CBIZ Benefit Library
2011
Enrollment Information
2011 Benefit Changes
2011 Plan Changes
Dependent Eligibility
Preventive Care Services
Enrollment Kit
UHC In-Area Enrollment Kit
UHC Out-of-Area Enrollment Kit
Enrollment Kit Corrections
Prescription Drug
UHC Formulary List
UHC Preventive Prescription Program
UHC Preventive Drug List
Value Based Prescription Program
Value Based Prescription Program FAQ
Value Based Prescription List for Diabetes
Value Based Prescription List for Asthma
Value Based Prescription List for Coronary Artery Disease
Forms
Medical Plan
UHC Temporary ID Card
UHC Preventative Care Info
Pharmacy Claim
Mail Order Pharmacy Form
Disabled Dependent Application
Dental Plan
Dental Claim
Vision Plan
Out of Network Claim Form
Cafeteria Plan
Health Care Spending Account Claim Form
Dependent Care Spending Account Claim Form
Extension Claim Form
Limited Flex Claim Form
Direct Deposit Form
Qualified Transportation Plan
Qualified Transportation Election
Qualified Transportation Reimbursement
Disability Plan
Short Term Disability Claim
Long Term Disability Claim
Long Term Disability Conversion Form
Life Plan
Evidence of Insurability
Evidence of Insurability-CA Only
Evidence of Insurability-NY Only
Life Claim Form
Living Benefit Option Claim Form
Optional Life Portability Form
Total Disability Claim Form
Life Conversion Form
Beneficiary Assistance Form
Long Term Care
Conversion Form
Discounted Stock Purchase Plan
Election Form
Plan Prospectus
Frequently Asked Questions
529 Plan (Higher Education)
Online Enrollment Instructions
Frequently Asked Questions
Education Strategies
Retirement Plan
Secondary Beneficiary Form
Business Travel and Accident Plan
Claim Form
Travel Assistance
Health Savings Accounts
Health Savings Accounts
Qualified HSA Expenses
Tax Form Checklist for your HSA
Optumhealth Bank HSA Enrollment
Optumhealth Bank HSA Information
Optumhealth Bank HSA Payroll Election Form
Optumhealth Rate Change
Optumhealth Bank eSaver Fee Schedule
Optumhealth Bank eAccess Fee Schedule
Optumhealth Bank eInvestor Fee Schedule
US Bank HSA Information
US Bank HSA Summary
US Bank Fees
US Bank HSA Payroll Election Form
Plan Documents
Medical Plan
2011 Qualified High Deductible Plan
2011 $1000 Deductible
2011 $500 Deductible
2011 OOA $1000 Deductible
2011 OOA $500 Deductible
Dental Plan
Delta Dental 80 Plan
Delta Dental 100 Plan
Vision Plan
Voluntary Vision Plan
Discount Vision Plan
Cafeteria Plan
Cafeteria Plan SPD
Cafeteria Plan Document
FSA Information Presentation
FAQ Debit Cards
FSA/HSA Healthcare Reform Changes
Disability Plan
The Long Term Disability SPD
Life Plan
The Group Life SPD
Business Travel and Accident Plan
The Hartford
Long Term Care Plan
UNUM
Erisa Statement
Transportation Section 132(f) Plan
Section 132(f) Program Description
Employee Stock Purchase Plan
2011 Employee Stock Purchase Plan Prospectus
Stock Option Plan
Stock Option Plan
Stock-Restricted Stock Option Benefit Program
Retirement Plan
Summary Plan Document
Summary Modifications
Summary Modifications 2009
Summary Modifications 2010
Website Links
Employee Assistance Program
EAP Program
Medical Plan
United Health Care
Dental Plan
Delta Dental
Vision Plan
Vision Service Plan
HSA Plans
Optumhealth Bank HSA Enrollment
Optumhealth Bank HSA Information
US Bank HSA Information
Cafeteria Plan
CBIZ Payroll
529 Plan
529 Plan Website
Retirement Plan
Mass Mutual
Plan Cost Estimator
Plan Cost Estimator
Long Term Care Plan
