Wealth Advisor Benefit Plan

How to Enroll:

If you are new to the plan please follow the directions on how to enroll to ensure a smooth transition. Make sure to include:

1. Join The Advisor Forum click here
2. Enrollment Form 2012 AF Enrollment Form (Participants Jan 2011 and Later) - Fillable / 2012 AF Enrollment Form (Participants Prior to Jan 2011) - Fillable
3. Debit Authorization form or Credit Card Authorization 2012 AF Credit Card Authorization Form - Fillable / 2012 AF Debit Authorization Form - Fillable
4. Voided Check
5. Prior Coverage information, including copy of insurance card, credible coverage notice.

All plan participants must complete the enrollment forms and submit either electronically, via fax or mail.  All participants who do not complete the forms, as requested, will have a delay in receiving new cards and plan information.

Enrollment fees are due the month of entrance into the Plan.

Data you will need:

1. Review package options available for calendar year, contact Amy Ahrens at 770-966-9247.

2. Complete Enrollment Form. All current and new participants will need to complete the forms - Annual

3. Premium must be paid by a check or credit card.

Note: any drafts returned will result in a $45 additional fee. Payments not received by 20th of each month will result in plan termination.

4. Submit all forms with signatures. (All data must be complete -- Name, SSN, DOB, Address, Signatures.) All forms must be complete.

If a new participant:
a. Copy of current healthcare card
b. Copy of creditable letter of coverage/COBRA/HIPAA notice

If you MUST cancel/change coverage, it must be due to a qualifying event. A 30 day written notice is required, failure to do so will result in premium taken. All election made are for that particular year (ie 2012, 2013). Any drafts returned will result in an additional $45 fee.

Forms may be submitted - electronically to: nikki.hale@ahrensnaefconsulting.com; or
FAX to: 866-817-3969