document library

forms

for U.S.-payroll employees and expatriates on assignment in the U.S.

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claims for reimbursement

Choose your plan below to locate reimbursement and other forms needed to manage your coverage.

Anthem

  • Anthem claim form (medical services) | Medical PPO, HDHP, HDHP Basic
  • Anthem claim form (medical services outside the U.S.) | If you receive medical services under your Medical PPO, HDHP, HDHP Basic while temporarily outside the U.S.
  • Anthem claim for reimbursement of travel expenses | When Anthem has approved your medical claim for the related medical service, you can then submit a claim for reimbursement of qualifying travel expenses. Do not use the standard medical claim form to submit a travel benefit claim; your request will be denied. Be sure to read important rules and restrictions regarding this benefit prior to submitting a claim.
  • Continuation of Care Application | Medical PPO, HDHP, HDHP Basic - Continuity of Care generally, applies to hospitalization, pregnancy, and treatment for a serious and complex condition. Transition Assistance is a process that allows continued care for participants when certain situations occur, such as: your primary provider is terminated from the participating provider network; you're a new enrollee in an Anthem plan and your primary provider is not part of the network; your continuity of care is at risk for reasons over which you have no control.

Cigna

  • Cigna claim form (medical services) | Global Choice Plans (services inside or outside the U.S.)

Medical HMO - HMO Blue Texas

  • Continuation of Care Application | Continuity of Care generally, applies to hospitalization, pregnancy, and treatment for a serious and complex condition. Transition Assistance is a process that allows continued care for participants when certain situations occur, such as: your primary provider is terminated from the participating provider network; you're a new enrollee in an Anthem plan and your primary provider is not part of the network; your continuity of care is at risk for reasons over which you have no control.

The deadline to submit claims for out-of-network basic expenses is 365 days from the date of service. Keep in mind that you don’t always need to file a claim. If you received services from a network provider, a claim was automatically filed for you.

Login to Fidelity NetBenefits and select the Health Savings Account tile to locate forms you may need to manage your account.
Access the Genworth website for complete information and forms to file a claim.

dependent eligibility

Samples are provided below for your information only. These sample forms will not be processed by the HR Service Center. Call the HR Service Center to request a personalized and bar-coded form suitable for processing.

payroll and tax

You're strongly encouraged to set up direct deposit:

The Patient Protection and Affordable Care Act (ACA) requires that almost everyone in the U.S. have health coverage that qualifies as minimum essential coverage. U.S. taxpayers must be able to provide proof of such coverage for themselves and their dependents. Form 1095 reports information about offers of health coverage and enrollment in health coverage for federal tax purposes.

Form 1095 information and instructions

service credit applications

If you have prior service with Chevron – either as an employee, a contractor or a leased employee - you may be eligible to receive additional service credit for some of your benefits like retirement or vacation. This credit is not automatic; you must apply to request a review of your situation before a determination can be made. If you believe this situation applies to you, please return the applicable form within 60 days from your date of hire. The information you provide on your application will help Service Administration determine if your prior service meets the criteria to receive service credit under certain Chevron benefit plans or policies. Service Administration will notify you of the results via U.S. mail.

Leased Employee Service Application (F08)*
Complete this application if you have prior contractor/leased employee service with Chevron. This means you previously performed services as a contractor or leased employee for Chevron Corporation or one of its acquired companies (including Gulf, Texaco, and Unocal) or affiliates.

*Read the description of each form carefully to determine which form(s) match your situation. You can complete both forms (F-36) and (F-08) if you have both prior leased employee service and prior employment. Otherwise, simply complete the one form that matches your situation.

If you have prior service with Chevron – either as an employee, a contractor or a leased employee - you may be eligible to receive additional service credit for some of your benefits like retirement or vacation. This credit is not automatic; you must apply to request a review of your situation before a determination can be made. If you believe this situation applies to you, please return the applicable form within 60 days from your date of hire. The information you provide on your application will help Service Administration determine if your prior service meets the criteria to receive service credit under certain Chevron benefit plans or policies. Service Administration will notify you of the results via U.S. mail.

