Self Funded Administrative Services
Planned Administrators, Inc. Forms

- Administrative Services
Accident Questionnaire-Spanish
Authorization to Disclose PHI to a Third Party
Authorized Representative Form
Authorized Representative Form - Spanish
Benefits Enrollment/Change Form
Benefits Enrollment/Change Form-Spanish
Coordination of Benefits Form-Spanish
Mail Order Prescription Form (Optum Rx)
Mail Order Prescription Form (Optum Rx)-Spanish
Medical Benefits Short-Term Disability Claim Form
Medical Benefits Short-Term Disability Claim Form-Spanish
Prescription Reimbursement Request Form
- Level Funding
TotalCare+ Flexible Solutions
TotalCare+ Flexible Solutions Forms
- Indemnity Plan
Authorized Representative Form - English
Authorized Representative Form – Spanish
Missed Premium Direct Payment Form - English
Missed Premium Direct Payment Form-Spanish
Prescription Drug Reimbursement Claim Form - English
Prescription Drug Reimbursement Claim Form-Spanish
Short-Term Disability / Proof of Loss Claim Form - English
Short-Term Disability /Proof of Loss Claim Form – Spanish
Term Life / Accidental Death and Dismemberment - English
- MEC Plan
MEC Medical Claim Form - English
MEC Medical Claim Form-Spanish
MEC Missed Contribution Direct Payment Form Weekly - English
- MVP
TotalCare+ Staffing Solutions
TotalCare+ Staffing Solutions Forms
- Indemnity Plan
Authorized Representative Form - English
Authorized Representative Form – Spanish
Missed Premium Direct Payment Form - English
Missed Premium Direct Payment Form-Spanish
Prescription Drug Reimbursement Claim Form - English
Prescription Drug Reimbursement Claim Form-Spanish
Short-Term Disability / Proof of Loss Claim Form - English
Short-Term Disability /Proof of Loss Claim Form – Spanish
Term Life / Accidental Death and Dismemberment - English
- MEC Plan
MEC Missed Contribution Direct Payment Form Weekly - English
MEC Medical Claim Form - English
MEC Medical Claim Form-Spanish
MEC Missed Contribution Direct Payment Form Weekly - English
- MVP
Essential StaffCARE
Essential StaffCARE Forms

- Indemnity Plan
Accidental Death & Dismemberment Claim Form - English
Accidental Death Dismemberment Claim Form-Spanish
Accidental Dismemberment -Physician Statement - English
Accidental Dismemberment -Physician Statement-Spanish
Accidental Loss of Life, Limb or Sight Claim Form - English
Accidental Loss of Life, Limb or Sight Claim Form-Spanish
Accidental Loss of Limb or Sight - Physician Statement - English
Accidental Loss of Limb or Sight - Physician Statement- Spanish
Accidental Indemnity and Critical Illness Claim Form - English
Authorized Representative Form - English
Authorized Representative Form-Spanish
EyeMed Out of Network Vision Services Claim Form - English
EyeMed Out of Network Vision Services Claim Form-Spanish
Missed Premium Direct Payment Form - English
Missed Premium Direct Payment Form-Spanish
Prescription Drug Reimbursement Claim Form - English (Use this form if Rx group RxGRP: DISCOUNT is on your ID card.)
Prescription Drug Reimbursement Claim Form-Spanish (Use this form if Rx group RxGRP: DISCOUNT is on your ID card.)
Prescription Drug Reimbursement Request Form (Optum Rx) - English (Use this form if Rx group BXPAI is on your ID card. If you medical plan entitles you to pay a co-pay at the point of purchase and your prescription was not filed directly to OptumRx by the pharmacy, use this form to submit payment. If your medical plan entitles you to a discount at the point of purchase, and you file your receipts to PAI for reimbursement, please use the form above.)
Short-Term Disability / Proof of Loss Claim Form - English
Short-Term Disability / Proof of Loss Form-Spanish
Term Life Claim Form - English
Term Life Life Claim Form-Spanish
- ESC5500 Plan
- MEC Plans
MEC Medical Claim Form - English
MEC Medical Claim Form-Spanish
MEC Missed Contribution Direct Payment Form-for MEC Weekly Plans - English
CareBasic Staffing
CareBasic Staffing Forms

