Reliance standard

enrollment kit - reliance standard (life, ltd, std & dental) 2-19

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This checklist is provided as a guide. The carrier may require additional items and documentation. Please refer to the carrier’s underwriting guidelines for a complete list of requirements. Please use the latest versions of application forms.

Our goal is to process your new group enrollment easily and efficiently in order to provide you and your client with a quick approval. The following list outlines Reliance Standard's case submission requirements

Request for participation and enrollment form for Life, LTD, STD & Dental*
  • Completed Smart Choice Request for Particip​ation (Employer Application) & Enrollment Form 
  • Initial Deposit check equal to monthly premium amount​​
  • Copy of Sold proposal premium summary page(s) as presented to the employer 

*To write a (2) employee dental group, two additional lines of coverage must also be sold.

If applicable:
  • Notification of Waiver Form (included in Employer Application) ​
  • Quarterly State Wage Reports may be requested at the discretion of Reliance Standard 
  • Prior carrier information required for Dental, STD and LTD coverage takeover 
  • Evidence of Insurability Applications (see Enrollment Form) for Life benefits exceeding Non-Medical Issue Limits 

NOTE: If any of the above items are missing or incomplete, processing of case may be delayed.


Licensing:  Broker appointment must be completed.  NOTE: The group will not be approved until licensing is received.
 
After approval, prior carrier termination letter must be submitted by the employer or broker. ​

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For other useful or older documents, please refer to the Forms database.