Prospective Clients

• Group Health Underwriting Application

New Hire Forms

• Complete New Hire Enrollment Packet
• English Version
• Spanish Version
• Payroll Enrollment Packet
• 2012 W4 Enrollment Form
• 2012 Direct Deposit Enrollment Form
• 2012 Global Cash Card Enrollment Form

Employee Resources and Policies

• Employee Policy and Drug Guide
• How Do I Adjust My Tax Withholding for 2009?
• Background Check

Employee Benefits Forms

• Group Benefits
• Health, Dental, and Vision Enrollment Form
• Spanish Health, Dental, and Vision Enrollment Form
• Dental and Vision Enrollment Form
• Medical Plan Direct Reimbursement Form
• Benefits Change Form (Medical, Dental, Vision)
• Dental Web Portal Information
• Flexible Spending Accounts (FSA)
• Enrollment Form
• Calculator
• Claim Voucher
• How to Obtain an Explanation of Benefits (EOB)
• Limited Use Claim Form (Available Only to HSA Participants)
• Certification of Medical Necessity
• Dependent Care Claim Voucher
• Change of Status
• Sample Expenses
• Sample Receipts
• Health Savings Accounts (HSA)
• Health Savings Account Election Form 2012
• Health Savings Account and Limited Use FSA Election Form 2011
• HSA and Limited Use FSA Election Form
• Group Life and Disability Insurance
• Supplemental Life Insurance Highlights
• Long-Term Disability Insurance Highlights
• Supplemental Life & Long-term Disability Insurance Enrollment Form
• Group Term Life Insurance Only Enrollment Form
• Group Term Life Insurance Designation of Beneficiary
• Miscellaneous Forms
• Personal Insurance and Retirement Planning Questionnaire
• Home Owners & Auto Quote Information Sheet

401(k) Resources

• 401(k) Account Manager
• Email: 401k@aplusplanning.net
• Fax: (801) 769-3364
• Mail: PO Box 849 / Pleasant Grove, UT 84062
• Enrollment Methods
• Offline enrollment: View and print relevant pages from this 401(k) enrollment kit.
• Online enrollment: See details below.
• Online Enrollment Instructions
• Online Enrollment Instructions (English)
• Instrucciones de Inscripción en Español (Spanish)
• 401(k) Frequently Asked Questions (FAQ)
• To enroll, click here. You will need the information below.
• Contract #: 11490
• Access code: 000000
• Employee Data Change Form
• Beneficiary Designation of Plan Participant Form
• Loan Request Forms
• Main Form
• Required Attachment
• Termination and Retirement Withdrawal Form
• Death Benefit Withdrawal Form
• Investment Change Form
• Instructions for Rollover Contribution

Human Resource Forms

• Family and Medical Leave Act (FMLA)
• Employee's Request for Family or Medical Leave
• Eligibility Requirements
• Payroll Deduction Authorization
• Twenty-Factor Checklist to Determine Independent Contractor vs. Employee Status
• Decision Making Leave Worksheet
• Overtime Exemption Worksheet
• Corrective Action Notification

Workers’ Compensation Insurance Forms

• How to Report a Claim Instructions / Poster
• Designated Provider List - Utah
• Designated Provider List - Idaho
• Designated Provider Instructions - Other States
• Supervisor's Incident Report of Work-related Injury or Illness

Allowing you to get back to business!