Guest Christie Banks Posted April 24, 2001 Posted April 24, 2001 Anyone know where I can get a copy of a sample cafeteria plan claim form?
Moe Howard Posted April 25, 2001 Posted April 25, 2001 Does the benefit plan have a professional trustee (maybe an inurance company) ? If yes, then I suggest you call him for a stack of claim forms ... that's one of the things that you are paying him for ?
Guest Christie Banks Posted April 25, 2001 Posted April 25, 2001 It's just a small plan with maybe 15 or 20 participants. The client administers the plan themselves.
Moe Howard Posted April 25, 2001 Posted April 25, 2001 What kind of plan is it ? ....(a Flexible Spending Arrangement, .... ??).
Lisa Hand Posted April 26, 2001 Posted April 26, 2001 The client might want to consider have an independent TPA handle the service for them. A TPA would provide all necessary forms and documentation and eliminate the liability issues of the employer processing claims in-house.
SLuskin Posted April 30, 2001 Posted April 30, 2001 You can look at a sample claim form on our website, which is http://www.div125.com. We do administer many small plans and would be glad to help with yours.
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