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Coordination of Benefits Questionnaire Policyholder Name Group Number Member ID Number Section No Yes Other Insurance If this does not apply, skip to Section B. If No, please complete Section D, sign,
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How to fill out coordination of benefits questionnaire

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How to Fill Out Coordination of Benefits Questionnaire:

01
Obtain the coordination of benefits questionnaire from your insurance provider. It may be available on their website or you can request a physical copy.
02
Read the instructions carefully before starting to fill out the questionnaire. Make sure you understand the purpose of the questionnaire and the information it seeks.
03
Begin by providing your personal information such as your name, address, date of birth, and insurance policy number. Ensure that all the details are accurate and up-to-date.
04
Fill in the details of your primary insurance policy. This includes the name of the primary insurer, policy number, and contact information. You may also need to provide information about your employer if the primary insurance is through your workplace.
05
If you have secondary or additional insurance coverage, provide the details of that policy as well. Include the name of the secondary insurer, policy number, and contact information. If you have multiple secondary policies, provide information for each one.
06
Provide information about any dependents covered under your insurance policies. Include their names, dates of birth, and relationship to you. If you have more than one dependent, provide details for each one.
07
Answer any specific questions asked in the questionnaire regarding your insurance coverage. This may include questions about the type of coverage you have, any limitations or exclusions, or any unique circumstances relevant to your benefits.
08
Review all the information you have provided to ensure its accuracy. Double-check that you have answered all the questions and provided all the necessary details.
09
Sign and date the questionnaire to confirm that the information you have provided is true and complete to the best of your knowledge. Keep a copy of the completed questionnaire for your records.

Who Needs Coordination of Benefits Questionnaire:

01
Individuals who have more than one health insurance policy are typically required to fill out a coordination of benefits questionnaire. This helps determine the order in which the insurance policies will provide coverage for medical expenses.
02
Employees who are covered by both their own primary insurance and a secondary insurance through their employer may need to complete a coordination of benefits questionnaire.
03
Dependents who are covered under multiple insurance policies, such as children who have coverage through both parents, may also need to fill out a coordination of benefits questionnaire.
Note: The specific requirements for filling out a coordination of benefits questionnaire may vary depending on your insurance provider and the terms of your policies. It is always best to consult with your insurance provider directly for accurate and detailed instructions.
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Coordination of benefits questionnaire is a form used by insurance companies to determine which insurance plan is primary and which is secondary in cases where a person is covered by more than one insurance policy.
Anyone who has multiple insurance policies that may potentially cover the same medical expenses is required to file a coordination of benefits questionnaire.
To fill out the coordination of benefits questionnaire, you will need to provide information about all the insurance policies you have, including policy numbers, coverage details, and any other relevant information requested on the form.
The purpose of the coordination of benefits questionnaire is to ensure that insurance claims are processed correctly and that each insurance policy pays its share of the covered expenses.
The coordination of benefits questionnaire typically requires information about all insurance policies in effect, including policy numbers, coverage details, and the insured person's information.
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