Firms with a January 1, 2027, renewal date:
The annual open enrollment period is the time for firms currently participating in the CalCPA Health plans to make administrative changes to their benefits, such as:
- Add or remove plan options (medical, dental, vision, life, and disability)
- Adjust your new-hire waiting period or minimum-hour requirements
- Enroll employees/dependents who previously waived coverage
- Terminate active employees/dependents who now wish to waive coverage
2027 Benefit Changes – LG
2027 Benefit Changes – SG
2027 Benefit Changes – Solo
2027 Plan Comparison – LG
2027 Plan Comparison – SG
2027 Plan Comparison – Solo
Enrollment and Change Form – Complete to apply for new coverage, to make changes to an existing policy, or to waive coverage
If you are submitting any documents for renewal electronically, please do so through our Secure Portal.
Newly Enrolling Firms
Eligible firms of any size can enroll online by filling out the questions on the top right of this page. Once you submit the quote request, you will receive the customized proposal within one business day. We are here to help you with questions you may have and assist you in determining which plans best fit the needs of your firm.
If you decide to enroll with CalCPA Health, here are some forms you will need to fill out:
- Enrollment and Change Form - Complete to apply for new coverage, to make changes to an existing policy, or to waive coverage
- Automatic Payment Authorization Form - Complete to enroll in autopay
- Electronic Billing Registration Form - Complete to request online view-only access to invoices/payment history
- 2027 Subscription Agreement for Solos (no W-2 employees)
- 2027 Subscription Agreement for Direct Groups (Groups of 2+ without a broker)
- 2027 Subscription Agreement for Brokered Groups (Groups of 2+ with a broker)
You can submit your documents through our Secure Portal.
Summary of Benefits Coverage (SBCs), Summary Plan Descriptions (SPDs), and other helpful forms and flyers are available below.
Renewing Firms
Firms with a January 1, 2026, renewal date:
The annual open enrollment period is the time for firms currently participating in the CalCPA Health plans to make administrative changes to their benefits, such as:
- Add or remove plan options (medical, dental, vision, life, and disability)
- Adjust your new-hire waiting period or minimum-hour requirements
- Enroll employees/dependents who previously waived coverage
- Terminate active employees/dependents who now wish to waive coverage
2026 Benefit Changes – LG
2026 Benefit Changes – SG
2026 Benefit Changes – Solo
2026 Plan Comparison – LG
2026 Plan Comparison – SG
2026 Plan Comparison – Solo
Enrollment and Change Form – Complete to apply for new coverage, to make changes to an existing policy, or to waive coverage
If you are submitting any documents for renewal electronically, please do so through our Secure Portal.
Newly Enrolling Firms
Eligible firms of any size can enroll online by filling out the questions on the top right of this page. Once you submit the quote request, you will receive the customized proposal within one business day. We are here to help you with questions you may have and assist you in determining which plans best fit the needs of your firm.
If you decide to enroll with CalCPA Health, here are some forms you will need to fill out:
- Enrollment and Change Form - Complete to apply for new coverage, to make changes to an existing policy, or to waive coverage
- Automatic Payment Authorization Form - Complete to enroll in autopay
- Electronic Billing Registration Form - Complete to request online view-only access to invoices/payment history
- 2026 Subscription Agreement for Solos (no W-2 employees)
- 2026 Subscription Agreement for Direct Groups (Groups of 2+ without a broker)
- 2026 Subscription Agreement for Brokered Groups (Groups of 2+ with a broker)
You can submit your documents through our Secure Portal.
Summary of Benefits Coverage (SBCs), Summary Plan Descriptions (SPDs), and other helpful forms and flyers are available below.