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How to fill out the Included online
Filling out the Included form for a small employer group application can be straightforward if you approach it step-by-step. This guide will provide you with the clarity needed to complete the form accurately and efficiently.
Follow the steps to complete your application smoothly.
- Click ‘Get Form’ button to obtain the form and open it in the editor.
- Begin with Section I: Policyholder Information. Here, you will provide the full legal name of your company, Tax Identification Number, and contact information including the main and mailing addresses.
- Fill in the type of organization. Select from corporation, partnership, proprietorship, or other, as applicable. Also, specify the nature of your business and the Standard Industry Classification (SIC) code.
- Indicate the number of full-time employees in your company and those to be insured. This is crucial for determining your eligibility and correct coverage.
- In Section II, specify your desired health benefits options. Choose from Advantage Direct Access plans or OMNIA plans, and also consider any pediatric dental options if applicable.
- Proceed to Section III, where you will answer questions regarding current and prior coverage along with any ongoing health plans for employees.
- In Section IV, you must provide the broker information and have them sign where required. Ensure that this section is completed fully for processing.
- Finally, review Section V for signatures. The Officer, Partner, or Proprietor must verify the information, sign the document, and date it accordingly.
- Make sure all required documents are prepared for submission, including the first month’s premium and any necessary verification, before sending the completed application.
- Once all fields are completed accurately, save your changes, download a copy for your records, and proceed to submit the application as instructed.
Complete your application online to ensure a smooth health benefits coverage process.
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