Broker of record information

Broker of record

For our employer groups that are being supported by a Broker and that Broker is allowed to receive compensation payments from Kaiser Permanente, a Broker of Record (BOR) form must be filled out and signed by the group. At this time, all BOR forms must have a wet signature on them to be accepted and processed.

Download a blank BOR form.

Save time and submit your Broker of Record Change Request online by signing into your account at business.kp.org

Agent of record

For our employer groups that are being serviced by a Consultant, an Agent of Record (AOR) form must be filled out and signed by the group. A Consultant is defined as a partner to the group who is not receiving any compensation directly from Kaiser Permanente. At this time, all AOR forms must have a wet signature on them to be accepted and processed.

Download a blank AOR form (PDF).