Qualifying Events

Demographic Changes

Posted on May 11, 2020 in

(Watch video on Demographic Changes) EVENT DESCRIPTION: Making demographic changes such as address changes or legal name changes WHEN ADDRESS CHANGE FORM OR EC-2/EC-2H MUST BE SUBMITTED TO THE EUTF: Retirees are responsible for notifying the EUTF or any demographic changes such as address changes or legal name changes as soon as possible. DOCUMENTATION REQUIREMENTS: ...
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Birth

Posted on Oct 7, 2015 in

EVENT DESCRIPTION: Retiree wishes to add newborn to plans WHEN EC-2/EC-2H MUST BE SUBMITTED TO EUTF: Within 180 days from date of birth DOCUMENTATION REQUIRED TO BE ATTACHED TO EC-2/EC-2H: Birth certificate and Social Security Number EFFECTIVE DATE: Retiree can choose: birth date, beginning of the next pay period after birth date, or beginning of ...
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Ineligible Student

Posted on Oct 7, 2015 in

EVENT DESCRIPTION: Dependent child is no longer a full-time student and is age 19 through 23 WHEN EC-2/EC-2H MUST BE SUBMITTED TO EUTF: As soon as the dependent child is no longer enrolled as a full-time student DOCUMENTATION REQUIRED TO BE ATTACHED TO EC-2/EC-2H: None EFFECTIVE DATE: First day of the pay period following the ...
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Termination of Domestic Partnership

Posted on Oct 7, 2015 in

EVENT DESCRIPTION: Retiree must terminate domestic partner from EUTF or HSTA VB plans WHEN EC-2/EC-2H MUST BE SUBMITTED TO EUTF: Within 45 days of termination of domestic partnership. If EC-2/EC-2H is filed more than 45 days after date of termination of domestic partnership, retiree is responsible for paying the employer contribution premiums retroactive to the ...
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EVENT DESCRIPTION: Surviving spouse or domestic partner will be cancelled from EUTF’s or HSTA VB’s plans WHEN EC-2/EC-2H MUST BE SUBMITTED TO EUTF: Within 45 days from the remarriage or the new domestic partnership DOCUMENTATION REQUIRED TO BE ATTACHED TO EC-2/EC-2H: None EFFECTIVE DATE: The first day of the pay period following the remarriage or ...
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Failure to Pay

Posted on Oct 7, 2015 in

EVENT DESCRIPTION: Retiree owes a shortage, but does not pay shortage by due date – enrollment will be cancelled WHEN EC-2/EC-2H MUST BE SUBMITTED TO EUTF: N/A DOCUMENTATION REQUIRED TO BE ATTACHED TO EC-2/EC-2H: None EFFECTIVE DATE: If enrollment is cancelled, retiree may only re-enroll during the next open enrollment period CAN I CHANGE PLANS?: ...
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Newly Eligible Student

Posted on Oct 7, 2015 in

EVENT DESCRIPTION: Retiree wishes to enroll child because child became full-time student and is age 19 through 23 WHEN EC-2/EC-2H MUST BE SUBMITTED TO EUTF: Within 45 days from school start date DOCUMENTATION REQUIRED TO BE ATTACHED TO EC-2/EC-2H: Birth certificate Social Security Number Student certification from an accredited school/college on school letterhead with registrar’s ...
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New Civil Union Partner

Posted on Oct 7, 2015 in

EVENT DESCRIPTION: Retiree wishes to enroll new civil union partner in EUTF or HSTA VB plans WHEN EC-2/EC-2H MUST BE SUBMITTED TO EUTF: Within 45 days from date of civil union DOCUMENTATION REQUIRED TO BE ATTACHED TO EC-2/EC-2H: Civil Union certification (on-line proof accepted), Affidavit of Dependency. Copy of Partner’s Medicare card showing Part B ...
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New Domestic Partner

Posted on Oct 7, 2015 in

(Watch video on Domestic Partnership Enrollment) EVENT DESCRIPTION: Retiree wishes to enroll new domestic partner in EUTF or HSTA VB plans WHEN EC-2/EC-2H MUST BE SUBMITTED TO EUTF: Within 45 days from date of notarized signature (event date is considered date of notarization) DOCUMENTATION REQUIRED TO BE ATTACHED TO EC-2/EC-2H: Notarized Declaration of Domestic Partnership ...
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Marriage

Posted on Oct 7, 2015 in

WHEN EC-2/EC-2H MUST BE SUBMITTED TO EUTF: Within 45 days from date of marriage DOCUMENTATION REQUIRED TO BE ATTACHED TO EC-2/EC-2H: Marriage Certificate Copy of spouse’s Medicare card showing Part B and letter from Social Security, if eligible to enroll. DDA form if retiree is not Medicare eligible yet. If adding Dependents: Birth certificate and ...
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