Prior Authorization Form - Cat Health Benefits - Caterpillar 2026

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  1. Click ‘Get Form’ to open the Prior Authorization Form in the editor.
  2. Begin by filling out the Prescriber Information section. Enter the last name, first name, DEA/NPI number, specialty, phone, and fax details.
  3. Next, complete the Member Information section with the member's last name, first name, member ID number, and date of birth.
  4. In the Medication Information section, provide the drug name and strength along with quantity and dosing. Clearly state the diagnosis and duration of treatment.
  5. Answer all questions regarding patient eligibility for medication. Ensure you provide documentation where required to avoid delays in processing.
  6. Finally, sign and date the form in the designated area. Include your title if applicable.

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Got questions?

We have answers to the most popular questions from our customers. If you can't find an answer to your question, please contact us.
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You can also contact the Caterpillar Benefits Center at 1-877-228-4010 (or 1-718-354-1345 outside the U.S.).
How OneExchange coverage works. As a CAT retiree, at age 65, your group coverage is transitioned from United Health Care to OneExchange (formerly Extend Health) for individual coverage. OneExchange is a third party, based out of San Mateo, CA, that manages your retiree health care funding and reimbursement program.
Does Caterpillar offer medical benefits? Yes, Caterpillar offers medical, dental and vision insurance. You can choose from 3 plans, with maximum out of pocket costs from $5,000 to $10,000.
A prior authorization (PA) review is used for a wide variety of medications to confirm that medication is being prescribed for its intended use based on FDA guidelines. These reviews are meant to ensure certain prescriptions meet specific criteria before they are covered by a pharmacy plan.
Health savings account (HSA) Your contribution is optional and is in addition to the premiums you pay. The account offers tax benefits, but the IRS limits how much money can be put in the account each year. You own the account, and the money is yours to use for qualified medical expenses even if you leave Caterpillar.

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If youre enrolling a spouse/same-sex domestic partner who has access to employer-sponsored group insurance coverage, but declines it and instead enrolls in the Caterpillar plan, youll pay a spousal surcharge ($145/month) in addition to the rates shown here.

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