Group Plan
Kaiser Permanente Senior Advantage (HMO)
Election form
Northern California or Southern California Region Group Plan
Filling out and returning the enrollment form is your first step to becoming a Kaiser Permanente
Senior Advantage member. If you and your spouse are both applying, you’ll each need to fill out a
separate form. For help completing the enrollment form, call our Member Services Contact Center
at 1-800-443-0815 (TTY 711), seven days a week, 8 a.m. to 8 p.m.
How to fill out this form
1. Answer all questions and print your answers using black or blue ink. Fill in check boxes
with an X.
2. Sign the form on page 5 and date it. Make sure you’ve read all the pages before you sign.
3. Mail the original, signed form to:
Kaiser Permanente – Medicare Unit
P.O. Box 232400
San Diego, CA 92193-2400
4. Make a copy for your records. If required, submit a copy to your employer group, union
or trust fund.
Next steps
We’ll review your form to make sure it’s complete. Then we’ll let you know by mail that
we’ve received it.
We’ll let Medicare know that you’ve applied for Senior Advantage.
Within 10 calendar days after Medicare confirms your enrollment, we’ll first let you know the start
date for your coverage. Next, we will send you a Kaiser Permanente ID card and your new
member package within 10 days of your start date.
To check on the status of your application, please visit kp.org/medicare/applicationstatus.
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Employer Group Use Only
Please provide receipt date of form in this section when submitting on behalf of employee/retiree.
Employer Group #:
Employer Receipt Date:
Authorized Rep:
Please contact Kaiser Permanente if you need information in another language or accessible format (Braille).
To Enroll in Kaiser Permanente Senior Advantage, Please Provide the Following Information
Employer or Union Name: Group #:
LAST Name:
FIRST Name: Middle Initial: Gender:
Male Female
Are you a current or former member of any Kaiser Permanente
health plan? Yes No If yes: Current Former
Kaiser Permanente Medical/Health Record Number:
Permanent Residence Street Address (P.O. Box is not allowed):
City:
County: State: ZIP Code:
Home Phone Number: Mobile Phone Number: Birth Date: (mm/dd/yyyy)
- - - -
/ /
Mailing Address (only if different from your Permanent Residence Address)
Street Address:
City: State: ZIP Code:
E-mail Address:
Page 1 of 5
/ /
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Last Name
First Name
Please Provide Your Medicare Insurance Information
Please take out your red, white and blue Medicare card to
complete this section.
Fill out this information as it appears on your
Medicare card.
- OR -
Attach a copy of your Medicare card or your letter from
Social Security or the Railroad Retirement Board.
Name (as it appears on your Medicare card):
Medicare Number:
Is Entitled To: Effective Date:
HOSPITAL (Part A)
MEDICAL (Part B)
You must have Medicare Part B, however most employer groups
require both Parts A and B to join a Medicare Advantage plan.
Please Read and Answer These Important Questions
1. Do you or your spouse work? Yes No
2. Are you the retiree? Yes No
If yes, retirement date (mm/dd/yyyy):
/ /
If no, name of retiree:
3. Are you covering a spouse or dependents under this employer or union plan? Yes No
If yes, name of spouse:
Name(s) of dependent(s):
4. Some individuals may have other drug coverage, including other private insurance, Workers Compensation, VA benefits, or
State pharmaceutical assistance programs.
Will you have other prescription drug coverage in addition to Kaiser Permanente? Yes No
If yes, please list your other coverage and your identification (ID) number(s) for that coverage.
Name of other coverage: ID # for other coverage:
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Last Name First Name
5. Are you a resident in a long-term care facility, such as a nursing home? Yes No
If yes, please provide the following information:
Name of institution:
Address of institution (number and street): Phone Number:
- -
6. Requested effective date (subject to CMS approval):
/ /
Please check one of the boxes below if you would prefer that we send you information in a language other than English
or in an accessible format:
Spanish Large Print Braille CD
Please contact Kaiser Permanente at 1-800-443-0815 if you need information in an accessible format or language other than what
is listed above. Our office hours are seven days a week, 8 a.m. to 8 p.m. TTY users should call 711.
Please complete the information below
If you currently have Kaiser Permanente coverage through more than one employer or union/trust fund, you must choose ONE
employer or union/trust fund from which to receive your Senior Advantage coverage. Complete the information for that employer
or union/trust fund below.