- Indemnity Plan
Accidental Death & Dismemberment Claim Form - English
Accidental Death Dismemberment Claim Form-Spanish
Accidental Dismemberment -Physician Statement - English
Accidental Dismemberment -Physician Statement-Spanish
Accidental Loss of Life, Limb or Sight Claim Form - English
Accidental Loss of Life, Limb or Sight Claim Form-Spanish
Accidental Loss of Limb or Sight - Physician Statement - English
Accidental Loss of Limb or Sight - Physician Statement- Spanish
Accidental Indemnity and Critical Illness Claim Form - English
Authorized Representative Form - English
Authorized Representative Form-Spanish
EyeMed Out of Network Vision Services Claim Form - English
EyeMed Out of Network Vision Services Claim Form-Spanish
Missed Premium Direct Payment Form - English
Missed Premium Direct Payment Form-Spanish
Prescription Drug Reimbursement Claim Form - English (Use this form if Rx group RxGRP: DISCOUNT is on your ID card.)
Prescription Drug Reimbursement Claim Form-Spanish (Use this form if Rx group RxGRP: DISCOUNT is on your ID card.)
Prescription Drug Reimbursement Request Form (Optum Rx) - English (Use this form if Rx group BXPAI is on your ID card. If you medical plan entitles you to pay a co-pay at the point of purchase and your prescription was not filed directly to OptumRx by the pharmacy, use this form to submit payment. If your medical plan entitles you to a discount at the point of purchase, and you file your receipts to PAI for reimbursement, please use the form above.)
Short-Term Disability / Proof of Loss Claim Form - English
Short-Term Disability / Proof of Loss Form-Spanish
Term Life Claim Form - English
Term Life Life Claim Form-Spanish
- ESC5500 Plan
- MEC Plans
MEC Medical Claim Form - English
MEC Medical Claim Form-Spanish
MEC Missed Contribution Direct Payment Form-for MEC Weekly Plans - English
CareBasic Hospitality
CareBasic Hospitality Forms

- Indemnity Plan
Accidental Death & Dismemberment Claim Form - English
Accidental Death Dismemberment Claim Form-Spanish
Accidental Dismemberment -Physician Statement - English
Accidental Dismemberment -Physician Statement-Spanish
Accidental Loss of Life, Limb or Sight Claim Form - English
Accidental Loss of Life, Limb or Sight Claim Form-Spanish
Accidental Loss of Limb or Sight - Physician Statement - English
Accidental Loss of Limb or Sight - Physician Statement- Spanish
Accidental Indemnity and Critical Illness Claim Form - English
Authorized Representative Form - English
Authorized Representative Form-Spanish
EyeMed Out of Network Vision Services Claim Form - English
EyeMed Out of Network Vision Services Claim Form-Spanish
Missed Premium Direct Payment Form - English
Missed Premium Direct Payment Form-Spanish
Prescription Drug Reimbursement Claim Form - English (Use this form if Rx group RxGRP: DISCOUNT is on your ID card.)
Prescription Drug Reimbursement Claim Form-Spanish (Use this form if Rx group RxGRP: DISCOUNT is on your ID card.)
Prescription Drug Reimbursement Request Form (Optum Rx) - English (Use this form if Rx group BXPAI is on your ID card. If you medical plan entitles you to pay a co-pay at the point of purchase and your prescription was not filed directly to OptumRx by the pharmacy, use this form to submit payment. If your medical plan entitles you to a discount at the point of purchase, and you file your receipts to PAI for reimbursement, please use the form above.)
Short-Term Disability / Proof of Loss Claim Form - English
Short-Term Disability / Proof of Loss Form-Spanish
Term Life Claim Form - English
Term Life Life Claim Form-Spanish
- MEC Plans
MEC Medical Claim Form - English
MEC Medical Claim Form-Spanish
MEC Missed Contribution Direct Payment Form-for MEC Weekly Plan - English
CareBasic Medical Staffing
CareBasic Medical Staffing Forms

