Individual and Family Plan

How to Enroll

How to get started – Complete and submit the Independent Affiliate Enrollment Packet with DocuSign. Inside the packet you will find the health care plan selections. Click the enrollment application button below.

  1. The applicant completes the SB/A CoOp Membership Agreement and becomes a member of the SB/A CoOp with no fees required.
  2. The applicant completes the Independent Affiliate Agreement for Smart Finance affiliation. Your 1099 affiliation is immediately approved.
  3. Select ONE plan only on the enrollment application.
  4. Complete the IRS W9 form and ACH banking information.
  5. After clicking FINISH, an email response from DocuSign will be sent to you.
  6. In two weeks, the affiliate will receive a welcome package and instructions plus the member medical ID via email.