Group Medical Census

This form is used for insurance quoting purposes.

HIPAA Confidential Questionnaire

The confidential HIPAA questionnaire form is needs to be completed by each employee. If you download the form to fill out offline, the employer will hold the sealed envelopes for Business Planning Group.

Business Questionnaire

Confidential business information for insurance planning needs.

Specific Conditions Questionnaire

This form is used to obtain specific information about on-going conditions that may impact the underwriting process of the group plan. The confidential information is used to more accurately determine the group's rating structure.

Risk Appraisal Form

Please complete for use in quoting your group insurance.

Community Care Risk Appraisal

Aetna Risk Appraisal

United Health Care Rish Appraisal

Blue Cross Blue Shield Group Appraisal Form

This form is used when requesting a group health quote from Blue Cross Blue Shield of Oklahoma.