Enrollment Kit - Aetna (dental)
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PLEASE NOTE: 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 version of 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 the health plan's case submission requests:
If dental or vision is sold along with medical, follow the medical underwriting guidelines for this topic.
All required forms must be received upon initial case submission. Your case submission is not considered as complete until the following items are received: Employer Application, ACA One Census, and banking form. Cases that are submitted without these required forms will be moved to the next effective date.
- Employer Application
- Employee Enrollment and Waivers
ACA One Census available on Producer World.
The One Census tool is an easy-to-use tool that allows you to provide all enrollments for your group. Please complete the tool in
its entirety so we can process your submission.
- Sold groups must submit employee enrollment via ACA One Census.
- There is no need to send the employee enrollment forms. All the required information must be entered into the tool.
- Waivers must be included in ACA One Census with the reason waiving.
The ACH banking agreement is the most efficient way to pay the premium, other options are available. If ACH is not desired,
please complete the form with the group name and select the option ‘Additional payment options requested’. Plan Sponsor
Services will contact the group regarding these payment options.
For complete underwriting guidelines, go to Producer World Small Group.
Submission Deadlines:
- The next available business day will be used when the submission deadline falls on a weekend or holiday.
- Cases with incomplete information will be moved to the next available effective date because we are unable to process cases that are missing vital information.
- Please Note: Any missing information may result in the effective date being moved forward to the next available date.
- Licensing: Broker appointment must be completed online via this link. NOTE: The group will not be approved until licensing is received.
Important Reminder: To help your client comply with ACA requirements, provide a copy of the appropriate Summary of Benefits and Coverage (SBC) to each employee at the Enrollment Meeting, via email or by posting on an internal company website. For the most recent information regarding Aetna's SBCs, contact your Word & Brown representative.
| After approval, prior carrier termination letter must be submitted by the employer or broker. |
For other useful or older documents, please refer to the Forms database.