Blue Access for Producers

Group Forms


For your convenience, we've put together the following downloadable forms. Acrobat Reader software will enable you to download these PDF files. If you currently don't have the software, you can get a free copy from the Adobe Systems Incorporated Web site . You can also visit our section on how to download a PDF file for additional information.


Be sure to keep a copy for your records.


Group Products

Form Name Form # Revision Date
Census Import Template  This MS Excel file can be used as a census import template in conjunction with eSales Tools group quoting available through Blue Access for Producers. Use the Help file on the Census page in eSales Tools for details on how to successfully import a census file.
(16 KB, Excel)
N/A 10/09
Change Life Beneficiary  Members who have life coverage through Group Life and Health/Dearborn National can use this form to change beneficiaries on their life policies.
(30 KB)
9025.000-500 05/00
COBRA Initial Notice Requirements  Employers are required to provide a COBRA Initial Notice when employees or their dependent spouses first become covered by a group health plan subject to COBRA. (103 KB)

In an effort to assist employer groups, HCSC has incorporated this notice into the Certificates of Coverage and Benefit Booklet. Although HCSC has taken this extra step, it is the employer group’s responsibility to make this notice available to each covered employee and to the employee’s spouse (if covered under the plan) not later than the earlier of:
Either 90 days from the date on which the covered employee or spouse first becomes covered under the plan; or If later, the date on which the plan first becomes subject to the continuation coverage requirements; or The date on which the administrator is required to furnish an election notice to the employee or to his or her spouse or dependent.
0009.443 08/04
Continuation of Coverage (COBRA) & COBRA Disability  Application for Group Benefit Officers to request continued coverage for employee due to employee's reduction in work hours, retirement, termination, etc. Application includes two sections; Application For COBRA First Qualifying Event and Application for COBRA Second Qualifying Event. (106 KB)
COBRA06, 05253.1106 11/06
Dependent Addition and Change Form for Court Mandated Health Coverage  Use this form for clients who have court mandated health coverage changes. (25 KB)
2849.276  01/04
Dependent State Continuation  Existing Blue Cross and Blue Shield of Texas group members may request a continuation of coverage for up to 36 months from loss of coverage due to divorce, death or retirement of the employee. (38 KB)
StateContDep06, 43942.1106 11/06
Dental Claim Form  Members with dental coverage through Blue Cross and Blue Shield of Texas can use this form to file dental claims for reimbursement that are not filed by their providers. (40 KB)
6737.000-901 12/06
Formulario de cambios de información/Solicitud de inscripción grupal  (541 KB) EE/CHG5-SP 0807 08/07
Group Administered 6 Mth Continuation Application  Note: If HCSC (BCBSTX) administers Texas State Continuation as a Third Party Administrator for your group, do not use this form.  Please call 888-541-7107. 
Application for Group Benefit Officers to request an additional 6 months of coverage after COBRA has expired or as an initial request for continued coverage for smaller groups not subject to COBRA regulations. (106 KB)
GroupAdmin06, 43936.1106 11/06
Group Enrollment Application/Change Form  For use with all Blue Cross and Blue Shield of Texas group products. (205 KB) EE/CHG5 0807 08/07
HMO Blue® Texas Medical Claim Form  HMO Blue® Texas members can use this form to file claims for reimbursement that are not filed by their providers. (19 KB)
8708.995-102 01/02
Mail Order Prescription Form  Blue Cross and Blue Shield of Texas Members with Mail Order Prescription Drug coverage can use this form to order mail order medication or refills. (55 KB)
40690-704 07/04
Medical Claim Form  Blue Cross and Blue Shield of Texas members who have PPO, POS or traditional indemnity coverage can use this form to file claims for reimbursement that are not filed by their providers. (66 KB)
1081.000-901  09/01
Medical Claim Form - Spanish Version  (72 KB)
1081.000-901  09/01
Prescription Drug Reimbursement Claim Form  Blue Cross and Blue Shield of Texas Members with Prescription Drug coverage can use this form to file retail claims that were not filed by the pharmacy.
(36 KB)
40959-704 07/04
Proxy Letter  Complete by employer so that the HCSC Board of Directors can act on the members' behalf at board meetings. (36 KB)
FC849 07/83
RCI Utilizers Request Form  This form is used to request the Top Utilizers report, information pursuant to Texas Insurance Code Sec. 1215.003, which includes a list of claimants for any individual whose total paid claims exceed $15,000 during the 12-month period preceding the date of the report or the entire coverage period, which ever is shorter. (34 kb)
N/A 07/09
Small Group Employer Application  (96 KB)
Small Group Employer Application 
Use immediately for quotes and new accounts effective 01.01.2010 and after. NOTE: In the event the authorized company official's signature has already been obtained, SERA26 will be accepted.
SERA27 01/10
Small Group Employer Application for Amendment 
(72 KB)
Small Group Employer Application for Amendment 

For changes to new and existing accounts on 01.01.2010 and after. NOTE: In the event the authorized company official's signature has already been obtained, SERA26A will be accepted.
SERA27A 01/10
Small Group Submission Checklist 
(64 KB)
51362.1209 12/09
Small Group Important Timelines  (115 KB)
52687.0110 01/10
Student Dependent Certification This form is being revised. Members may call the number on the back of their identification cards to update or discuss dependents' student status.
   
Student Dependent Medical Leave Form  (36 KB)
N/A 09/09
Texas Supplemental Employment Verification Form  This form is used by producers when submitting new small groups. it verifies any new employees or owners of the company (50 KB)
N/A 09/09
Tips for Submitting New Small Groups  Regulated Groups with 2-50 Eligible Employees.
(388 KB)
N/A N/A

Medicare Secondary Payer Forms
Annual MSP Employer Acknowledgement Form  (59 KB)
21084.1009 10/09
Instructions - Completing the Annual MSP Employer Acknowledgement Form  (71 KB)
21088-1009 10/09
Information Regarding the Medicare as Secondary Payer  (297 KB)
21092-0609 06/09

Under federal law, it is the employer's responsibility to inform its insurer or third-party administrator of proper employee counts for the purpose of determining payment priority between Medicare and another insurer. Employer size, not group health plan size, is used in determining whether the group health plan or Medicare is the primary payer. For more details please refer to the Instructions - Completing the Annual MSP Employer Acknowledgement Form. In the absence of employer-provided employee counts, the Center for Medicaid & Medicare Services (CMS) requires that the employer's group health plan coverage be considered primary to Medicare. To comply with this requirement BCBSTX requires employer groups to complete the Annual MSP Employer Acknowledgement Form on a yearly basis. Additional information regarding the MSP statute is available in the document titled Information Regarding the Medicare as Secondary Payer Statute.