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March '07 Release
- Benefit Termination Notice (New Letter)
- Cobra Election Notice (Added Subsidy Listing Data Element)
- End of COBRA Coverage (Added Social Security Extension Clause Data Element)
Benefit Termination Notice | |||||
| Description | Generated when a QB is dropped from a Benefit Plan | ||||
| Where can I find this in the Internet Word Processor? |
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| What do I need to do? | This letter used to be the same as the Rate Change Notice, but it now has its own letter to go out to QBs when they are dropped from a benefit plan. | ||||
| What does it look like? |
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Subsidy Listing | |||||
| Description | If you need to be able to show different Subsidy amounts and end dates to a QB, use this data element. It will only show up if you have subsidies for that QB, and works best on the Cobra Election Notice. | ||||
| Where can I find this in the Internet Word Processor? |
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| What do I need to do? | If you'd like to use it, insert it into any letter (Cobra Election Notice works best). | ||||
| What does it look like? |
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Social Security Extenstion Clause | |||||
| Description | One of only a few Federally required letters to send is the End of COBRA Notice, which prints in the final 90 days of Federal Coverage. If you have setup a QB to be on the 11 month Social Security Disability Extension, this data element will give them additional information on when their extension will end. | ||||
| Where can I find this in the Internet Word Processor? |
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| What do I need to do? | If you've edited the End of COBRA Notice, you'll want to paste in this Data Element. | ||||
| What does it look like? |
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Previous Releases:
January '07 Release
- Dependent Eligibility Reminder (New Letter)
- Rate Expiration Reminder (New Letter)
- Premium Disbursement Check (Generate Test Check)
Dependent Eligibility Reminder | |||||
| Description | Generated when a Dependent has reached the age limit for this plan assignment | ||||
| Where can I find this in the Internet Word Processor? |
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| What do I need to do? | You will need to use "QB Dependent Age Limit Eligibility for Plan Assignment" Benefit Plan Option to see this letter print. | ||||
| What does it look like? |
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Rate Expiration Reminder | |||||
| Description | Generated when a benefit plan rate is about to expire. | ||||
| Where can I find this in the Internet Word Processor? |
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| What do I need to do? | If you have entered a rate expiration date at the Benefit Plan Detail page, a letter will print on that date. | ||||
| What does it look like? |
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Premium Disbursement Check | |||||
| Description | Check created for Carrier/Sponsor during the Premium Disbursement Wizard | ||||
| Where can I find this in the Internet Word Processor? |
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| What do I need to do? | Align or customize your check on your check stock and then generate a test check. | ||||
| What does it look like? |
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July '06 Release
- Cobra Election Notice (Added Severance Data Element)
- Deficient Letter (Changed Account Balance to Total Amount Due)
Cobra Election Notice | |||||
| Description | Main notice to new QBs notifying them of their rights | ||||
| Where can I find this in the Internet Word Processor? |
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| What do I need to do? | If you have modified your Cobra Election Notice, you may want to add this data element to your letter. | ||||
| What does it look like? |
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Deficient Payment | |||||
| Description | Generated for a QB with a deficient premium payment. The amount paid and balance due will be printed in the letter. The QB will have 30 days from the date of the letter to pay the amount owed | ||||
| Where can I find this in the Internet Word Processor? |
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| What do I need to do? | If you have modified the Deficient Payment Notice, you should use the Total Amount Due instead of the Account Balance. | ||||
| What does it look like? |
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February '06 Release
- Premium Disbursement Check (New Template)
- HRA Information (Wording Update, Enrollment Form)
- Moving from Federal to State (New Letter)
- Auto QB Login (Wording Update, Cobra Election Notice)
- Rate Change Letter (Wording Update, Rate Change Notice)
- USERRA (Wording Update, Cobra Election Notice)
Premium Disbursement Check | |||||
| Description | Check created for Carrier/Sponsor during the Premium Disbursement Wizard | ||||
| Where can I find this in the Internet Word Processor? |
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| What do I need to do? | Nothing! This is a new letter and is already in your system, ready for you to use. | ||||
| What does it look like? |
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Healthcare Reimbursement Account Wording | |||||
| Description | Inserted into the COBRA Election Notice if the QB has one or more HRA plans assigned | ||||
| Where can I find this in the Internet Word Processor? |
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| What do I need to do? | Nothing! This is new wording and is already in your system, ready for you to use. | ||||
| What does it look like? |
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QB Moving from Federal Coverage to State Coverage | |||||
| Description | This letter will be printed when coverage changes from federal to state | ||||
| Where can I find this in the Internet Word Processor? |
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| What do I need to do? | Nothing! This is a new letter and is already in your system, ready to automatically be created when this circumstance arises. | ||||
| What does it look like? |
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Auto QB Login | |||||
| Description | This letter provides notification to the QB of their ability to view their COBRA account. It will provide them with the necessary information to activate their account. | ||||
| Where can I find this in the Internet Word Processor? |
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| What do I need to do? | Insert the new Automated QB Login Notification data element into your COBRA Election Notice in the Internet Word Processor and turn on the new Client/Employer option to enable. | ||||
| What does it look like? |
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Rate Change | |||||
| Description | Inserted into the Rate Change Letter when there is an account balance greater than zero after the rate change. | ||||
| Where can I find this in the Internet Word Processor? |
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| What do I need to do? | If you have customized your rate change notice, you'll want to add this Data Element to the end of your notice. It will act as a "coupon" for QBs to send back to you. | ||||
| What does it look like? |
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USERRA | |||||
| Description | Used instead of the generic opening paragraph when the Qualifying Event is USERRA, this is the opening greeting paragraph in the COBRA Election Notice | ||||
| Where can I find this in the Internet Word Processor? |
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| What do I need to do? | Nothing! This is a new letter and is already in your system, ready to automatically be created when this circumstance arises. | ||||
| What does it look like? |
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