Processes
ITW
Retirees
Avangrid
KCC
100

Courts put it on, courts take it off.

What is QMCSO?

100

Dependent and Event Verification

(except Domestic Partner Affidavit)

What is not required?

100

Medicare starts at this age.

What is 65?

100

Should be offered to all employee's attempting to make a change outside the plan rules.

What are Appeals?

100

Benefit that is effective first of the following month.

What is the HSA?

200

Who called, what the issue was, what info was provided, what are the next steps.

What is the information to be included in documentation?
200

Can be future dated & will be effective first of the following month after the event date.

What are life events / QLEs?

200

Name, DOB, Address, SSN, location worked, retirement date

What is the information needed for retirees not in the system?

200

If >65 and showing 'Retiree Exchange' this is who their benefits are through.

What is the Alight Exchange?

200

Information will be sent to them 90 days prior to a retiree turning 65.

What is Via Benefits?

300

Put the participant's name in the case's subject line.

What is the process for creating cases for participants not in the system?

300

Provide the caller with the phone number of the life insurance provider, who they will also need to contact.  

What is the death call process?

300

A form used to prove past or current group health coverage allowing individuals to avoid late enrollment penalties when signing up for Medicare Part B after age 65.

What is the L564?

300

The Retiree's ability to drop coverage at any time.

What is Retiree Disenrollment?

300

The 2026 Annual Split Family RMC amount sent to Via Benefits.

What is 3552?

400

Must be completed on consecutive days.

What are callbacks with resolutions?

400

What a RR must be enrolled into to be eligible for ITW supplemental plans.

What is Medicare Parts A & B?

400
Medicare plan that cannot be used with our Medical.

What is Medicare Part D?

400

If on 'Retiree Exchange' and not enrolled with Alight, the retiree will lose this.

What is the HRA?

400

If a Retiree would like to drop coverage due to RMCs running out, we can run this event.

What is a Significant Increase in Cost event?

500

Must verify account holder's indicative data. Then, verify dependent's name & DOB or last 4 of SSN.

What is the 3rd party verification for a dependent?

500

Gain of Medicare, RR or SP passes or Eligible child turns 23

What are the reasons credits are reduced.

500

Active employees are usually offered this when they term their employment & many are offered retirement benefits, if eligible, too.

What is COBRA?

500

SCG, UI, UIL & NYSEG - All Non-Union ended this on 12/31/25.

What is MediB (Medicare Part B Reimbursement)?

500

Funds sent quarterly ($50 per month per enrolled member)

What is Med B payments from Fidelity?

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