CalChoice Change Request Form Logo
  • Return to your Human Resource Deptartment or Holistic Employee Benefits upload.

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  • Cancellations of coverage will take effect on the last day of the month after receipt of your request by CaliforniaChoice . Cancellations at Renewal will take 

    effect on the group’s Renewal date. 

    Additions (qualifying/triggering event): Please refer to administrative handbook for effective date guidelines based on qualifying/triggering event. 

    Additions (at renewal): Coverage will be effective on the group's renewal date. 

    This form must be received by CaliforniaChoice no later than 60 days after the event takes place if outside renewal.

  • IF APPLICABLE:

  •  / /
  •  / /
  • Employee

    Cancel Coverage
  • Spouse

    Coverage Change
  • Child 1

    Coverage Change
  • Child 2

    Coverage Change
  • Child 3

    Coverage Change
  • To enroll more dependents, complete sections A & B on an additional Change Request Form.

  • IMPORTANT: Regarding Steps C and D, plan changes are only allowed at Renewal. However, employees who acquire a newdependent (i.e. newborn, new spouse etc.) are able to change their coverage outside of the Renewal Period

  • IF ADDING DEPENDENT(S): By signing this document I declare under the penalty of perjury under the laws of the state of California that the 

    following statements are true and correct regarding the enrolling dependents, as applicable: 

    I understand that I may be asked for legal proof of the above at any time. 

    My spouse and I are legally married as recognized by the state of California. 

    My children's dates of birth are accurate. My children are born to me or my spouse/domestic partner, or legally adopted, or a non-temporary legal ward, 

    and/or have an established parent-child relationship with me or my spouse/domestic partner. 

     

    All statements and answers I have given are true and complete. I understand it is a crime to knowingly perform an act or practice constituting fraud or make 

    an intentional misrepresentation of material fact to an insurance company for the purpose of defrauding the company. Penalties may include imprisonment, 

    fines or a denial of insurance benefits. I understand all benefits are subject to conditions stated in the Group Contract and coverage documents.


    If my plan is rescinded or canceled, I will receive from my insurer a notice at least 30 days prior to the effective date of the rescission explaining the reasons for the intended rescission and my right to appeal that decision to the Commissioner of Insurance pursuant to subdivision (b) of Section 10273.4 of the California Insurance code. Notwithstanding subdivision (a) of Section 10273.4 or any other provision of the law, I understand that after 24 months following the issuance of my health plan or insurance policy, my insurer may not rescind my health plan or insurance policy for any reason, and shall not cancel my health plan or insurance policy, limit any provisions of the health plan or policy, or raise premiums due to any omissions, misrepresentations, or inaccuracies in the application for, whether willful or not. I understand that any persons, business, or health plan that suffers a loss because of false declarations contained in this statement may have cause to bring civil action against me to recover their losses. The representations made are the basis upon which coverage may be issued. The coverage may be cancelled or the employer's contract rescinded because of the performance of an act or practice constituting fraud or making of an intentional misrepresentation of a material fact to an insurance company for the purposes of defrauding the company. I have READ, UNDERSTAND and ATTEST that I myself and my dependents have met all of the eligibility requirements.

  • ANTHEM / BLUE CROSS

    *HSA Qualified High Deductible Plan
  • CIGNA + OSCAR

    *HSA Qualified High Deductible Plan
  • HEALTH NET

    *HSA Qualified High Deductible Plan
  • KAISER PERMANENTE

    *HSA Qualified High Deductible Plan
  • SHARP

    *HSA Qualified High Deductible Plan
  • SHUTTER HEALTH PLUS

    *HSA Qualified High Deductible Plan
  • UNITED HEALTHCARE

    *HSA Qualified High Deductible Plan
  • WESTERN HEALTH

    *HSA Qualified High Deductible Plan
  • Choose a Physician

    Choose a Physician

    for you and your family
  • Spouse/Domestic Partner

    Choose Physician
  • Child 1

    Choose Physician
  • Child 2

    Choose Physician
  • Child 3

    Choose Physician
  • **If changing Health Plan, please select a Primary Care Physician PCP A PCP is not required for Kaiser Permanente, EPO and PPO benefit plans. If a PCP is not contracted with your selected Health Plan prior to enrolling or if a PCP is not listed, one will automatically be assigned to you. If remaining with the same Health Plan, but changing your benefit plan, please contact the Health Plan directly to confirm your PCP. For PCP changes only, please contact your Health Plan directly.

  • Dental Benefit Design Change/Add

  • * MetLife and SmileSaver DHMO plans require selection of a family dentist. Upon receipt of dental ID cards, you may elect other dentists for dependents

  • *Employee is responsible for 100% of this cost if selected for coverage

  • Complete only if you wish to change the existing beneficiary on your life insurance. This change will take effect on the date it was signed.

