Namely Open Enrollment Questionnaire

1
Business Name* This field is required.
2
Please provide your DBA (if applicable)If not applicable, leave blank.
3
Client ID* This field is required.You can find your Client ID by logging into your Namely Payroll site. Select "Managed Payroll" from your Namely Homepage and you'll see your Client ID in the top right corner of your screen.
4
FEIN* This field is required.
XX-XXXXXXX
5
Related EntitiesIf you have related entities, please list their legal names and FEINs below. If you do not have related entities, skip this question.
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Ok
6
Business Address* This field is required.
Street Address
Street Address Line 2
City
State / Province
Postal / Zip Code
Please Select
Please Select
Afghanistan
Albania
Algeria
American Samoa
Andorra
Angola
Anguilla
Antigua and Barbuda
Argentina
Armenia
Aruba
Australia
Austria
Azerbaijan
The Bahamas
Bahrain
Bangladesh
Barbados
Belarus
Belgium
Belize
Benin
Bermuda
Bhutan
Bolivia
Bosnia and Herzegovina
Botswana
Brazil
Brunei
Bulgaria
Burkina Faso
Burundi
Cambodia
Cameroon
Canada
Cape Verde
Cayman Islands
Central African Republic
Chad
Chile
China
Christmas Island
Cocos (Keeling) Islands
Colombia
Comoros
Congo
Cook Islands
Costa Rica
Cote d'Ivoire
Croatia
Cuba
Curaçao
Cyprus
Czech Republic
Democratic Republic of the Congo
Denmark
Djibouti
Dominica
Dominican Republic
Ecuador
Egypt
El Salvador
Equatorial Guinea
Eritrea
Estonia
Ethiopia
Falkland Islands
Faroe Islands
Fiji
Finland
France
French Polynesia
Gabon
The Gambia
Georgia
Germany
Ghana
Gibraltar
Greece
Greenland
Grenada
Guadeloupe
Guam
Guatemala
Guernsey
Guinea
Guinea-Bissau
Guyana
Haiti
Honduras
Hong Kong
Hungary
Iceland
India
Indonesia
Iran
Iraq
Ireland
Israel
Italy
Jamaica
Japan
Jersey
Jordan
Kazakhstan
Kenya
Kiribati
North Korea
South Korea
Kosovo
Kuwait
Kyrgyzstan
Laos
Latvia
Lebanon
Lesotho
Liberia
Libya
Liechtenstein
Lithuania
Luxembourg
Macau
Macedonia
Madagascar
Malawi
Malaysia
Maldives
Mali
Malta
Marshall Islands
Martinique
Mauritania
Mauritius
Mayotte
Mexico
Micronesia
Moldova
Monaco
Mongolia
Montenegro
Montserrat
Morocco
Mozambique
Myanmar
Nagorno-Karabakh
Namibia
Nauru
Nepal
Netherlands
Netherlands Antilles
New Caledonia
New Zealand
Nicaragua
Niger
Nigeria
Niue
Norfolk Island
Turkish Republic of Northern Cyprus
Northern Mariana
Norway
Oman
Pakistan
Palau
Palestine
Panama
Papua New Guinea
Paraguay
Peru
Philippines
Pitcairn Islands
Poland
Portugal
Puerto Rico
Qatar
Republic of the Congo
Romania
Russia
Rwanda
Saint Barthelemy
Saint Helena
Saint Kitts and Nevis
Saint Lucia
Saint Martin
Saint Pierre and Miquelon
Saint Vincent and the Grenadines
Samoa
San Marino
Sao Tome and Principe
Saudi Arabia
Senegal
Serbia
Seychelles
Sierra Leone
Singapore
Slovakia
Slovenia
Solomon Islands
Somalia
Somaliland
South Africa
South Ossetia
South Sudan
Spain
Sri Lanka
Sudan
Suriname
Svalbard
eSwatini
Sweden
Switzerland
Syria
Taiwan
Tajikistan
Tanzania
Thailand
Timor-Leste
Togo
Tokelau
Tonga
Transnistria Pridnestrovie
Trinidad and Tobago
Tristan da Cunha
Tunisia
Turkey
Turkmenistan
Turks and Caicos Islands
Tuvalu
Uganda
Ukraine
United Arab Emirates
United Kingdom
United States
Uruguay
Uzbekistan
Vanuatu
Vatican City
Venezuela
Vietnam
British Virgin Islands
Isle of Man
US Virgin Islands
Wallis and Futuna
Western Sahara
Yemen
Zambia
Zimbabwe
Other
Country
7
Business Phone* This field is required.
Please enter a valid phone number.
8
Business Email* This field is required.
example@example.com
9
Key DatesEnter the effective date of your plans (Ex: 1/1/2025). Use the second date field below to capture a second effective date if your plans do not all start on the same date (Ex: Medical plans start 12/1, but all other plans start 1/1).
Effective Date 1
Effective Date 2 (If applicable)
10
Open Enrollment Start Date* This field is required.
Date
Month
Day
Year
11
Open Enrollment End Date* This field is required.
Date
Month
Day
Year
12
Do you plan on configuring your Open Enrollment or would you like to partner with our Project Services Team?* This field is required.
YES, we will be configuring Open EnrollmentNO, partner with Project Services
13
Do you currently have active carrier feeds with Namely?* This field is required.
YESNO
14
Are any current benefits moving to a new carrier?* This field is required.Ex: Your medical plan with Cigna will now be offered by Aetna.
YESNO
15
If yes, please let us know which carrier(s) you are moving to and for which coverage lines.* This field is required.Ex: Medical coverage is moving from Cigna to Aetna.
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16
Are you offering any new benefits this renewal that were not available last plan year?* This field is required.
YESNO
17
If yes, please list the new benefits that you are offering.* This field is required.Ex: You will now be offering Voluntary Spouse Life & AD&D
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18
Did you add any additional plans to an existing benefit offering during this renewal?* This field is required.
YESNO
19
If yes, please describe the updates.* This field is required.Ex: You currently have a single dental option, but you will be adding a second option.
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