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Information Needed to Provide a
Benefits Quote
The following information details
what is required to provide a customized, integrated benefits quote for pre
and/or post-65 retirees.
As you would expect, while all the
information that we are requesting is required, certain pieces of information
are more critical than others. We have specified below, the information that
we must have, by priority, to proceed with obtaining a quote.
Census data is the first component of
building a quote model.
Data
fields in the census data for Pre-65 and Post-65 Retirees
- Name (required)
- Social Security number or
other type of identification (optional)
- Address with zip code
(required)
- Birth date (required)
- Gender (required)
- Marital Status (required)
- Level of coverage
(single,family, etc) (required)
- Retiree contribution
(required)
Data
that is necessary for Pre-65 and Post-65 Retirees
- Three Years Aggregate Claims
Experience
- Three Years Enrollment
- Three Years Monthly Claims
Experience
- Three Years Large Claims
Experience
- Summary of Plan(s) Benefits
and desired changes to current benefits
- Description of Early Retiree
Policy (for pre-65 retiree quote only)
Information that will expedite the quoting process
- Summary Plan Descriptions
(SPDs)
- Definition of an eligible
employee/dependent/retiree
- Section 125 Plan Design
- Copies of the prior year's
communications for open enrollment
- Description of collective
bargaining agreements
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