Laserfiche WebLink
GGFM-ER-8514 Maxwell Health Employer Information Form 02/24 <br /> Employee documents <br />Your legal name will be listed on every certificate. Your employee certificate document(s) will be delivered on your Sun <br />Life employer web portal. You will receive notification when they are ready for delivery. Our certificates are split by <br />benefits. <br />Please let us know if you would like certificates also split by class or location. Our Implementation Consultants will <br />work with you to accommodate your situation as best as possible. <br /> <br /> ERISA information <br />We can provide ERISA plan information in your certificate. If you would like to include this information, we will need all of <br />the following information. <br />Agent for legal process (ie. Policyholder name) Name of plan administrator <br />Street address City State Zip code <br />Employer Identification Number (EIN) ERISA plan number Plan year end <br />Agent for legal process – This is not the person who receives commission but the person who is designated by the plan <br />administrator to accept legal notices. <br />Plan year end – This is typically the last day of the month before the effective date. <br />ERISA plan number – This is PN501 unless another number is assigned by the employer or the plan administrator. <br />Tip: If you had coverage with a prior carrier, you may be able to find this information in the booklet or contract. <br />Docusign Envelope ID: BA987120-63B9-40BD-A4CA-C6E248AD9B65 <br />Split by benefit