Insurance Admin Fax Guide

How to Fax Insurance Enrollment or Update Forms

Many health plans and benefits administrators accept enrollment and update forms by fax. This guide covers how to send those non-medical forms online.

How to Fax Insurance Enrollment or Update Forms

When you join a health plan or change coverage, you may be asked to submit enrollment forms, beneficiary updates, or contact changes by fax. These are typically administrative forms that do not need detailed medical information.

This guide explains how to fax those documents online while keeping PHI out of the process.


Helpful Resource
Send enrollment or update forms

Use the on-page form to fax non-medical enrollment paperwork.

Step

01

Confirm the Fax Number from Your Plan or Employer

Use the fax number listed on your enrollment packet, HR portal, or benefits administrator website. Different forms may route to different processing centers.

Step

02

Fill Out Only the Required Non-Medical Fields

Enrollment and update forms usually request demographic information, coverage elections, and dependent details. If any section asks for medical history, follow your plan’s instructions for secure submission outside of TidyFax.

Step

03

Fax Your Insurance Enrollment or Update Forms Online

Convert your completed forms to a PDF, upload them using the secure form on this page, and send them to your plan’s fax number.

Related Resources

Send Insurance Enrollment or Update Forms

Fax administrative enrollment paperwork quickly using the on-page form.

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$4.99 / per fax
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Important: TidyFax is a general-purpose faxing tool. It is not intended for transmitting HIPAA-regulated medical information. Please avoid sending PHI or confidential patient data through this service.

$4.99 per fax
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