No DE 9C Promotion

Posted: March 7, 2019 by Staff Writer

Quarterly Wage Report/DE 9C not required for:




Groups of 20+ enrolled with prior coverage


Anthem Blue Cross


Groups of 6+ enrolled through 6/15/19 effective dates

Copy of last month’s prior carrier bill is required for all products selected

Excludes virgin groups

New groups without prior coverage will need to submit DE9C or payroll records Payroll records are required for employees not listed on the prior carrier bill

Blue Shield of California


Groups of 5+ enrolled with no end date

Copy of the Prior Carrier Bill required

Start-up groups, virgin groups, groups with both union and nonunion employees, and groups leaving a PEO are not eligible

Completed Attestation Form is required

Payroll will be required for eligible employees that are not listed on the group medical bill and a W-4 may be required for new hires

Underwriting reserves the right to request the wage and tax information (DE 9C, payroll) whenever necessary to determine eligibility




Groups of 10+ medically enrolling employees

The most recent prior carrier bill is required

Groups with a variance of less than 10% between number of employees enrolling and number of employees on the prior carrier bill qualify

Virgin Groups are not eligible

Groups with a lapse of coverage of more than 3 months are not eligible

Health Net

HMO Sales Express Underwriting Program (through 6/1/19 effective dates)

No DE9C/Payroll/Prior Carrier Bill or Participation Attestation Form required with 10+ active enrolling employees. Cal COBRA/COBRA participants do not count towards the minimum 10 enrolled. Groups can only offer HMO networks to be eligible for this promotion.


Kaiser Permanente


Quarterly Wage Report/DE9C not required for 6 or more enrolled through 1/1/20 effective date.

Business Documentation required (example: business license/SOI).


Groups with 5+ enrolling through 1/15/19

Copy of Prior Carrier Bill is required.

80% of employees on the bill must match the enrollment

Groups with more than 5 eligible, but fewer than 5 enrolled due to valid waivers are still eligible



Groups of 10+ eligible employees

Completed and Signed Participation Certification Form is required


Recent Articles