Find all of our new client applications in one place! Our applications can be completed using our fillable PDFs or online form submissions.

HRA Application

Complete our Health Reimbursement Arrangement application. If you have any questions on the application, please email sales@oca125.com or contact your OCA sales representative directly.

Download Application Online Application

FSA Application

Complete our Flexible Spending Account application. If you have any questions on the application, please email sales@oca125.com or contact your OCA sales representative directly.

Download Application Online Application

COBRA Application

Complete our COBRA application. If you have any questions on the application, please email sales@oca125.com or contact your OCA sales representative directly.

Download Application Online Application

HSA Application

Complete our Health Savings Account application. If you have any questions on the application, please email sales@oca125.com or contact your OCA sales representative directly.

Download Application Online Application

Commuter Application

Complete our Commuter Reimbursement Account application. If you have any questions on the application, please email sales@oca125.com or contact your OCA sales representative directly.

Download Application Online Application

POP Application

Complete our Premium Only Plan application. If you have any questions on the application, please email sales@oca125.com or contact your OCA sales representative directly.

Download Application Online Application

ICHRA Application

Complete our Individual Coverage HRA application. If you have any questions on the application, please email sales@oca125.com or contact your OCA sales representative directly.

Download Application Online Application

EBHRA Application

Complete our Excepted Benefit HRA application. If you have any questions on the application, please email sales@oca125.com or contact your OCA sales representative directly.

Download Application Online Application

QSEHRA Application

Complete our Qualified Small Employer HRA application. If you have any questions on the application, please email sales@oca125.com or contact your OCA sales representative directly.

Download Application Online Application

ERISAExpress Wrap-Doc Application

Complete our ERISAExpress Wrap Document application. If you have any questions on the application, please email sales@oca125.com or contact your OCA sales representative directly.

Complete Application

Master New Group Application

Complete our Full Service Master Application. If you have any questions on the application, please email sales@oca125.com or contact your OCA sales representative directly.

Master Application Online Application

Partnership Application

ERISA Partnership

MZQ Application

OCA has partnered with MZQ Consulting as its ERISA Compliance partner for ERISA Compliance expertise with Wrap Documents, 5500 Filling, ACA Reporting, and more!

Submit Application

TouchCare Partnership

TouchCare Application

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

Submit Application

First impressions are critical.

Each work site situation is unique and so the key is to design a plan that fits 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 help strategize a plan that is comprehensive and achievable. We’ll meet with the employees during the initial enrollment meeting as well as conduct follow-up meetings whenever called upon.

New Client Implementation Timeline

Step 1: Review Your Benefits/plan Design with OCA

With an employee benefit program, plan design is first, and probably the most important step in creating an effective benefit program. Each work site situation is unique and so the key is to design a plan to achieve your specific goals. 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! The more educated everyone is, the more successful the program will be!

Step 2. Complete and Submit New Group Application to OCA Sales Team

Once the final decisions on how your benefit program will work, we’ll need the OCA new group application completed. You can find all of our applications by clicking here. If you have any questions on the application you can always reach out to OCA Sales team and we’ll be happy to review the application with you.

Step 3. OCA Sales Team Submit Application to Implementation and Client Meeting

When the application is submitted to your OCA Sales Team they’ll review the application to ensure everything is completed in full. If the sales team feels something isn’t right or data is missing, we’ll be sure to reach back out to you. It’s also during this time that we recommend we schedule either an onsite and/or webinar with your employees to review the program. The more educated everyone is, the more successful the program will be!

Step 4. Implementation Creates Plan Documents and Receives Employee Enrollment Data

Once the application has been submitted to our implementation team, we do our very best to have the benefits create and plan documents created within 5 business days. During peak times of the year this timeline can be delayed. Should we not be able to keep our schedule we will inform all parties.

Around this time, the employee enrollments forms and/or census should have or needs to be sent to OCA for processing. For groups larger than 20 enrolled we always recommend a census enrollment over paper forms. Enrollment data can be sent to the OCA sales team or to implementation at implementation@oca125.com.

Step 5. Plan Documents Sent to Client for Signature

Once the implementation team has finalized all the plan documents, they’ll send the documents to the employers attention for signature using “DocuSign”. DocuSign is an online signature platform that allows the client to very easily review their documents and sign for completion. Once the documents are signed a completed copy will be sent back to OCA and the employer automatically.

Step 6. Congrats Email Issued and Debit Cards Mailed (If Applicable)

During and/or after receiving the signed documents OCA will send out a congratulations email to the employer with OCA contact information and administrative guides. Employees will also receive a welcome email providing them with login information to OCA’s secure employee portal.

Debit Cards (if applicable): It will also be around this time that the employee debit cards will be issued to the employee home addresses.