Forms and Documents
Small Business Enrollment Forms
Administrative ToolsNew Business Paperwork
- California 2-50 Checklist
(PDF, 266 KB) - Employer Application
(PDF, 212 KB) Effective 4/1/2012 and later - Employer Application (PDF, 208 KB) Effective prior to 4/1/2012
- Employee Application
(PDF, 785 KB) Effective 4/1/2012 and later - Employee Application
(PDF, 852 KB) Effective prior to 4/1/2012 - Cobra/Cal-Cobra Questionnaire
(PDF, 143 KB) - Statement of Understanding
(PDF, 22 KB) - Total Average Employee Form
(PDF, 248 KB) - ACH Form
(PDF, 134 KB) - Proof of Eligibility Form
(PDF, 43 KB)
American Recovery and Reinvestment Act of 2009 (ARRA)
Health Care Reform:
- Addendum to New Business Input Documents
(PDF, 241 KB) Mandatory Requirement for Health Care Reform - Rebate - The employer must complete the attached to determine any potential rebates entitled under the new medical loss ratio requirements set forth in the Affordable Care Act (ACA). - Enrollment Forms
- Employer - Dental Verification Form
(1 page) - Employee Enrollment/Change Form - Spanish
(PDF, 779 KB) Effective prior to 4/1/2012 - Employee Enrollment/Change Form - Spanish
(PDF, 779 KB) Effective 4/1/2012 and later - Employee Change of Coverage Application - for existing enrollments only
(PDF, 202 KB) Effective 4/1/2012 and later - Employee Change of Coverage Application - for existing enrollments only
(PDF, 202 KB) Effective prior to 4/1/2012 - Employee Change of Coverage Application - Spanish - for existing enrollments only
(PDF, 202 KB) Effective prior to 4/1/2012 - Employee Change of Coverage Application - Spanish - for existing enrollments only
(PDF, 202 KB) Effective 4/1/2012 and later - Supplemental Dependent Enrollment/Change Form
(PDF, 591 KB) - Employee - Dental Life Group Election Form
(3 pages) - Employee - Dental Life Group Election Form - Spanish
(3 pages) - Employer - Dental Life Group Election Form
(1 page) - Employer - Application
(PDF, 171 KB) - Employer - COBRA/Cal-COBRA Questionnaire
(PDF, 46 KB) Must be used when completing Employer Application - Employee - 2011 Medicare Group Enrollment for (HMO/PPO)
(PDF, 307 KB)
Aetna HealthFund HSA with HealthEquity
For new HSA-compatible business that started with 10/1/08 effective dates.
Aetna HealthFund HSA Forms - For business prior to 10/1/08
Vitalidad México con AetnaTM
Claims/Reimbursement Forms