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Information & Documents Library

Below are links to commonly requested forms and general information from insurance carriers. In addition, we have made available a wealth of information on Health Care Reform

*NEW* A new folder has been added below that has documents with information about Paid Family Leave.
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This notice includes the 2018 Percentage Method Tables for Income Tax Withholding. Employers should implement the 2018 withholding tables as soon as possible, but not later than February 15, 2018.  748k v. 1 Jan 30, 2018, 9:00 AM Joe Cavallaro
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As you near age 65, you have to make several important decisions about your Medicare coverage. These decisions can be confusing and can take some time to make. This fact sheet will help you.  535k v. 1 Jan 30, 2018, 8:59 AM Joe Cavallaro
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  6783k v. 1 Jul 10, 2017, 3:23 PM Joe Cavallaro
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Annual Group Information Form(submitted annually)  1109k v. 2 Jan 22, 2018, 2:24 PM Joe Cavallaro
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2018 Small Group Dental Options  820k v. 2 Jan 23, 2018, 5:16 AM Joe Cavallaro
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Small group plan updates and retired plans  43k v. 2 Oct 3, 2017, 6:20 AM Joe Cavallaro
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Forms needed to apply for small group employer coverage  6767k v. 2 Jan 22, 2018, 2:23 PM Joe Cavallaro
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  168k v. 2 Jan 19, 2018, 2:07 PM Joe Cavallaro
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List of all drugs and tiers in the Excellus formulary   2257k v. 2 Jan 19, 2018, 2:08 PM Joe Cavallaro
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Eligibility policy for new hires or rehires  83k v. 2 Sep 7, 2016, 12:02 PM Joe Cavallaro
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Web User Guide for Employers  1932k v. 3 Oct 20, 2014, 11:46 AM Joe Cavallaro
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County Service Area by Region   324k v. 2 Jun 23, 2017, 1:36 PM Joe Cavallaro
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Information on $300 per year reimbursement for gym membership  206k v. 2 Sep 16, 2015, 6:31 AM Joe Cavallaro
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Pharmacy Reimbursement Form  75k v. 2 Jan 23, 2018, 5:10 AM Joe Cavallaro
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Changes to medical coverage as a result of Health Care Reform  719k v. 3 Jan 23, 2018, 5:30 AM Joe Cavallaro
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Listing of covered preventative services  93k v. 2 Apr 10, 2014, 12:24 PM Joe Cavallaro
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Medical Claim Reimbursement Form  933k v. 2 Jan 23, 2018, 5:11 AM Joe Cavallaro
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Information on Consumer Directed Health Care plans  2011k v. 2 Jan 22, 2018, 2:27 PM Joe Cavallaro
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Required form if you carry stand alone dental coverage which includes pediatric coverage  52k v. 2 Jan 22, 2018, 2:26 PM Joe Cavallaro
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4th Quarter Small Business Plan Options - HSA Compliant ONLY  242k v. 2 Aug 21, 2018, 4:13 PM Joe Cavallaro
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4th Quarter Small Business Plan Options - All 31 Plans Available  259k v. 2 Aug 21, 2018, 4:14 PM Joe Cavallaro
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Exercise Rewards Q & A  878k v. 2 Apr 10, 2014, 12:35 PM Joe Cavallaro
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Exercise Rewards Reimbursement Form  2223k v. 2 Apr 10, 2014, 12:35 PM Joe Cavallaro
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Pediatric Dental coverage explained  1649k v. 5 Jan 23, 2018, 5:27 AM Joe Cavallaro
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Small Group Tax Credit via PPACA  33k v. 2 Apr 10, 2014, 12:25 PM Joe Cavallaro
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Value of promoting wellness in the workplace  1412k v. 2 Oct 3, 2017, 6:24 AM Joe Cavallaro
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Infographic detailing 3 challenges and trends regarding the ACA  947k v. 2 Feb 5, 2016, 9:36 AM Joe Cavallaro
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Employer Mandate Letter & Enforcement  150k v. 2 Dec 12, 2017, 10:25 AM Joe Cavallaro
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  188k v. 2 Oct 16, 2015, 6:13 AM Joe Cavallaro
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Affordable Care Act 2016 Updates  834k v. 2 Jul 14, 2016, 10:08 AM Joe Cavallaro
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Marketplace Survival Guide for Small Business  1052k v. 5 Oct 16, 2015, 6:14 AM Joe Cavallaro
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  219k v. 2 Aug 6, 2013, 9:48 AM Erick Ovando
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Employers Guide to Health Care Reform  1226k v. 2 Oct 20, 2014, 12:44 PM Joe Cavallaro
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FAQ's on the Special Enrollment Period to purchase individual coverage prior to 2015  432k v. 2 Apr 17, 2014, 10:23 AM Joe Cavallaro
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  133k v. 2 Aug 6, 2013, 9:48 AM Erick Ovando
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  54k v. 2 Aug 6, 2013, 9:48 AM Erick Ovando
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PPACA 2016 Info & Facts  324k v. 2 Feb 5, 2016, 9:29 AM Joe Cavallaro
