Service
Service Policy
Expert Consulting and Service Support for All Plans
DSI and the CoveredAdvisor Team is here to provide expert consulting and service support for all FSI Member participants. Please do not hesitate to call us at 888.279.8348 or FSIPlan@gotodsi.com , should you have additional questions or need additional support related to the information and forms posted here.
| Contact Information | Update your address, phone #, email, Broker-Dealer affiliation. | Email changes to FSIPlan@gotodsi.com |
| Billing Change Form | Change or update the bank account form which your monthly premiums are drafted. | Submit a Billing Change Form, or to complete your update by phone, please call Dianne Taucher at 406-522-3324 or toll free at 800-279-8348, ext. 2027. |
| FSI Membership Form |
If you are unsure of your Membership status, please contact the FSI Membership team at: Use this form to initiate or renew your FSI Membership, outside of your Broker-Dealer’s regular membership campaign. |
FSI - Advisor Membership Application |
| Coverage Change | Modify or Cancel Coverage. | Please Contact: FSIPlan@gotodsi.com |
| Contact FSI | To contact FSI. | Membership@financialservices.org, or call Matthew Epstein, FSI Customer Relations Systems Manager, at 202.664.5110. |
| Contact Our Enrollment Team | To contact DSI. | Please Contact: FSIPlan@gotodsi.com |
| Guardian Group Policy Certificate, Class 1 (Advisors) | Policy certificate includes details about plan benefits, coverage limitations and claim provisions. | Guardian Group Policy Cert: Pol# 502443 |
| Group Coverage / Election Confirmation | Inquire about current coverage or request confirmation of your enrollment. | Please Contact: FSIPlan@gotodsi.com |
| Principal Individual Policies (IDI) | Inquire about billing, policy information, policy changes, claim forms, or coverage increases. | Please call our enrollment team at 888.279.8348 |
| Coverage Change | Modify or Cancel Coverage. | Please Contact: FSIPlan@gotodsi.com |
| Guardian Group LTD Claim Support | Claim forms and information regarding the claim process. | Please contact our enrollment team at 888.279.8348 or by email: FSIPlan@gotodsi.com to be connected with a Claims Specialist. |
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Guardian Group Policy Certificate, Class 2 (W-2 Employees of Advisors) |
Policy certificate includes details about plan benefits, coverage limitations and claim provisions. | Guardian Group Policy Cert: Pol# 5024433 – STD, LTD, Life/AD&D |
| Group Coverage / Election Confirmation | Inquire about current coverage or request documentation of your coverage election. | Please Contact: FSIPlan@gotodsi.com |
| Coverage Changes | Modify or Cancel Coverage. | Please Contact: FSIPlan@gotodsi.com |
| Staff Benefit Plan Claim Support | Claim forms and information regarding the claim process. | Please contact our enrollment team at 888.279.8348 or by email: FSIPlan@gotodsi.com to be connected with a Claims Specialist. |
| Accident - Guardian Group Policy Summaries & Certificate |
Plan Summaries are abbreviated plan descriptions for general reference. The Policy certificate includes details about plan benefits, coverage limitations and claim provisions. DSI recommends you keep a copy of both the plan summary and certificate for reference. |
Value Plan – Guardian Accident Plan Summary Premier Plan - Guardian Accident Plan Summary Premier Plan Accident Policy Certificate Value Plan Accident Policy Certificate |
| Critical Illness – Guardian Group Plan Summaries and Certificate |
Plan Summaries are abbreviated plan descriptions for general reference. The Policy certificate includes details about plan benefits, coverage limitations and claim provisions. DSI recommends you keep a copy of both the plan summary and certificate for reference. |
Plan Summary – Guardian Critical Illness Guardian Group Critical Illness Certificate |
| Group Coverage / Election Confirmation | Inquire about current coverage or request documentation of your coverage election. | Please Contact: FSIPlan@gotodsi.com |
| Group Accident & Illness Plan Claim Support | Claim forms and information regarding the claim process. | Please contact our enrollment team at 888.279.8348 or by email: FSIPlan@gotodsi.com to be connected with a Claims Specialist. |
| Coverage Changes | Modify or Cancel Coverage, including adding or removing spouses or dependents. | Please Contact: FSIPlan@gotodsi.com |
| Guardian Group Policy Certificate, Class 1 (Advisors) | Please note: This certificate is for Advisor Members only. The Staff Benefit Disability & Life/AD&D Benefit Plan section above includes the policy certificate specific to that plan. | Guardian Group Life / AD&D Policy Cert: Pol# 502443 |
| Group Coverage / Election Confirmation | Inquire about current coverage or request enrollment confirmation. | Please Contact: FSIPlan@gotodsi.com |
| Beneficiary Designation | Indicate or update the beneficiaries for your Life/AD&D coverage. Please read the Beneficiary form & instructions closely. | Guardian Group Life / AD&D Beneficiary Form |
| Coverage Change | Modify or Cancel Coverage. | Please Contact: FSIPlan@gotodsi.com |
| Guardian Group Life / AD&D Claim Support | Claim forms and information regarding the claim process. | Please contact our enrollment team at 888.279.8348 or by email: FSIPlan@gotodsi.com to be connected with a Claims Specialist. |