Enrollment or Election Change

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Enrollment or Election Change Employer : Group # Subscriber : Address: City, State,Zip Last First MI Reason For This Enrollment or Election Change ADD the following individual(s) to my existing policy: Due to: Marriage (return with Marriage Certificate) Due to: Birth (within last 30 days) : : : Social Security Number: (If you do not yet have a social security # for a newborn, please provide upon receipt.) Due to: Open Enrollment (10/15/17 through 11/15/17) Due to Qualifying Event (documentation must be included) REMOVE the following individual(s) from my existing policy: Effective Date: Due to: Signature : Date :

Personal Health Questionnaire (PHQ) Employee Information: Employer : Title First MI Last Email address: Date of Hire: Marital Status: (circle one) Daytime Phone #: ( ) Married Divorced Separated Single HOME - Street Address: City: State: Zip: COUNTY OF RESIDENCE: Are you planning to enroll in your employer's health benefit plan? Yes No If you selected NO check one of the following, skip the remainder of the form and sign the bottom of pg 4. Covered by Spouse's plan Not Eligible Do Not Want Coverage Other Reason * If you selected "YES", please complete the rest of this form and sign the bottom of pg 4. * Answer the following questions for yourself and eligible enrolling family members. * Include additional sheets for detailed explanations or additional dependents. * All questions must be answered or the form may not be accepted. I Demographic, Build and Tobacco Use (in last year) Primary Applicant: Check one: Dr Mr Ms Spouse: Check one: Dr Mr Ms Child 1: Child 2: Child 3: Child 4: V.ODAWT.07-2017.0821 Page 1 of 4 1370 Dublin Rd; Columbus, OH 43215

II 1 Medical Conditions & Treatments Has any person listed above seen a medical provider, had a treatment recommended, received care (including prescriptions) or been hospitalized for any of the following: Check YES or NO for each question. Please complete ADDITIONAL DETAIL TABLE on YES pg 3 for ALL YES answers. Austism Spectrum Disorders (Autism, Asperger s Syndrome and Pervasive Development Disorders) If yes, list Therapies received and frequency: 2 Cancer -- If yes, list location and type of cancer below Location and type of cancer Check one: Stage 1; Stage 2; Stage 3; higher Date of remission (if applicable) 3 Cardiac or Heart Disease / Disorder (i.e. arrhythmia, aneurysm, heart failure, heart valve disorder) If yes, check all that apply: heart attack bypass surgery or angioplasty on single vessel, or bypass surgery or angioplasty on multiple vessels ANY other heart conditions (list here): 4 Diabetes -- Type 1 OR Type 2 If yes, list 3 most recent HbA1c / fasting blood sugar levels: 5 High Cholesterol -- If yes, list 3 most recent readings: 6 High Blood Pressure -- If yes, list 3 most recent readings: 7 Arthritis (i.e. rheumatoid, osteo, psoriatic, gout) 8 Autoimmune Disease (i.e. lupus, MS, anemia) 9 Back Disorder (i.e. degenerative disk disease, herniated disk, spinal fusion, spondylitis, strain) 10 Benign Growth (i.e. tumor, cyst) location: 11 Muscular Disorder 12 Bowel & Digestive Disorders (i.e. colitis, regional enteritis, calculus of gallbladder) 13 Circulatory System Disease (i.e. stroke, arterial / vascular diseases) ` 14 Immunodeficiency (i.e. AIDS, HIV+, hemophilia) 15 Kidney Disorder (i.e. nephritis, renal failure, dialysis) 16 Liver disease (i.e. cirrhosis, hepatitis, A, B, C, E) 17 Mental Illness (i.e. mild or major depression, anxiety, bipolar disorder, or schizophrenia) 18 Counseling (current or prior ) 19 Respiratory (i.e. asthma, allergies, pneumonia, COPD, emphysema, bronchitis) 20 Stomach (i.e. ulcer, acid reflex, GERD) 21 Substance dependency (i.e. alcohol, drug) 22 Transplants -- If yes, list organ(s) 23 Endocrine & Metabolic Disorders (i.e. dwarfism, cystic fibrosis, lipidosis, amyloidosis) 24 Congenital Abnormalities or Newborn Complications (i.e. cleft lip or pallet, heart anomalies, down's syndrome, spina bifida, muscular dystrophy) V.ODAWT.07-2017.0821 Page 2 of 4 1370 Dublin Rd; Columbus, OH 43215 NO

