PEIA Benefit Coordinator Quarterly Workshop · • Retirement • Audits • Premium Changes •...

25
PEIA Benefit Coordinator Quarterly Workshop October 2017 1

Transcript of PEIA Benefit Coordinator Quarterly Workshop · • Retirement • Audits • Premium Changes •...

Page 1: PEIA Benefit Coordinator Quarterly Workshop · • Retirement • Audits • Premium Changes • Odds and Ends ... or children come to see you? 15. Optional Life ... Odds and Ends

PEIA Benefit Coordinator

Quarterly Workshop

October 2017

1

Page 2: PEIA Benefit Coordinator Quarterly Workshop · • Retirement • Audits • Premium Changes • Odds and Ends ... or children come to see you? 15. Optional Life ... Odds and Ends

Welcome!

2

• Paperless

• What cannot be changed

• MMB Errors

• Change in Status

• COBRA

• Transfers

• Death

• Optional Life

• Retirement

• Audits

• Premium Changes

• Odds and Ends

• What Ifs

• Public Hearings

Page 3: PEIA Benefit Coordinator Quarterly Workshop · • Retirement • Audits • Premium Changes • Odds and Ends ... or children come to see you? 15. Optional Life ... Odds and Ends

Transition to Paperless

• PEIA is transitioning to a mostly paperless system of enrollment.

• By January 1, 2018 all Non-state agencies will be encouraged to use the

MMB site for

• Enrollments

• Changes

• Transfers

• Terminations

3

Page 4: PEIA Benefit Coordinator Quarterly Workshop · • Retirement • Audits • Premium Changes • Odds and Ends ... or children come to see you? 15. Optional Life ... Odds and Ends

July 1, 2018

• PEIA will begin returning forms and/or charging a processing fee for any unnecessary form that Non-state agencies send in.

• What is an unnecessary form?

• Enrollments, unless they have had PEIA previously

• Change in status

• Termination forms unless they retire

• Change in address

• Change in Beneficiary

4

Page 5: PEIA Benefit Coordinator Quarterly Workshop · • Retirement • Audits • Premium Changes • Odds and Ends ... or children come to see you? 15. Optional Life ... Odds and Ends

Eliminating Forms

• How can you eliminate forms?

• BC Training and Instructional Documents.

http://www.peia.wv.gov/Forms-Downloads/Pages/Training-and-

Instructional-Documents.aspx

• PH instructions for enrollment

• FAQ

5

Page 6: PEIA Benefit Coordinator Quarterly Workshop · • Retirement • Audits • Premium Changes • Odds and Ends ... or children come to see you? 15. Optional Life ... Odds and Ends

What cannot be changed in MMB?

• Social Security Number

• Birthdate

• Hire date

6

Page 7: PEIA Benefit Coordinator Quarterly Workshop · • Retirement • Audits • Premium Changes • Odds and Ends ... or children come to see you? 15. Optional Life ... Odds and Ends

MMB errors

• If you receive an error that wants you to update or states you didn’t enter

something but there is nothing marked to update or fill in, please check:

• The hire date

• The Birthdate

• Social Security number

7

Page 8: PEIA Benefit Coordinator Quarterly Workshop · • Retirement • Audits • Premium Changes • Odds and Ends ... or children come to see you? 15. Optional Life ... Odds and Ends

I got Married!

• Can they add insurance? Or dependents?

• How can you help them with the changes

• What documentation is missing?

8

Page 9: PEIA Benefit Coordinator Quarterly Workshop · • Retirement • Audits • Premium Changes • Odds and Ends ... or children come to see you? 15. Optional Life ... Odds and Ends

We had a Baby!

• If a member wants to add a dependent on their Health Insurance what might

you remind them to do?

• What about if it is a newborn with no SSN?

• Documentation – what is accepted?

• Why does PEIA require documentation?

• What if they have a different address?

9

Page 10: PEIA Benefit Coordinator Quarterly Workshop · • Retirement • Audits • Premium Changes • Odds and Ends ... or children come to see you? 15. Optional Life ... Odds and Ends

Cancelling Health Insurance

• What is the number one mistake?

• Can the member do this on MMB?

• What qualifies a member to cancel their health insurance mid-year?

10

Page 11: PEIA Benefit Coordinator Quarterly Workshop · • Retirement • Audits • Premium Changes • Odds and Ends ... or children come to see you? 15. Optional Life ... Odds and Ends

COBRA

What do you need to know?

