Employer Eligibility Requirements. Must be an accounting firm in public practice or a firm offering general financial services. • Must be headquartered in the state of California. • Must have more than 50% of enrolled employees residing in California. • More than 50% of all the firm’s owners must be CPA Members of CalCPA or Associate Members of CalCPA.
Employer Eligibility Requirements. Must be an accounting firm in public practice or a firm offering general financial services. Must be headquartered in the state of California. Must have more than 50% of enrolled employees residing in California. Employee Participation Requirements: Medical: at least 75% of eligible employees* must enroll. Dental and Vision: 100% of eligible employees* must enroll. Life and Long‐Term Disability: 100% of full‐time employees must enroll. Required Forms: Signatures cannot be dated more than 59 days prior to the requested effective date. Enrollment and Change Form must be completed by each full‐time employee when: o Enrolling in Medical, Dental, Vision, Group Life or Long‐Term Disability. o Waiving or terminating coverage for themselves and/or dependent. All former employees applying for COBRA/Cal‐COBRA coverage must complete the COBRA/Cal‐COBRA section of the Enrollment Form Beneficiary Designation Forms must be completed for Life and Long‐Term Disability. Health Statements must be completed for groups of 2‐3 employees applying for Life or Long‐Term Disability coverage. All groups must submit a copy of their most recent DE‐9 and DE‐9c. HSA Administration form must be completed for groups electing integrated HSA administration. Missing signatures and questions left unanswered can delay the processing of your application. If you have any questions regarding or need assistance with reviewing the Subscription Agreement, please call Banyan Administrators – Managers for the CalCPA Health Programs at 877‐480‐7923. Once all questions have been answered, please sign and submit completed forms to: Banyan Administrators 0000 Xxxxx Xxxxx, Xxxxx 000 Xxxxxxxxxxxxx, XX 00000 Phone: (877) 480‐7923 Fax: (877) 237‐4519 Secure Email: xxxxxxxxxxxx@xxxxxxxxxxxx.xxx Note: this document was written to summarize the main requirements for new group applications and additional information may be required. A complete list may be found in the Underwriting Guidelines.
Employer Eligibility Requirements. To be an eligible group and to remain an eligible group, the Employer must be actively engaged in business for profit within the meaning of the Internal Revenue Code, or be established as a legitimate nonprofit corporation within the meaning of the Internal Revenue Code.
