Renewal Form

1. Are you looking to initiate your renewal in Maxwell for your upcoming Open Enrollment? *This question is required.

2. What's the name of the group you're looking to renew? *This question is required.

2. Please note, in order to initiate your renewal in Maxwell, your decisions regarding your Sun Life benefits for the upcoming plan year must be finalized. Have you agreed to the proposal provided by your Sun Life Employer Benefits Representative? *This question is required.

2. Are we adding any Sun Life lines to the portal this year? *This question is required.

2. Are we looking to add any Sun Life Enrollment Services this year for Open Enrollment?

2. Great! If you are a Maxwell Health Advisor, you are welcome to initiate your renewal in Tempo for a faster turn around time (4 business days from Tempo submission). If you are an HR Administrator, or if you are a Maxwell Health Advisor and would like us to build your renewal for you with our standard turn around time of 6 business days, please review the following and advise:

2. Perfect! Let's kick off your renewal.

Are the existing Non-Sun Life benefits renewing this year? *This question is required.

2. Please specify which plans are not renewing this year.

2. Are there any updates to the rates (total monthly premiums) and/or employee deductions to your Non-Sun Life benefits this year? *This question is required.

2. Please upload any and all Rate/Contribution grids you'd like us to reference when updating your portal this year.

Please note, we need the total monthly premiums/total monthly contribution amounts. Our system will calculate the per pay period amounts based on your set pay frequency. *This question is required.

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2. If you already have updated SBCs/Summary Documents for the renewing Non-Sun Life benefits, please upload them here. Otherwise, we will use the existing SBC currently attached to the benefit.

If you're still waiting on the updated SBCs from the carrier, please send them to Renewals@maxwellhealth.com once you have them. Pending SBCs will not hinder your renewal timeline.

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2. Are you adding any new Non-Sun Life benefits to the portal this year? *This question is required.

Please note, your existing EDI feeds will renew automatically and we will work you carrier contacts if a new Account Structure is needed. However, if you're looking to add a *NEW* EDI feed this year, please submit your request by filling out this EDI Request Form.

2. Please enter the new Plan Name, Plan Type (Medical/Dental/Financial etc.), and Plan Carrier/Vendor.

Example: Blue PPO 2024 - Medical - Blue Cross Blue Shield - 4/1/24 - MGMT and Full Time Employees

Space Cell	Plan Name	Plan Type (Medical/Dental/Financial etc.)	Carrier/Vendor	Effective Dates	Eligibility Groups
1	1: Plan Name	1: Plan Type (Medical/Dental/Financial etc.)	1: Carrier/Vendor	1: Effective Dates	1: Eligibility Groups
2	2: Plan Name	2: Plan Type (Medical/Dental/Financial etc.)	2: Carrier/Vendor	2: Effective Dates	2: Eligibility Groups
3	3: Plan Name	3: Plan Type (Medical/Dental/Financial etc.)	3: Carrier/Vendor	3: Effective Dates	3: Eligibility Groups
4	4: Plan Name	4: Plan Type (Medical/Dental/Financial etc.)	4: Carrier/Vendor	4: Effective Dates	4: Eligibility Groups
5	5: Plan Name	5: Plan Type (Medical/Dental/Financial etc.)	5: Carrier/Vendor	5: Effective Dates	5: Eligibility Groups
6	6: Plan Name	6: Plan Type (Medical/Dental/Financial etc.)	6: Carrier/Vendor	6: Effective Dates	6: Eligibility Groups
7	7: Plan Name	7: Plan Type (Medical/Dental/Financial etc.)	7: Carrier/Vendor	7: Effective Dates	7: Eligibility Groups

2. If there are any other details not yet captured in this form regarding your Non-Sun Life benefits, please clarify below; such as changes to Eligibility Groups, Pay Frequency, Vendor/Carrier Changes, Plan Name updates, etc.

2. Do we have Open Enrollment dates in mind? If so, please indicate your anticipated OE start date: This question requires a valid date format of MM/DD/YYYY.

Start Date calendar

2. Would you like a call from our team to assist you with setting up your Open Enrollment in Maxwell this year? If so, please indicate what email address we should be reaching out to in order to schedule this.

2. Please list the main broker/advisor contact names and email addresses for whom you'd like to receive ongoing communication updates on the status of your renewal. *This question is required.

3. Please list any HR Administrator contacts (Name and Email) you'd like to receive ongoing communications regarding the status of your renewal.

If there are any additional renewal details this form was unable to capture, please feel free to email us directly at renewals@maxwellhealth.com.

4. Given the upcoming Maxwell Health shutdown on July 1, 2026, this may be your final open enrollment on this platform. Have you started planning for the transition away from this portal? *This question is required.

5. Fantastic! We’d appreciate if you could share some details about your transition plans. Please provide any information you are comfortable sharing, including your tentative transition date. This will help us in our overall planning process. *This question is required.

5. We understand transitions can be challenging. Please let us know if there is anything we can provide to assist with this process, and we’ll do our best to provide the necessary assistance.

Renewal Form

Please note: We recommend completing the Renewal Form at least 3 weeks prior to your projected Open Enrollment start date so you have ample time to review the portal prior to launch.