Health and Welfare Plan Resources

Forms

Complete this questionnaire if you and/or your dependent have been involved in an accident where an injury required medical attention.

Accident-Injury Questionnaire (PDF)

Log into your Member Portal to update your address, or

Complete this pdf form to update your address and return it to Carpenters Benefit Office.

Address Change Form (PDF)

Complete this form to designate a person (or persons) to receive benefits that may be payable upon your death. Important: If beneficiaries are not designated as either primary or secondary, all beneficiaries are considered to be primary by default.

Beneficiary Form (PDF)

Beneficiary Form (Spanish PDF)

The Beneficiary Form may be completed online using our Member Portal.

Complete this form to submit a request for out-of-network claim reimbursement to Cigna for medical care charges incurred at a non-Cigna provider for dates through 12/31/2022.

Cigna Claim Form (PDF)

Complete this form to provide information about you and your eligible dependents. This form must be completed and submitted any time family information changes. New members will also need to complete a Beneficiary Form and HIPAA Form.

Enrollment Form (PDF)

Enrollment Form (Spanish PDF)

The Enrollment Form may be completed online using our Member Portal.

Complete this form to submit prescriptions to Express Scripts for reimbursement when a non-network pharmacy is used or to coordinate benefits when another prescription plan has already paid their portion of the prescription bill.

Express Scripts Direct Claim Form (PDF)

Complete this form to submit prescriptions to Express Scripts Home Delivery.

Express Scripts Home Delivery Form (PDF)

Complete this form to authorize the St. Louis Benefit Plans Office to release PHI/ePHI to the individual or entity listed on the form.

HIPAA Form (PDF)

HIPAA Form (Spanish PDF)

The HIPAA Form may be completed online using our Member Portal.

Complete this form to revoke or terminate permission to disclose PHI/ePHI to a previously authorized person or entity.

HIPAA Revocation Form (PDF)

HIPAA Revocation Form (Spanish PDF)

The HIPAA Revocation Form may be completed online using our Member Portal.

Print and complete this form if you have been called to or are returning from active military duty. This form allows you to freeze your health and welfare coverage while you are away and reinstate your coverage upon your return.

Military Leave Activation Discharge Form (PDF)

Complete this form if plan dependents have other insurance in order for Carpenters Health Plan to coordinate benefits appropriately.

Other Insurance Questionnaire (PDF)

Both the member and physician must complete this form in order for the member to be considered for weekly benefits due to a non-work-related accident/illness.

Short-Term Disability Form (PDF)

Both the member and physician must complete this form in order for the member to be extend weekly benefits due to a non-work-related accident/illness.

Short-Term Disability Form – Subsequent Statement of Claim (PDF)

Use this form to authorize direct deposit of your short-term disability benefits into your checking or savings account.

Short-Term Disability Direct Deposit Authorization (PDF)

Complete this form to provide the Plan with insurance coverage information for both a working and non-working spouse in order to be eligible for Carpenters’ coverage.

Spousal Coverage Verification Form (PDF)

Spousal Coverage Verification Form (Spanish PDF)

The Spousal Coverage Verification Form may be completed online using our Member Portal.

Complete this form to submit a request for out-of-network claim reimbursement to UMR for medical care charges incurred at a non-UnitedHealthcare provider beginning 1/1/2023.

UMR Claim Form (PDF)

Complete this form to submit a request for out-of-network claim reimbursement to VSP for eye care charges incurred at a non-VSP provider.

VSP Reimbursement Form (PDF)

Self-Pay

Read more about the COBRA Continuation of Coverage rights available in the event of a Qualifying Event.

COBRA Rights (PDF)

The Plan permits self-payments by underemployed, retired, disabled, and Self-Employed Members and Surviving Spouses, as well as COBRA continuation Premiums.

2025 Self-Pay Rates (PDF)

Use this packet to complete your application to continue coverage under the Self-Pay provision of the Plan.

Self-Pay Application Packet (PDF)

Read more about Minimum Difference payment guidelines.

Self-Pay Guidelines for Minimum & Difference Payments (PDF)

Use this form to set up a recurring payment using your bank account or pension benefit deduction (St. Louis or Kansas City only).

Self-Payment Authorization Form (PDF)

To set up a recurring payment or to make a one-time payment using your bank account or credit card, use our Member Portal.

Plan Documents & Federal Notices

Flyers