Covered California for Small Business
Change Request Form for Employers 2020
Check here if changes are
to be effective at renewal.
Must be received prior to renewal date.
Fax completed form to (949) 809-3264
Mail to Covered California at P.O. Box 7010, Newport Beach, CA 92658
For assistance call (855) 777-6782
Covered California for Small Business Change Request Form for Employers | Version CCSB V3.102319 2020
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Page 1 of 4
CHANGE IN BUSINESS OWNERSHIP INDICATE DATE CHANGE OF OWNERSHIP EFFECTIVE
CHANGE OF ADDRESS OR OTHER INFORMATION FOR BUSINESS INDICATE DATE CHANGE OF INFORMATION EFFECTIVE
Employer name Federal Employer Identication Number (FEIN)
Employer phone number Covered California for Small Business (CCSB) Group #
( ) -
NEED HELP WITH THIS FORM? Contact your Covered California Certified Insurance Agent with questions, visit CoveredCA.com or call us at
(855) 777-6782. Para obtener una copia de este formulario en Español, llame (855) 777-6782.
EMPLOYEES TO BE TERMINATED INDICATE EFFECTIVE DATE OF TERMINATION
CHANGE OF PLAN LEVEL (METAL TIER)
CHANGE OF PREMIUM CONTRIBUTION AMOUNT
Please list the name and Federal Employer Identification Number you originally applied for Covered California coverage under so that we may locate the
correct company record. If the name of your company has changed, list your new company name under “Updated Business Information” below.
1. NEW Business Legal Name 2. NEW Federal Employer Identication Number (FEIN)
3. NEW Doing Business As (DBA) 4. NEW State Employer Identication Number (SEIN)
EMPLOYER INFORMATION
REASON FOR CHANGE CHECK ALL THAT APPLY
UPDATED BUSINESS INFORMATION IF APPLICABLE
ELECTING EMPLOYEE ONLY COVERAGE
CHANGE IN OWNERSHIP You must provide the following documents
Sole Proprietor
Local business license or Fictitious Business Name Filing AND DE-9C or Payroll records for 30 days
Corporation
Articles of Incorporation (led and stamped) AND DE-9C or Payroll records for 30 days AND Statement of Information (if of-
cers are oered coverage and not listed on DE-9C) or Corporate Meeting minutes listing all ocers names
Partnership
Partnership Agreement AND Federal Tax ID Appointment letter AND DE-9C or Payroll records for 30 days
Limited Partnership (LI)
Partnership Agreement AND Federal Tax ID Appointment letter AND DE-9C or Payroll records for 30 days
Limited Liability
Partnership (LLP)
Partnership Agreement or Federal Tax ID Appointment AND DE-9C or Payroll records for 30 days
Limited Liability
Company (LLC)
Articles of Organzation Operating Agreement or Statement of Information AND DE-9C or Payroll records for 30 days
CHANGE OF REFERENCE PLAN
EFFECTIVE DATE
MMDDYYYY
CHANGING COBRA STATUS
CHANGE WILL BE EFFECTIVE
AT RENEWAL
CHANGE WILL BE EFFECTIVE
AT RENEWAL
CHANGE WILL BE EFFECTIVE
AT RENEWAL
CHANGE WILL BE EFFECTIVE
AT RENEWAL
ADDING DEPENDENT COVERAGE
CHANGE WILL BE EFFECTIVE
AT RENEWAL
cc_ERChangeForm.2014.r15.indd 1 4/30/15 2:26 PM
CHANGE OF INFERTILITY OFFER
CHANGE WILL BE EFFECTIVE
AT RENEWAL
LESS THAN FTE
m
Employee only
m
Employee + spouse + child(ren)
50 - 100 FTE
m
Employee + child(ren)
m
Employee + spouse + child(ren)
OTHER (PLEASE DESCRIBE)
m
Cal COBRA (19 or less FTE) to Fed COBRA (20 or more FTE)
m
Fed COBRA (20 or more FTE) to Cal COBRA (19 or less FTE)
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Page 2 of 4
Employer name
CCSB
Group #
Page 2 of 6
Employers must be located within the same state they’re buying health coverage and must offer coverage to all
full-time employees (those working on average 30+ hours per week).
