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Can a Spousal Relocation from Outside the U.S. Qualify as a Life Event for an Enrollment Change?
Burnham Benefits
[Guidance Overview] May 14, 2024 "Yes, if the change in the spouse's place of residence is deemed to be an IRS qualifying life event ... [However,] the written plan document may not adopt the full range of IRS qualifying life events related to enrollment eligibility, or the document may specifically exclude 'change in residence' from its enumerated qualifying life events; thus, curtailing the plan's observance of certain IRS identified QLEs." |
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