UNUM
Enrollment Information
2021 Enrollment Information
2021 Benefits Guide
2021 Annual Deductibles/Plan Limits
2021 Personal Rewards Brochure
Medical
Medical Contact Information
UHC Contact Information
Premium Provider Program
Premium Designation Brochure
FAQ
Understanding The Basics
Understanding The Medical Plan
Summary Plan Descriptions
$4500 QHDP
$3500 QHDP
$2800 QHDP
$1000 Deductible
OOA $4500 QHDP
OOA $3500 QHDP
OOA $2800 QHDP
OOA $1000 Deductible
Summary of Benefits and Coverage
$1000 Deductible
$2800 Qualified High Deductible
$3500 Qualified High Deductible
$4500 Qualified High Deductible
$1000 Deductible Out of Area
$2800 Qualified High Deductible Out of Area
$3500 Qualified High Deductible Out of Area
$4500 Qualified High Deductible Out of Area
Summary of Benefits and Coverage - COVID-19
COVID-19 Temporary SBC
PLAN Select Tool
PLAN Select Link
UHC Documents and Forms
Medical Claim Form
Disabled Dependent Application
Rally Health
Rally Contact Information
Rally Rewards Brochure
Rally Member FAQ
Rally Navigation Flyer
Rally Newly Eligible
Virtual Visits
Virtual Visits
Additional UHC Programs
Acupuncture
Advocate 4 Me
Bariatric Surgery
Cancer Support Flyer
Cancer Support Program
Decision Support
Diabetes Management
Disease Management
Maternity Support Program
How to Print a Temporary UHC ID Card
Managing Your Diabetes
Preventive Services
Quit For Life
Health Savings Account
HSA Contact Information
HSA Contact Information
HSA Forms
Payroll Election Form
Designation of Beneficiary
Excess Contribution
Instructions Upon Death
Name Change Notification Form
Rollover Transfer Form
Additional HSA Information
Users Guide
eAccess Schedule of Fees
eInvestor Schedule of Fees
eSaver Schedule of Fees
FAQ's
Financial Plan
HSA's and Medical Plans
HSA's and Taxes
Introduction
Investing in HSA's
Managing HSA's
Pharmacy
Pharmacy Contact Information
CVS Caremark Contact
Pharmacy Locator
Pharmacy Locator Link
Summary Plan Description
$1000 Deductible
$2800/$3500/$4500 QHDP
Prescription Benefit Summaries
$1000 Deductible
$2800/$3500/$4500 QHDP
Prescription Drug Listings For All Plans
Generics Only Preventive Therapy Drug List
How to interpret the Formulary List
Formulary Drug List
Formulary Drug Removals
Documents and Forms
Mail Order Form
Mail Order Form (En Espanol)
Paper Claim Form
Paper Claim FAQ's
CVS Temporary Card
Rx Savings Solutions
Contact Information
Rx Savings Solutions Contact
Program Information
Rx Savings Solutions Program Information
Frequently Asked Questions
Rx Savings Solutions FAQ
How to Use Rx Solutions
How to Use Rx Savings Solutions
Dental
Dental Contact Information
Delta Dental Contact Information
Plan Summary
Dental 80 Plan
Dental 100 Plan
Dental Platinum Plan
Summary Plan Descriptions
Dental 80 Plan
Dental 100 Plan
Dental Platinum Plan
Documents and Forms
Dental Claim Form
Orthodontic Benefits
Vision
Vision Contact Information
VSP Contact Information
Summary Plan Descriptions
VSP SPD
Documents and Forms
VSP Benefits Summary
Computer Vision Care
Out of Network Claim Form
Employee Assistance Program (EAP)
EAP Contact Information
Contact Information
Plan Information/Additional Benefits
EAP Overview
Care Advantage
Contact Information
Care Advantage Contact Information
Plan Information
Care Advantage Programs
FAQ's
Cafeteria Plan (Section 125)
Cafeteria Plan Contact Information
Contact Information
Summary Plan Description
Cafeteria Plan Document
Adoption Agreement Document
