HR templates & question checklists

Tell us where you work and who administers your benefit. We'll tailor the wording, then unlock the full kit to copy and download it as plain-text files you can paste into email.

For individuals

$20 one-time

The complete tailored kit: HR benefits inquiry email, carrier call script, and an administrator-specific coverage checklist. Yours to reuse every plan year.

Unlock the kit — $20
For employers & HR teams

$499 licence

A branded template pack your whole workforce can use: employee benefits FAQ, HR response scripts, a fertility-benefit vendor comparison worksheet, and a manager guide — licensed for internal distribution across your organization.

Talk about a team licence

HR benefits inquiry email

A ready-to-send email asking HR for plan documents and coverage specifics.

Subject: Question about fertility and family-building benefits

Hi [HR contact],

I'm reviewing my benefits at [Employer] and I'd like to understand what family-building and fertility coverage is available to me.

Could you help me with the following:
Full version included in the $20 kit

Carrier call script

A line-by-line script with blanks for the answers and your call reference number.

Carrier / administrator call script
Benefit administrator: Not sure
Date of call: ______________   Rep name: ______________   Reference #: ______________

Opening:
"Hi, I'm calling to verify infertility, IVF and egg-freezing benefits under my plan. Can you confirm coverage details and give me a reference number for this call?"
Full version included in the $20 kit

Coverage question checklist

Tailored to your benefit administrator, plus pre-authorization steps.

IVF & egg-freezing benefits checklist

Documents to collect
[ ] Summary plan description (SPD)
[ ] Fertility / family-building benefit guide
[ ] Pharmacy formulary for fertility medication
[ ] Pre-authorization form and submission instructions
Full version included in the $20 kit
Get all three templates — $20Delivered as plain-text files tailored to the details you entered.

These templates are educational and are not medical, legal, tax or insurance advice. Nothing you type here is stored or sent anywhere.