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HWT/FlexSave™ Broker Information  flexsave™: Paperwork Requirements
Flexsave™: Paperwork Requirements

The table below outlines the most common flexSave™ forms, you can click on document to see tutorial on its completion. For blank forms please click here

Document Objective Required
Health & Welfare Trust Application To initiate set-up of flexsave for company All companies on initial set-up
Employee Enrollment Form To set parameters for each employee to be covered One per each employee
Request for Direct Deposit To set each employee with direct claim reimbursement Recommended (each employee)
Stop-Loss /Travel Medical To obtain Stop-Loss/Travel Medical coverage  1)Unincorporated-mandatory
2)Incorporated-recommended
Pre-Authorized Debit Sets a fixed monthly deposit to Hub (for future claims) Recommended
Fillable Claim Form Required for submission with each claim Required as claims incurred
Pre-Authorized Debit (Stop-Loss) Allows payment of stop-loss monthly premium If stop-loss paid monthly

 
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