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BrooklynNorske

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  1. For the plan year 4/1/22-3/31/23, attach the Schedule A for the policy year 1/1/2022-12/31/22 For the short plan year 4/1/23-5/31/23, attach the Schedule A for the policy year that ends in the plan year. The Schedule A for the calendar year policy year, doesn't end within the short plan year. No Schedule A for that particular coverage would be attached to the short plan year filing. For the new plan year 6/1/23-7/31/24, use the Schedule A for the policy year 1/1/23-12/31/23. The Schedule A reflects the policy year. I read your message to say that you were going to ask the insurer to produce a Schedule A for the plan year even though that is not the policy year. If that is the case, I wouldn't do it!
  2. Agree with Kevin C, ask the auditor
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