Employee loses coverage and does not file C within days from permitting event date.
Departments must submit an explanation in writing along with the HBD- or Health Benefit and Enrollment History Page after confirmation from my|CalPERS and/or STD. The effective date to cancel the cash is the same date as the enrollment into health and/or dental benefits. CalHR will consider the facts presented and may allow enrollment on a prospective or retroactive basis within IRS regulations.
For Permitting Event Codes , and , which all allow a cancellation or change in the Dependent Care Reimbursement Account (DCRA), the specific effective date rules may cause the employee to lose the funds if their Dependent Care costs change before the effective date.
Departments should submit an explanation in writing along with the STD. R to make the effective date correspond with the Dependent Care cost change.
In accordance with IRS regulations which prohibit the deferral of compensation; under no circumstances will retroactivity into a prior plan b2b email list year be allowed for the Reimbursement Accounts. In those instances where CalHR approves retroactivity, it will only be approved for the CURRENT plan year.
In cases where the department feels they are not at fault and the employee is not being allowed to enroll or make changes, or is not being enrolled with the earliest possible effective date, the employee may seek financial remedy by filing a claim through the Victim Compensation and Government Claims Board against his/her department for the amount of money and/or tax savings they believe they did not receive.
Open Enrollment Period
The FlexElect Open Enrollment Period is usually in September and October. The specific open enrollment period dates will be communicated to departments prior to the beginning of the open enrollment period. Employees must sign and submit their FlexElect documents, including HBD-'s and STD. 's to their Personnel Office no later than the last day of the open enrollment period. The effective date of any action during open enrollment is January , of the following year.
A memo that includes specific open enrollment information regarding cut-off dates for submission of FlexElect documents to SCO will be sent by CalHR to departments prior to the beginning of the FlexElect Open Enrollment Period. In cases where FlexElect Open Enrollment forms are not submitted by the prescribed deadlines, departmental Personnel Offices may wish to submit an enrollment appeal to CalHR. Please see Section , Enrollment Appeal Process, for information regarding the "Enrollment Appeal Process".
Medical and/or Dependent Care Reimbursement Accounts
To enroll in the Medical and/or Dependent Care Reimbursement Accounts, employees must complete a Reimbursement Account Enrollment Authorization (STD. R). If employees enroll in the Medical and/or Dependent Care Reimbursement Accounts, they must reenroll into FlexElect every year they wish to participate by completing a Reimbursement.
Account Enrollment Authorization (STD. R) during the annual FlexElect Open Enrollment Period. For employees who are enrolling/reenrolling into the Medical Reimbursement Account (MRA), departments are required to provide each MRA participant with an Initial COBRA Notification at the commencement of their coverage. Please see Section of this manual for additional information regarding COBRA.
For Permitting Event Codes , and , which all allow a cancellation or change in the Dependent Care Reimbursement Account (DCRA), the specific effective date rules may cause the employee to lose the funds if their Dependent Care costs change before the effective date.
Departments should submit an explanation in writing along with the STD. R to make the effective date correspond with the Dependent Care cost change.
In accordance with IRS regulations which prohibit the deferral of compensation; under no circumstances will retroactivity into a prior plan b2b email list year be allowed for the Reimbursement Accounts. In those instances where CalHR approves retroactivity, it will only be approved for the CURRENT plan year.
In cases where the department feels they are not at fault and the employee is not being allowed to enroll or make changes, or is not being enrolled with the earliest possible effective date, the employee may seek financial remedy by filing a claim through the Victim Compensation and Government Claims Board against his/her department for the amount of money and/or tax savings they believe they did not receive.Open Enrollment Period
The FlexElect Open Enrollment Period is usually in September and October. The specific open enrollment period dates will be communicated to departments prior to the beginning of the open enrollment period. Employees must sign and submit their FlexElect documents, including HBD-'s and STD. 's to their Personnel Office no later than the last day of the open enrollment period. The effective date of any action during open enrollment is January , of the following year.
A memo that includes specific open enrollment information regarding cut-off dates for submission of FlexElect documents to SCO will be sent by CalHR to departments prior to the beginning of the FlexElect Open Enrollment Period. In cases where FlexElect Open Enrollment forms are not submitted by the prescribed deadlines, departmental Personnel Offices may wish to submit an enrollment appeal to CalHR. Please see Section , Enrollment Appeal Process, for information regarding the "Enrollment Appeal Process".
Medical and/or Dependent Care Reimbursement Accounts
To enroll in the Medical and/or Dependent Care Reimbursement Accounts, employees must complete a Reimbursement Account Enrollment Authorization (STD. R). If employees enroll in the Medical and/or Dependent Care Reimbursement Accounts, they must reenroll into FlexElect every year they wish to participate by completing a Reimbursement.
Account Enrollment Authorization (STD. R) during the annual FlexElect Open Enrollment Period. For employees who are enrolling/reenrolling into the Medical Reimbursement Account (MRA), departments are required to provide each MRA participant with an Initial COBRA Notification at the commencement of their coverage. Please see Section of this manual for additional information regarding COBRA.