Frequently Asked Questions
Flexible Spending Account FAQ's
Flexible Benefits Card FAQ
Eligible/Ineligible Expenses
Flexible Spending Account
Dependent Care Account
Documents and Forms
Claim Form - Medical and Dependent Care
FLEX Services Brochure
CBIZ Benefits Card Information
CBIZ Benefits Card FAQ
Flexible Spending Account Information
Flexible Spending Account FAQ
FLEX Eligible OTC Medications
Limited Flexible Spending Account Information
Dependent Care Flexible Spending Account Information
Transportation Benefit (Sect 132)
Transportation Benefit Contact Information
Contact Information
Plan Description
QTFBP Plan
Documents and Forms
Overview
FAQ
Election Form
Travel & Accident Insurance
Travel & Accident Contact Information
Contact Information
Documents and Forms
Travel Assistance Program
Travel Assistance Services
Group Life and AD&D
Life and AD&D Contact Information
Contact Information
Claim Information
Summary Plan Descriptions
Life and AD&D Plan Description
Other Programs Offered by the Hartford
Ability Assist
Beneficiary Assist
Estate Guidance
Funeral Planning
Travel Assist
Disability
Disability Contact Information
Contact Information
Short Term Disability (Salary Continuation)
STD Summary Plan Description
How to File a Claim
Long Term Disability
LTD Summary Plan Description
Personal Leave
Personal Leave Contact Information
Contact Information
Expecting Parents
Information for Expecting Parents
Maternity
Maternity Support Program
Request Leave
How to Request a Leave
CBIZ Retirement 401(k) Plan
Retirement Plan Contact Information
Contact Information
Annual Summary Report
Annual Summary Report
Summary Plan Description
Summary Plan Description
Amendment 1
Amendment 2
Amendment 3
Map My Finances
Map My Finances
Documents and Forms
Automatic Enrollment
Map My Finances
Participant Loan Procedures
Beneficiary Designation Form
RetireSmart Ready Tool
RetireSmart App
Required Minimum Distributions Overview
Employee Stock Purchase Plan (ESPP)
ESPP Contact Information
Contact Information
ESPP Prospectus
Prospectus
Documents and Forms
Cash Purchase Form
ESPP Plan Highlights
Maintaining Banking Information
Tax Form Reference Guide
Short Term Loan Provider
TrueConnect
Contact Information
TrueConnect Flyer
Voluntary Benefits
Accident Insurance
Contact Information
Accident Insurance Certificate
Summary Plan Benefits
Interactive Website
Accident Insurance Product Brochure
Accident Benefit Claim Form
Critical Illness Insurance
Contact Information
Summary Plan Benefits
Health Screening Benefit Information
Health Screening Benefit Claim Form
Critical Illness Product Brochure
Critical Illness Benefit Claim Form
Critical Illness Certificate
Critical Illness Child Endorsement
Optional Life Insurance
Optional Life Contact Information
Summary Plan Description
Optional Life Brochure
Optional Life Certificate
Long Term Care Insurance
UNUM Contact Information
Summary Plan Description
Request for Coverage Change
Voluntary Individual Benefits - Available anytime through the provider
529 Plans
FAQ's
AFLAC
Contact Information
More Protection Just Waddled In
Get the Aflacts
Legal Shield
Contact Information
Summary Plan Benefits
ID Shield
Member Perks
ID Shield Plan Features
ID Shield New Features and Benefits
ID Shield FAQ's
Lifelock
Contact Information
Lifelock Flyer
Life Solutions
Life Solutions Flyer
Pet Benefits Solutions
Contact Information
CBIZ Personal Insurance
Personal Insurance Brochure
