Maximum Contribution for Newly Eligible Enrollments (Reimbursement Accounts)
Newly Eligible Enrollments
In order to enroll into FlexElect outside of the annual FlexElect Open Enrollment Period, employees must enroll as "newly eligible". Newly eligible enrollments have a Standard Effective Date, as described on the FlexElect Permitting Event Chart (Appendix A). Newly eligible employees must elect enrollment within days after becoming eligible and they must meet the eligibility criteria outlined in Section of this manual. Newly eligible employees are.
New State employees hired outside of the open enrollment period
Employees whose time base/employee designation changes from one that was not eligible to one that is eligible or a PI who changes to a permanent position with a time-base of half-time or more;
Employees who were on an approved job function email database leave of absence during the entire open enrollment period;
Employees, not currently enrolled in FlexElect, who experience a valid change in status event as defined in Appendix A. In addition, if the employee's change in status event results in a concurrent approved leave of absence (e.g. birth of child/maternity leave), the employee may enroll by the deadlines specified in the permitting event chart after the employee returns to work.
Health and/or Dental Plan Form Coordination
Employees may make certain changes to their medical/dental insurance for purposes of enrolling in FlexElect. The type of change is based on the permitting event. Refer to the CalPERS Health Benefits and the Dental Procedures Manuals to determine if the event is one that will allow employees to make a change and for the appropriate reason codes, etc.
Employees who enroll mid-year into either
The reimbursement accounts can still contribute the annual maximum. Therefore, the monthly maximum deduction would not be limited to $ for the Medical Reimbursement Account or $ for the Dependent Care Reimbursement Account. For example, an employee enrolls into FlexElect as a new State employee with an effective date of May The employee wants to contribute the maximum of $, into a Dependent Care Reimbursement Account.
The employee's deduction would begin with his/her April pay period paycheck (dated May ) and end with his/her November pay period paycheck (dated December ). This employee's monthly contribution into the account would be $ ( months This employee could request reimbursement for dependent care services received between May and December of the plan year.
To enroll as newly eligible, employees must complete all of the appropriate forms that must be submitted as a package. In completing the STD. R and/or STD. C, the following information should be entered on the form(s) by the Personnel Office:
Effective Date: Current or prospective basis (i.e. First of the following month when the correctly completed enrollment form is received at SCO by the th AND does not have to be returned to the agency for correction). The last possible effective date for a newly eligible enrollment is December
Permitting Event Date: Date employee became newly eligible
Permitting Event Code:
Remarks: Indicate how the employee became newly eligible (i.e., new hire, new marriage, birth of child, etc.)
The term newly eligible only applies to employees who are not currently enrolled in any of the FlexElect options and meet the above criteria. This means that current FlexElect enrollees who request enrollment into another FlexElect option are processed as changes, not newly eligible enrollments.
In order to enroll into FlexElect outside of the annual FlexElect Open Enrollment Period, employees must enroll as "newly eligible". Newly eligible enrollments have a Standard Effective Date, as described on the FlexElect Permitting Event Chart (Appendix A). Newly eligible employees must elect enrollment within days after becoming eligible and they must meet the eligibility criteria outlined in Section of this manual. Newly eligible employees are.
New State employees hired outside of the open enrollment period
Employees whose time base/employee designation changes from one that was not eligible to one that is eligible or a PI who changes to a permanent position with a time-base of half-time or more;
Employees who were on an approved job function email database leave of absence during the entire open enrollment period;
Employees, not currently enrolled in FlexElect, who experience a valid change in status event as defined in Appendix A. In addition, if the employee's change in status event results in a concurrent approved leave of absence (e.g. birth of child/maternity leave), the employee may enroll by the deadlines specified in the permitting event chart after the employee returns to work.
Health and/or Dental Plan Form CoordinationEmployees may make certain changes to their medical/dental insurance for purposes of enrolling in FlexElect. The type of change is based on the permitting event. Refer to the CalPERS Health Benefits and the Dental Procedures Manuals to determine if the event is one that will allow employees to make a change and for the appropriate reason codes, etc.
Employees who enroll mid-year into either
The reimbursement accounts can still contribute the annual maximum. Therefore, the monthly maximum deduction would not be limited to $ for the Medical Reimbursement Account or $ for the Dependent Care Reimbursement Account. For example, an employee enrolls into FlexElect as a new State employee with an effective date of May The employee wants to contribute the maximum of $, into a Dependent Care Reimbursement Account.
The employee's deduction would begin with his/her April pay period paycheck (dated May ) and end with his/her November pay period paycheck (dated December ). This employee's monthly contribution into the account would be $ ( months This employee could request reimbursement for dependent care services received between May and December of the plan year.
To enroll as newly eligible, employees must complete all of the appropriate forms that must be submitted as a package. In completing the STD. R and/or STD. C, the following information should be entered on the form(s) by the Personnel Office:
Effective Date: Current or prospective basis (i.e. First of the following month when the correctly completed enrollment form is received at SCO by the th AND does not have to be returned to the agency for correction). The last possible effective date for a newly eligible enrollment is December
Permitting Event Date: Date employee became newly eligible
Permitting Event Code:
Remarks: Indicate how the employee became newly eligible (i.e., new hire, new marriage, birth of child, etc.)
The term newly eligible only applies to employees who are not currently enrolled in any of the FlexElect options and meet the above criteria. This means that current FlexElect enrollees who request enrollment into another FlexElect option are processed as changes, not newly eligible enrollments.
