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Funding Advantage Group Submissions

New guidelines for easier underwriting

Groups of 2-14 enrolled employees and virgin groups will require full individual health
questionnaires (IHQs). For groups of 15+ enrolled employees, typically there will be
no IHQs (as long as the required support materials are provided and the groups are not
virgin groups).

Groups 2-14 Requirements
​
Including virgin groups

Minimum employee participation rate is 50% pre-waiver; no minimum dependent participation; no owners only
  • A group census including all employees and dependents enrolling in coverage
  • Medical employee enrollment form
  • Current carrier bill (for non-virgin groups) that lists employees
  • Full renewal packet for non-virgin groups
  • 2-14 Plan sponsor statement
  • Recent SQUTR, wage, tax or payroll register, preferably adjudicated

​Groups 15+ Requirements
For groups with existing coverage

Minimum employee participation rate is
50%; no minimum dependent participation

Database Underwritten Quotes
  • Group census, including all employees and dependents enrolling in coverage
  • Current carrier bill
  • Full renewal packet including large claim information
Complete Submission
  • Final enrollment census, including all demographic information for employees and dependents
  • 15+ Plan sponsor statement including employer disclosure statement
  • Experience and large claims reporting
For additional information, visit our Funding Advantage Resources & Forms page or contact Allied Sales Support at [email protected].
Funding Advantage Resources & Forms

MEC Group Submissions
​

Here's what you need to get started:
  • Minimum 5 employees required to enroll in the MEC plan.
  • 100% participation and 100% employer
    contribution after valid waivers for
    MEC Basic option
  • Optional buy-up options with no
    additional participation requirements
  • Employer information (company name,
    SIC or industry and address)
Here's what you need to receive a proposal:
  • Dependent level census (with first, last
    name, gender, DOB, relationship and
    coverage selection)
  • Employer information (company name,
    SIC or industry and address
​For a full submission, we will also require an employer statement and may require other
details based on our discretion.
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  • Home
  • Employers
    • Self-Service Login
    • Prescription Benefits
    • Lab Program
    • Allied Member Discounts
    • EBA Newsletter
    • Downloadable Forms
  • Members
    • Member Resources for Funding Advantage >
      • Explanation of Benefits for Funding Advantage Members
      • Member FAQs
      • Member-Hybrid >
        • Member-Hybrid-Plan-Info
        • Member-Spanish-Hybrid-Plan-Info
      • Member-Traditional >
        • Member-Traditional-Plan-Info
        • Member-Spanish Traditional-Plan-Info
      • Member-Essentials >
        • Member-Essentials-Plan-Info
        • Member-Spanish Essentials-Plan-Info
      • Member-PPO >
        • Member-PPO-Plan-Info
        • Member-Spanish-PPO-Plan-Info
      • Member-Cost Saver >
        • Member-Cost Saver-Info
        • Member-Spanish-Cost Saver-Info
      • Member-Minimum Essential Coverage >
        • Member-Spanish Minimum Essential Coverage
      • Member - Community Health Plan >
        • Member-Community Health-Plan-Info
      • Member-H&H PLan >
        • Member-H&H Plan-Info
      • Member-Vault PPO Resources >
        • Member-Vault-PPO-Plan-Info
      • Member-Vault RBP >
        • Member-Vault RBP-Plan-Info
      • Member-Fundamental Care
      • Member-Fundamental Care Value Plan
    • Benefit Extras >
      • Allied Member Discounts
      • Elite Experience Team
      • HealthCare Assistant
      • HealthChoices
      • Lab Program
      • Telehealth
    • Self-Service Login >
      • Self -Service Site Info
    • Find A Provider
    • Prescription Benefits
    • Member Download Forms >
      • Appeals
  • Agents
    • Agent Edge
    • Group Submissions
    • Plans >
      • Level Funding Group >
        • Freedom Plan >
          • Hybrid
          • Traditional
          • Essentials
        • PPO
        • Cost Saver Plan
        • Minimum Essential Coverage
        • Direct Primary Care
      • Dental Design Group
      • Premium Only Plan Group
      • Individual Plans
    • Self-Service Login
    • Download Forms - Agents
    • Product Availability
    • Training Webinars
    • Agent FAQs
    • Bulletin (Agent)
  • Provider
    • Provider Verification
    • DPC & Benefit Plans
  • About Us
    • History
    • Testimonials
    • Blog
    • Newsroom >
      • Allied Logos
  • Contact Us