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Broker News | August 2018 | Vol. 13 No. 8
Broker News | August 2018 | Vol. 13 No. 8

Save Time Using Our New AGIF Online Tool

We understand completing the Annual Group Information Form (AGIF) can be time-consuming. Now, if you submit the form using our online web tool, you may be exempt from completing the form the following year.

Any group that submitted their AGIF in 2017 using the web tool will not have to complete the AGIF this year. And, if you use the web tool in 2018, you will be able to take advantage of the waiver in 2019.  

As long as the group continues to submit the AGIF using the web tool, they will only have to complete the form every other year.

There are a few exceptions. For instance, groups with compliance related issues or concerns may still require an AGIF that will be requested on an as-needed basis. 

Examples of compliance related issues include but are not limited to:

  • Groups with no common law employees enrolled
  • Changes in group structure (subgroup adds, acquisitions, sales, name changes, employer identification number changes, ownership changes, etc.)
  • Out of Area mailing, billing, or physical address changes
  • Significant changes in enrollment (20% +/-)

If your client does not currently have online access to submit their AGIF and would like to do so, they will need to register for an account. Once the registration is complete, you will receive an email with their web access information.

Please contact your account consultant with questions.



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