Renewal checklist
This checklist makes it easy to complete your renewals. Direct renewal inquiries to your account management team.
- Review the plan(s) and premium
If you wish to renew without any benefit changes, proceed to Step 4. Otherwise, continue to Step 2.
- Make plan changes
Contact the account management team for quotes and options. We encourage you to reach out to your account manager to schedule time to discuss the benefits and plan differences. Submit your confirmed changes to the account management team at least one month prior to your renewal effective date.
- Make enrollee or dependent changes
Submit changes online. Not registered? Visit account.kp.org to set up access. Enrollment forms are also available for manual submission.
- Employee Enrollment: Add employees and their dependents
- Employee/Dependent Change: Update employee and dependent information
- Subscriber Termination and Transfer: Terminate coverage for an employee and dependent
- Provide the account management team with current company information listed below
- Total employee count
- Total eligible employees
- Total ineligible employees
- Total employees waiving coverage
- Do you currently offer another health plan carrier alongside Kaiser Permanente? If yes, please provide carrier information.
- Updates or changes to contact information
- Provide employees and their dependents with SBCs
Under the Affordable Care Act (ACA), employers are required to provide Summary of Benefits and Coverage (SBC) documents to employees and dependents enrolled in the health plan.
- If there are no changes to your renewal, you can obtain the SBC by logging into the account.kp.org portal and navigating to the Documents section
- If changes have been made, an SBC will be sent to directly to you by the account management team when it is available
