Not an Excel user?
Open and print your Census form. Completed forms can be faxed to: (509) 327-0760.
Printable .PDF Census Form
Tips to Remember
Please provide a copy of the benefit summary and most recent billing statement(s) for all of your group plans.
· CLICK HERE to open the Excel Census File. Please make note of all three sheets.
· Please identify each employee with an A for Active, P for Probationary period, W for Waive, IE for Ineligible or C for COBRA in the 1st column.
· Please refer to the Key to assign the appropriate tier for each employee.
· Please include the number of children after the tier and their age in the Child Age(s) column.
· Only complete Occupation and Salary if quoting Life, STD or LTD.
· All COBRA participants need to be included in the census and identified.
--------------------> Click here to fill in your on-line Census Form in Excel format <---------------------
· Edit letterhead, print, sign and fax the “Letter of Authorization” (sheet three).
· Save your Census in .xls format and send in as an e-mail attachment to contact@eQuoteAssist.com.
