Employee Communications, Forms and Notices
Stay up to date with the latest employee communications, forms and legal notices.
Your Rights and Protection Against Surprise Medical Bills
Children’s Health Insurance Program Reauthorization Act (CHIPRA)
Medicare Part D
Notice of Marketplace Coverage Options
ZOLL HIPAA Special Enrollment Notice
Newborns’ and Mother’s Health Protection Act (NMHPA) Notice
HIPAA Notice of Privacy Practices
Women’s Health and Cancer Rights Act (WHRCA) Notice
Michelle’s Law
ZOLL 2023 Health and Welfare Plan SAR
ZOLL USERRA Notice
COBRA Continuation Coverage Rights
Colorado FAMLI Leave Private Plan Notice
Massachusetts Private Plan Notice – 2024 Update
Benefit Resources and Plan Documents
For more information, review the benefit resources and plan documents.
Benefit Basics
Job Aid
How to Add a Dependent to Benefits – Job Aid
How to Newly Enroll in Benefits for Open Enrollment – Job Aid
How to Submit Open Enrollment and Keep Your Previous Benefits – Job Aid
Videos
How to Opt-Out of ZOLL’s Medical/Dental/Vision Coverage
How to Add a Dependent During Open Enrollment
How to Newly Enroll in Benefits
How to Submit Open Enrollment and Keep Your Benefits
Physical Resources
COVID
Puerto Rico Provider Directory
UnitedHealthcare
Plan Summaries and Documents
Benefit Summary PPO90 Plan – UHC 2024
Benefit Summary Saver with HSA Plan – UHC 2024
Explanation of Benefits (EOB) – UHC Sample
SBC PPO Plan – UHC 2025
SBC Saver Plan with HSA – UHC 2025
SBC Surest Plan – UHC 2025
SPD PPO90 Plan – UHC 2024
SPD Saver with HSA Plan – UHC 2024
Surest Plan Summary
Reimbursement Forms
UHC Fitness Reimbursement Claim Form
UHC Weight Loss Membership Claim Form
Out of Network Claim Form
Health Education and MyUHC.com Resources
Register for MyUHC.com and the UnitedHealthcare App
Calm App Flyer
UHC Health Tip Dietary Guidelines
UHC Health Tip Financial Well-Being
UHC Health Tip Healthier Ways for the Holidays
UHC Health Tip Mammogram Screening
UHC Health Tip Healthier Travel
UHC Health Tip Women’s Health
UHC Fertility Solutions
UHC Recommended Preventive Screenings
Gender Affirming Support
Gender Affirmation Member Journey
Surest
Surest Price Comparison Chart
Create Your Surest Account & Access Virtual Care Services
How to Contact Surest Member Services
Search by Condition – Flyer
Common Questions
Surest App Features – Flyer
What if your provider doesn’t know the Surest plan
Surest Member – LGBTQ+ Resource Guide
Videos
Women’s Health
Surest plan in 5 steps
Say hello to Surest
How to search in the Surest app
How to use Surest at the doctor’s office
Intro to the Surest plan
See how Surest sets copays
Aetna
Plan Summaries and Documents
Benefit Summary PPO90 Plan – Aetna 2024
Benefit Summary Saver with HSA Plan – Aetna 2024
SBC PPO Plan – Aetna 2025
SBC Saver Plan With HSA – Aetna 2025
Aetna Benefit Plan Booklet
Explanation of Benefits (EOB) – Aetna Sample
Reimbursement Forms
Aetna Fitness and Weight Loss Reimbursement Form
Health Education and Aetna Member Portal Resources
Register for Aetna Member Portal
Aetna Maternity Support
Aetna Infertility Support
Aetna Transgender Services Brochure
Preventive vs. Diagnostic
Aetna Recommended Preventive Screenings
Preventive Care Brochure
Aetna Enhanced Maternity Member Flyer
Smoking Cessation
Health Tip Living Tobacco Free
Smoking Cessation
Quit by WebMD
Transparency in Coverage
Good Health Before Pregnancy
Health During Pregnancy
Maven Lactation
Maven Program
Maven Milk
How a Maven Career Coach Can Help You Return to Work
Baby Sleep Schedule
Your Guide to Maven’s Pregnancy and Postpartum Providers
Doula Support with Maven
Maven Adoption Support Guide
How Maven Helps You Navigate Infertility
Your Parenting and Pediatrics Care Team
LGBTQIA+ Family Building
Fertility and Family Building Support for Black Families
The Maven Guide to IUI and IVF
UHC Fertility Solutions
Surest
Surest Clinical Advocacy Awareness
UnitedHealthcare
