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W2 Requests, Address Changes & Employment Verification
W2 Requests
Former year W-2 reprints will be available after Feb 15th.
In order to protect the privacy of our clients and employees, SOI does not fax copies of W-2's. If immediate delivery is required, SOI will ship W-2 copies overnight COD at the employees expense.
W-2/Pay-stub Reconciliation Use this worksheet to compare your year-end pay-stub with your W-2 information.
W-2 Reprint Requests Use this form for W-2 reprint requests and to change your address information.
Address Changes
Help us to provide you with better service! Please make sure that we have your correct address on file. Please verify the address listed on your pay stub. If you need to update your address, please use the address change form below.
Address Change Form
Completed forms should be mailed or fax ed to the Customer Care Department at:
SOI Customer Care Department
5260 Parkway Plaza Blvd.
Suite 140
Charlotte, NC 28217
Fax: (704) 426-1121
Verification of Employment
Services provided by The Work Number.
Please download the instructions.
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Health and Medical Plan Information
SOI Health Plans for Non-Florida Clients
AETNA
www.aetna.com
Customer Service
HMO (HMO and Choice POS plans)
(800) 326-1035
Traditional (MCPOS, PPO, & HDHP plans)
(800) 704-7287
Claims Addresses:
All Aetna members enrolled in a MCPOS, PPO or non HMO HDHP and those HMO and Choice POS members who reside in AZ, CA, FL, GA, NC, NV, or TN should submit claims to:
Aetna
PO Box 14079
Lexington, KY 40512-4079
Aetna HMO members who reside in CO, IL, IN, KS, KY, MA, MD, MO, NJ, NY, PA, TX or VA should submit claims to:
Aetna
PO Box 981106
El Paso, TX 79998-1106
Transition of Coverage Request Form
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SOI Health Plan for Florida-Based Clients
MEDICAL (BCBSFL)
Claims, Customer Service, Provider
Status and Rx Info
BCBSFPO Box 1798
Jacksonville, FL 32231
PHONE: (800) 507-9820
www.bcbsfl.com
Claims & Customer Status (Out of State)
PHONE: (800) 810-BLUE (2583)
www.bluecares.com
Group Number
All Plans: 44872
MAIL ORDER PRESCRIPTIONS
Claims and Customer Service
Prescription Mail Order Form
Pre-certification Authorization (BCBSFL)
BCBSFL UM
PHONE: (800) 955-5692
www.kp.org
California Plan Customer Service Numbers & Claims Address:
(800) 464-4000 or (800) 877-1370 (for TTY users)
Kaiser Foundation Health Plan, Inc.
Claims Department
PO Box 12923
Oakland, CA 94604-2923
Hawaii Plan Customer Service Numbers & Claims Address
(800) 966-5955 or (877) 447-5990 (for TTY users)
Kaiser Foundation Health Plan, Inc.
Claims Administration
80 Mahalani St.
Wailuku, HI 96793
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Limited Benefit Sickness/Accident - All Clients
Claims and Customer Service
www.transchoice.com
Key Benefit Administrators, Inc.
PO Box 1279
Fort Mill, SC 29716-1279
Enrollments PHONE: (800) 481-9979
Customer Service PHONE: (866) 867-6883
Prescription Rx Indemnity Program - CareMark
PHONE: (866) 240-4923
Flexible Spending Accounts - Approved Clients
www.eFlexgroup.com
eFlexgroup.com, Inc.
PHONE: (877) 933-3539
FAX: (877) 231-1287
E-MAIL: customercare@eflexgroup.com
2740 Ski Lane
Madison, WI 53713
Health Savings Accounts - All Clients
www.hsabank.com administered by eFlexgroup.com, Inc.
PHONE: (800) 357-6246
FAX: (704) 426-1180
E-MAIL: customercare@eflexgroup.com
2740 Ski Lane
Madison, WI 53713
Medicare Advantage Plan
Humana Group Medicare Plan. Available to Eligible Medicare Enrollees
(866) 396-8810
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Dental, Vision and Life Insurance
SOI Dental Plan
Provider Search:
To access the provider directory, visit the Guardian Website
Choose "PPO" in the "Select A Plan" drop down box on the first page
Chose the "Dental Guard Preferred" network in the "Select Your Dental Network" drop-down box on the second page
Claims and Customer Service:
SOI Dental Plan
PO Box 241508
Charlotte, NC 28224
PHONE: (800) 541-7846
Group Number:
Group Number 452239 applies to Nevada & Virginia residents
Group Number 452238 applies to all other states
Account Registration:
Once enrolled in the SOI Dental Plan, visit www.GuardianAnytime.com to register for online account services.
SOI Vision Plan
Claims and Customer Service
EyeMed
4000 Luxottica Place
Mason, OH 45040
PHONE: (877) 226-1115
Vision Provider Directory
Group Number:
Nevada and Virginia Residents: 9670860
All other participants: 9670878
EyeMed Claim Form
Colonial Life
Get answers to any questions you might have about voluntary benefit
options through
Colonial Life & Accident Insurance Company.
