ENROLLMENT FORM - Benefit Resource Home - shu 2026

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  1. Click ‘Get Form’ to open the ENROLLMENT FORM in the editor.
  2. Begin by filling out the EMPLOYER and EFFECTIVE DATE OF ENROLLMENT sections at the top of the form. Ensure that you enter the correct date format (MM/DD/YYYY).
  3. In section A, EMPLOYEE INFORMATION, provide your Member ID, full name (Last, First, MI), home address, phone number, hire date, birth date, gender, employee status (check either Full-Time or Part-Time), and email address. Remember to print clearly.
  4. Move to section B for COMMUTER BENEFIT PLAN ACCOUNTS. Enter your CBP election(s) by specifying the type of account and monthly election amounts for Parking and Mass Transit.
  5. In section C, read through the EMPLOYEE CERTIFICATION carefully. By signing this section, you acknowledge understanding of the plan's terms and authorize payroll deductions.
  6. Finally, complete section D for PAYROLL DEDUCTION INFORMATION. Your employer must fill this out for enrollment confirmation before submitting the form.

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Benefit enrollment forms capture employee data during the different types of enrollment periods (e.g., open enrollment, special enrollment, and new hire enrollment). The form can be an actual physical form or part of your employee self-service software portal, such as Eddy or UKG.
The CMS-855R application is used by individual physicians and non-physician practitioners (hereafter collectively referred to as individual practitioners) who want to reassign their right to receive Medicare payments to another eligible individual or entity (i.e., sole proprietorship/clinic/group practice/other
Starting November 1, 2023, you must use the revised form. Form updates: Combines the CMS-855I and CMS-855R paper applications and discontinues the CMS-855R. Removes physician assistant employer arrangements.
All physicians and non-physician practitioners must complete the Medicare Enrollment Application - Physicians and non-physician practitioners (CMS-855I) application in order to initiate the enrollment process and, as applicable, wish to reassign their benefits under 424.80.

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