverage Breakdown of Contracts
Single
Parent/Child
Parent/Children
Husband/Wife
Family
Total Enrolled
Quarterly Wage & Tax Report (DLLR/OUI 16) Breakdown
*Full-Time Employees
*Part-Time and Seasonal Employees
*Waivers
Terminated
*Total that appear on report
Enrolled but do not appear on report

Special Notes or Comments:

Commision Agent/%:
*Sub Agent Name: *Date:
e.g. 02/14/2000
For Benefit Design Use:

Submission of this form will allow Benefit Design Group, LLC to process the information contained in this document. The Employer agrees to maintain a signed copy of this document. Benefit Design Group, LLC, reserves the right to request a copy of the signed document at any time from the Employer.




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