As of 7/1 Principal can now enroll all 800 series GSI cases via census enrollment!!
Administrative Eligibility:
- Must be 800 Series Product, Principal Income Protector
- Employer Paid or Bonus-Up, Employee-Owned plans.
- Minimum case size – no restrictions
- Maximum case size – no restriction.
- Paper policies will be mailed directly to the EE.
- State Exclusions: CA, FL, MT, ND, SD, SC, LA, NY, WY
- CA, FL, MT, ND, SD, SC, WY are excluded until the 800 Product is approved & released.
- SD, WV, LA are excluded due to regulations around receipt of a delivery receipt.
- Corporate Situs will be used for all state residents except for NY residents. NY residents will be required to have a NY policy.
Underwriting Eligibility:
- Occupation exclusions:
- Medical/Dental (GSI not available)
- Attorneys (GSI Available however case will be enrolled via e-enrollment)
- No voluntary plans.
