Eligibility

Review of the plan documentation to determine eligibility

Consultation to determine Employer Specific documentation required from employees to keep dependents covered on the medical plan (i.e. marriage certificate for spouse, birth certificate for children, proof of full-time student status, court orders, etc).
Set time lines:
Initial Notice Date
- Amnesty Period
- Obtain Spreadsheet of participants & Dependents
- Initial Mailing Date(s)
- Follow Up Dates
- Completion Date
Initial drafting of client-specific documentation to be mailed to employees for completion
Mailing of approved documentation
Call Center Support, both inbound and outbound, to assist employees with questions, concerns, and reminders that documentation is due
Collection and tracking of Dependent Verification Information
Record Keeping and Database management. Records are filed alphabetically and returned to your organization at the completion of the audit
Assistance with determining dependent COBRA eligibility

“With American Westbrook handling my benefits I know I’m offering my employees the best possible benefit package at the most reasonable rates.”

- Bruce,
Manufacturer

Four Westbrook Corporate Center, Suite 500, Westchester, IL 60154

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