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Broker Product Forms and Applications
Use the Right Forms
For ActivateSM, InnovaSM, EngageSM and HSA Healthplan 2.0SM business, use these new forms only. Do not use the forms listed below for these products.

Set up automatic deposits for your commission payments:
Authorization Agreement for Electronic Funds Transfer

Creditable Coverage Notice Forms

Product Transition Announcement
Older small-group plans for groups of 2-99 will no longer be available for new or renewing groups beginning with 1/1/10 or later effective dates Learn more about product availability rules.

Groups of 2-50 Employees Groups of 51+ Employees Individual Plans Medicare Plans

Medicare Plans

Agent Change Request - Change the agent of record for a health coverage plan

Regence MedAdvantage + Rx Enhanced (PPO), Regence MedAdvantage + Rx Classic (PPO) and Regence MedAdvantage (PPO)

  • Short Enrollment Form (for members upgrading their plan)
    All pages of this form must be given to inquiring or applying individuals.
Medicare Supplement

Medicare Script (PDP)

  • Enrollment Form
  • Short Enrollment Form (for members upgrading their plan)
    All pages of this form must be given to inquiring or applying individuals.


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