Downloadable Forms for Small Groups (2-50 Employees)

Here are some commonly used forms and documents producers need for conducting business with Blue Cross and Blue Shield of Oklahoma. To access more downloadable forms, please log in your Blue Access for ProducersSM account.

Using PDFs
Most of the forms below are in portable document format (PDF). To view these files, you may need to install a PDF reader program. Most PDF readers are a free download. One option is Adobe® Reader®.

“Sign Now” Documents
Some documents have a “sign now” option. To review and sign a document now electronically, select the sign now version. If you need to sign a document later, select the download version. These are available in PDF format and some may also be available in Microsoft Word format.

Download forms from the listing below or via our FormFinder tool.

FormFinder

Enrollment Forms and Change Forms

Form Name Digital Form Download
Group Enrollment Application/Change Form – use this form to apply for group coverage or to make changes to an existing BCBSOK policy sign now download form
Group Enrollment Application/Change Form – Spanish N/A download form
2025 Benefit Program Application (BPA) for Small Groups 2-50 – for new accounts effective on or after 1/1/2025 sign now download form Word Document
download form
2025 Benefit Program Application (BPA) Amendment for Small Groups 2-50 – for renewing accounts with anniversary dates on or after 1/1/2025; use this form to amend the original BPA sign now download form Word Document
download form
2024 Benefit Program Application (BPA) for Small Groups 2-50 – for new accounts effective on or after 1/1/2024 sign now download form Word Document
download form
2024 Benefit Program Application (BPA) Amendment for Small Groups 2-50 – for renewing accounts with anniversary dates on or after 1/1/2024; use this form to amend the original BPA sign now download form Word Document
download form
Employer Group Information (EGI) Form – this form must be submitted with the BPA sign now download form

Blue Balance Funded Quoting Eligibility Checklist

 N/A download form

Blue Balance Funded RFP Producer Application Form

 N/A download form

Consumer Directed Health Accounts Enrollment and Change Form – Use this form to collect employee FSA elections if sending enrollment through BCBSOK to HealthEquity or HSA Bank.

 N/A download form
Deductible Credit Form for Employees at Enrollment N/A download form
Dependent Student Medical Leave Certification Form N/A download form
Disabled Dependent Authorization Form (for Group Plans) – Members with an employer-sponsored health plan should use this form to request continuation of coverage on their existing policy for a dependent who is incapable of self-support because of mental or physical impairment. Mail or fax the completed form to BCBSOK (see address and fax number at the top of the form). You can also use this form to add a disabled dependent to a new policy (include this completed form when you submit your enrollment application). N/A download form

FSA Employer Setup Form – Flex – Submit an electronic copy of this form for each employer wishing to elect FSA integration with Flex.

 N/A download form
Group Employer Medical Questionnaire N/A download form

HSA Employer Setup Form – Flex – Submit an electronic copy of this form for each employer wishing to elect HSA integration with Flex.

 N/A download form

HSA/FSA Employer Setup Form – HealthEquity® – Submit an electronic copy of this form for each employer wishing to elect HSA and/or FSA integration with HealthEquity.

 N/A download form

HSA/FSA Employer Setup Form – HSA Bank® – Submit an electronic copy of this form for each employer wishing to elect HSA and/or FSA integration with HSA Bank.

 N/A download form
Medical Loss Ratio (MLR) Written Assurance Form - Complete this standalone form only for an existing group if one of these conditions applies: 1) the group is changing Church designation as defined by the IRS, or 2) it is a Church group wanting to change how the rebate is handled. sign now download form
Average Employee Count (AEC) Form sign now download form
Request for Continuation Coverage N/A download form
Request for Proposal Census Form N/A download form
Request for Proposal N/A download form
Smart Census Import Tool
(To obtain the latest Version of the tool, please log into Blue Access for Producers).		 N/A N/A
Supplemental Employment Verification Form sign now download form

 

Renewal Forms and Information

Form Name Digital Form Download
2025 Important Benefit Changes/Uniform Modification Notice - Identifies some of the most important benefit plan changes for the 2025 coverage year. N/A download notice
2024 Important Benefit Changes/Uniform Modification Notice - Identifies some of the most important benefit plan changes for the 2024 coverage year. N/A download notice
Medical Loss Ratio (MLR) Written Assurance Form - Complete this standalone form only for an existing group if one of these conditions applies: 1) the group is changing Church designation as defined by the IRS, or 2) it is a Church group wanting to change how the rebate is handled. sign now download form

 

Medicare Secondary Payer (MSP) Form and Information

Form Name Digital Form Download
Annual MSP Employer Acknowledgement Form (EAF) with Instructions on Completing the Form sign now download form
Information Regarding the MSP Statute N/A download flier
MSP Fact Sheet N/A download fact sheet

 

Miscellaneous Forms

Form Name Digital Form Download
Affidavit of Domestic Partnership sign now download form
Common Law Marriage Affidavit N/A download form
Request to Extend Coverage for Disabled Dependent sign now download form
Producer of Record Transfer Form and Instructions N/A download form

 

Legal / HIPAA Forms

Form Name Digital Form Download
Standard Authorization Form and other HIPAA Privacy Forms N/A N/A

 

Last Updated: Nov. 26, 2024