As part of our commitment to providing seamless healthcare solutions for your business, we’ve created a comprehensive Employer Verification Checklist. This guide ensures you have all the necessary documentation to verify your eligibility for health coverage. Follow this checklist to streamline your application process.

For questions or document verification for new and existing clients email alex@medhealthagency.com or call/text (617) 515-7291.

Employer Verification Checklist for Massachusetts Employers

1. Employer Identification Number (EIN)

• Ensure you have your Employer Identification Number (EIN) ready. This is essential for verifying your business’s identity and for tax purposes.

2. Proof of Business Existence

• Submit documentation that verifies the existence of your business. This can include:
  • Articles of Incorporation
  • Business License
  • Partnership Agreement
  • Any official document that confirms your business’s legal standing

3. Payroll Documentation

• Provide the latest payroll records to verify the number of employees. Acceptable documents include:
  • Recent payroll reports
  • IRS Form 941 (Employer’s Quarterly Federal Tax Return)
  • State quarterly wage and tax filing

4. Employee Census

• Prepare a detailed employee census. This should include:
  • Full names of employees
  • Social Security Numbers (SSNs)
  • Dates of birth
  • Home addresses
  • Employment status (full-time/part-time)

5. Employee Eligibility

• Verify which employees are eligible for health coverage. Generally, full-time employees working 30 or more hours per week are eligible. Include part-time and seasonal employees if applicable.

6. Contribution Strategy

• Outline your contribution strategy for employee premiums. Clearly state the percentage or amount you will contribute towards employee health premiums.

7. Previous Insurance Details (if applicable)

• If you are switching from another health insurance provider, provide details of your previous plan. This can include:
  • Policy numbers
  • Coverage details
  • Premium payment records

8. Company Financial Statements

• Submit recent financial statements to demonstrate your business’s financial stability. This can include:
  • Profit and Loss Statements
  • Balance Sheets
  • Bank Statements

9. Additional Business Documentation

• Depending on your business type, additional documentation may be required. This can include:
  • Non-Profit status certification (if applicable)
  • Franchise agreements (if applicable)

10. Signatures and Authorizations

• Ensure all forms and documents are signed by the appropriate business authorities. This may include:
  • Business owner
  • HR manager
  • Authorized company representative

How MedHealth Insurance Agency Can Help

At MedHealth Insurance Agency, we understand the complexities of healthcare enrollment for businesses. Our team of experts is here to assist you every step of the way. From gathering the necessary documentation to answering your questions about eligibility and coverage, we ensure a smooth and efficient process.