Downloadable Forms for Small Groups (2-50 Employees)

Here are some commonly used forms and documents producers need for conducting business with Blue Cross and Blue Shield of New Mexico. To access more downloadable forms, please log in your Blue Access for ProducersSM account.

Using PDFs
Most of the forms below are in portable document format (PDF). To view these files, you may need to install a PDF reader program. Most PDF readers are a free download. One option is Adobe® Reader®. Other Adobe accessibility tools and information can be downloaded at access.adobe.com.

“Sign Now” Documents
Some documents have a “sign now” option. To review and sign a document electronically, select the "sign now" version. If you need to sign a document later, select the download version. Most versions are in PDF format, and some may also be available in Microsoft Word format.

Download forms from the listing below or via our FormFinder tool.

FormFinder

Enrollment Forms for New Small Groups

Form Name Digital Form Download
Group Enrollment Application/Change Form – use this form to apply for group coverage or make changes to an existing BCBSNM policy sign now download form
Group Enrollment Application/Change Form – Spanish N/A download form
2025 Enrollment Package – includes Benefit Program Application (BPA), EGI Form, and Artifacts Documentation for new accounts effective 1/1/25 and after sign now N/A
2025 Benefit Program Application (BPA) for New Small Groups 2-50 – for new accounts effective on or after 1/1/2025 sign now download form Word Document
download form
2025 Benefit Program Application (BPA) Amendment for Small Groups 2-50 – for renewing accounts with anniversary dates on or after 1/1/2025; use this form to amend the original BPA sign now download form Word Document
download form
2024 Enrollment Package – includes Benefit Program Application (BPA), EGI Form, and Artifacts Documentation for new accounts effective 1/1/24 and after sign now N/A
2024 Benefit Program Application (BPA) for New Small Groups 2-50 – for new accounts effective on or after 1/1/2024 sign now download form Word Document
download form
2024 Benefit Program Application (BPA) Amendment for Small Groups 2-50 – for renewing accounts with anniversary dates on or after 1/1/2024; use this form to amend the original BPA sign now download form Word Document
download form

Employer Group Information (EGI) Form – this form must be submitted with the BPA

sign now

download form

Blue Balance Funded Quoting Eligibility Checklist

 N/A download form

Blue Balance Funded RFP Producer Application Form

 N/A download form
Common Ownership Form – Small Group N/A download form

Consumer Directed Health Accounts Enrollment and Change Form – Use this form to collect employee FSA elections if sending enrollment through BCBSNM to BenefitWallet, HealthEquity or HSA Bank.

 N/A download form
Dependent Student Medical Leave Certification Form N/A download form
Disabled Dependent Authorization Form (for Group Plans) – Members with an employer-sponsored health plan should use this form to request continuation of coverage on their existing policy for a dependent who is incapable of self-support because of mental or physical impairment. Mail or fax the completed form to BCBSNM (see address and fax number at the top of the form). You can also use this form to add a disabled dependent to a new policy (include this completed form when you submit your enrollment application). N/A download form

FSA Employer Setup Form – Flex – Submit an electronic copy of this form for each employer wishing to elect FSA integration with Flex.

 N/A download form
Group Application Packet – New Mexico 2023 – Contains Group Transmittal Form, Life Insurance Application for Group Insurance, Fraud Notices, FICA Tax/W-2 Agreement Form  N/A download form

HSA Employer Setup Form – Flex – Submit an electronic copy of this form for each employer wishing to elect HSA integration with Flex.

 N/A download form

HSA/FSA Employer Setup Form – HealthEquity® – Submit an electronic copy of this form for each employer wishing to elect HSA and/or FSA integration with HealthEquity.

 N/A download form

HSA/FSA Employer Setup Form – HSA Bank® – Submit an electronic copy of this form for each employer wishing to elect HSA and/or FSA integration with HSA Bank.

 N/A download form
Producer Transmittal Form – New Mexico 2023 N/A download form
Supplemental Employment Verification Form N/A download form

 

Renewal Forms and Information

Form Name Digital Form Download
2025 Important Benefit Changes/Uniform Modification Notice – Identifies some of the most important benefit plan changes for the 2025 coverage year. N/A download form
2024 Important Benefit Changes/Uniform Modification Notice – Identifies some of the most important benefit plan changes for the 2024 coverage year. N/A download form
Group Enrollment Application/Change Form – use this form to apply for group coverage or to make changes to an existing BCBSNM policy sign now download form
Group Enrollment Application/Change Form – Spanish N/A download form
2024 Benefit Program Application (BPA) for New Small Groups 2-50 – for new accounts effective on or after 1/1/2024 sign now download form Word Document
download form
2024 Benefit Program Application (BPA) Amendment for Small Groups 2-50 – for renewing accounts with anniversary dates on or after 1/1/2024; use this form to amend the original BPA sign now download form Word Document
download form
Affidavit of Domestic Partnership sign now download form
Statement of Termination of Domestic Partnership N/A download form
Medical Loss Ratio (MLR) Written Assurance Form - Complete this standalone form only for an existing group if one of these conditions applies: 1) the group is changing Church designation as defined by the IRS, or 2) it is a Church group wanting to change how the rebate is handled. sign now download form
Average Employee Count (AEC) Form sign now download form

 

Medicare Secondary Payer (MSP) Form and Information

Form Name Digital Form Download
Annual MSP Employer Acknowledgement Form (EAF) with Instructions on Completing the Form sign now download form
Information Regarding the MSP Statute N/A download flier
MSP Fact Sheet N/A download fact sheet

 

Miscellaneous Forms

Form Name Digital Form Download
Coordination of Benefits Form N/A download form
Producer of Record Transfer Form N/A download form
Medicare Coordination of Benefits Form N/A download form

 

Legal / HIPAA Forms

Form Name Digital Form Download
Power of Attorney for Health Care – Members can designate someone they trust to make health care decisions if they are unable to do so. Follow instructions on the form. N/A download form
Power of Attorney for Health Care – Spanish N/A download form
Standard Authorization Form and other HIPAA Privacy Forms N/A N/A