WorkingAmericanBenefits

                                                              GROUP INSURANCE  ENROLLMENT  FORM   


To enroll in group insurance from the companies listed with WorkingAmericanBenefits, you are required to complete this form with your personal information.  For your comfort, you may review our Privacy Policy regarding the treatment of your personal information.  Your information is mandatory.  Without it we cannot complete your application for insurance.  Once we have collected your information, we will turn it over to our professional insurance agents/Enrollers who will complete your insurance application(s).  You will be contacted by a professional insurance agent and/or your Human Resource Department.  Your insurance agent or Human Resource Representative will answer your questions about specific insurance products, and provide you with additional information  or product material as needed.   Note:  If you do not wish to speak to our professional agents when you are contacted, please convey this information to your Human Resource Department.  Thank you.

Note: Complete and submit this form for each person to be insured.

                                                                     
Product Selection:

       Life Insurance                                           Company                                   Amt. of Insurance

    Term Life Insurance                 

    Whole Life Insurance               

    Universal Life Insurance             

    Variable Universal Life Ins.      

   

       Health Insurance                                      Company                                   Deductible/CoIns.      Copay

    Major Med. PPO - 80/20                    

    Major Med. PPO - 70/30              

    Major Med. PPO - 50/50              

    Major Med. PPO - 100/0              

    Major Med. HMO                          

    Major Med. POS                         

    Mini Med. HFP                            

 

       Gap/Bridge Ins.                                         Company                                  Amt. of Insurance

    Hospital Indemnity Ins.                

       Dread Disease Ins.                                   Company                                   Amt./Plan of Ins.

    Cancer Insurance                        

    Critical Illness Insurance             

    Note: For Cancer coverage, enter the Plan of Insurance if the amount of insurance is not known.

       Disability Insurance                                  Company                                  Monthly Benefit

    Short Term Disability                  

    Long Term Disability                

       Long Term Care Ins.                                Company                                 Daily Benefit Amt.

    Long Term Care                             

       Dental/Vision Plans                                  Company                                  Plan of Insurance

    Individual Dental Plan                         

    Group Dental Plan                               

    Individual Vision Plan                         

       Legal Insurance                                        Company                                  Plan of Insurance

    Individual Legal Plan                           

 

Employee's Information: (Required)

First Name:       *          MI:            Last Name:*    

Street Address *     Apt. or Suite No.:     

City:                    *            State: *           Zip Code: * 

Social Security No.:*    Home Phone.: *    Work Phone: *

 

Enter the following ONLY if paying by List Billing or Payroll Deduction:

Employer/Co. Name:            Payroll Deduction?  Yes  No

Employer/Co. Address: 

Occupation/Duties:     Date Employed:  

Hours Wrkd./Week:    Employee No.:    Annual Salary: 

Person to be insured Information

Note: Enter all that applies.

Proposed Insured: (Required)

First Name:       *          MI:            Last Name:*    

Street Address *     Apt. or Suite No.:     

City:                    *            State: *           Zip Code: * 

Relationship:    *   Date Of Birth: *   Male   Female

Social Security No.:*   Height: ft ins    Weight: lbs.

Primary Beneficiary:   Age:   Relationship:

Contingent Bene.:      Age:   Relationship:

 

 

 

Medical History: (Required)

 

                 

 

01.  Have you or any person to be insured used any form of tobacco, or any nicotine products

       in the last 12 months?                                                                                               Yes No

 

02.  To the best of your knowledge,  have you or any person to be insured ever tested

       positive for exposure to the HIV infection, or been diagnosed as having AIDS or ARC

       caused by the HIV infection, or sickness or condition derived from such infections?        Yes No

 

03.  To the best of your knowledge, have you or any person to be insured ever been

       treated for, or diagnosed with a chronic respiratory disorder, chest pain, stroke, heart

       attack, heart condition, cancer, or tumor?                                                                   Yes No

 

04.  Have you or any person to be insured ever had, been treated for, or diagnosed with

       any disorder of the heart, lymph glands, or immune system?                                        Yes No

 

05.  Have you or any person to be insured ever had, been treated for, or diagnosed with

       a) high blood pressure, diabetes, elevated cholesterol, fainting, seizure, alcoholism, or

           depression?                                                                                                          Yes No

       b) a cardiovascular, respiratory, digestive, liver, kidney, or blood disease or disorder?      Yes No

       c) a reproductive or urinary system disease or disorder?                                               Yes No

       d) a brain, mental, nerve or nervous disorder?                                                               Yes No

 

06.  In the past 3 years have you or any person to be insured:

       a) consulted a doctor, medical health professional, or mental health professional?           Yes No

       b) been hospitalized?                                                                                                 Yes No

       c) been advised to have any blood tests, electrocardiogram, or other tests or studies?     Yes No

 

07.  Have you or any person to be insured ever:

       a) used any illegal drugs?                                                                                           Yes No

       b) sought treatment or counseling, or been advised to quit, reduce, or seek treatment

           or counseling for alcohol or drug use?                                                                      Yes No

       c) attended or been advised to attend a drug or alcohol self-help group?                          Yes No

 

08.  Have you or any person to be insured been hospitalized or disabled within the last 6

       months?                                                                                                                    Yes No

 

09.  Have you or any person to be insured:

       a) currently under the care of a physician?                                                                    Yes No

       b) ever been rated or declined for life insurance?                                                            Yes No

       c) taking any medication?                                                                                               Yes No

 

10.  Have you or any person to be insured ever been treated for cancer or any malignancy

       which includes: carcinoma; sarcoma; Hodgkin's Disease; leukemia; lymphoma; or any

       malignant tumor?                                                                                                        Yes No

 

11.  Are you or any person applying for disability or life or health insurance actively at work

       now, and have worked at least 25 hours each week performing all duties at your or his/her

       regular occupation at your or his/her regular place of employment for the last 3 months

       except for minor illness or injury of 1 week or less, or normal pregnancy?                        Yes No

 

12.  Have you or any person to be insured, within the last 2 years, been treated for, or been

       told by a physician or member of the medical profession that you or he/she has diabetes,

       emphysema, asthma, epilepsy, hepatitis, mental or nervous illness, ulcers, any disorder

       of the central nervous system (including muscular dystrophy or multiple sclerosis); lupus;

       rheumatoid arthritis; fibromyalgia; chronic fatigue syndrome, or any disease or disorder of

       the heart, kidneys, liver, lungs or back?                                                                        Yes No

 

13.  Have you or any person to be insured engaged in, or contemplating engaging in: hang

       gliding; skydiving; underwater diving; organized racing events; rodeo; mountaineering;

       professional sports; or piloting an airplane?                                                                   Yes No

 

14.  Have you or any person to be insured, in the last 3 years, had your or his/her driver's

       license suspended or revoked or been arrested for reckless or drunken driving and/or

       received 3 or more moving violations or been involved in 3 or more accidents?                  Yes No

 

15.  Please list all medications you or any person to be insured take, the strength and the

       dosage of the medication in the space below.

     

 

16.  Please provide us with your doctor's name, address and telephone number.

Name:       Phone: 

Address:

 

17.  Driver's License Number    State:  

 

 

 

Congratulations!  You have now completed your enrollment for insurance.  Please click on  the SUBMIT button below to submit your application for processing.   You will be contacted by a professional insurance agent/Enroller and/or Human Resource Department within the next 3 days to obtain your signature on the application as well as any additional information needed to complete the application.  If you are not contacted within the specified period, please contact us at (954)430-8475 or by e-mail at customer_service@workingamericanbenefits.com.

 


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Revised: 06/23/09