The fourth item on your enrollment checklist is where yourself of the group admin(s) will upload any additional documents relevant to your small group's enrollment. Some carriers require you to include specific documents, such as Proof of Ownership or a UC-2, while others are optional or conditional based on the plan elections.

First, click on "Additional Documents" from the enrollment checklist to bring you to the list of documents. Here, you will be able to upload any additional documents, as well as download any carrier-specific form templates.

Once the additional documents section has been completed, any required signatures from either yourself or the group admin are ready to be collected using the "Collect E-Signatures" feature on the enrollment checklist.


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