Documents and Resources
General Plan Documents
2019 Summary Plan Description (SPD)
2020 Summary of Material Modifications (SMM)
2020 - 2021 Summary of Material Modifications (SMM)
2021 Summary of Material Modifications (SMM)
2022 Summary of Material Modifications (SMM)
2023 Summary of Material Modifications (SMM)
2024 Participation Agreement
2023 Trust Agreement
2025 Amendment to Trust Agreement
2025 Redline of Amendment to Trust Agreement
Policy and Procedures for the Collection of Contributions
2023 Summary Annual Report
2022 Summary Annual Report
2021 Summary Annual Report
2020 Summary Annual Report
2019 Summary Annual Report
Insurance Provider Documents
2026 Plan Year
Premier PPO Summary of Benefits and Coverage
Premier PPO Benefit Summary
Classic Plus PPO Summary of Benefits and Coverage
Classic Plus PPO Benefit Summary
Platinum HMO Summary of Benefits and Coverage
Platinum HMO Benefit Summary
High Deductible Health Plan w/ Health Savings Account (HSA Plan) Summary of Benefits and Coverage
High Deductible Health Plan w/ Health Savings Account (HSA Plan) Benefit Summary
Vision Benefit Summary
Dental Summary of Benefits and Coverage
Dental Benefit Summary
Short Term Disability Benefit Summary - California Residents
Short Term Disability Benefit Summary - Non-California Residents
Long Term Disability Benefit Summary - California Residents
Long Term Disability Benefit Summary - Non-California Residents
Basic Life and Accidental Death and Dismemberment Benefit Summary - Freelance
Basic Life and Accidental Death and Dismemberment Benefit Summary - Staff - $25,000 Benefit Level
Basic Life and Accidental Death and Dismemberment Benefit Summary - Staff - $50,000 Benefit Level
Supplemental Life Benefit Summary - Freelance
Supplemental Life Benefit Summary - Staff
Voluntary Accident Benefit Summary
Voluntary Critical Illness Benefit Summary
Voluntary Hospital Indemnity Benefit Summary
HSA 2026 FAQs
HSA Spendiing Account Web Portal Guide
HSA Deposit Instructions
HSA Account Holder Contribution Form (not for employers)
HSA Contribution Correction Form
HSA Investments Quick Reference Guide
HSA Investments Comprehensive Reference Guide
HSA Guide to Disenrollment - What Happens to your HSA if your PHBP Coverage Terminates
Voluntary Benefit Claim Forms - Accident, Critical Illness, Hospital Indemnity
Voluntary Benefit Portability - Extension of Coverage if your PHBP Coverage Terminates
Supplemental Life Insurance Portability and Conversion Details
Supplemental Life Insurance Portability Application
Supplemental Life Insurance Conversion Application
Employee Assistance Program
2025 Anthem Premier PPO Summary of Benefits and Coverage
2025 Anthem Premier PPO Benefit Summary
2025 Anthem Plus PPO Summary of Benefits and Coverage
2025 Anthem Plus PPO Benefit Summary
2025 Anthem High Deductible Health Plan HSA Summary of Benefits and Coverage
2025 Anthem High Deductible Health Plan HSA Benefit Summary
2025 Anthem HSA Web Portal Guide
2025 Anthem Wealthcare Saver HSA Investment Guide
2025 Anthem Wealthcare Saver HSA Investments Quick Reference Guide
2025 HSA FAQs
2025 Anthem HMO Summary of Benefits and Coverage
2025 Anthem HMO Benefit Summary
2025 Anthem Vision Benefit Summary
2025 Anthem Dental Summary of Benefits and Coverage
2025 Anthem Dental Benefit Summary
2025 Anthem Basic Life Insurance Summary of Benefits - Freelancers
2025 Anthem Basic Life Insurance Summary of Benefits - Staff - $25,000 Benefit Level
2025 Anthem Basic Life Insurance Summary of Benefits - Staff - $50,000 Benefit Level
2025 Anthem Supplemental Life Insurance Benefit Summary - Freelancers
2025 Anthem Supplemental Life Insurance Benefit Summary - Staff
2025 Anthem Short Term Disability Benefit Summary - California
2025 Anthem Short Term Disability Benefit Summary - Non-California
2025 Anthem Long Term Disability Benefit Summary - California
2025 Anthem Long Term Disability Benefit Summary - Non-California
2025 Anthem Long Term Disability Claim Form
2025 Anthem Voluntary Benefits - Accident
2025 Anthem Voluntary Benefits - Critical Illness
2025 Anthem Voluntary Benefits - Hospital Indemnity
2025 Anthem Voluntary Benefits Claim Form
2025 Anthem Voluntary Benefits - Extended Continuation / Portability of Benefits
2025 Anthem Supplemental Life Insurance Portability and Conversion Details
2025 Anthem Supplemental Life Insurance Portability Application
2025 Anthem Supplemental Life Insurance Conversion Application
Participating Employer Documents
Participating Freelancer Documents
COBRA Qualifying Event Form
Consent to receive Plan Documents electronically
Monthly Auto Payment / ACH Form
Work History Correction Form
Global Core Travel Benefits
Traveling Out of Town or Abroad
How to Find a Doctor Instructions
How to file a short-term disability claim
Anthem Disability due to pregnancy
Coronavirus (COVID 19) Updates
COVID-19 Emergency Health Measures Extended until November 11, 2023
Coronavirus Relief Announcement - August Update
Coronavirus Relief Announcement - July Update
Coronavirus Relief Announcement - June Update
Coronavirus Relief Announcement - May Update
Coronavirus Relief Announcement - March
Small Business Owner's Guide to the CARES Act
PHBP Announcement March 13, 2020
Anthem Important facts about coronavirus
Anthem Coronavirus FAQ Sheet
Anthem COVID-19 Employee Assistance Program (EAP) Resource Flyer- English
Anthem COVID-19 Employee Assistance Program (EAP) Resource Flyer- English
Department of Managed Health Care Coverage Options
