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Blue Shield – Easier and Faster Enrollment for Start-Up and Spin-Off Groups

Blue Shield – Easier and Faster Enrollment for Start-Up and Spin-Off Groups

Blue Shield – Easier and Faster Enrollment for Start-Up and Spin-Off Groups, Carrier News,

Updated underwriting guidelines make it easier and faster to enroll your new clients. In lieu of payroll documents, Blue Shield will accept simple attestation forms and W-4 forms for these groups. Other standard documentation is still required.

Both start-up and spin-off groups must meet all small group requirements except for the length of time that the group has employed at least one eligible common-law employee. Get the details here.

Start-Up Group Requirements

Spin-Off Group Requirements

  • At least 50% of the employees in the spin-off group must have been enrolled in Blue Shield through the former business.
  • The new group does not have shared ownership with the business it has separated from.
  • W-4 forms for all W-2 employees.
  • Completed and signed Start-up Companies/Spin-off Group Eligibility Statement.
  • Filed owner documentation linking owner to business.
  • All enrollment documents (employer and employee applications, refusals, business check/Small Group Initial Payment Form).

Download the Group Eligibility Statement and Owner Eligibility Statement. More information will be available on Broker Connection soon.


Blue Shield Broker Resources


Additional Resources

Visit Blue Shield’s Broker Connection to learn more.

Questions?
Contact the small group experts at 800.696.4543 or info@claremontcompanies.com.

 

 

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