Plan Changes

Is a Group Making Plan Changes? 

Clients and brokers can use the Plan Change Form to submit most changes. If you have any questions about how to best integrate the HRA with the new medical plan, please contact your Client Services Team.

Remember, changes to the health plan often affect the Choice Strategies HRA plan directly. For example, if a group is renewing early with their health plan, we may need to change the HRA plan year to match.

Please submit plan changes 30 days in advance. Plan changes submitted with less than 30 days’ notice will be processed; however, we cannot guarantee completion by the start of the plan year.  

Please note, for enhanced security we now require the Employer ID on all enrollments, changes and terminations. Forms without this information will be rejected. The Employer ID starts with CHO and appears on all invoices, reports, commission statements and most emails.

  If you do not know your groups’ Employer IDs, please contact