Forms and applications

 

When providing an application to an applicant or Blue Shield member, you must also include a Notice of Language Assistance.

Employer forms and applications

Fillable PDFs can be saved to your desktop. However, applicants using Acrobat Reader, rather than Acrobat Standard or Pro, will only be able to print the information after it's filled out, not save. If using Standard or Pro, the filled out information can be saved. If you do not have Adobe Reader or are not able to access these fillable features, download the latest version.

Form Download


Master group application

Note: Microsoft Edge is not recommended for viewing or downloading these forms.

Effective 1/1/2025
English (PDF, 1.1 MB)
Spanish (PDF, 9.7 MB)
Chinese (PDF, 7.5 MB)
Vietnamese (PDF, 11.6 MB)
Persian (PDF, 5.7 MB)

Effective 1/1/2024
English (Fillable PDF, 1.4 MB)
Spanish (Fillable PDF, 1.9 MB)
Chinese (Fillable PDF, 3 MB)
Vietnamese (Fillable PDF, 2.7 MB)
Persian (Fillable PDF, 3.5 MB)

Effective 1/1/2023
English (Fillable PDF, 1.3 MB)
Spanish (Fillable PDF, 697 KB)
Chinese (Fillable PDF, 863 KB)
Vietnamese (Fillable PDF, 815 KB)
Persian (Fillable PDF, 815 KB)

Subscriber change request
Employees can change personal information, change plans during open enrollment, enroll new dependents or cancel dependents (include Refusal or Cancellation of Personal Coverage form).

Effective 1/1/2025
English (PDF, 703 KB)
Spanish (PDF, 952 KB)
Chinese (PDF, 949 KB)
Vietnamese (PDF, 1.1 MB)
Persian (PDF, 957 KB)

Effective 1/1/2024
English (Fillable PDF, 706 KB)
Spanish (Fillable PDF, 952 KB)
Chinese (Fillable PDF, 949 KB)
Vietnamese (Fillable PDF, 1.1 MB)
Persian (Fillable PDF, 957 KB)

Effective 1/1/2023
English (Fillable PDF, 545 KB)
Spanish (Fillable PDF, 551 KB)
Chinese (Fillable PDF, 733 KB)
Vietnamese (Fillable PDF, 561 KB)
Persian (Fillable PDF, 691 KB)

Employee change/cancellation transmittal
Submit a monthly summary of employee cancellations and/or changes.

Download (Fillable PDF, 1.3 MB)

Employer questionnaire

Download  (Fillable PDF, 533 KB)

Employee forms and applications

Fillable PDFs can be saved to your desktop. However, applicants using Acrobat Reader, rather than Acrobat Standard or Pro, will only be able to print the information after it's filled out, not save. If using Standard or Pro, the filled out information can be saved. If you do not have Adobe Reader or are not able to access these fillable features, download the latest version.

Form Download

Employee application
Employees should complete this form to enroll in a group medical plan. For employee enrollments to a new
or existing employer group.

Medical only employee application
Employees should complete this form to enroll in a group medical plan. For employee enrollments to a new or existing employer group.

Effective 1/1/2025
English (PDF, 484 KB)
Spanish (PDF, 497 KB)
Chinese (PDF, 824 KB)
Vietnamese (PDF, 1.0 MB)
Persian (PDF, 646KB)

Effective 1/1/2024
English (Fillable PDF, 484 KB)
Spanish (Fillable PDF, 497 KB)
Chinese (Fillable PDF, 824 KB)
Vietnamese (Fillable PDF, 1.0 MB)
Persian (Fillable PDF, 647 KB)

Effective 1/1/2023
English (Fillable PDF, 904 KB)
Spanish (Fillable PDF, 1.5 MB)
Chinese (Fillable PDF, 1.8 MB)
Vietnamese (Fillable PDF, 1.6 MB)
Persian (Fillable PDF, 1.7 MB)

Life only employee application
Employees should complete this form to enroll in a group term life policy. For employee enrollments to a new or existing employer group.

Effective 1/1/2025
English (PDF, 452 KB)
Spanish (PDF, 468 KB)
Chinese (PDF, 591 KB)
Vietnamese (PDF, 542 KB)
Persian (PDF, 632 KB)

Effective 1/1/2024
English (Fillable PDF, 452 KB)
Spanish (Fillable PDF, 460 KB)
Chinese (Fillable PDF, 613 KB)
Vietnamese (Fillable PDF, 541 KB)
Persian (Fillable PDF, 615 KB)

Effective 1/1/2023
English (Fillable PDF, 764 KB)
Spanish (Fillable PDF, 1.2 MB)
Chinese (Fillable PDF, 1.6 MB)
Vietnamese (Fillable PDF, 1.3 MB)
Persian (Fillable PDF, 1.4 MB)

Medical and Life employee application
Employees should complete this form to enroll in a group medical plan, group vision plan or group term life policy. For employee enrollments to a new or existing employer group.

