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Service Guide for Plan Administrators

Billing Updates
 Deduction Change Report
 You will receive an email advising you when you have a report to view.
 Logon to My Account Administration website and click on My Correspondence.
 This report provides updates of discrepancies identified in comparing your Colonial Life bill with your
payroll file.
 Information provided to you will include policies with premium differences, nonpayment, employee
cancellations and rate changes.
 Use the Employee Administration option to submit any changes.

 Past Due Notice
 Logon to My Account Administration website and click on My Correspondence.
 You will receive a notice at 30, 45 and 90 day intervals.
 Letters do not go out to your employees unless the account has lapsed after 90 days of
nonpayment; however employees may have claims delayed or premium deducted from their claim.

Paper Invoice Users

How to Make Changes to Your Printed Bill
 Cancel Employee’s Coverage or Leave of Absence
 Line through the employee’s name on the paper bill and add a comment of the term date.
 Subtract the amount of the canceled policy from the total bill.
 Fax or mail your changes.

 Reinstate Employee’s Coverage
 Write the employee’s name, social security number and the amount at the end of the bill.
 Add the premium amount to your bill payment and verify your check match the billed amount.
 Fax or mail your changes.

 How do I reinstate a policy I cancelled in error or with the wrong termination date?
 Add an explanation and the employee’s name and amount to your next bill and include the payment
for any missed deduction.

 Change Employee’s Information Including Policy Tax Status
 Add a comment on your paper bill next to the employee’s name or policy.
 Fax or mail your changes.

 How to Relocate a Person to a Different Bill or Section
 Write the employee’s name, social security number and the amount at the end of the new bill that
the employee is moving to.
 Subtract their deduction from the old account and pay for them on the new bill they are relocated to.
 When changing section numbers, write the new section number next to the employee’s name.

How to Pay Your Bill
 Deduction File Submission
 You can submit the paper bill with any changes via fax or mail, and include your payment. Please
check the box on the front page of the bill if you have changes.

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