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Key differences between the Individual and Small Group markets for health insurance  213k v. 3 Oct 20, 2014, 11:51 AM Joe Cavallaro
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The practical guide to premium subsidies  902k v. 2 Sep 30, 2015, 10:49 AM Joe Cavallaro
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Special Enrollment Periods FAQ  358k v. 2 Jun 9, 2014, 1:28 PM Joe Cavallaro
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2015 List of Carriers available on the NY Exchanges  130k v. 4 Oct 20, 2014, 2:49 PM Joe Cavallaro
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Reasons Why a Business Should use the SHOP  498k v. 2 Oct 20, 2014, 12:30 PM Joe Cavallaro
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This in depth document from NYS shows how to qualify and for how much of a credit you might qualify for  562k v. 2 Jun 9, 2014, 8:27 AM Joe Cavallaro
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Explanation of the Small Group Tax Credit  33k v. 2 Oct 20, 2014, 12:25 PM Joe Cavallaro
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Survival Guide for Small Business  1048k v. 2 Aug 7, 2015, 2:30 PM Joe Cavallaro
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How do premium subsidies for health insurance work?  690k v. 2 Sep 30, 2015, 10:49 AM Joe Cavallaro
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  250k v. 4 Oct 20, 2014, 12:23 PM Joe Cavallaro
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Who can use the NYS Marketplace / Exchange  670k v. 2 Sep 30, 2015, 10:50 AM Joe Cavallaro
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2018 Individual Excellus Off Exchange Plans  208k v. 2 Nov 15, 2017, 3:45 PM Joe Cavallaro
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2018 MVP Individual Medical Application  110k v. 2 Jan 23, 2018, 6:04 AM Joe Cavallaro
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2018 Individual MVP Plans - Buffalo  169k v. 2 Nov 3, 2017, 9:37 AM Joe Cavallaro
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2018 Individual MVP Plans - Rochester  167k v. 2 Nov 3, 2017, 9:37 AM Joe Cavallaro
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2018 Individual MVP Plans - Syracuse  172k v. 2 Nov 3, 2017, 9:37 AM Joe Cavallaro
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NEW Telemedicine Promo  447k v. 2 Mar 3, 2017, 12:26 PM Joe Cavallaro
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2018 Rx Formulary  455k v. 2 Jan 23, 2018, 6:04 AM Joe Cavallaro
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Preventative Drug Listing  28k v. 2 Jan 23, 2018, 6:04 AM Joe Cavallaro
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Small Group Enrollment & Change Form  132k v. 2 Jan 23, 2018, 6:05 AM Joe Cavallaro
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Small Group Product Application  120k v. 2 Jan 23, 2018, 6:05 AM Joe Cavallaro
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ACA Reporting Q&A  33k v. 2 Feb 5, 2016, 9:17 AM Joe Cavallaro
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Online Member Enrollment Instructions  567k v. 2 Oct 20, 2014, 12:24 PM Joe Cavallaro
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  250k v. 2 Jan 23, 2018, 5:28 AM Joe Cavallaro
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  30k v. 2 Jan 23, 2018, 5:28 AM Joe Cavallaro
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  27k v. 2 Jan 23, 2018, 5:28 AM Joe Cavallaro
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Q4 2018 Rochester HMO Options  195k v. 2 Aug 23, 2018, 2:12 PM Joe Cavallaro
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Q4 2018 Small Group Options - Buffalo  215k v. 2 Aug 23, 2018, 2:12 PM Joe Cavallaro
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Q4 2017 Small Group Options - Rochester  219k v. 2 Aug 23, 2018, 2:13 PM Joe Cavallaro
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Q4 2018 Small Group Options - Syracuse  227k v. 2 Aug 23, 2018, 2:13 PM Joe Cavallaro
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NY Small Group Underwriting Guidelines  541k v. 2 Jun 23, 2017, 1:34 PM Joe Cavallaro
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Wellness Brochure  238k v. 2 Jan 23, 2018, 6:05 AM Joe Cavallaro
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Overview of Pharmacy Benefits  633k v. 2 Jan 23, 2018, 6:06 AM Joe Cavallaro
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Promo Describing MVP Preferred Provider Benefits  360k v. 4 Mar 26, 2018, 8:57 AM Joe Cavallaro
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Defined Contribution Strategy for Health Insurance  1075k v. 5 Sep 14, 2015, 9:26 AM Joe Cavallaro
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  916k v. 2 Oct 21, 2017, 12:24 PM Joe Cavallaro
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  797k v. 2 Oct 21, 2017, 12:24 PM Joe Cavallaro
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  43k v. 2 Dec 12, 2017, 10:24 AM Joe Cavallaro
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  476k v. 2 Nov 15, 2017, 3:42 PM Joe Cavallaro
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  469k v. 2 Nov 15, 2017, 3:42 PM Joe Cavallaro
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  96k v. 2 Oct 21, 2017, 12:24 PM Joe Cavallaro
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  541k v. 2 Nov 15, 2017, 3:42 PM Joe Cavallaro
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  10987k v. 2 Nov 15, 2017, 3:42 PM Joe Cavallaro
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A wealth of information on employee benefits derived from employer and employee interviews  1733k v. 2 Feb 5, 2016, 9:35 AM Joe Cavallaro
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2013 Met Life document on voluntary benefits   286k v. 2 Oct 20, 2014, 12:20 PM Joe Cavallaro