    I hereby revoke any previous designation of beneficiary and settlement provisions and make the following beneficiary designation with respect to any insurance payable at my death under the group plan (including any Group Life Insurance or Group Accidental Death and Dismemberment Insurance)

  • *   If you are listing more than one primary beneficiary or more than one secondary beneficiary, please enter the percentage of the insurance proceeds that * each individual should receive. The percentage of insurance proceeds must equal 100% for each type of beneficiary primary or secondary No secondary beneficiaries will be entitled to any part of the insurance proceeds if any primary beneficiary is living at the time of death of the insured. To list more beneficiaries, please submit an additional page and complete Section D.

  • By submitting this signed application, I agree and understand that the health plan I have chosen through the CaliforniaChoice program shall automatically have a lien on any payment of monies from any source, for services rendered in conjunction with an injury caused by the acts or omissions of a third party.

    I agree for myself and my dependents to be bound by the benefits, copays, deductibles, exclusions, limitations and other terms of the health plan’s small group contract.

    I authorize my physician, healthcare provider, hospital, clinic or other medically related facility to furnish my, and my dependent’s, protected health information, including medical records, to the health plan I have chosen through the CaliforniaChoice program or its authorized agents for the purpose of review, investigation, or evaluation of an application or claim, and for quality assurance and utilization review. I authorize CaliforniaChoice and the health plan I have chosen, and their agents, designees or representatives, to disclose to a hospital, health plan, insurer or healthcare provider any protected health information if such disclosure is necessary to allow the performance of any of those activities. This authorization shall become effective immediately and shall remain in effect for up to 30 months from the date the authorization was signed. I understand that I, or a person authorized to act on my behalf, is entitled to receive a copy of this authorization form.

    I have read and understand the information provided to me pertaining to the Premium Only Plans and the tax consequences.

  • Your Legal Acknowledgement and Mandatory

  • Binding Arbitration Agreement (Continued)(Read, sign and date where indicated)

    I declare under the penalty of perjury under the laws of the state of California that the following statements are true, correct and pertain to the employer named on this application, myself and my dependents named on this application.

    • for the employer and considered eligible by my employer because I work either 20+ or 30+ hours per week, or I am an eligible COBRA/Cal-COBRA participant.

    • per diem, 1099 or substitute employee or insured by or eligible to be insured by the employer’s union policy.

    • n to me or my spouse/domestic partner, or legally adopted, or a non-temporary legal ward, and/or have an established parent-child relationship with me or my spouse/domestic partner. I understand that I am required to notify CaliforniaChoice when an established parent-child relationship ceases to exist.

    I understand that the preceding statements are subject to audit at any time and agree to provide CaliforniaChoice with any and all information necessary to prove the above statements.

    All statements and answers I have given are true and complete. I understand it is a crime to knowingly perform an act or practice constituting fraud or make an intentional misrepresentation of material fact to an insurance company for the purpose of defrauding the company. Penalties may include imprisonment, fines or a denial of insurance benefits. I understand all benefits are subject to conditions stated in the Group Contract and coverage documents. If my plan is rescinded or canceled, I will receive from my insurer a notice at least 30 days prior to the effective date of the rescission explaining the reasons for the intended rescission and my right to appeal that decision to the Commissioner of Insurance pursuant to subdivision (b) of Section 10273.4 of the California Insurance Code. Notwithstanding subdivision (a) of Section 10273.4 or any other provision of the law, I understand that after 24 months following the issuance of my health plan or insurance policy, my insurer may not rescind my health plan or insurance policy for any reason, and shall not cancel my health plan or insurance policy, limit any provisions of the health plan or policy, or raise premiums due to any omissions, misrepresentations, or inaccuracies in the application for, whether willful or not.

    I understand that any persons, business or health plan that suffers a loss because of false-declarations contained in this statement may take legal action against me to recover their losses.

      • an act or practice constituting fraud or making of an intentional misrepresentation of a material fact to an insurance company for the purposes of defrauding the company.

      • dependents have met all of the eligibility requirements.

      California law prohibits an HIV test from being required or used by health care service plans as a condition of obtaining coverage.

    • MANDATORY BINDING ARBITRATION

    • I understand that, if I select a Health Plan that uses mandatory binding arbitration to resolve disputes, I am agreeing to arbitrate claims that relate to my or a dependent's membership in the Health Plan (except for Small Claims Court cases and claims that cannot be subject to binding arbitration under governing law I understand that any dispute between myself, my heirs, relatives, or other associated parties on the one hand and the Health Plan, any contracted health care providers, administrators, or other associated parties on the other hand for alleged violation of any duty arising out of or related to membership in the Health Plan, including any claim for medical or hospital malpractice (a claim that medical services were unnecessary or unauthorized or were improperly, negligently, or incompetently rendered), for premises liability, or relating to the coverage for, or delivery of, services or items, irrespective of legal theory, must be decided by binding arbitration under California law and not by lawsuit or resort to court process, except as applicable law provides for judicial review of arbitration proceedings. I agree to give up our right to a jury trial and accept the use of binding arbitration. I understand that the full arbitration provision is in the Health Plan's coverage document, which is available for my review.

