Forms and Documents for Producers

The easy-to-use Form Finder from Blue Cross and Blue Shield of Montana is now home to over 900 forms for producers, employers and members. Form Finder is the source of truth for nearly all BCBSMT forms.

For Medicare Forms and Documents, go to our Medicare site.

Documents Not Included in Form Finder

Some documents designed for producers are not included in Form Finder. Instead, they are listed here. These 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®.

 

Form or Document Name Download
Blue Balance Funded Quoting Eligibility Checklist download
Blue Balance Funded RFP Producer Application Form download
Composite Billing Guide and FAQs for fully insured accounts (1-50 employees). download
Consumer Directed Health Accounts Enrollment and Change Form download
Consumer Directed Health Accounts How-To Set Up Guide download
Small Group Underwriting Reference Guide download
Small Group Submission Checklist download
Merit Group Request for Proposal (complete with your Sales or Account representative)
download
Request for Proposal for new groups with 151+ eligible employees. download
Authorization for Release for Medical Records for Underwriting Purposes download
Notice of Special Enrollment Rights in Your Group Health Plan download

 

Last Updated: May 02, 2025