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STEP 1 - Complete a Checklist and return it to Allegiance - this may already be done if you are working with a broker or marketing representative from Allegiance - If you need a Checklist please contact us flex-inquire@askallegiance.com
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STEP 2 - Pass out the Enrollment Materials provided to you from Allegiance to all eligible employees -
If you need additional materials you may print what you need here.
Or
Request additional materials from Allegiance here.
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STEP 3 - Return forms with elections made (note declinations can be housed in your employee files) to Allegiance. Allegiance offers many ways to send us your Enrollment forms:
Mail
Allegiance Benefit Plan Management Inc
Atten Enrollment
PO BOX 4346
Missoula MT 59806-4346
FAX
406-523-3186 (THIS IS ONLY FOR EMPLOYER USE NOT CLAIMS)
1-877-424-3539 toll free fax number
SECURE UPLOAD
Enrollments must be scanned images
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STEP 4 - Once Allegiance receives and processes the forms a confirmation packet will sent to the Group contact. Depending on the options you elected your packet may or may not include the items listed below.
Employer Welcome Letter - Please read carefully for information regarding your plan.
Non Discrimination Testing - Please read instructions and complete and return as necessary.
Confidentiality Information - Please read instructions, distribute/fill out and return as necessary.
Invoice and List Bill - This is your first months list billing - please read information on funding and the list bill in your Employer Welcome Letter
Employee Confirmation Letters - Note this package will be mailed separately, please confirm and distribute to your employees.
If you have questions regarding the above steps please contact us or call the Allegiance Flex Enrollment Department at 1-877-424-3570 ext 4602.
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