Effective 1/1/2025
English (PDF, 1.0 MB)
Spanish (PDF, 533 KB)
Chinese (PDF, 690 KB)
Vietnamese (PDF, 1.3 MB)
Persian (PDF, 831 KB)

Effective 1/1/2024
English (Fillable PDF, 1.0 MB)
Spanish (Fillable PDF, 533 KB)
Chinese (Fillable PDF, 690 KB)
Vietnamese (Fillable PDF, 831 KB)
Persian (Fillable PDF, 1.3 MB)

Effective 1/1/2023
English (Fillable PDF, 938 KB)
Spanish (Fillable PDF, 1.5 MB)
Chinese (Fillable PDF, 1.9 MB)
Vietnamese (Fillable PDF, 1.6 MB)
Persian (Fillable PDF, 1.7 MB)

Form Download

Evidence of Insurability

Download (PDF, 188 KB)

Refusal of Personal Coverage form
Employees should complete this form if they, their spouse/domestic partner of dependents are refusing their employer's medical or dental plan coverage.

Download (PDF, 567 KB)

Declaration of Disability of Over Age Dependent Children
For enrolled dependent children who normally lose their eligibility because of age, but who are disabled by reason of a physically or mentally disabling injury.

English (PDF, 88 KB)
Spanish (PDF, 173 KB)

Subscriber disability
File for an extension of benefits. Administrators must also complete the Notice of Total and Permanent Disability Form.

Download (PDF, 91 KB)

Disability addendum

Download (PDF, 86 KB)

Authorization for the Release of Health Information

Download (PDF, 119 KB)

Specialty benefits

Form Download
Conversion to Individual Coverage: Group Life Download (PDF, 117 KB)
Beneficiary Affidavit & Assignment Form Download (PDF, 119 KB)
Beneficiary Change Request Download (PDF, 77 KB)
Waiver of Premium Claim Form: Group Life
If a member becomes totally disabled, the life premium may be waived
Download (PDF, 550 KB)

Additional Contact Designation Form: Notice of Lapse or Termination of Life Insurance Policy for Non-Payment of Premium

Download (PDF, 511 KB)

Continuity of Care

Form Download
Request for Continuity of Care English (PDF, 99 KB)
Spanish (PDF, 628 KB)
Chinese  (PDF, 726 KB)
Vietnamese  (PDF, 762 KB)
Hindi (PDF, 790 KB)
Korean (PDF, 692 KB)
Authorization for the Use or Disclosure of Health Information English (PDF, 119 KB)
Spanish (PDF, 117 KB)
Chinese (PDF, 198 KB)
Vietnamese (PDF, 217 KB)
Hindi (PDF, 229 KB)
Korean (PDF, 167 KB)

Claim forms

Form Download
Subscriber's Statement of Claim Download (PDF, 103 KB)
American Specialty Health (ASH) – Subscriber Claim Form Download (PDF, 420 KB)
Out of State Claim Form Download (PDF, 99 KB)
Authorization for Release of Personal and Health Information Download (PDF, 119 KB)
Pharmacy Reimbursement Download English (PDF, 221 KB) 
Download Spanish (PDF, 1.5 MB)
Beneficiary Change Request Download (PDF, 77 KB)
Blue Shield Global Core International Claim Download (PDF, 140 KB)
Proof of Death Form: Group Life Download (PDF, 140 KB)
Accelerated Death Benefit Claim Form: Group Life Download (PDF, 108 KB)
Dismemberment Claim Form: Group Life Download (PDF, 555 KB)
Dental Claim Download (PDF, 168 KB)
Vision Claim Download (PDF, 190 KB)

COBRA/Cal-COBRA

Form Download

Continuation of Coverage Application (COBRA and Cal-COBRA)
For existing groups requesting effective dates of October 1, 2020, and later, this form replaces the "COBRA Continuation of Coverage Application”, the “Cal-COBRA Election”, the "Cal-COBRA Dental Election", and the “Continuing Group Coverage After Federal COBRA” forms. Use this form to apply for a continuation of coverage (federal COBRA or Cal-COBRA).

Download (Fillable PDF, 187 KB)

Employer Notification of Qualifying Events under Cal-COBRA
This form replaces the “Employer Notification of Qualifying Events under Cal-COBRA (ENF)” form for groups requesting changes effective October 1, 2020, and later. Complete this form each time a covered employee has a qualifying event that causes them to be eligible for continuation coverage under the California Continuation Benefits Replacement Act (Cal-COBRA).

Download (Fillable PDF, 57 KB)

Cal-COBRA Take-Over
New groups should use this form when changing carriers to Blue Shield for Cal-COBRA members covered under a previous carrier. Employers are responsible for notifying their Cal-COBRA members of the transition to a new carrier and Cal-COBRA members are required fill out the form and submit to the Cal-COBRA team within 30 days of transition.

Download (Fillable PDF, 100 KB)

Cal-COBRA Election form

This form is for members to enroll in Cal-COBRA is they have exhausted their Federal Cal-COBRA coverage, are not eligible for Federal Cal-COBRA coverage due to their employer's type of coverage, or are moving from another carrier's Cal-COBRA policy to a Cal-COBRA policy under Blue Shield. 

Download (Fillable PDF, 144 KB)

Notice informing individuals about nondiscrimination and accessibility requirements

Form
DOI
    English (PDF, 618 KB)
    Spanish  (PDF, 643 KB)
DMHC
    English  (PDF, 877 KB)
    Spanish  (PDF, 1.6 MB)
Other Languages
    Chinese  (PDF, 1.4 MB)
    Hindi  (PDF, 1.2 MB)
    Vietnamese  (PDF, 1.2 MB)
    Korean  (PDF, 1.3 MB)

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