Group Health Census Form

GROUP INFORMATION:

* Indicates a required field
Legal Name: *
Street Address:
City:
State:
Zip Code:
Contact Name: *
Phone: *
Fax:
Email: *
SIC code or Business Description:
1. What percentage of your medical premium is contributed by the employer?
Employees (minimum 50%):
Dependents (no minimum):
2. What percentage of your dental premium is contributed by the employer?
Employees (minimum 50%):
Dependents (no minimum):
Requested Effective Date:
 

ELGIBILITY:

1. How many hours per week must employees work to be elgible for benefits?
Minimum 17.5 hrs/week:
2. What is the elgibility period employess must complete before being eligible for benefits?
The first of the month following:
3. Domestic Partner Coverage: Not Currently Offered
Same Sex
Opposite Sex
Either Sex 
 

EXISTING PLAN DATA (If applicable):

Current Carrier:
Plan Deisgn (deductible level, co-pays, etc.):
RATES
Employee Employee + Spouse Employee + Family Employee + Child(ren)
Medical
Dental

EMPLOYEE DATA:

Instructions: Please list all current active employees. This includes; owners, sole proprietors, partners, of a partnership, independent contractors (only if included as a permanent employee on your payroll with an exclusive relationship with you) and part-time employees.
 
Enrollment Legend
Family Enrollment Status Other Status
01 = Employee Only W = Waiving to Other Group Coverage
02 = Employee + Spouse NE = Not Enough Hours to Qualify
03 = Employee + Children NP = Has not Served Waiting Period
04 = Employee + Family C = Cobra/Continuation Employee
 
  Last Name Gender Date of Birth Spouses's
Date of Birth
Residential
Zip Code
Enrollment
Status
(See Legend)
Number of Children
and the Age of Each
Hours
Worked
per Week
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2.
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ADDITIONAL COMMENTS AND REMARKS:

Who were you referred by?
Are you already working with one of our agents? Yes  No 
If yes, who?
Please enter any additional comments:
Disclaimer Notice - The premiums quoted are estimates based on information you provided. This quote does not constitute a contract of insurance, nor does it provide coverage for any loss or claim. Coverage can only be bound by an agent with a signed application and a down payment.
Notice about Privacy - This form is transmitted by email to the CIA Insurance Agency. Email is not considered a secure form of communication. If you feel any of the data in this form is sensitive or private, please use the option on our menu to print a blank version of the form, complete it in writing and fax it to our office.
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