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Financial and Retirement Plan Information
Transamerica 401(k)
Transamerica is one of the top ten providers of middle market 401(k) plans in the country
and we are pleased to have them as partners.
Click here for information on the Transamerica 401(k) plan.
Which Investment Options are available to you?
Contacting Transamerica
How to Read Your Statement
Participant Enroll Letter
Managing Your 401(k) Investments
401K Fund Performance
401k Enrollment Form
401k Election Change Form (English)
401k Election Change Form (Spanish)
Beneficiary Change Form
Death Benefit Claim
Hardship Withdrawal Request
New Loan Application
401k Rollover Form
Distribution Request
Send completed 401k forms to:
SOI 401K Plan Administrator
PO Box 241448
Charlotte, NC 28224
You will need Adobe Acrobat installed to view or print this information. Download it for free at www.adobe.com.
Legg Mason Scholars Choice - 529 Plan
Click on the logo above for information on the Legg Mason - Scholars Choice 529 Plan.
Smith Barney Home Loan Program at Citibank
Click on the logo above for information on the Smith Barney Home Loan Program at Citibank.
Social Security Online - Number & Card
How to get a:
Social Security number & card
Change of name on your card
Replacement card
Number for your child/adopted child
Number for your foreign-born adopted child
New number because of domestic abuse
and much more!
Go to Social Security Online Social Security Retirement Planner
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Pay Cards
Money Manager Card
Money Manager Card is a leading payroll card company headquartered in Baltimore, Maryland. The Money Manager Card provides employers with customized payroll card solutions to eliminate paper check payments. In an industry that is typically made up of "limited-use" paycards, the Money Manager Card is the only full-access payroll card built on our unique "Always Free" platform where cardholders may easily use their card at no charge. With the largest Always Free ATM network in the nation, the Money Manager Card provides employers with a payroll card solution that is a true benefit to both the company and its employees.
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Employee Assistance & Corporate Discount Programs
Employee Assistance Program
Available to eligible full time employees 24 hours a day, 7 days a week Call: 1-800-869-0276
or visit
www.eapconsultants.com
Employee Corporate Discount Programs
As you plan the most important times of your life, it is reassuring to know that you are working with the experienced travel professionals truly qualified to meet your needs. As a Leader in the industry, Elite always offers the specials, promotions, discounted cruises and travel packages that are unavailable elsewhere and that mean so much. Whether your choice is to take a Cruise, explore the surroundings in a tropical wonderland, relax at a leading all-inclusive resort, or to hide out for a week in the mountains here in the USA, we will offer you more options and more values than you expected. Register today with Elite Travel to take advantage of your SOI Benefits today!
SOI members can save up to 10% off your car rental with Hertz. Your discount CDP#1849869 is the key!
Wherever your travel takes you, close to home or around the world, your CDP#1849869 is the key to special savings. Be sure to include it in all of your reservations. Click here for the lowest rates, special offers and information about Hertz locations, vehicles and services. Or call Hertz at 1-800-654-2200 and be sure to mention your CDP#1849869.
SOI Discount Card
LifeLock is the industry leader in the rapidly growing field of Identity Theft Protection. We are based in Tempe, Arizona. Our company is led by experienced and successful entrepreneurs and industry experts. We are backed by Bessemer Venture Partners, one of the leading venture capital firms in the world. We serve tens of thousands of consumers in every state of the union, Puerto Rico and the US Virgin Islands. Take a moment to browse and learn about the team that will work for you. Victims of identity theft have new resource for support through LifeLock's partnership with the National Organization for Victim Assistance.
Sears Commercial offers special pricing on major kitchen appliances for SOI clients and employees. Kenmore is the best value, however other brands are available such as Bosch, LG, Maytag, KitchenAid and Jenn-air. In addition you can choose from other great products for your home such as Craftsman garage storage, exercise equipment, mattresses, Craftsman lawn tractors, Kenmore outdoor grills and televisions.
For a complete selection of products you can go to www.sears.com. Obtain the model numbers of the products you are interested in purchasing. Email the information to: Jeff Shaver at jshave1@searshc.comfor a price quote. Please allow up to 48 hours for a response. Please list SOI on the subject line. This program is a special offer exclusively through Sears Commercial and completely separate from Sears retail stores. It is valid only in continental USA. If you have already received a written appliance quote from a Sears retail store you would not be eligible for this program.
Appliances included in the program: dishwashers, cooking, laundry, refrigeration.
Any questions concerning this program should be directed to: Jeff Shaver at 972.671.6319.
SOI employees receive a 15% Discount on purchases from 1800 Flowers. To find out the promotional code, contact the SOI Customer Care Department at 1-800-572-2412.
Theme Park and Entertainment Discounts
SOI clients and employees can now take advantage of
discounts to popular theme parks and
entertainment attractions in Florida, California and other locations nationwide!
Discounts are
available for the Walt Disney Worldฎ Resort, Universal Orlando and more!
To take advantage
of these savings select the link above and you will be directed to the TicketsAtWork.com website.
You can order your tickets directly from this website or by calling 800-331-6483.
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