Commercial Benefit Services, Inc.



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Please fill this form out to the best of your knowledge. Accurate information will ensure accurate rates.

Company Name:
Nature of Business:
Plan Anniversary Date:
Employer contribution towards Employee Premium %
Employer contribution towards Dependent premium %

 

Life Carrier:
Present Life Coverage $
Present Life Rate $

 

Dental Carrier:
  Current Renewal
EE Only $ $
EE + Spouse $ $
EE + Child(ren) $ $
EE + Family $ $

 

MedicalCarrier:
  Current Renewal
EE Only $ $
EE + Spouse $ $
EE + Child(ren) $ $
EE + Family $ $

 

EE  Name Age Sex EO ES EC EF Zip Code Occupation Salary
1
2
3
4
5
6
7
8
9
10
11
12
13
14
15
16
17
18
19
20
21
22
23
24
25

Should you have over 25 employees, please call us at 713-956-5522. We will provide you with another form which can be faxed or emailed.  

 

Medical History Review: To the best of your knowledge.

Please give any details to any "yes" answers below. Indicate the diagnosis of each condition, date of onset of illness, duration and nature of treatment, and dollar amount of claims. Please provide the prognosis and any current or expected treatment, including medication (type and dosage).

1. Have any employees or dependents incurred more than $5,000 in medical expenses during the last 12 months and/or been treated for heart condition, cancer, diabetes, or AIDS?


2. Are any employees or dependents now insured on the group plan under COBRA or any other state continuous coverage provisions? If "yes" please provide gender, date of birth of the insured, qualifying event and duration of eligibility.


3. Is anyone apt to have a continuing claim from an existing mental or physical disorder?


4. Are any employee or dependents now disable to the extent that they cannot perform their usual duties?


5. Do you know of any employee or dependent that is currently pregnant? If "yes", please indicate probable delivery date.

Per:                        Date:

 

Tell us how to get in touch with you:

Name:
Email:
Phone:
Fax:

Please contact me as soon as possible regarding this matter

 

 

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Commercial Benefit Services, Inc.

10301 Northwest Freeway, Suite 304

Houston, Texas  77092

(713) 956-5522 phone

(713) 956-0588 fax

 

Copyright©2000, Commercial Benefit Services, Inc. All rights reserved.

 

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