Prior Service History Form (F36)*
Complete this application if you have prior employment with Chevron Corporation, a Chevron Corporation acquired company, and/or a Chevron Corporation affiliated company.

*Read the description of each form carefully to determine which form(s) match your situation. You can complete both forms (F-36) and (F-08) if you have both prior leased employee service and prior employment. Otherwise, simply complete the one form that matches your situation.

discounts

Chevron and Texaco Fuel Discount Application (Clear browser cache if application is not opening). Please note, access to this card application is provided for your convenience. Card Services manages the fuel discount program; Chevron U.S. Benefits and/or Human Resources does not manage the program and is unable to provide assistance regarding the application process.

disability process

The following forms are used to authorize the release of medical and other information for absences under the program. All of these forms allow Chevron's absence management partner to communicate directly with your doctor(s) regarding your absence. Medical records or treatment records can be requested from your doctors on your behalf so the absence management partner can review the documentation and discuss the illness or injury with your doctor or your family member’s doctor, as appropriate.


  • Short-term disability authorization for release of medical and other information form. You need to complete this form when you’re absent for more than five consecutive workdays because of your own illness or injury (and you’re not covered under Kaiser Permanente). You may also be required to complete the FMLA Medical Release (Personal) form under certain situations, such as when your STD benefits end but you continue to take time off that is covered under FMLA. If you’re incapacitated, a legal guardian should complete the form.

  • FMLA medical release (personal) form. You need to complete this form when you’re requesting an FMLA-protected absence for your disability. If you are incapacitated, a legal guardian should complete the form.

  • FMLA medical release (family member) form. You need to submit this form when you’re requesting time off under FMLA to care for a seriously ill family member. The family member for whom you’re providing care should complete the form. If he or she is a minor, a parent or legal guardian should complete the form. If he or she is incapacitated, a legal guardian should complete the form.

  • Long-term disability authorization for release of medical and other information form. If you’re disabled for a long period of time and you’re applying for benefits from the Long-Term Disability Plan, you need to complete this form. It authorizes the release of information to help certify your disability. If you’re incapacitated, a legal guardian should complete the form. 

If you're a Kaiser member, you need to complete a form when you're absent for more than five consecutive workdays because of your own illness or injury. You may also be required to complete the FMLA Medical Release (Personal) form under certain situations, such as when your STD benefits end but you continue to take time off that is covered under FMLA. If you're incapacitated, a legal guardian should complete the form.


For short-term and long-term disability cases



  • Attending physician/Health care provider form. Your doctor(s) needs to complete this form in order to provide medical certification and documentation of your disability, as required under the provisions of the Chevron Short-Term Disability (STD) and Long-Term Disability (LTD) Plans. If you are under the care of more than one doctor or caregiver, each of them must complete and submit this form. This form should be used if the cause or nature of your medical condition and related disability is due to a physical sickness or injury.

  • Behavioral health attending physician's statement form. Your doctor(s) need to complete this form in order to provide medical certification and documentation of your disability, as required under the provisions of the Chevron Short-Term Disability (STD) and Long-Term Disability (LTD) Plans. If you are under the care of more than one doctor or caregiver, each of them must complete and submit this form. This form should be used if the nature of your medical condition and the related disability is due to a mental health or substance abuse problem.

For FMLA and related state leave laws, including California paid family leave (PFL)



If you are taking time off for a reason that's covered under the Family and Medical Leave Act of 1993 (FMLA) or a related state leave law, you need to submit the appropriate form to provide the necessary certification and documentation in support of your absence. Most of them require a licensed physician to complete a section of the form.

If you want to change from the Chevron Voluntary Disability Insurance Plan (voluntary plan) to the California State Disability Insurance Program (SDI), or vice versa: