New Group Applications

Find all of our new client applications in one place! Our applications are fillable PDFs.


First impression is always critical! 

Each work site situation is unique and so the key is to design a plan to achieve your specific goals. We view our role as more than just a Third Party Administrator, but as a portal of reliable information and education. We’ll meet with any size organization and come up with a plan that’s best for them. We’ll meet with the employees during the initial enrollment meeting as well as conduct follow-up meetings whenever called upon.

HRA Application

Complete our Health Reimbursement Arrangement application by clicking here. 

HSA Application

Complete our Health Savings Account new client application here.

Commuter Application

Complete our Commuter new client application here. 

Premium Only Plan Application

Complete our Section 125 Premium Only Plan new client application here.

TouchCare Application

TouchCare is the premier healthcare concierge service company that helps consumers navigate today’s complex health care challenges. Click here to learn more.

FSA Application

Complete our Flexible Spending Account new client application here

COBRA Application

Complete our COBRA/Retiree Billing new client application here. 

ERISA Compliance (MZQ) Application

Complete our ERISA Compliance Service request here.

ERISAExpress Wrap Application

Complete our ERISAExpress Wrap Document here.

ICHRA Application

Beginning 1/1/2020, you can complete our Individual Coverage HRA (ICHRA) new client application here.

QSEHRA Application

Complete our Qualified Small Employer HRA new client application here.

Master 2020 Application

Here is a comprehensive new group application for all services offered by OCA. Click here to complete.

Eligibility Connections

OCA can work with any outside payroll, carrier, or benefit administration system to capture the employee eligibility data or claim files.