Qualifying Events

Loss of Coverage

Posted on Oct 7, 2015 in

EVENT DESCRIPTION: Retiree and/or dependent lost coverage from a non-EUTF plan, wishes to enroll in EUTF or HSTA VB plans, and for dependents the retiree is currently enrolled in an EUTF or HSTA VB plan WHEN EC-2/EC-2H MUST BE SUBMITTED TO EUTF: Within 45 days from loss of other coverage DOCUMENTATION REQUIRED TO BE ATTACHED ...
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Legal Separation

Posted on Oct 7, 2015 in

EVENT DESCRIPTION: Retiree must terminate spouse’s or civil union partner’s EUTF or HSTA VB coverage WHEN EC-2/EC-2H MUST BE SUBMITTED TO EUTF: Within 45 days of date of legal separation. If EC-2/EC-2H is filed more than 45 days after date of legal separation, retiree is responsible for paying the employer contribution premiums retroactive to the ...
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Geographic Relocation

Posted on Oct 7, 2015 in

EVENT DESCRIPTION: Retiree enrolled in Kaiser and moves to an area where Kaiser is not available WHEN EC-2/EC-2H MUST BE SUBMITTED TO EUTF: Within 45 days from the date of relocation DOCUMENTATION REQUIRED TO BE ATTACHED TO EC-2/EC-2H: None EFFECTIVE DATE: The date of the retiree’s relocation. CAN I CHANGE PLANS?: Yes

Failure to Enroll in Medicare Part B

Posted on Oct 7, 2015 in

EVENT DESCRIPTION: Retirees and their dependents who are eligible to enroll in Medicare Part B must enroll WHEN EC-2/EC-2H MUST BE SUBMITTED TO EUTF: N/A DOCUMENTATION REQUIRED TO BE ATTACHED TO EC-2/EC-2H: N/A EFFECTIVE DATE: Cancellation in the medical and prescription drug plan is effective the date the retiree or dependent first became eligible to ...
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Divorce

Posted on Oct 7, 2015 in

(Watch video on Divorce) EVENT DESCRIPTION: Retiree must terminate spouse or civil union partner’s coverage WHEN EC-2/EC-2H MUST BE SUBMITTED TO EUTF: Within 45 days of date of divorce. If EC-2/EC-2H is filed more than 45 days after date of divorce, retiree is responsible for paying the employer contribution premiums retroactive to the divorce date. ...
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Death

Posted on Oct 7, 2015 in

WHEN EC-2/EC-2H MUST BE SUBMITTED TO EUTF: As soon as reasonably practical DOCUMENTATION REQUIRED TO BE ATTACHED TO EC-2/EC-2H: Death certificate or copy of obituary as soon as available EFFECTIVE DATE: Date of death or last day of pay period in which death occurs for dependents CAN I CHANGE PLANS?: N/A

WHEN EC-2/EC-2H MUST BE SUBMITTED TO EUTF: N/A DOCUMENTATION REQUIRED TO BE ATTACHED TO EC-2/EC-2H: Proof of compliance documentation provided to EUTF EFFECTIVE DATE: The date set forth in a notice to the retiree of his/her failure to comply with the Rules CAN I CHANGE PLANS?: N/A

Acquisition of Coverage

Posted on Oct 7, 2015 in

EVENT DESCRIPTION: Retiree or dependent gets coverage from another plan and wishes to cancel EUTF or HSTA VB plans WHEN EC-2/EC-2H MUST BE SUBMITTED TO EUTF: Within 45 days from effective date of acquiring coverage elsewhere DOCUMENTATION REQUIRED TO BE ATTACHED TO EC-2/EC-2H: Letter from carrier or employer detailing type of coverages enrolled in (i.e., ...
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