Form Library

Everything you need in one place.

Below you’ll find links to information and forms, which you can view or download and print.

If you prefer talking with a HealthEZ representative, call 855-290-1414

2026 Medical Benefit Information
 
Benefit Overview Provides a high level overview of your HealthEZ medical benefits.
$4,000 25% Coinsurance Plan SBC Provides an easy-to-understand summary about a health plan’s benefits and coverage.
$4,000 0% Coinsurance Plan SBC Provides an easy-to-understand summary about a health plan’s benefits and coverage.
2025 Summary Plan Description (SPD) Provides information on how the medical plan operates, when employees are eligible for benefits, how benefits are paid, and much more.
2025 Medical Benefit Information
 
Benefit Overview Provides a high level overview of your HealthEZ medical benefits.
HSA Plan SBC Provides an easy-to-understand summary about a health plan’s benefits and coverage.
2025 Summary Plan Description (SPD) Provides information on how the medical plan operates, when employees are eligible for benefits, how benefits are paid, and much more.
Claim Reimbursement Forms
 
Medical Expense Reimbursement Form Fill out the Medical Expense Reimbursement Form and submit to HealthEZ when you have paid out of pocket for medical expenses.
Prescription Reimbursement Form Fill out the Prescription Reimbursement Form and submit to your Pharmacy Benefit Manager (PBM) when you have paid out of pocket for prescription expenses.
Ancillary Benefits
 
MICO Program Flyer Provides an overview of the OptiMed MICO Program benefits.
Coordination of Benefits
 
Coordination of Benefits Form Fill out the Coordination of Benefits form and submit to HealthEZ to document any secondary insurance coverage
Member Appeal Form
 
Member Appeal Form Member Appeal Form
Preventive Care Guidelines
 
Preventive Care Guidelines An ounce of prevention is worth a pound of cure. That’s why your health plan fully covers preventive care services. These services are defined by the U.S. Preventive Services Task Force and vary depending on age, sex, and pregnancy. All services classified as Grade A or B are covered at no cost to you.
Important Notices
 
Paper Employee Benefit Notices Acknowledgement of Paper Employee Benefit Notices
Notice of Electronic Disclosure Notice of Electronic Disclosure of Employee Benefit Notices, Summary Plan Description, and Plan Amendments
CHIP Model Notice Premium Assistance under Medicaid and the Children’s Health Insurance Program
COBRA Notice General COBRA Notice
GINA Booklet The Genetic Information Nondiscrimination Act
HIPAA Notice HIPAA Privacy Notice
Newborns Act Newborns’ and Mothers’ Health Protection Act
Special Enrollment Rights Notice Special Enrollment Rights Notice
WHCRA Women’s Health and Cancer Rights Ac