Private Nonprofit Government Church/church affiliated
Business legal name DBA
1. Business legal name 2. Federal Employer Identification Number (FEIN)
4. State Employer Identification Number (SEIN)
3. Doing business as (DBA)
5. Which name do you want to use for reporting purposes?
6. Organization type
10. SIC code
7. Total number of employees on payroll? 8. Total number of eligible employees?
9. Requested Coverage Effective Date
11. Yes, I’m oering dependent health coverage.
(See Step 7 to indicate optional employer contribution.)
No, I’m not oering
dependent health coverage
12. Yes, I’m oering coverage to
non-registered domestic partners.
No, I’m not oering coverage to
non-registered domestic partners.
13. My company is subject to:
Federal COBRA Cal-COBRA
Agent Information (if applicable)
1. First name, Middle name, Last name, & Suffix
2. General agency name (if applicable) 3. CA insurance license #
4. Covered California Certified Insurance Agent
Yes No
STEP 2
Tell us about the employer offering coverage.
Tell us who to contact about this application.
STEP 3
NEED HELP WITH YOUR APPLICATION? Contact your agent with questions – visit www.CoveredCA.com, or call us at (877) 453-9198.
Primary Contact (official communications will be addressed to the primary contact)
1. First name, Last name, & Suffix
Authorized Representative (if you want to name someone as your authorized representative — OPTIONAL)
6. First name, Last name, & Suffix
7. Phone number 8. Email address (OPTIONAL)
3. Email address (OPTIONAL)
2. Phone number
Mail Email Phone
( )
( )
4. What is the preferred method of communication? 5. Preferred spoken or written language (OPTIONAL—if not English)
Company Addresses
9. California business address – street address 1 (must be a California street address)
10. Street address 2
11. City 12. State 13. ZIP code 14. County
18. City 19. State
20. ZIP code
21. County
Yes No
15. Is your mailing address the same as your California business address?
17. Mailing address
Yes No
16. Is your billing address the same as your California business address?
23. City 24. State 25. ZIP code 26. County
22. Billing address
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14. Have you employed 20 or more employees for 20 or more
weeks during the current or preceding calendar year?
Yes No
Covered California for Small Business Change Request Form for Employers | Version CCSB V3.102319 2020
NEED HELP WITH THIS FORM? Contact your Covered California Certified Insurance Agent with questions, visit CoveredCA.com or call us at
(855) 777-6782. Para obtener una copia de este formulario en Español, llame (855) 777-6782.
PLEASE COMPLETE ONLY THE INFORMATION THAT HAS CHANGED
EMPLOYEE INFORMATION CHANGES: To change employee information or coverage such as adding a dependent or changing a home address, please
attach a completed Change Request Form for Employees.
LIST ANY EMPLOYEES YOU ARE TERMINATING FROM COVERAGE AND INDICATE REASON
EMPLOYEE LAST NAME FIRST NAME MI SSN / TAX ID #
LAST DAY OF COVERAGEREASON
EMPLOYEE LAST NAME
FIRST NAME MI SSN / TAX ID #
LAST DAY OF COVERAGEREASON
EMPLOYEE LAST NAME FIRST NAME MI SSN / TAX ID #
LAST DAY OF COVERAGEREASON
EMPLOYEE LAST NAME FIRST NAME MI SSN / TAX ID #
LAST DAY OF COVERAGEREASON
EMPLOYEE LAST NAME FIRST NAME MI SSN / TAX ID #
LAST DAY OF COVERAGEREASON
cc_ERChangeForm.2014.r15.indd 2 4/30/15 2:26 PM
Waive Coverage Too Expensive
Reduction of Hours Termination with cause
Death
Separation/Divorce
Too Expensive
Waive Coverage
Reduction of Hours
Termination with cause
Death
Separation/Divorce
Too Expensive
Waive Coverage
Reduction of Hours
Termination with cause
Death
Separation/Divorce
Too Expensive
Waive Coverage
Reduction of Hours
Termination with cause
Death
Separation/Divorce
Too Expensive
Waive Coverage
Reduction of Hours
Termination with cause
Death
Separation/Divorce
Resigned
Resigned
Resigned
Resigned
Resigned
Check here if there are NO Changes
Page 3 of 4
Covered California for Small Business Change Request Form for Employers | Version CCSB V3.102319 2020
Employer name
CCSB
Group #
NEED HELP WITH THIS FORM? Contact your Covered California Certified Insurance Agent with questions, visit CoveredCA.com or call us at
(855) 777-6782. Para obtener una copia de este formulario en Español, llame (855) 777-6782.
