Proposal Form Information

School entities requesting to receive a proposal for Insurance Trust programs should submit the information specified for the individual program as listed below.

Disability Income Protection
To receive a proposal, submit the following census information:

Short-Term Disability

• Birth date
• Gender
• Salary
• Employment classification
• Elimination period (accident, sickness)
• Weekly/monthly benefit amount
• Duration of benefits
• Current carrier and rate

Long-Term Disability

• Birth date
• Gender
• Salary
• Employment classification
• Benefit structure (elimination period, monthly benefit, monthly maximum benefit, duration of benefit)
• Accumulated sick days, premiere plan only
• Current carrier and rate

E-BEST
To receive a proposal, submit the following census information:

• Number of employees
• Current health care provider

Group Life
To receive a proposal, submit the following census information:

• Birth date
• Gender
• Employment classification(s)
• Benefit amount(s)
• Salary, if benefit is percentage of salary
• Current premium
• Claims for past three years

Section 125/TABS
To receive a proposal, submit the following census information:

• Number of eligible employees