Policyholder

We make Benefit Open Enrollment a positive experience for you. It begins by providing a friendly atmosphere in which you learn how benefits work and provide value to your family. We feel it’s important to discuss both the advantages and limitations of a benefit before you enroll. Choosing a benefit is only the beginning. Our relationship continues to grow over the years as we assist you with claims and customer service. Being a trusted partner to help guide you through the claims process is one of our most valuable services.

Click background circle

1. Simply click on the form you need below – be it a claim or a change in your beneficiary – to download a PDF.

Call us background circle

2. Then call us (205-595-2267) for personal guidance in completing the form and return it to the Rookis Agency

Claim Forms
Health/Wellness Screening Claim Form
Universal Claim Form
Doctor ʼs Office Visit Claim Form
Pregnancy Claim Form
Service Forms
Colonial Beneficiary Change Form
Colonial Service Form

Create your profile. View your policies and submit Dr. Visit and Wellness/Health Screening claims online.

Go to Website
Image colonial