Test Form


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An overview of the employer information that will be needed to complete this questionnaire can be found here.

Contact Information

Please provide the name and email address of the point person at your company that we should contact if there are questions about this setup.

Build Employer

This section will ask for basic company information.

Enter the employer name. This should be the company that sponsors the group benefit plan(s).
Enter the employer/company address.
Enter the employer/company phone number.
This can be an estimate. Full-time employees and part-time employees each count as one. Please note that you may be asked for additional employer size information later in the questionnaire.

Click Next below to Build and Define Benefit Plan(s)