--- title: "Broker forms and resources | Sutter Health Plan" description: "Access essential forms and resources for Sutter Health Plan brokers, including rate guides, change forms and enrollment checklists." url: "https://www.sutterhealthplan.org/brokers/forms-resources" --- 1. [Home](https://www.sutterhealthplan.org/) / 2. [Brokers](https://www.sutterhealthplan.org/brokers) / 3. Forms and resources for brokers # Forms and resources for brokers Access all the essential broker forms and resources you need, exactly when you need them. Easily find rate guides, change forms and submission checklists right at your fingertips. **Section menu** - [Brokers](https://www.sutterhealthplan.org/brokers "Brokers") - [Broker portal](https://www.sutterhealthplan.org/brokers/portal "Broker portal") - [Enrolling your clients](https://www.sutterhealthplan.org/brokers/enroll "Enrolling your clients") - [Forms and resources for brokers](https://www.sutterhealthplan.org/brokers/forms-resources "Forms and resources for brokers") - [Brokers](https://www.sutterhealthplan.org/brokers "Brokers") - [Broker portal](https://www.sutterhealthplan.org/brokers/portal "Broker portal") - [Enrolling your clients](https://www.sutterhealthplan.org/brokers/enroll "Enrolling your clients") - [Forms and resources for brokers](https://www.sutterhealthplan.org/brokers/forms-resources "Forms and resources for brokers") ### Large Group Health Plans See the plans available for employer groups with 101 or more employees. [View Large Group Plans](https://www.sutterhealthplan.org/about-us/products-plans/large-group-plans) ### Small Group Health Plans See the plans available for employer groups with 1-100 employee(s). [View Small Group Plans](https://www.sutterhealthplan.org/about-us/products-plans/small-group-plans) ### Individual and Family Plans See the plans available for individuals and families. [View Individual and Family Plans](https://www.sutterhealthplan.org/about-us/products-plans/individual-family-plans) Broker forms [2027 Individual and Family Plan enrollment form (PDF)](https://edge.sitecorecloud.io/sutterhealt962c-sutterhealt8fce-production57cc-4860/media/Project/SutterHealth/SutterHealthPlan/PDF/2027-ifp-enrollment-form.pdf) [2026 Individual and Family Plan enrollment form (PDF)](https://edge.sitecorecloud.io/sutterhealt962c-sutterhealt8fce-production57cc-4860/media/m-mk-25-068r-2026-ifp-enrollment-form.pdf) [2025 Individual and Family Plan application and enrollment form (PDF)](https://edge.sitecorecloud.io/sutterhealt962c-sutterhealt8fce-production57cc-4860/media/Project/SutterHealth/SutterHealthPlan/PDF/m-mk-24-149r-2025-ifp-enrollment-form.pdf) [Declination of Coverage form (PDF)](https://edge.sitecorecloud.io/sutterhealt962c-sutterhealt8fce-production57cc-4860/media/Project/SutterHealth/SutterHealthPlan/PDF/declination-of-coverage.pdf) [Eligibility form (PDF)](https://edge.sitecorecloud.io/sutterhealt962c-sutterhealt8fce-production57cc-4860/media/Project/SutterHealth/SutterHealthPlan/PDF/shp-eligibility-statement.pdf) [Employer change form (PDF)](https://edge.sitecorecloud.io/sutterhealt962c-sutterhealt8fce-production57cc-4860/media/Project/SutterHealth/SutterHealthPlan/PDF/employer-change-form.pdf) [Employer termination form (PDF)](https://edge.sitecorecloud.io/sutterhealt962c-sutterhealt8fce-production57cc-4860/media/Project/SutterHealth/SutterHealthPlan/PDF/employer-termination-form.pdf) [Termination form for Cal COBRA and Individual and Family Plans (PDF)](https://edge.sitecorecloud.io/sutterhealt962c-sutterhealt8fce-production57cc-4860/media/Project/SutterHealth/SutterHealthPlan/PDF/cal-cobra-or--individual-aand-family-plans-termination-form.pdf) [Member termination form (PDF)](https://edge.sitecorecloud.io/sutterhealt962c-sutterhealt8fce-production57cc-4860/media/Project/SutterHealth/SutterHealthPlan/PDF/shp-termination-form.pdf) [Broker appointment kit (PDF)](https://edge.sitecorecloud.io/sutterhealt962c-sutterhealt8fce-production57cc-4860/media/Project/SutterHealth/SutterHealthPlan/PDF/b-mk-26-009-broker-appointment-kit.pdf) [Sutter Health Plan enrollment file (CSV)](https://edge.sitecorecloud.io/sutterhealt962c-sutterhealt8fce-production57cc-4860/media/Project/SutterHealth/SutterHealthPlan/PDF/shp-csv-template.xlsx) ### Application and enrollment forms **Large Group Employer Applications**  - [2027 Large Group Employer Application (PDF)](https://edge.sitecorecloud.io/sutterhealt962c-sutterhealt8fce-production57cc-4860/media/Project/SutterHealth/SutterHealthPlan/PDF/2027-lgp-employer-healthcare-coverage-application.pdf) - [2026 Large Group Employer Application (PDF)](https://edge.sitecorecloud.io/sutterhealt962c-sutterhealt8fce-production57cc-4860/media/Project/SutterHealth/SutterHealthPlan/PDF/2026-large-group-employer-application.pdf) - [2025 Large Group Employer Application (PDF)](https://edge.sitecorecloud.io/sutterhealt962c-sutterhealt8fce-production57cc-4860/media/Project/SutterHealth/SutterHealthPlan/PDF/2025-lg-employer-application.pdf) **Large Group Enrollment Forms**  - [2027 Large Group Enrollment Form (PDF)](https://edge.sitecorecloud.io/sutterhealt962c-sutterhealt8fce-production57cc-4860/media/Project/SutterHealth/SutterHealthPlan/PDF/2027-lgp-employee-enrollment-change-form.pdf) - [2025 / 2026 Large Group Enrollment Form (PDF)](https://edge.sitecorecloud.io/sutterhealt962c-sutterhealt8fce-production57cc-4860/media/Project/SutterHealth/SutterHealthPlan/PDF/2025-2026-lg-enrollment-form.pdf) **Small Group Employer Applications** - [2027 Small Group Employer Application (PDF)](https://edge.sitecorecloud.io/sutterhealt962c-sutterhealt8fce-production57cc-4860/media/Project/SutterHealth/SutterHealthPlan/2027-sgp-employer-healthcare-coverage-application.pdf) - [2026 Small Group Employer Application (PDF)](https://edge.sitecorecloud.io/sutterhealt962c-sutterhealt8fce-production57cc-4860/media/Project/SutterHealth/SutterHealthPlan/PDF/2026-small-group-employer-application.pdf) - [2025 Small Group Employer Application (PDF)](https://edge.sitecorecloud.io/sutterhealt962c-sutterhealt8fce-production57cc-4860/media/Project/SutterHealth/SutterHealthPlan/PDF/2025-sg-employer-application.pdf) **Small Group Enrollment Forms** - [2027 Small Group Enrollment Form (PDF)](https://edge.sitecorecloud.io/sutterhealt962c-sutterhealt8fce-production57cc-4860/media/Project/SutterHealth/SutterHealthPlan/PDF/2027-small-group-employee-enrollment-change-form.pdf) - [2026 Small Group Enrollment Form (PDF)](https://edge.sitecorecloud.io/sutterhealt962c-sutterhealt8fce-production57cc-4860/media/Project/SutterHealth/SutterHealthPlan/PDF/small-group-enrollment-form-2026.pdf) - [2025 Small Group Enrollment Form (PDF)](https://edge.sitecorecloud.io/sutterhealt962c-sutterhealt8fce-production57cc-4860/media/Project/SutterHealth/SutterHealthPlan/PDF/sg-enrollment-form-2025.pdf) ## Broker resources [2027 Individual and Family Plan rate guide (PDF)](https://edge.sitecorecloud.io/sutterhealt962c-sutterhealt8fce-production57cc-4860/media/Project/SutterHealth/SutterHealthPlan/PDF/2027-ifp-rate-guide.pdf) [2027 Q1 Small Group rate guide (PDF)](https://edge.sitecorecloud.io/sutterhealt962c-sutterhealt8fce-production57cc-4860/media/Project/SutterHealth/SutterHealthPlan/PDF/q1-2027-sg-rate-guide.pdf) [2026 Individual and Family Plan rate guide (PDF)](https://edge.sitecorecloud.io/sutterhealt962c-sutterhealt8fce-production57cc-4860/media/pm-mk-25-019-q1-2026-ifp-rate-guide.pdf) [2026 Q4 Small Group rate guide (PDF)](https://edge.sitecorecloud.io/sutterhealt962c-sutterhealt8fce-production57cc-4860/media/Project/SutterHealth/SutterHealthPlan/PDF/Q4-2026-sg-rate-guide.pdf) [2026 Q1 Small Group rate guide (PDF)](https://edge.sitecorecloud.io/sutterhealt962c-sutterhealt8fce-production57cc-4860/media/Project/SutterHealth/SutterHealthPlan/PDF/q1-2026-sg-rate-guide.pdf) [2025 