Flex/Renewal Knowledge
What type of plan works well with an ICHRA to allow Employee Contributions?
What is: PRM (Premium Reimbursement Plan)
What states do we offer Continuation for?
What is: IL, MN, NY, TX
For groups we don't administer COBRA for - how do we activate plans if the termed participant elected COBRA (for FSA, HRA, etc)?
CRT sends an AI to Ops to reactivate participants and notate it is through COBRA. The participant would then be able to submit manual claims during their active time on COBRA. Group is responsible for letting us know the term date, and when to reactivate on COBRA. No Card usage allowed.
What options are there for funding HSA plans?
What are:
Direct Deposit
EDI
File Based
ACH Push/ACH Pull
True or False: a group send IH files for one plan and use a calendar for another plan?
What is TRUE
True or False: HRA New Hire Eligibility Time Frame can exceed FSA New Hire Eligibility Time Frame
What is FALSE: FSA eligibility can be the same as or more than the HRA eligibility time frame. HRA cannot be a greater time frame than FSA
What populates the LDOC of FSA/LPF plans?
What is: the Renewal Month on the plan information of the plan.
What is the COBRA Timeframe Timeline?
What is:
60 days for participant to elect
45 days to make initial premium payment
30 days to make monthly payments thereafter
True or False: If a deposit was made in error, we can correct without a contribution correction form
What is FALSE: If funds are to be removed, a form is needed. There are no exceptions
How do you know a group sends IH files?
(IH) Employer Sends Pay Deposit files is selected
IH Account File Pattern is completed
On plans Funds with IH Spreadsheet is selected under Calendar
Does a Jira ticket need to be created to remove calendars if group submits IH files?
What is: if funds by IH are checked off, the calendar has no impact on the account. TEC-823
What report do I pull to find out who is enrolled, pending, termed, or did not make elections?
What is Member Status Report/QB Summary Report
What are the common reasons a plan won’t show for a Legacy QB?
What is:
Plans not showing as selected under specific division
Next Premium Owed date is a date that is before rates are effective in our system for those plans.
How do you process an HSA transaction file?
From the HSA tab, click on the ellipsis. Click on Create HSA Funding Batch. Click Upload Funding Spreadsheet. Click Save
How do you know a group is turned on for Ameriflex to receive their Flex EDI files?
The Active box is checked off on the EDI Tab under Employer Settings, the base EDI Integrator and Base Upload Folder show completed information.
What should be included in Enrollments Notes for ICHRA plans?
What is:
Funding amounts and frequency
Classes/Tiers
Anything else that cannot be captured in the radio options above
What is required to show for Humana Preferred?
What is:
Humana Partner on General Tab
Humana Preferred Carrier & EDI Support Contact
4 position policy ids
What are the statuses a QB can show and what do they mean?
What is:
P - Pending, still within their 60 day election period
PR - Pending Remittance, elected but have not sent in their first payment
E - Elected
E45 - Elected but the first payment was not the full premium owed
TP - Terminated Pending, never made an election within their 60 days
TE - Terminated Elected, was on COBRA at one time but has since terminated
What documentation is required to open an HSA bank account if the participant failed CIP?
What is:
Driver’s License
Social Security/ITIN Card
Social Security Benefits Award Letter if it reflex full SSN
Recent W-2 form, if it reflects full SSN (within last two tax years) OR
Recent paystub; if it reflects full SSN (issued within 60 days)
If a group is COBRA EDI what can be updated without having to tell the EDI Support Team?
Carrier, Carrier Contact, Policy ID, Rates & Plan Start Date