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KELLY & ASSOCIATES INSURANCE GROUP, INC. 301 International Circle Hunt Valley, Maryland 21030-1342 (410) 527-3432 Fax: (410) 527-5905 www.kaig.com EXISTING MEMBER TERMINATION / CHANGE FORM Please
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How to fill out existing member benefit terminationchange

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How to fill out existing member benefit termination/change:

01
Gather all necessary information: Before starting the process of filling out the existing member benefit termination/change form, ensure that you have all the required information at hand. This may include the member's personal details, reason for termination/change, effective date, and any supporting documentation.
02
Access the form: Contact the organization or institution that provides the member benefits and request the existing member benefit termination/change form. This form is usually available either electronically or in a physical format. If it is available online, download and save a copy for your records.
03
Review the instructions: Read through the instructions accompanying the form carefully. This will provide you with important details on how to accurately complete the form and any specific requirements that need to be met.
04
Fill out personal information: Begin by filling out the personal information section of the form. This typically includes the member's full name, contact details, and membership identification number. Ensure that all information is accurate and up to date.
05
Specify reason for termination/change: Next, clearly state the reason for terminating or changing the existing member benefits. This could be due to various factors such as relocation, change in employment, or personal circumstances. Provide a brief but concise explanation.
06
Provide effective date: Indicate the desired effective date for the termination or change to the benefits. This date should be reasonable and allow the necessary time for processing.
07
Attach supporting documentation: If there are any supporting documents required to process the termination/change request, make sure to attach them securely to the form. This may include proof of residency, employment verification, or other relevant documents.
08
Review and sign: Once you have completed all the necessary fields, carefully review the form to ensure accuracy and completeness. Make sure that all required information has been provided, and there are no errors. Finally, sign and date the form as required.

Who needs existing member benefit termination/change?

01
Individuals who are no longer eligible for the current member benefits due to change in circumstances or employment.
02
Members who wish to switch to a different benefit plan offered by the same organization or institution.
03
Individuals who are relocating to another location where the current member benefits are no longer applicable.
04
Members who have found better alternative benefits from another provider.
05
Individuals who have experienced a change in personal circumstances that require a change in their existing member benefits.
Please note that specific eligibility requirements and procedures may vary depending on the organization or institution providing the benefits. It is important to refer to their guidelines and contact their customer service department if you have any questions or require further assistance.
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