Domestic Partner
In these Coverage Code options, a domestic partner can be added under existing coverage tiers.
What are "EE+Spouse and EE+Family coverage tiers"?
If the client has guaranteed issue plans, the new employee should complete this portal first.
What is "the new hire portal"?
What should you evaluate first before exporting or importing a cost band, so you know which fields can be edited?
What is 'the client’s plans and contribution strategy'?
For supplemental coverage, the system can use these to create amounts like 10,000 or 20,000.
What are "uniform increments"?
This dashboard tab displays enrollments that are awaiting Evidence of Insurability (EOI).
What is the 'Pending EOI Requests' tab?
This type of income is taxable but not paid to the employee, and is used when a domestic partner is not part of pre-tax medical coverage.
What is "imputed income"?
This newer feature allows different probationary rules to be used within the same benefit plan.
What is "probationary period exception"?
This Excel tool Alex used to automate clearing cells before starting a renewal worksheet.
What is 'Macros'?
This type of coverage is most often used for employer-paid plans.
What is "Base Coverage"?
Do not approve an enrollment on the Pending EOI screen until you receive this from the insurer.
What is 'carrier approval (Underwriting)'?
When calculating domestic partner imputed income, how should the Domestic Partner's children be taxed?
What is “they should be taxed (and included in imputed income)”?
This rule in the benefit plan helps determine when coverage becomes effective.
What is "probationary rules"?
This tool combines files and helps preview the data before you save it.
What is "the Fantabulous Combiner"?
This setup can automatically approve employees who enroll within the allowed amount for the first time.
What is "guaranteed issue"?
When calculating domestic partner imputed income, which amounts should be included in the taxable portion: the EE deduction, the ER memo, or both?
What is “both the EE deduction and the ER amount should be imputed for the domestic partner”?
When both new hire and annual enrollments are needed, this situation is happening.
What is "dual enrollment"?
This separate button on the Fantaboulous Combiner combines the client-level benefit reports.
What is "the CLB Report Combiner"?
This is the amount the employee asked for before it is approved.
What is "Requested Coverage"?
If a client wants to allow domestic partners on their medical plans, what should you do before setting it up?
What is “send them the available options and ask them to check with their broker or accountant”?
This service type does not follow the probationary exception logic, so a case has been placed with development.
What is "ACA coding"?
(Expected Q4 resolution)
This newer technology can be used to help our team find solutions and build tools more efficiently.
What is “AI (Sidekick or Copilot)”?
Before using salary-based coverage, the system checks this field first.
What is "the benefits salary override"?