Employee benefits

Employee benefits forms

Enrollment, change and claim forms for your group plans, and a benefits team ready to help you complete them.

Questions? Call (425) 242-5357

Forms

Forms we can send you

Forms vary by carrier and plan, so we send the current version for your group. Email benefits@firstunderwriters.com or use the request form below, and tell us if you need help completing one.

Health insurance

  • Group health enrollment
  • Qualifying event change form
  • Dependent verification
  • COBRA election form

Dental & vision

  • Dental enrollment form
  • Vision enrollment form
  • Dental claim form
  • Vision claim form

Life & disability

  • Life insurance enrollment
  • Beneficiary designation
  • Evidence of insurability
  • Disability claim form

FSA & HSA accounts

  • HSA enrollment form
  • FSA enrollment form
  • Dependent care FSA form
  • FSA reimbursement request

Retirement plans

  • 401(k) enrollment form
  • Contribution change form
  • Beneficiary designation
  • Rollover request form

Employer forms

  • New group application
  • Employee census template
  • Section 125 plan document
  • Employer contribution worksheet
Benefits assistance

How can we help?

Questions about your benefits or need help with enrollment? Our benefits team responds within one business day.

  • New group quotes and renewal reviews
  • Enrollment, plan changes and claims help
  • Compliance and billing questions

Prefer to talk? Call (425) 242-5357, Monday–Friday, 8:30am–5:00pm Pacific.

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