Tuition Services
Overview of IonTuition
About IonTuition
Group Health and Welfare Notices
Group Health and Welfare Plan
Summary Plan Description
2018 Summary Annual Report
2009
Discounted Stock Purchase Plan
Plan Highlights
ESPP Highlights
Naming a Beneficiary
Plan Document
ESPP Plan Document
Other Documents/Forms
Election Form
Plan Prospectus
Frequently Asked Questions
Medical Plan
Summary Plan Documents
2009 Qualified High Deductible Plan
2009 UHC $1000 Deductible
2009 UHC $500 Deductible
2009 UHC OOA $1000 Deductible
Plan Description
2009 UHC In Area
2009 UHC Out-of-Area
2009 Qualified High Deductible Plan
Temporary ID Cards
UHC Temporary ID Card
Health Savings Account
Optumhealth Bank HSA Enrollment
Optumhealth Bank HSA Ingormation
Tax Form Checklist for your HSA
Optumhealth Bank HSA Payroll Election Form
Optumhealth Bank eSaver Fee Schedule
Optumhealth Bank eAccess Fee Schedule
Optumhealth Bank eInvestor Fee Schedule
US Bank HSA Ingormation
US Bank HSA Payroll Election Form
US Bank HSA Summary
Qualified HSA Expenses
Providers
United Health Care
Other Documents/Forms
Medical Claim
UHC Preventative Care Ingo
QHDHP Preventative Visits
Pharmacy Claim
Pharmacy Mail Order
Transition of Care
Summary Annual Report
Summary of Material Modifications
Disabled Dependent Application
Dental Plan
Summary Plan Documents
Delta Dental 80 Plan
Delta Dental 100 Plan
Plan Description
Delta Dental
Providers
Delta Dental
Other Documents/Forms
Dental Claim
Vision Plan
Summary Plan Documents
Vision Service Plan
Plan Description
Vision Service Plan
Providers
Vision Service Plan
Other Documents/Forms
Eye Exam 101
Comprehensive Eye Exam
Disability Plan
Summary Plan Documents
The Hartford
Plan Description
STD Plan Information
Other Documents/Forms
Short Term Disability Claim
Long Term Disability Claim
Long Term Disability Conversion Form
Life Plan
Summary Plan Documents
The Hartford Plan
Plan Description
Life Information
Other Documents/Forms
Evidence of Insurability
Life Claim
Living Benefit Option Claim
Optional Life Portability
Total Disability Claim
Life Conversion Form
Long Term Care Plan
Summary Plan Documents
UNUM
Erisa Statement
Plan Description
UNUM
Other Documents/Forms
Conversion Form
Section 125 Plan
Summary Plan Documents
Summary Plan Document
Plan Description
Plan Description
Other Documents/Forms
Health Care Spending Account Claim
Dependent Care Spending Account Claim
Extension Claim Form
Limited Flex Claim Form
Direct Deposit Form
Transportation Benefit Plan
Program Description
Section 132(f) Program Description
Plan Description
Plan Description
Other Documents/Forms
Qualified Transportation Election
Qualified Transportation Reimbursement
Employee Assistance Program
Summary Plan Documents
Unavailable at this time
Plan Description
Plan Description
Other Documents/Forms
Unavailable at this time
529 Plan (Higher Education)
Summary Plan Documents
Unavailable at this time
Plan Description
Plan Description
Other Documents/Forms
Online Enrollment Instructions
529 Plan Website
Retirement Plan (401K)
Summary Plan Documents
Summary Plan Document
Summary Modifications
Summary Modifications 2009
Plan Outline
Plan Overview
Summary Annual Report
Summary Annual Report
Other Documents/Forms
Secondary Beneficiary Form
Business Travel And Accident
Certificates of Coverage
Class I
Class II
Plan Description
Unavailable at this time
Other Documents/Forms
Texas Guaranty Notice
Minnesota Guaranty Notice