GROUP PAPERWORK PROCESS

Over the past several years the Group Division has established areas of training, reporting and assisting IBOs in the group business arena. We have seen that business grow substantially and know that it can also help AmeriPlan® grow to become a billion dollar company. Below is an explanation of how the processing of new group business is done. Also, we have included a checklist to ensure all paperwork is completed correctly.

A group consists of 5 or more employees where the company is making payment to AmeriPlan® for each employee signed up for the benefits.

The Employer Acceptance Letter is checked to see if all pertinent company information is completed, including physical street address and signatures.

Each Individual Application is checked to make sure all employee information is complete, including home address, phone number and employee signature.

We also check to ensure the Payment submitted is within the acceptable policy guidelines and signatures, if required, are complete.

If any of the above information is not complete, the submitting IBO is contacted by phone. As we do not put any group into a “pending” status, all paperwork is held in our department until it is complete.

If within two weeks, we have not had any response from the submitting IBO, the paperwork will be returned to them with a letter of explanation.

When a new group has been submitted, and all paperwork is in order, the employer contact is called to welcome them and verify their information. When this is complete the paperwork is sent to Data Entry. This will be the group’s activation date. We do not back date any incomplete applications.

If you need any assistance or have further questions, call the Group Division at 1-800-550-9726 or you

can e-mail us at groupsales@ameriplanusa.com .

SUBMITTING A NEW GROUP

THE PAPERWORK - Click here to print the checklist

Use the checklist below to ensure you have completed all of the necessary paperwork before submitting

____ I have the Employer Acceptance Letter - completed and signed by the company/group representative.

____ I have all of the Individual Applications - completed and signed by each employee with home address and phone number.

____ I have received Payment in one of the following manners:

____ I have attached the Employer Acceptance Letter, the Individual Applications and Payment together and am submitting them to AmeriPlan® for processing.

    - check, This must be a pre-printed company check with the same company information as on the Employer Acceptance Letter.

    - bank draft, The Bank Draft Authorization portion of the Employer Acceptance Letter must be signed and a void copy of a pre-printed company check must be attached.

    - credit card, This must be a company credit card. No personal credit cards will be accepted. A legible copy of the credit card must accompany the paperwork.