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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.
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.
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.
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 formAddress and contact update
Keep your mailing address, phone, email, and preferred language current so notices reach you.
Request this formCoordination of benefits questionnaire
Tells your plan whether anyone covered also has other coverage, which decides who pays first.
Request this formDisenrollment 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 formOut-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 formAccident 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 formOverpayment 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 formPrior authorization request
Your prescriber sends this when a drug needs approval before the plan will cover it.
Request this formFormulary 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 formMail 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 formGrievance form
For complaints about quality of care, access, or how you were treated, rather than about a payment decision.
Request this formExternal review request
Sends the decision to an independent reviewer after the plan upholds its own denial.
Request this formExpedited 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 formPersonal 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 formRequest 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 formRequest 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 formPremium payment dispute
For a premium that was charged twice, applied to the wrong month, or billed after coverage ended.
Request this formTax form request
Requests a replacement copy of the coverage statement you use at tax time, such as a 1095 form.
Request this formLanguage 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
Shopping instead
Looking for coverage rather than paperwork?
Enter your ZIP code to see the plans available where you live.