Employer Group/Union/Trust Fund Name:
Employer Group/Union/Trust Fund ID #: Subgroup: Requested effective date (subject to CMS approval):
/ /
Please Read and Sign Below
By completing this enrollment application, I agree to the following:
Kaiser Permanente is a Medicare Advantage plan and has a contract with the Federal government. I will need to keep my
Medicare Part B, however most employer groups require both Parts A and B. I can only be in one Medicare Advantage plan at a
time and I understand that my enrollment in this plan will automatically end my enrollment in another Medicare health plan. It
is my responsibility to inform you of any prescription drug coverage that I have or may get in the future. I understand that if I
don’t have Medicare prescription drug coverage, or creditable prescription drug coverage (as good as Medicare’s), I may have to
pay a late enrollment penalty if I enroll in Medicare prescription drug coverage in the future. I may leave this plan at any time by
sending a request to Kaiser Permanente or by calling 1-800-MEDICARE (1-800-633-4227 or TTY 1-877-486-2048), 24 hours a
day, 7 days a week. However, before I request disenrollment, I will check with my group or union/trust fund to determine if I am
able to continue my group membership.
I understand that if I currently have Kaiser Permanente coverage through more than one employer or union/trust fund, I must
choose one of these coverage options for my Senior Advantage plan because I can be enrolled in only one Senior Advantage plan
at a time. My other employer or union/trust fund may allow me to enroll in one of their non-Medicare plans as well. I will contact
the benefit administrators at each of my employers or union/trust funds to understand the coverage that I am entitled to before I
make a decision about which employer’s or union/trust fund’s plan to select for my Senior Advantage plan.
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Last Name
First Name
Kaiser Permanente serves a specific service area. If I move out of the area that Kaiser Permanente serves, I need to notify the
plan so I can disenroll and find a new plan in my new area. Once I am a member of Kaiser Permanente, I have the right to appeal
plan decisions about payment or services if I disagree. I will read the Senior Advantage Evidence of Coverage document from
Kaiser Permanente when I receive it in order to know which rules I must follow to get coverage with this Medicare Advantage
plan. I understand that people with Medicare aren’t usually covered under Medicare while out of the country except for limited
coverage near the U.S. border.
I understand that beginning on the date Senior Advantage coverage begins, I must get all of my health care from
Kaiser Permanente, except for emergency or urgently needed services or out-of-area dialysis services.
Services authorized by Kaiser Permanente and other services contained in my Senior Advantage Evidence of Coverage
document (also known as a member contract or subscriber agreement) will be covered. Without authorization, NEITHER
MEDICARE NOR KAISER PERMANENTE WILL PAY FOR THE SERVICES.
I understand that if I am getting assistance from a sales agent, broker, or other individual employed by or contracted with
Kaiser Permanente, he/she may be paid based on my enrollment in Kaiser Permanente.
Release of Information
By joining this Medicare health plan, I acknowledge that the Medicare health plan will release my information to Medicare
and other plans as necessary for treatment, payment and health care operations. I also acknowledge that Kaiser Permanente
will release my information including my prescription drug event data to Medicare, who may release it for research and other
purposes which follow all applicable Federal statutes and regulations. The information on this enrollment form is correct to
the best of my knowledge. I understand that if I intentionally provide false information on this form, I will be disenrolled from
the plan.
I understand that my signature (or the signature of the person authorized to act on my behalf under the laws of the State where
I live) on this application means that I have read and understand the contents of this application. If signed by an authorized
individual (as described above), this signature certifies that: 1) this person is authorized under State law to complete this
enrollment and 2) documentation of this authority is available upon request from Medicare.
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Last Name First Name
KAISER FOUNDATION HEALTH PLAN ARBITRATION AGREEMENT
I understand that (e
xcept for Small Claims Court cases, claims subject to a Medicare appeals procedure or the ERISA
claims procedure regulation, and any other claims that cannot be subject to binding arbitration under governing law)
any dispute between myself, my heirs, relatives, or other associated parties on the one hand and Kaiser Foundation
Health Plan, Inc. (KFHP), 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 KFHP, including any claim for medical
or hospital malpractice (a claim that medical services were unnecessary or unauthorized or were improperly,
negligently, or incompetently rendered), for premises liability, or relating to the coverage for, or delivery of, services or
items, 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
contained in the Evidence of Coverage.
Signature:
Today’s Date:
/ /
If you are the authorized representative, you must sign above and provide the following information:
Name:
Address:
Phone Number:
- -
Relationship to Enrollee:
Office Use Only:
Name of staff member/agent/broker (if assisted in enrollment):
Plan ID #: Effective Date of Coverage:
/ /
ICEP/IEP: AEP: SEP (type): Not Eligible:
Page 5 of 5
2021 NCAL or SCAL Group Plan Election Form
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