1. Enrollment, termination, retirement
Insurance Operations 101
Enrollment, termination, retirement

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

3. Individual employee enrollment, employer group application

4. 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

5. 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

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

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

8. Termination timelines, cobra

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

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

11. 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

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

13. Thank you!