UAatWork
Agent Training Materials
- UAatWork Supply Order Form F4397
- UAatWork Agent Manual - Health and Life Underwriting Instructions and Select Benefit Rider F4341
- Section 125 Agent Reference Guide F4997
- SAMPLE Employer Implementation Manual - Sect 125 F4500
- UAatWork New Business Workflow F5335
Marketplace Bulletins
- Worksite Marketplace Bulletin F6608-WSM-MMGAP - Foundation (MMGAP)
- Worksite Marketplace Bulletin F6604-UAPTL - Term to 100
- Worksite Marketplace Bulletin F6605-UATGC - 20 Year Renewable Term
Case Submission Forms
After you close the sale to the employer, download the appropriate packet for the case and complete the required forms and instructions. Fax them to the Home Office for case approval. All of the required forms you need are included in the packets. Original completed forms must be mailed to the Home Office. New cases must be approved by the Home Office before you proceed.- New Payroll Deduction Case (After-Tax)
- New Section 125 Case (Pre-Tax)
- Amend Existing Section 125 Case
- Employer's Acceptance of Payroll Deduction F4348
- Plan Adoption Agreement - Section 125 EIM-001
- Salary Reduction Form - Section 125 EIM-002
- Points to Remember - Section 125 EIM-003
- Premium Reduction Amendment - Section 125 EIM-004
- Payroll Deduction Authorization F4349
- Payroll Deduction Cancellation F4350
- New Business Transmittal F4351 (2 pages)
- Request for Contingent Guarantee Issue F4715
- Rates for UAMM Application(MMGAP, R-MMGAP-HO, UATGC, UAPTL)
- Rates for UAGP Application (GSP2)
- Rates for UACB Application (UA250, CANB, CAXC, CILS, UAGTC and UAPTL)
- Rates for UAHI Application (GSP1, HSXC, SMXC,SSXC, HIXC and HMXC)
Prospecting Tools
- Needs Assessment Form NAF07
- Lead Maximization Form F5178
- Pre-Approach Letter - Version #1
- Pre-Approach Letter - Version #2
- Pre-Approach Letter - Version #3
- Pre-Approach Letter - Version #4
Security Life/Symetra Dental Forms
- Security APEX - Agent Guide S10978
- Security APEX Voluntary Group Dental - Adoption and Participation Agreement S10941
- Security APEX Group Enrollment Form S10649
- Security APEX Voluntary Group Dental Plans (Letter Size) S10950
- Security APEX Voluntary Group Dental Plans (Tabloid Size) S10960
- Security Life Insurance Rates S10955
- Security Life Insurance Rates - Adoption & Participation Agreement S11000
- Security Life Insurance Rates - South Dakota S11003
- Security APEX Voluntary Group Dental Plans S11004
- Security APEX Voluntary Group Dental Plans - Plan Descriptions S10961
- Security APEX Voluntary Group Dental Plans - Florida (Letter Size) S10970
- Security APEX Voluntary Group Dental Plans - Florida (Tabloid Size) S10971
- Symetra Life Insurance Rates S10996
- Symetra Life Insurance Rates (Florida Only) S10954
- Symetra Life Insurance APEX Enrollment Form (Florida Only) S10969
- Symetra Life Insurance APEX Voluntary Group Dental Application (Florida Only) S10973
- Security APEX Voluntary Group Dental Plans South Dakota (Letter Size) S10992
- Security APEX Voluntary Group Dental Plans South Dakota (Tabloid Size) S10993
- Symetra Life Voluntary Benefits Plans S10994
- Symetra Life APEX Group Enrollment Form S10995
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