Enrollment, termination, retirement

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Presentation transcript:

Enrollment, termination, retirement Insurance Operations 101 Enrollment, termination, retirement

Overview Lifecycle of an employee– enrollment, termination, retirement Difference between enrollment forms and transmittal forms Insurance operations timelines Tips & Tricks

Individual employee enrollment, employer group application

Enrollment vs. transmittal form Enrollment Form Transmittal Form Add new employee– even if they are waiving coverage Termination Adoptions Salary Change Benefit Level—STD Retirement Domestic Partner Leave of absence Legal Ward Medicare Eligibility Loss of Coverage Marriage Name Change Occupation Change Transfer of Coverage

Employer Portal Self-service for you and your employees 24/7/365 Check claim status and deductible Send secure message to Customer Service One central location for all insurance needs

Enrollment Timelines Typically 30 days from an event Baby = 1 year

Employer Group Application An employer group application (EGA) must be filled out every year Refer to additional materials available for download

Termination timelines, cobra

Termination Timelines 30 days after employee termination date Example transmittal form available for download COBRA administrator

EGA forms, Medicare enrollment, WEA medplus enhancements Retirement EGA forms, Medicare enrollment, WEA medplus enhancements

Retirees Employer Group Application form School Employee Retiree Updated Retiree section Medicare Rx Coverage School Employee Retiree Medicare effective the 1st of the month following termination New in 2017! Electing coverage changes Routine vision benefits, SilverSneakers®, removing deductible

Tips & Tricks Enrollment Forms Transmittal Forms myTrust submission Enrollment checklist (available for download) Transmittal Forms Use WEA Trust transmittal form

Thank you!