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Forms and Materials for Employers

The documents on this page were designed to help you manage your group’s coverage. Please contact your Client Service Representative if you have a special request.

Want to promote health and wellness in your organization? Check out our Wellness Communication Toolkit.

Looking for member materials? Visit our Forms and Materials for Members page.

Manage Your Group Coverage

Manage Employee Coverage

Administrative Forms

2018 Group Enrollment Application and Waiver (Dental Only)
2018 Group Enrollment Application and Waiver (Medical/Dental)en Español
2019 Group Enrollment Application and Waiver (Medical/Dental)en Español
Authorization to Use or Disclose PHIen Español
CHIP Notice
Confidential Communication (Parent/Guardian Information) Form
Coordination of Benefits Form
Designation of Authorized Representative
Disabled Dependent Certification
Employee Address or Name Changeen Español
ERISA: SPD Sample Wrap Template
Request Accounting of Disclosures
Request Record Set Access
Request to Amend a Designated Record Set
Restrict Record Set Access
RightFit Plan and PCP Selection Formen Español
Termination of Dependent Coverage

Claims and Medical Benefit Forms

Care Coordination Request
Claim Form - Dental
Prescription Drug Claim Form

Continuation Coverage Forms

COBRA Initial Notice (Continuation Coverage Rights Under COBRA)
Continuation Election Form (Dental Only)
Continuation Election Form (Federal, Word format)en Español
Continuation Election Form (State)
Guide: PacificSource Model Notices
Oregon State Continuation of Coverage Laws (SB89) FAQ for Members

Medicare Part D Notices

Employer Notice
Medicare Part D Creditability Matrix (2018)
Medicare Part D Creditability Matrix (2019)
Medicare Part D Creditable Coverage FAQ
Notice A (creditable) Sample Member Noticeen Español
Notice B (noncreditable) Sample Member Noticeen Español

Provider Nomination Forms

Advantage Dental
First Health Network
IPN
PacificSource (PSN), SmartHealth, and SmartChoice Networks

Plan Benefits and Information

Health and Wellness Programs and Information

Online Tools

Payroll Inserts

InTouch for Employers

Access your PacificSource account information 24/7.

Help your employees get engaged!

Our Workplace Wellness Toolkit includes posters, payroll stuffers, and newsletter articles you can use to promote healthy behaviors in your workplace.

See our Creating a Wellness Committee flier for an overview of establishing a workplace committee and culture of healthy habits.

Learn how to implement a successful workplace wellness program using our Winning at Wellness guide.

Get the background and regulation information you need for wellness program incentives with our new white paper, Understanding Health-contingent Wellness Incentives.

Last updated 4/29/2019