Templates

Vision Application

Vision Application

All
Insurance
Use this template
Datapoint
Description
This is some text inside of a div block.
This is some text inside of a div block.
Applicant Full Name
Legal name of the individual applying for vision coverage.
Date of Birth
Used to determine age-based eligibility and rating.
Mailing Address
Primary address of the applicant, including street, city, state, and ZIP code.
Phone Number
Contact number for communication regarding enrollment.
Email Address
Email address for correspondence and policy documents.
Social Security Number (SSN) or Member ID
Used for identity verification and processing eligibility.
Employer Name
Identifies the applicant’s employer if applying through a workplace-sponsored plan.
Plan Selection
Name or tier of the selected vision insurance plan, if known or pre-selected.
Coverage Type
Specifies if the application is for individual, employee + spouse, employee + children, or family coverage.
Requested Effective Date
Date on which the applicant wishes coverage to begin.
Dependent Information (if applicable)
Names, dates of birth, and relationships of any dependents to be covered under the plan.
Routine Eye Exam Coverage
Acknowledgment that coverage is requested for annual or biennial eye exams.
Lenses Coverage
Confirmation that prescription lenses are included in the desired coverage.
Frames Coverage
Indicates interest in eyeglass frame benefits (typically reimbursed on a 12- or 24-month cycle).
Contact Lenses Coverage
Optional field for applicants preferring or supplementing glasses with contact lenses.
Out-of-Network Reimbursement
Indicates whether the applicant wants coverage to include out-of-network providers, if available.
Prior Vision Insurance
Captures whether the applicant had vision coverage in the last 12 months and with which carrier.
Eligibility Confirmation
Applicant attestation that they meet all eligibility requirements (e.g., residency, group participation).

A vision insurance application collects essential applicant and coverage details to set up vision care benefits. It includes personal information such as the applicant’s full name, date of birth, mailing address, phone number, email, and SSN or member ID, along with employer details if the plan is workplace-sponsored. The form also captures requested coverage type, plan selection, effective date, and dependent information when applicable.

Feathery’s AI extracts data on selected benefits such as routine eye exams, prescription lenses, frames, and contact lenses, as well as options for out-of-network reimbursement. It also identifies prior vision coverage, eligibility attestations, and any supplemental plan details. Automating this process reduces manual entry, ensures accurate enrollment, and accelerates eligibility verification and benefits activation for vision insurance applicants.

Related templates

ACORD 25

Learn more

ACORD 26

Learn more

ACORD 27

Learn more

Vision Quote

Learn more

Vision Policy

Learn more