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Posted

Can anyone provide a sample -- or a source for a sample -- of a change form that employees in a Section 125 plan would use to change their benefits coverage as a result of a family status change?

We need to develop something that provides employees with a "check off" indicating the qualifying event and what they wish to change.

Thank you !

  • 1 month later...
Guest Linda P
Posted

Sorry. No samples here. But don't forget that, beginning with 1999 plan years, elections can be modified for "changes in status" for health and life insurance.

This will allow for benefit election changes for a lot of other reasons, such as changes in employment, work schedule, residence or worksite.

Something to think about, anyway.

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