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Maxwell Migration Form

The following data is gathered to make your transition off of the Maxwell Health platform as smooth as possible.

This question requires a valid date format of MM/DD/YYYY.
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4. In order to process this group's termination, we'll need a formal termination letter for your policy. The letter needs to contain an effective date of termination and must have a signature from the client.  *This question is required.
5. Do you currently have Sun Life lines of coverage? *This question is required.
6. Please indicate your intention regarding your Sun Life lines.  *This question is required.
6. Which alternative Benefit Administrator platform will you be migrating to? *This question is required.
7. Do you currently have a Paylocity, BambooHR or ADP integration embedded within Maxwell? *This question is required.
9. Do you need any assistance pulling the above mentioned or any other necessary reports from Maxwell prior to your migration off of the platform? If yes, one of our team members would be happy to reach out and assist.  *This question is required.
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