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Guest benefitspecNJ
Posted

Hi All,

An employee who was on our medical/dental plan (Family coverage) stated that his wife was having open enrollment and they would be leaving our plan.

When I asked for proof of her open enrollment (he became upset) and I was then told by one person that he did NOT need to provide proof and another told me that he HAD to show proof.

What are your thoughts? I have always collected proof for QE's.

Thanks,

N in NJ

Posted

Ask the question another way, and ask yourself. If I am responding to an IRS auditor who wants to know why someone was allowed to change election mid-year, what would I want to have in my file?

Guest benefitspecNJ
Posted

Agreed!!!

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