- Indemnity Plan
Accidental Death & Dismemberment Claim Form - English
Accidental Death Dismemberment Claim Form-Spanish
Accidental Dismemberment -Physician Statement - English
Accidental Dismemberment -Physician Statement-Spanish
Accidental Loss of Life, Limb or Sight Claim Form - English
Accidental Loss of Life, Limb or Sight Claim Form-Spanish
Accidental Loss of Limb or Sight - Physician Statement - English
Accidental Loss of Limb or Sight - Physician Statement- Spanish
Accidental Indemnity and Critical Illness Claim Form - English
Authorized Representative Form - English
Authorized Representative Form-Spanish
EyeMed Out of Network Vision Services Claim Form - English
EyeMed Out of Network Vision Services Claim Form-Spanish
Missed Premium Direct Payment Form - English
Missed Premium Direct Payment Form-Spanish
Prescription Drug Reimbursement Claim Form - English (Use this form if Rx group RxGRP: DISCOUNT is on your ID card.)
Prescription Drug Reimbursement Claim Form-Spanish (Use this form if Rx group RxGRP: DISCOUNT is on your ID card.)
Prescription Drug Reimbursement Request Form (Optum Rx) - English (Use this form if Rx group BXPAI is on your ID card. If you medical plan entitles you to pay a co-pay at the point of purchase and your prescription was not filed directly to OptumRx by the pharmacy, use this form to submit payment. If your medical plan entitles you to a discount at the point of purchase, and you file your receipts to PAI for reimbursement, please use the form above.)
Short-Term Disability / Proof of Loss Claim Form - English
Short-Term Disability / Proof of Loss Form-Spanish
Term Life Claim Form - English
Term Life Life Claim Form-Spanish
- MEC Plans
MEC Medical Claim Form - English
MEC Medical Claim Form-Spanish
MEC Missed Contribution Direct Payment Form-for MEC Weekly Plans - English
Medical StaffCARE
Medical StaffCARE Forms

- Indemnity Plan
Accidental Death & Dismemberment Claim Form - English
Accidental Death & Dismemberment Claim Form-Spanish
Accidental Dismemberment Claim Form (Physician's Statement) - English
Accidental Dismemberment Claim Form (Physician's Statement)-Spanish
Accidental Loss of Life, Limb or Sight Form - English
Accidental Loss of Life, Limb or Sight Claim Form-Spanish
Accidental Loss of Limb or Sight Claim Form-Physician's Statement - English
Accidental Loss of Limb or Sight Claim Form-Physician's Statement-Spanish
Authorized Representative Form - English
Authorized Representative Form-Spanish
EyeMed Out of Network Vision Services Claim Form - English
EyeMed Out of Network Vision Services Claim Form-Spanish
Missed Premium Direct Payment Form
Missed Premium Direct Payment Form-Spanish
Prescription Drug Reimbursement Claim Form - English (Use this form if Rx group RxGRP: DISCOUNT is on your ID card.)
Prescription Drug Reimbursement Claim Form-Spanish (Use this form if Rx group RxGRP: DISCOUNT is on your ID card.)
Prescription Drug Reimbursement Request Form (OptumRx) - English (Use this form if Rx group BXPAI is on your ID card. If you medical plan entitles you to pay a co-pay at the point of purchase and your prescription was not filed directly to OptumRx by the pharmacy, use this form to submit payment. If your medical plan entitles you to a discount at the point of purchase, and you file your receipts to PAI for reimbursement, please use the form above.)
Short-Term Disability / Proof of Loss Claim Form - English
Short-Term Disability / Proof of Loss Claim Form-Spanish
Term Life Claim Form - English
- MEC Plan
MEC Medical Claim Form - English
MEC Medical Claim Form-Spanish
HospitalityCARE
HospitalityCARE Forms