UHC Statement of Dependent Eligibility Due to Mental or Physical Disability
UHC Special Needs Initiative
UHC Uplift DEI Neurodiversity
Aetna
Aetna Disabled Child and Behavioral Health Attending Physicians Statement
Aetna Request for Continuation of Coverage for Disable Child
Aetna Specialized Clinical Resources
Delta Dental
Delta Dental Disabled Dependent Application
Fidelity
Fidelity Special Needs Planning Guide
Support for Your Financial Well-being
Caring for Someone with Disabilities or Special Needs
Financial Planning for Loved Ones with Disabilities
Saving for Individuals with Special Needs
Caring for a Child with Special Needs
Maven
Financial Resources
Banco Popular Savings Plan Guide (CMS Puerto Rico Only)
Fidelity 401(k) Savings Plan SPD
Fidelity BrokerageLink Flyer
Fidelity BrokerageLink Fact Sheet
Fidelity Commission Schedule
Fidelity Enrollment Guide
Navigating Volatile Markets
Good Account Hygiene
Fidelity Rule for Saving and Spending
Fidelity – Managing your Budget During Inflation
Fidelity Balance, Saving, Investing
The Road to Retirement
Meet Your Match
Fidelity Live Workshop Schedule Q1 2025
Fidelity’s CheckScan
Retirement Savings Tool Infographic
Video
Budgeting
CAPTRUST At Work Monthly Budget
Fidelity How much you should save and spend
Fidelity How to budget: Easy budgeting tips
Fidelity First Paycheck: What to know
Fidelity Create Your Budget Activity Sheet
Fidelity Money management tips
Opting for frozen fruits and vegetables instead of fresh
Debt and Credit
Fidelity Strategies for student loan debt
Fidelity Make extra payments on student loans
Fidelity Debt snowball method vs. debt avalanche method: Which is right for you
Financial Advisor
CAPTRUST At Work 25 Docs
CAPTRUST At Work 401K
CAPTRUST At Work Paying in Retirement
CAPTRUST At Work Retirement Planning
CAPTRUST At Work 1% Challenge
CAPTRUST At Work Homeownership
Medicare, Estate Plans, Retirement
Doctor’s Choice Leaving Employer Coverage COBRA vs. Medicare
Doctor’s Choice Medicare Planning Guide for T65 Employees
Doctor’s Choice Spouse Dependents Under 65
Fidelity Investment mix during a market downturn: Market volatility
Fidelity 10 retirement mistakes
Fidelity Medicare: HSAs and Medicare
Fidelity How to keep your retirement income plan on track
Fidelity Medicare: RTS Samples
Fidelity MRDs Advice
Fidelity Retirement Decisions Triggers
Fidelity Retirement Income Samples
Fidelity RTS Triggers Pre-65 HI Decision Support Trigger Sample
Fidelity Social Security Advice
Fidelity Catchup Advice
Fidelity Social Security Q&A
Saving and Emergency Fund
Fidelity Top 3 questions about saving for retirement
Fidelity What is lifestyle creep and how does it work
Fidelity How to save more money
Fidelity How much emergency fund should you have and where should you keep it
Fidelity Guide to Emergency Savings
Fidelity Emergency fund examples: How 5 people used theirs
Fidelity Balancing debt and saving: Step-by-step guide
Fidelity 5 ways HSAs can help with your retirement
Fidelity How to start saving money
Fidelity Don’t swipe the small stuff
Goal Booster
Helpful Links
CAPTRUST Intro Letter
CAPTRUST Retirement Blueprint
CAPTRUST Monthly Budget Worksheet
CAPTRUST Monthly Budget Worksheet – Spanish
CAPTRUST The 25 Documents You Need
CAPTRUST BLUEPRINT Poster – Spanish
CAPTRUST Retirement Planning Guide
CAPTRUST 1% Challenge
CAPTRUST vs Fidelity Investments
Videos
Basics of 529 Education Savings
The Benefits of Saving Now
Investment and Retirement Advice Made Easy
Emergency Savings
The Value of Advice – Spanish
The Retirement Blueprint – Spanish
HSA Basics
HSA Reference Guide
Four Things To Know About An HSA
First Year in an HSA Plan
HSA vs FSA
What’s an HSA-Eligible Health Plan or HDHP
Make the most of your health plan and Fidelity HSA
Triple Tax Savings
Health Savings Account and Taxes
Videos
Learn how to use your HSA
Tips to save money on health care costs
Maximize Your HSA
Breaking Down Health Care – Under Age 35