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      If birth/date of placement occurred on the 16th or after, child is automatically covered at no cost under Subscriber between date of birth/placement and the first of the following month. Coverage for the dependent begins on the first of the month following the birth/date of placement.

      DENTAL Dependent eligibility: Born to, a stepchild or legal ward of, adopted by, or have an established parent-child relationship with the eligible employee, employee spouse or domestic partner Under age 26 (unless disabled, disability diagnosed prior to age 26)

      AMERITAS DENTAL Dependent eligibility: Born to, a stepchild or legal ward of, adopted by, or have an established parent-child relationship with the eligible employee, employee spouse or domestic partner Financially dependent upon the employee per IRS guidelines Unmarried or not involved in a domestic partnership Under age 26 (unless disabled, disability diagnosed prior to age 26) Dependents who are incapable of Disabled Dependents: self-support because of continuous mental or physical disability that existed before the age limit are eligible for coverage until the incapacity ends. Documentation of disability will be requested. Once the child reaches the age limit for coverage, verification of eligibility will occur annually at the child’s birthday.

      Dependents must meet all requirements listed in order to be eligible for  enrollment

    • Family Coverage Eligibility Requirements

    • Who can be covered? New Spouse/ New Stepchild

      During Initial Enrollment or Group’s Annual Renewal: Coverage begins on group’s effective date.

      Involuntary Loss of Other Coverage: Spouse can be added outside of Renewal only if he/she loses other coverage involuntarily. Coverage is effective the first of following month.

      New spouse must be legally married to the employee New stepchild must also meet the dependent children requirements listed below

      Mid-Year Addition: Mid-year additions of a spouse will require a state-stamped copy of the Marriage Certificate. If the married parties have not yet received the state-stamped copy of the Marriage Certificate, a county issued receipt displaying the names of the parties and the date of marriage may be acceptable. Married parties agree to provide a copy of the state-stamped Marriage Certificate within 60 days of issuance. If all required documentation is received before the 16th day of the month in which the marriage was established, premiums are charged for the full month and coverage begins on the date of the event. If all required documentation is received on or after the 16th day of the month, the date of receipt. coverage begins on the 1st of the month following

    • Birth/Adoption/ Legal Guardianship/ Eligible Dependent Child

    • If birth/date of placement occurred before the 16th of the month, coverage begins on the first day of the month of the date of birth/placement.

    • MEDICAL, CHIRO, VISION and METLIFE & SMILESAVER

    • If birth/date of placement occurred on the 16th or after, child is automatically covered at no cost under Subscriber between date of birth/placement and the first of the following month. Coverage for the dependent begins on the first of the month following the birth/date of placement.

      DENTAL Dependent eligibility: Born to, a stepchild or legal ward of, adopted by, or have an established parent-child relationship with the eligible employee, employee spouse or domestic partner Under age 26 (unless disabled, disability diagnosed prior to age 26)

      AMERITAS DENTAL Dependent eligibility: Born to, a stepchild or legal ward of, adopted by, or have an established parent-child relationship with the eligible employee, employee spouse or domestic partner Financially dependent upon the employee per IRS guidelines Unmarried or not involved in a domestic partnership Under age 26 (unless disabled, disability diagnosed prior to age 26) Dependents who are incapable of Disabled Dependents: self-support because of continuous mental or physical disability that existed before the age limit are eligible for coverage until the incapacity ends. Documentation of disability will be requested. Once the child reaches the age limit for coverage, verification of eligibility will occur annually at the child’s birthday.

      Dependents must meet all requirements listed in order to be eligible for  enrollment

    • Domestic Partner/ Child of Domestic Partner

    • If birth/date of placement occurred on the 16th or after, child is automatically covered at no cost under Subscriber between date of birth/placement and the first of the following month. Coverage for the dependent begins on the first of the month following the birth/date of placement.

      DENTAL Dependent eligibility: Born to, a stepchild or legal ward of, adopted by, or have an established parent-child relationship with the eligible employee, employee spouse or domestic partner Under age 26 (unless disabled, disability diagnosed prior to age 26)

      AMERITAS DENTAL Dependent eligibility: Born to, a stepchild or legal ward of, adopted by, or have an established parent-child relationship with the eligible employee, employee spouse or domestic partner Financially dependent upon the employee per IRS guidelines Unmarried or not involved in a domestic partnership Under age 26 (unless disabled, disability diagnosed prior to age 26) Dependents who are incapable of Disabled Dependents: self-support because of continuous mental or physical disability that existed before the age limit are eligible for coverage until the incapacity ends. Documentation of disability will be requested. Once the child reaches the age limit for coverage, verification of eligibility will occur annually at the child’s birthday.

      Dependents must meet all requirements listed in order to be eligible for  enrollment

    • Do not use this form to change your physician or dentist

       

      Save and Continue Later if you'd like to start the form on your computer and sign with your phone. You'll receive a link by email to complete the signature and submit it later.

       

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