II. Medical Conditions & Treatments (continued) YES NO 25 Intracranial, Spinal Cord or Paralysis Injuries or Disorders 26 Major Trauma, Amputation or Burns 27 Is anyone currently taking prescription medication(s)? 28 Has anyone had any of the following for a serious illness in the past 5 years? a) Treatment b) Hospitalization c) Surgery 29 Is anyone currently: a) Hospitalized or confined in a treatment facility? b) Confined at home, incapacitated or incapable of self-support? 30 Is any of the following pending? a) Treatment (medical treatment or diagnostic testing) b) Hospitalization c) Surgery 31 In the past 5 years, has anyone enrolling had symptoms of any serious medical condition not yet indicated on this form? III Pregnancy and Childbirth YES NO 32 Is anyone pregnant? (If yes, please answer a, b, c, d below) a) The due date is: / / b) Is this a High Risk Pregnancy, any complications or bleeding? c) Previous c-section or pre-term birth? d) Are multiple births expected? If so, please check: twins triplets more ADDITIONAL DETAIL TABLE Please Fill In Details Below For All Questions Answered YES Question # of Individual Condition / Diagnosis Date of Onset Last Date Treated Treatment / Drug Still taking? Y / N Degree of Recovery *If you marked YES to any item on Pages 2 and 3, please complete ADDITIONAL DETAIL TABLE above or this form will not be accepted. V.ODAWT.07-2017.0821 Page 3 of 4 1370 Dublin Rd; Columbus, OH 43215

I acknowledge and agree that in the event that information has been intentionally omitted or misrepresented, the benefits carrier may deny or limit coverage and the Ohio Dental Association Wellness Trust service agreement may terminate for breach. In such cases, I understand that Ohio Dental Association Wellness Trust or the carrier may change my rate. I certify that the statements above are true and correct to the best of my knowledge. I understand that this form is used for information only and does not bind coverage. Ohio Dental Association Wellness Trust gathers this information for statistical and actuarial use only. This information is not to be used in connection with any decisions or actions regarding my employment. Prospective employees in Michigan should not provide information regarding height or weight. In compliance with requirements for GINA, Ohio Dental Association Wellness Trust is not requesting genetic information. Ohio Dental Association Wellness Trust Notice of Privacy Practices provides more detailed information. I have a legal right to review the Notice of Privacy Practices before I sign this consent, and I am encouraged to read it in full. I have a right to request restrictions on how my protected health information is used and disclosed. The Ohio Dental Association Wellness Trust and my health plan are not required by law to grant my request. However, if any request is granted, the Ohio Dental Association Wellness Trust and my health plan are bound by their agreement. I have a right to revoke this consent in writing, except to the extent the Ohio Dental Association Wellness Trust or my health plan have already used or disclosed my protected health information in reliance upon my consent. I will notify Ohio Dental Association Wellness Trust of any health or enrollment related changes that occur after signing this form p to the effective date on the health plan. Employee SIGN HERE AND Date: Date FRAUD STATEMENT Any person with intent to defraud or knowing that he/she is facilitating a fraud against an insurer, submits an application or files a claim containing a false or deceptive statement may be guilty of insurance fraud. Client Privacy Notification Thank you for completing the requested information above. Any non-public personal health information (i.e. name with address and/or social security number and detailed health information (protected health information) that you provide via hard copy or through the Lewis & Ellis, Inc. Online Data Collection Website will be used solely for the purpose of providing risk assessment to the Professional Employer Organization (PEO), Multiple Employer Welfare Agreement (MEWA) association group (Association) that will provide a health benefits quote to your employer. Lewis & Ellis is acting as a Business Associate to the PEO / MEWA / Association / Trust and is subject to certain provisions of the Health Insurance Portability and Accountability Act of 1996 (HIPAA) regulations. Lewis & Ellis will not sell, license. Transmit or disclose this information outside of Lewis & Ellis except as a) necessary for Lewis & Ellis to provide the services on behalf of the PEO / MEWA / Association / Trust, b) expressly authorized by you, c) necessary for backup documentation purposes, or d) required by law. V.ODAWT.07-2017.0821 Page 4 of 4 1370 Dublin Rd; Columbus, OH 43215

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