Forms for Downloading2018-09-28T22:58:37+00:00

Forms for Downloading

Broker Contracting Forms

CoOp Membership Agreement2018-09-28T21:07:21+00:00
Broker Appointment Form2018-09-28T20:57:46+00:00
Broker W-92018-09-28T21:04:04+00:00
Broker Compensation Form2018-10-19T19:41:09+00:00
Employer Freedom Plan Checklist2018-09-28T20:26:45+00:00

Group Forms

CoOp Membership Agreement2018-09-28T21:07:21+00:00
Group Information Form2018-09-28T20:37:45+00:00
W-9 (for the group)2018-09-28T20:39:51+00:00
Freedom Plan Cost Calculator2018-09-28T20:51:16+00:00
ACH Advantage Form for Groups and Individuals2018-09-28T20:54:10+00:00
Group Census Eligibility Template in Excel Format2018-09-28T21:01:30+00:00

Employee Forms

Employee Enrollment Application (paper form)
NOTE: If paper form is used, broker must enter employee info. into Excel template.
Also, please allow an extra 10 days for processing paper applications.
FOR ONLINE EMPLOYEE ENROLLMENT go to:
sbafreedomplan.com/employee-enrolling-in-employer-plan
Online enrollment is recommended and enables broker to avoid filling out the Excel template.
2018-11-09T21:00:51+00:00