Get Select Benefits Case Transmittal Sheet

Filling out the Select Benefits Case Transmittal Sheet can seem daunting, but with this guide, you will be equipped with clear instructions to complete it efficiently. This document is essential for agents and advisors to facilitate the enrollment process effectively.

Follow the steps to successfully complete the Select Benefits Case Transmittal Sheet.

1. Click the ‘Get Form’ button to access the Select Benefits Case Transmittal Sheet and open it for editing.
2. Begin by entering the 'Plan Selected' field, where you should specify which plan is chosen from the employer’s plan matrix.
3. Ensure the employer has signed and dated the application, as this is a required endorsement of the submission.
4. The writing agent must also sign and date the application to verify accuracy and completion.
5. If applicable, make sure that any premium checks are made out to Select Benefit Administrators of America.
6. Fill in the 'Enrollment Checklist,' starting with the 'Date Enrollment Begins' and 'Number of Days to Complete Enrollment.'
7. Indicate if there are multiple locations involved by checking 'Yes' or 'No.'
8. Specify if group employee meetings will occur prior to enrollment and provide the 'Date of First Payroll Deduction.'
9. Select the 'Enrollment Method(s)' that will be used, checking all that apply.
10. Decide if plan-specific enrollment books are needed and complete the Enrollment Booklet Order Form if 'Yes' is selected.
11. Indicate where general use enrollment packets should be mailed, ensuring this information is provided accurately.
12. Once all fields are completed, the agent can fax or mail the completed case transmittal sheet along with the plan matrix and application to Select Benefit Administrators of America.
13. Finally, save changes to your document. You can choose to download, print, or share the completed form as needed.

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