RMTS Post Underwriting Requirements – For TPA
If a group has accepted our stop loss offer the following items are required
- Signed Offer Letter (this may be signed by the producer on behalf of the group)
- Completed and Signed Stop Loss Application
- Completed and Signed Disclosure Statement
- Final Aggregate Experience Reports through last day of expiring contract period
- Binder Check
- Effective Date Census Listing in electronic format, reflecting single and family enrollment
- Complete Plan Document
- Confirmation of no Plan Document Changes. If changes then Plan Amendments/Revised Plan Document is needed
- Confirmation of no change in PPO Network(s)
- Producer Information – Producer Form and License (only required for first sale in the groups state.)
- TPA Questionnaire, TPA Licenses and evidence of errors & omissions coverage and fidelity bond (only required for groups first sale with RMTS)
The above information is necessary for RMTS to approve the offer and issue a contract for the group.
Without an issued and signed contract the groups potential claims will be pended.
