Small Business Library

Broker Resources

Documents Library

Forms and applications for the current quarter (April 1, 2021 - June 30, 2021):
Employee Application English \| Spanish
Enrollment Spreadsheet with Master Group Agreement Download (coming soon)
Group Change Request English \| Spanish
Master Group Agreement English \| Spanish
Subscriber Change Request English \| Spanish
Forms and applications from previous quarters.

Other useful documents from across the small business Broker Connection pages, organized from A to Z.
Accelerated Death Benefit Claim
Access to Care English \| Spanish
Additional Contact Designation: Notice of Lapse or Term of Policy for Non-Payment
Authorization to Disclose Health Information
Beneficiary Affidavit
Beneficiary Change Request
BlueCard Flier
BlueCard Worldwide International Claim
Book of Business Transfer Request
Broker Direct Deposit Authorization Form
Broker Open Enrollment Presentation
Bundled Savings
Cal-COBRA Continuation of Coverage
Cal-COBRA Dental Election
Cal-COBRA Election
Cal-COBRA Notice of Qualifying Event
Call the Car (Trio HMO members only)
Caries Risk Management Assessment
Changes To (2021) HMO Mirror \| HMO Off-Exchange \| PPO Mirror \| PPO Off-Exchange \| PPO Savings Off-Exchange \| Specialty
Changes To (2020) HMO Mirror \| HMO Off-Exchange \| PPO Mirror \| PPO Off-Exchange \| PPO Savings Off-Exchange
Changes To medical plan names 2021 \| 2020
CMS Reporting
COBRA Employee Application
Continuing Group Coverage after Federal COBRA Cal-COBRA Election
Conversion to Individual Coverage of Group Life
CVS Mail Order Form NEW!
Declaration of Disability of Over Age-Dependent Children \| Fillable Form
Dental brochure for brokers 2020
Dental Claim
Dental Implant Benefits
Dental Network Map
Dental Nomination Form
Dental plans - competitive highlights
Dental Smile Rollover Rewards
Direct Elite Rewards
Dismemberment Claim
Employee Cancellation Notification
Employee Change/ Cancellation Transmittal
EPIC Hearing Aid
Express Enrollment
Find A Doctor
Find dental and vision providers of your choice
Group information update
Heal
HMO Network Comparison Guide (Updated August 2020)
Identity Theft Protection Services English \| Spanish
Key contacts and estimated processing times
Life Insurance Brochure for Brokers 2020
LifeReferrals 24/7
LifeSpring (Trio HMO members only)
Mail service prescriptions
Managing your dental plan online
Managing your vision plan online
Medical Incentive Bonus Program NEW!
Member Guide to Orthodontic Coverage English \| Spanish
Notice Informing Individual about Nondiscrimination and Accessibility Requirements
Notification of CMS Reporting Requirements
NurseHelp 24/7 English \| Spanish
Orthodontic Coverage
Owner Eligibility Attestation
Online and Mobile Tools English \| Spanish
Pediatric dental and vision coverage
Pediatric dental and vision FAQs
Pharmacy Reimbursement
Plan Cheat Sheet 2021 \| 2020
Plans at a Glance 2021 \| 2020
Premium Only Plan (POP)
Preventive Health Guidelines English \| Spanish (coming soon)
Print or Order ID Card English \| Spanish
Privacy Policy English \| Spanish
Proof of Death
Quick Match Program^SM
Recertification Guidelines
Refusal of Coverage
Relaxed Participation
Request for COC Notice - HMO Enrollees
Request for COC Service - Members or New Enrollees
Sales Guide Q2 2021 \| Q1 2021 \| Q4 2020 \| Q3 2020 \| Q2 2020
Shield Concierge
Small Business Administrator's Guide 2021 \| 2020
Small Business Tiered Pharmacy Network CA Level A Pharmacy Directory
Small Business Online Roadshow Presentation \| Recording \| Questions Answered
Small Group Initial Payment Form
Small Group Producer of Record Change Request
Sole Proprietor, Partner of Corporate Office Statement
Specialty Drug List for Standard Drug Formulary
Specialty Quick Facts
Specialty Sales Guide 2021
Standard Drug Formulary
Start-up / Spin-off Eligibility Attestation
Subscriber Statement of Claim
Subscriber Statement of Claim - Life
Summary of Benefit FAQ
Teladoc 2021 English \| Spanish
Teladoc 2020 English
Tiered Pharmacy Network
Tivity Health Fitness Your Way English \| Spanish
Trio Flier
Trio Network Brochure
Trio Qualification Tool
Total Health and Wellness English \| Spanish
Underwriting Guidelines 2021 \| 2020
Vaccine List English \| Spanish
VBB Plan Benefits at a Glance
Vision Brochure 2020
Vision Claim
Vision Network at a Glance
Vision Plan Info Card for CA Members English \| Spanish
Vision Plan Info Card for Out-Of-State Members
Waiver of Premium Claim
Wellness Discounts
Wellvolution
What's New Q2 2021 \| Q1 2021 \| Q4 2020 \| Q3 2020
Why Blue Shield English \| Spanish
Why Blue Shield Small Business
Why choose Tandem PPO
Why choose Trio HMO
Women's Preventive Health