CURRENT Plan Level
Bronze
Silver
Gold
Platinum
NEW Plan Level
Bronze
Silver
Gold
Platinum
PLEASE NOTE: Plan levels may be changed only at renewal.
PLEASE NOTE: Premium contributions may be changed only at renewal.
CURRENT Contribution Level
Employee premium _____________% (50% minimum)
Dependent premium _____________% (optional, enter “0” if no contribution)
NEW Contribution Level
Employee premium _____________% (50% minimum)
Dependent premium _____________% (optional, enter “0” if no contribution)
CHANGE PLAN LEVELS OFFERED TO YOUR EMPLOYEES (IF APPLICABLE)
CHANGE YOUR PREMIUM CONTRIBUTION (IF APPLICABLE)
PLEASE NOTE: Reference Plans may be changed only at renewal.
CURRENT Reference Plan
Health Carrier
Plan Name
Plan Level
_________________________________________________________
_________________________________________________________
_________________________________________________________
NEW Reference Plan
Health Carrier
Plan Name
Plan Level
_________________________________________________________
_________________________________________________________
_________________________________________________________
CHANGE YOUR REFERENCE PLAN (IF APPLICABLE)
Dual Tier Choice: You may offer your employees the option to select from adjoining plan levels as indicated below:
Dual Tier Plan Level
Bronze + Silver
Silver + Gold Gold + Platinum
Certified Insurance Agent Name Email Phone Number
CERTIFIED INSURANCE AGENT INFORMATION
Please tell us the Certified Insurance Agent who assisted you with your Covered California for Small Business health coverage.
I did not receive assistance from a Certied Insurance Agent.
INFERTILITY
Do you want to offer plans that include infertility coverage?
Yes
No
Employers with 20 or more FTE’s:
Employers with 20 or more full-time equivalent (FTE) employees who
choose to offer Infertility benefits to their employees, all products shall
include Infertility benefits.
Employers with 20 or more FTE employees who choose to not offer
Infertility benefits to their employees, all products shall not include
Infertility benefits.
If Employer chooses to offer Infertility benefits, the following applies:
Employees selecting an HMO product cannot select a plan with Infertility
benefits.
Employees selecting either a PPO or EPO product must select a plan with
Infertility benefits.
If Employer chooses to not offer Infertility benefits, the following applies:
Employees electing an HMO product cannot select a plan with Infertility
benefits.
Employees electing either a PPO or EPO product cannot select a plan with
Infertility benefits.
Employers with less than 20 FTE’s:
Employers with less than 20 FTE employees have the option to include
Infertility benefits only on Non-HMO plans.
DENTAL COVERAGE
Do you want to offer dental coverage?
Yes
No
Page 4 of 4
Covered California for Small Business Change Request Form for Employers | Version CCSB V3.102319 2020
Employer name
CCSB
Group #
NEED HELP WITH THIS FORM? Contact your Covered California Certified Insurance Agent with questions, visit CoveredCA.com or call us at
(855) 777-6782. Para obtener una copia de este formulario en Español, llame (855) 777-6782.