- Indemnity Claim Forms
Accidental Death & Dismemberment Claim Form - English
Accidental Death & Dismemberment Claim Form-Spanish
Accidental Dismemberment Claim Form (Attending Physician's Statement) - English
Accidental Dismemberment Claim Form (Attending Physician's Statement)-Spanish
Accidental Loss of Life, Limb or Sight Claim Form - English
Accidental Loss of Life, Limb or Sight Claim Form-Spanish
Accidental Loss of Limb or Sight Claim Form (Attending Physician's Statement) - English
Accidental Loss of Limb or Sight Claim Form (Attending Physician's Statement)-Spanish
Authorized Representative Form - English
Authorized Representative Form-Spanish
EyeMed Out of Network Vision Services Claim Form - English
EyeMed Out of Network Vision Services Claim Form-Spanish
Missed Premium Direct Payment Form - English
Missed Premium Direct Payment Form-Spanish
Prescription Drug Reimbursement Claim Form - English (Use this form if Rx group RxGRP: DISCOUNT is on your ID card.)
Prescription Drug Reimbursement Claim Form-Spanish (Use this form if Rx group RxGRP: DISCOUNT is on your ID card.)
Prescription Drug Reimbursement Request Form (OptumRx) - English (Use this form if Rx group BXPAI is on your ID card. If you medical plan entitles you to pay a co-pay at the point of purchase and your prescription was not filed directly to OptumRx by the pharmacy, use this form to submit payment. If your medical plan entitles you to a discount at the point of purchase, and you file your receipts to PAI for reimbursement, please use the form above.)
Short-Term Disability / Proof of Loss Claim Form - English
Short-Term Disability / Proof of Loss Claim Form-Spanish
Term Life Claim Form - English
- MEC Plan
MEC Medical Claim Form - English
MEC Medical Claim Form-Spanish
Benefits 4 Today
Benefits 4 Today Forms
EyeMed Out-of-Network Claim Form - English
Missed Premium Direct Payment Form - English
Missed Premium Direct Payment Form-Spanish
Prescription Drug Reimbursement Claim Form - English (Use this form if Rx group RxGRP: DISCOUNT is on your ID card.)
Prescription Drug Reimbursement Claim Form-Spanish (Use this form if Rx group RxGRP: DISCOUNT is on your ID card.)
Prescription Drug Reimbursement Request Form (OptumRx) - English (Use this form if Rx group BXPAI is on your ID card. If you medical plan entitles you to pay a co-pay at the point of purchase and your prescription was not filed directly to OptumRx by the pharmacy, use this form to submit payment. If your medical plan entitles you to a discount at the point of purchase, and you file your receipts to PAI for reimbursement, please use the form above.)
Short-Term Disability / Proof of Loss Claim Form - English
Short-Term Disability / Proof of Loss Claim Form-Spanish
Flexible StaffCARE
Flexible StaffCARE Forms
- Indemnity Plan
Authorized Representative Form - English
Authorized Representative Form – Spanish
EyeMed Out of Network Vision Services Claim Form - English
EyeMed Out of Network Vision Services Claim Form-Spanish
Missed Premium Direct Payment Form - English
Missed Premium Direct Payment Form-Spanish
Prescription Drug Reimbursement Claim Form - English (Use this form if Rx group RxGRP: DISCOUNT is on your ID card.)
Prescription Drug Reimbursement Claim Form-Spanish (Use this form if Rx group RxGRP: DISCOUNT is on your ID card.)
Short-Term Disability / Proof of Loss Claim Form - English
- MEC Plan
MEC Medical Claim Form - English
MEC Medical Claim Form-Spanish
EssentialCare
EssentialCare Forms

- Indemnity Plan
Accidental Death & Dismemberment Claim Form - English
Accidental Death & Dismemberment Claim Form-Spanish
Accidental Dismemberment Claim Form (Attending Physician's Statement - English)
Accidental Dismemberment Claim Form (Attending Physician's Statement)-Spanish
Accidental Loss of Life, Limb or Sight Claim Form - English
Accidental Loss of Limb or Sight Claim Form-Spanish
Accidental Loss of Limb or Sight Claim Form (Attending Physician's Statement) - English
Accidental Loss of Limb or Sight Claim Form (Attending Physician's Statement)-Spanish
Missed Premium Direct Payment Form - English
Missed Premium Direct Payment Form-Spanish
Prescription Drug Reimbursement Claim Form - English (Use this form if Rx group RxGRP: DISCOUNT is on your ID card.)
Prescription Drug Reimbursement Claim Form - Spanish (Use this form if Rx group RxGRP: DISCOUNT is on your ID card.)
Prescription Drug Reimbursement Request Form (OptumRx) - English (Use this form if Rx group BXPAI is on your ID card. If you medical plan entitles you to pay a co-pay at the point of purchase and your prescription was not filed directly to OptumRx by the pharmacy, use this form to submit payment. If your medical plan entitles you to a discount at the point of purchase, and you file your receipts to PAI for reimbursement, please use the form above.)
Short-Term Disability / Proof of Loss Claim Form - English
Short-Term Disability / Proof of Loss Claim Form-Spanish
Term Life Claim Form - English
Term Life / Accidental Death Claim Form - English
Term Life-Accidental Death Claim Form-Spanish
Termination / Involuntary Loss of Coverage Form - English
Termination / Involuntary Loss of Coverage Form-Spanish
- MEC Plan
MEC Medical Claim Form-Spanish
HIPAA
HIPAA Forms for All Clients