Wealth Advisor Benefit Plan

How to Enroll:

If you are new to the plan please follow the directions on how to enroll to ensure a smooth transition. Make sure to include:

1. Join The Advisor Forum click here
2. Enrollment Form
3. Debit Authorization form or Credit Card Authorization
4. Voided Check
5. Prior Coverage information, including copy of insurance card, credible coverage notice.

All plan participants must complete the enrollment forms and submit either electronically, via fax or mail.  All participants who do not complete the forms, as requested, will have a delay in receiving new cards and plan information.

Enrollment fees are due the month of entrance into the Plan.

Data you will need:

1. Review plan designs.

Download Acrobat

• Benefits at a Glance
• 2010 Benefit Enrollment Guide
• Life Evidence of Insurability Form (if electing over $375,000).

2. Complete Enrollment Form. All current and new participants will need to complete the forms.

• 2010 Enrollment Form

3. Complete ACH Debit Form including a copy of a voided check. All offices will be required to use one of the following form for payment.

• Debit Authorization Form
• Credit Card Election Form

Note: any drafts returned will result in a $40 additional fee.

4. Submit all forms with signatures. (All data must be complete -- Name, SSN, DOB, Address, Signatures.)

If a new participant:
a. Copy of current healthcare card
b. Copy of creditable letter of coverage/COBRA/HIPAA notice
c. Copy of Student transcripts/grades (school aged-age 16 +)

If you wish to cancel/change coverage, it must be due to a qualifying event and you must provide a 30 day written notice. Failure to do so will result in premium taken for that month. Any drafts returned, will results in an additional $40 fee.

Forms may be submitted - electronically to: nikki.hale@ahrensnaefconsulting.com; or
FAX to: 866-817-3969, or  via mail to:

Wealth Advisor Benefit Plan
5934 Hickory Hollow Ct
Harrisburg, NC 28075

Questions: 704-454-5013.