To participate in Covered California for Small Business, you must attest to the following:
A.) I understand that the information I provided on this form will only be used to determine eligibility for and to facilitate enrollment in health coverage and
will be kept private as required by federal and state law.
B.) My waiting period is in compliance with 42 U.S.C. § 300gg-7, Section 10198.7(c) of the California Insurance Code, as amended by Statutes 2013-2014, 1st
Ex. Sess., ch. 1, § 7 and Section 1357.51(c) of the California Health and Safety Code, as amended by Statutes 2013-2014, 1st Ex. Sess., ch. 2, § 2, and all of my
qualified employees have complied with the waiting period;
C.) If my employee roster is included, I have consent from everyone I have listed on this application to include their personally identifiable information,
including but not limited to dates of birth, Social Security or tax identification numbers, addresses, and phone numbers.
D.) I know that under federal law, discrimination is not permitted on the basis of race, color, national origin, sex, age, sexual orientation, gender identity,
disability, religion, marital status or veteran status.
E.) I know that CCSB will not consider my group coverage approved until CCSB has received 85 percent of the first month's premium payment.
F.) I know that I must continue to make the required premium payments to continue to be an eligible employer in CCSB.
G.) I know that I must inform all eligible employees of the availability of coverage and that those not electing coverage must wait one year or experience a
qualifying event to obtain coverage through my group plan if they later decide they would like to have coverage.
H.) I understand that once coverage is approved by CCSB, changes to the coverage cannot be implemented after my effective date until my next annual
election of coverage period, except to the extent the qualified employer exercises the right to change coverage with the same issuer within the first 30
days of the effective date of coverage pursuant to Health and Safety Code 1357.504 (c) and the Insurance Code Section 10753.06.5 (c).
I.) I understand that health insurance coverage through the CCSB is subject to the applicable terms and conditions of the QHP issuer contract or policy and
applicable state law, which will determine the procedures, exclusions and limitations relating to the coverage and will govern in the event of any conflict
with CCSB or QHP issuer benefits comparison, summary or other description of coverage.
J.) I understand that once membership information is transmitted to the selected health plan issuers, group coverage effective dates cannot be changed
nor can coverage be terminated until after the first month of coverage.
K.) I understand that the attestations in this section are subject to audit by CCSB at any time.
L.) I understand that the attestations in this section must be maintained in order for my group to continue coverage through CCSB.
M.) I certify that the total number of Full-Time Equivalent (FTE) employees that I have provided in box 7, page 2 of this application is true and correct to the
best of my knowledge.
I have read and attest to the foregoing requirements for participation in CCSB.
Binding Arbitration Agreement:
I understand that, if I select a Health Plan that uses mandatory binding arbitration to resolve disputes, I am agreeing to arbitrate claims that relate to my or a
dependent's membership in the Health Plan (except for Small Claims Court cases and claims that cannot be subject to binding arbitration under governing
law). I understand that any dispute between myself, my heirs, relatives, or other associated parties on the one hand and the Health Plan, any contracted
health care providers, administrators, or other associated parties on the other hand for alleged violation of any duty arising out of or related to
membership in the Health Plan, including , for premises liability, relating to the coverage for, or delivery of, services or items, or, if I select a Kaiser
Permanente Health Plan, including any claim for medical or hospital malpractice (a claim that medical services were unnecessary or unauthorized or were
improperly, negligently, or incompetently rendered), irrespective of legal theory, must be decided by binding arbitration under California law and not by
lawsuit or resort to court process, except as applicable law provides for judicial review of arbitration proceedings. I agree to give up our right to a jury trial
and accept the use of binding arbitration. I understand that the full arbitration provision is in the Health Plan’s coverage document, which is available for my
review.
I have read and agree to the Binding Arbitration Agreement
ATTESTATION, ARBITRATION – read, complete & sign.
SIGN THE FORM AND SEND TO COVERED CALIFORNIA
Signature of Business Owner/Authorized Company Officer Title
Print Name Date