Understanding HSAs – Over Age 35
Group Basic, Supplemental, and Dependent Life Plan Summary
Basic Life & AD&D Insurance Policy
Life Insurance Certificate of Benefits
Voluntary Life and Voluntary AD&D Overview
Evidence of Insurability (EOI)
NYL Empathy Flyer
NYL Survivor Support Specialist Flyer
NYL Financial Legal Estate Support Flyer
NYL Secure Travel Flyer
Life Conversion and Portability
NYL Life Insurance Portability – Fillable Application
NYL Life Insurance Conversion – Fillable Application
NYL AD&D Conversion – Fillable Application
Emotional Resources
Accessing Modern Health (For Dependents 18+)
Accessing Therapy for Minor Dependents
Coaching vs. Therapy
Getting Started with Modern Health
Modern Health & Crisis Response
Modern Health FAQs
Modern Health’s Onboarding Experience
New Member Next Steps (Clickable)
Sign Up For Modern Health
What is Coaching
What is Therapy
Optum – Get Ready for Therapy
Stress Specialist Poster
Surest
Surest – AbleTo Member Overview
Surest – Talkspace Overview
UnitedHealthcare
Live and Work Well Member Flyer
Talkspace – UHC Member
Calm Health App Member Flyer
UHC AbleTo Virtual Behavioral Coaching Member Overview
UHC Behavioral Health Virtual Visit Member Overview
UHC Medical Virtual Visits Overview
Aetna
Talkspace – Aetna Member – Getting Started
Aetna Behavioral Health Services
Aetna Virtual Mental Health Support
Aetna Behavioral Health AbleTo Support Flyer
Meru Health Aetna Flyer – Member
Work/Life Balance Resources
Leave of Absence Policies
Paid Parental Leave Program Plan Overview
How to File a Claim
Broadspire – How to File a Claim Flyer – STD Highlights
How to Register for Portal Connect
Portal Help Guide for Employee Connect
Portal Help Guide for Manager Connect
Long-Term and Short-Term Disability
Long-Term Disability Benefit Summary
Long-Term Disability Certificate of Benefits
Short-Term Disability Plan Summary
State Benefit Notices
California Paid Family Leave
California Temporary Disability
Colorado FAMLI Leave Private Plan Notice
Connecticut Statutory Plan
District of Columbia Statutory Plan
Hawaii Statutory Plan
Massachusetts Private Plan Notice – 2024 Update
Massachusetts Statutory Plan
New Jersey Paid Family Leave
New Jersey Temporary Disability
New York Paid Family Leave
New York Temporary Disability
Puerto Rico Statutory Plan
Rhode Island Statutory Plan
Washington Statutory Plan
Well-Being
Fidelity Live Workshop Schedule Q2 2025
Fidelity Employee Workshops and Webcasts
National 529 College Savings Plan Day
Retirement Savings Tool Infographic
Tax Resources
TurboTax – Plan Sponsor Fact Sheet
TurboTax – Save on your tax preparation with a special discount
TurboTax – Discount Flyer
Tax Prep
Healthy Hearts! Healthy You!
2025 Program Overview
Aetna Fitness and Weight Loss Reimbursement Form
UHC Fitness Reimbursement Claim Form
UHC Weight Loss Membership Claim Form
Frequently Asked Questions
2024 Healthy Hearts! Healthy You! Program Relaunch
Job Aids
Download Physician Form
Schedule a Screening at a Quest Patient Service Center
Register for a Quest Onsite Screening Event
Apple Cinnamon Bars Recipe
Behavioral Health Postcard – Aetna
Behavioral Health Postcard – No Medical Coverage
Behavioral Health Postcard – UnitedHealthcare
Breast Cancer Awareness
Create Good Habits
Creating a Comfortable Sleeping Environment
Dental Hygiene
Eight Tips to Help Keep Your Exercise Routine on Track
Exercise 101
Exercise Your Back
Fitness Basics
Foundations for Healthy Eating
Foundations of A Healthy Eating Pattern
Handout Self Care Checklist
Health Benefits of Walking
Healthy Cooking on a Budget
Healthy Hearts
Healthy Ways To Cope With Stress
Homemade Hummus
Improve Your Heart Health
Intuitive Eating
Keeping Your Blood Pressure in Check
Laughter is Good Medicine
Managing Your Type – Diabetes
Mood Boosting Foods
Nutrition Made Easy
Sleep and Heart Health
Social Connectedness
Stress Specialist Poster
Work-Life Balance Flyer
