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Member resources

Forms library.

The forms members ask for most, grouped by what they do. Each one is described in plain language so you can tell which you need before you request it.

How to get one

Ask for the version that fits your plan.

We do not post blank forms for download here, because the correct form depends on your insurer, your plan year, and your state, and sending the wrong version costs you weeks. Tell us what you are trying to do and we will send the right one.

  1. Tell us which form and which plan.

    Forms are specific to your insurer, plan year, and state, so the version that works for one member can be rejected for another. Naming the form and your plan type is enough for us to find the right one.

  2. We send it the way you want it.

    Email, postal mail, or fax. Member services can also complete some requests over the phone without any form at all, such as an address change or a replacement ID card.

  3. Send it back to the address on the form.

    Each form carries its own submission address or fax number, and that routing is what gets it to the team that can act on it. Keep a copy and note the date you sent it.

Forms by category

Find the one that matches your situation.

Names vary slightly between insurers. Describe what you need to do and member services can match it to the form your plan uses.

  • 01 Enrollment

    Enrollment and eligibility

    Changes to who is covered and where you receive mail.

    • Enrollment or change form

      Add or remove a dependent, report a qualifying life event, or change plans during an enrollment period.

      Request this form
    • Address and contact update

      Keep your mailing address, phone, email, and preferred language current so notices reach you.

      Request this form
    • Coordination of benefits questionnaire

      Tells your plan whether anyone covered also has other coverage, which decides who pays first.

      Request this form
    • Disenrollment or termination request

      Ends coverage for you or a dependent, with the effective date you specify.

      Request this form
  • 02 Claims

    Claims and reimbursement

    For care you paid for yourself or that was billed unusually.

    • Member claim reimbursement form

      Submit a claim yourself when you paid a provider directly. Attach the itemized receipt showing the date, provider, service codes, and amount.

      Request this form
    • Out-of-network claim form

      Used when the provider does not bill your plan. Ask the office for an itemized statement rather than a credit card slip.

      Request this form
    • Accident or injury questionnaire

      Sent when a claim looks accident related, so the plan can tell whether another policy is responsible first. Claims stay pending until it is returned.

      Request this form
    • Overpayment or refund request

      For getting money back when a bill was paid twice or paid before the claim was processed.

      Request this form
  • 03 Pharmacy

    Pharmacy and prescriptions

    Drug coverage requests that need a decision before a fill.

    • Prescription drug claim form

      For reimbursement when you paid cash at the pharmacy, including fills while traveling.

      Request this form
    • Prior authorization request

      Your prescriber sends this when a drug needs approval before the plan will cover it.

      Request this form
    • Formulary exception request

      Asks the plan to cover a drug that is not on the list, or at a lower tier, when the covered alternatives are not appropriate for you.

      Request this form
    • Mail order and home delivery setup

      Starts 90 day fills for maintenance medications through the plan pharmacy.

      Request this form
  • 04 Appeals

    Appeals and grievances

    When you disagree with a decision or the service you received.

    • Appeal request form

      Asks the plan to reconsider a denied claim or a denied authorization. File by the deadline printed in your denial letter.

      Request this form
    • Grievance form

      For complaints about quality of care, access, or how you were treated, rather than about a payment decision.

      Request this form
    • External review request

      Sends the decision to an independent reviewer after the plan upholds its own denial.

      Request this form
    • Expedited review request

      Used when waiting for a standard decision could seriously jeopardize your health. Decisions come back in days, not weeks.

      Request this form
  • 05 Privacy

    Privacy and authorization

    Who is allowed to see or act on your health information.

    • Authorization to release health information

      Lets your plan share your information with a person or organization you name, for the purpose and period you set.

      Request this form
    • Personal or authorized representative form

      Names someone who can speak to the plan and act on your behalf, such as a spouse, adult child, or caregiver.

      Request this form
    • Request for confidential communications

      Asks the plan to send notices to a different address or by a different method when normal delivery would put you at risk.

      Request this form
    • Request for records or an accounting of disclosures

      Asks for a copy of the information the plan holds about you, or a list of who it has been shared with.

      Request this form
  • 06 Billing

    Billing and account

    Premium payments and how your account is set up.

    • Automatic payment authorization

      Sets up recurring premium payments from a bank account or card, or changes the account already on file.

      Request this form
    • Premium payment dispute

      For a premium that was charged twice, applied to the wrong month, or billed after coverage ended.

      Request this form
    • Tax form request

      Requests a replacement copy of the coverage statement you use at tax time, such as a 1095 form.

      Request this form
    • Language or accessible format request

      Asks for plan materials in another language, in large print, in braille, or in audio, at no cost to you.

      Request this form

Before you send it

Six things that keep a form from being returned.

  • Use the version of the form your own plan sends you, since a form from another insurer or plan year is usually rejected
  • Match the name and member ID exactly as they appear on your ID card
  • Give the date of service, the provider name, and the amount for anything claim related
  • Attach an itemized receipt or bill rather than a credit card slip or a payment confirmation
  • Sign and date it, since an unsigned form is the most common reason paperwork is returned
  • Keep a copy and note the date and the address or fax number you sent it to

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