Individual and Family Plan rate guide (PDF)](https://edge.sitecorecloud.io/sutterhealt962c-sutterhealt8fce-production57cc-4860/media/Project/SutterHealth/SutterHealthPlan/PDF/2025-ifp-rate-guide.pdf) [Broker compliance training (PDF)](https://edge.sitecorecloud.io/sutterhealt962c-sutterhealt8fce-production57cc-4860/media/Project/SutterHealth/SutterHealthPlan/PDF/broker-compliance-training.pdf) [2026 Small Group optional benefit rate guide (PDF)](https://edge.sitecorecloud.io/sutterhealt962c-sutterhealt8fce-production57cc-4860/media/Project/SutterHealth/SutterHealthPlan/PDF/2026-sg-optional-benefits.pdf) [COVID-19 resources](https://www.sutterhealthplan.org/about-us/covid-19) [2025 Q4 Small Group rate guide (PDF)](https://edge.sitecorecloud.io/sutterhealt962c-sutterhealt8fce-production57cc-4860/media/Project/SutterHealth/SutterHealthPlan/PDF/q4-2025-sg-rate-guide.pdf) [Premium payment options (PDF)](https://edge.sitecorecloud.io/sutterhealt962c-sutterhealt8fce-production57cc-4860/media/Project/SutterHealth/SutterHealthPlan/PDF/shp-premium-payment-options.pdf) [Small Group submission checklist (PDF)](https://edge.sitecorecloud.io/sutterhealt962c-sutterhealt8fce-production57cc-4860/media/Project/SutterHealth/SutterHealthPlan/PDF/small-group-submission-checklist.pdf) [2025 Q1 Small Group rate guide (PDF)](https://edge.sitecorecloud.io/sutterhealt962c-sutterhealt8fce-production57cc-4860/media/Project/SutterHealth/SutterHealthPlan/PDF/q1-2025-sg-rate-guide.pdf) [2025 Small Group optional benefit rate guide (PDF)](https://edge.sitecorecloud.io/sutterhealt962c-sutterhealt8fce-production57cc-4860/media/Project/SutterHealth/SutterHealthPlan/PDF/2025-sg-optional-benefits-web.pdf) ## Enroll your clients in a plan today! Follow these step-by-step instructions to enroll your clients in a high-quality plan that offers comprehensive benefits and access to an award-winning network of care. [Get started now](https://www.sutterhealthplan.org/brokers/enroll) Support for you and your clients ### [Employer forms and resources](https://www.sutterhealthplan.org/employers/forms-resources) ### [Member forms and resources](https://www.sutterhealthplan.org/members/forms-resources) ### [Become a broker partner](https://www.sutterhealthplan.org/brokers/portal) ### [Broker portal](https://www.sutterhealthplan.org/brokers/portal) ### [Pharmacy benefits](https://www.sutterhealthplan.org/members/pharmacy-benefits) ### [Plan partners](https://www.sutterhealthplan.org/members/plan-partners) We’re here to help Customer Service can help answer your questions about benefits, enrollment, billing, portal access and more. ### Message us Submit a secure message and we’ll contact you within five business days. [Complete the form](https://feedback.sutterhealth.org/f/136895/8368 "Complete the Form") ### Call us Call 855-315-5800 or TTY 855-830-3500, weekdays: 8:00 am – 7:00 pm. Call [855-315-5800](tel:+18553155800) ### Email us  Email shpserviceteam@sutterhealth.org with details about how we can help you. [Email now](mailto:shpserviceteam@sutterhealth.org) ```json {"@context":"https://schema.org","@type":"WebPage","name":"Broker forms and resources | Sutter Health Plan","description":"Access essential forms and resources for Sutter Health Plan brokers, including rate guides, change forms and enrollment checklists.","url":"https://www.sutterhealthplan.org/brokers/forms-resources","breadcrumb":{"@id":"https://www.sutterhealthplan.org/brokers/forms-resources#breadcrumblist"}} ``` ```json {"@context":"https://schema.org","@type":"BreadcrumbList","@id":"https://www.sutterhealthplan.org/brokers/forms-resources#breadcrumblist","itemListElement":[{"@type":"ListItem","position":1,"name":"Home","item":"https://www.sutterhealthplan.org/"},{"@type":"ListItem","position":2,"name":"Brokers","item":"https://www.sutterhealthplan.org/brokers"},{"@type":"ListItem","position":3,"name":"Forms and resources for brokers"}]} ```