Where can you find the information?

11

Page 12: PEIA Benefit Coordinator Quarterly Workshop · • Retirement • Audits • Premium Changes • Odds and Ends ... or children come to see you? 15. Optional Life ... Odds and Ends

Transfers

Why do they matter?

12

Page 13: PEIA Benefit Coordinator Quarterly Workshop · • Retirement • Audits • Premium Changes • Odds and Ends ... or children come to see you? 15. Optional Life ... Odds and Ends

Transfers

• Who does the transferring?

• Where are they being transferring to and what date will they transfer?

• Can you deny a transfer?

• Can you cancel a transfer?

• What happens if the transfer is never accepted?

• How does a transfer effect your billing?

13

Page 14: PEIA Benefit Coordinator Quarterly Workshop · • Retirement • Audits • Premium Changes • Odds and Ends ... or children come to see you? 15. Optional Life ... Odds and Ends

Death of a member or dependent

• First thing you do is call Securian!

• 1-800-203-9515

14

Page 15: PEIA Benefit Coordinator Quarterly Workshop · • Retirement • Audits • Premium Changes • Odds and Ends ... or children come to see you? 15. Optional Life ... Odds and Ends

Death of a member or dependent

Upload a copy of the Obituary or other proof of

death

Term the employee in Web

Contributions

What if the Surviving spouse or children come

to see you?

15

Page 16: PEIA Benefit Coordinator Quarterly Workshop · • Retirement • Audits • Premium Changes • Odds and Ends ... or children come to see you? 15. Optional Life ... Odds and Ends

Optional Life

• How can a policyholder enroll?

• When can they enroll?

• What do they need to enroll?

• How do you know if the employee enrolled for Optional/Dep life?

• How do you know if it is approved or denied?

• What if you never hear anything back?

16

Page 17: PEIA Benefit Coordinator Quarterly Workshop · • Retirement • Audits • Premium Changes • Odds and Ends ... or children come to see you? 15. Optional Life ... Odds and Ends

Medicare

• What do you need to do when your employee or their dependent hits

Medicare Age?

• What changes for the employee/dependents?

• What changes when they retire?

• What do they need to do?

17

Page 18: PEIA Benefit Coordinator Quarterly Workshop · • Retirement • Audits • Premium Changes • Odds and Ends ... or children come to see you? 15. Optional Life ... Odds and Ends

Retirement

• What are you responsible for?

• What forms do you need to print for the retiree?

• What is the retirement process?

18

Page 19: PEIA Benefit Coordinator Quarterly Workshop · • Retirement • Audits • Premium Changes • Odds and Ends ... or children come to see you? 15. Optional Life ... Odds and Ends

Audits

• What are your responsibilities?

• Divorce Audit

• Surviving Dependent Audit

• Tobacco Audit

19

Page 20: PEIA Benefit Coordinator Quarterly Workshop · • Retirement • Audits • Premium Changes • Odds and Ends ... or children come to see you? 15. Optional Life ... Odds and Ends

Paperless Premiums

• PEIA Premium accounts are moving to paperless

• They are moving to ACH or IET (no checks)

• They are going to be returning mismatched coupons/payments

• They will be charging fees for insufficient funds in the near future

20

Page 21: PEIA Benefit Coordinator Quarterly Workshop · • Retirement • Audits • Premium Changes • Odds and Ends ... or children come to see you? 15. Optional Life ... Odds and Ends

Odds and

Ends

Appeals to PEIA

Mail

Retirement ID cards

Do they need a new one?

Medical ID card

How to get a replacement

Will every person in my family get one?

21

Page 22: PEIA Benefit Coordinator Quarterly Workshop · • Retirement • Audits • Premium Changes • Odds and Ends ... or children come to see you? 15. Optional Life ... Odds and Ends

Odds and

Ends

When you Leave

Emails

• Update your emails

• Must be yours only –no officewide emails

Your Credentials

22

Page 23: PEIA Benefit Coordinator Quarterly Workshop · • Retirement • Audits • Premium Changes • Odds and Ends ... or children come to see you? 15. Optional Life ... Odds and Ends

What If……

• You Term Health Coverage accidentally

• You mark Tobacco user for a new employee online

• You put in the wrong social for a member or dependent

• You put an incorrect start or term date

• You get locked out of MMB

• You need supplies

23

Page 24: PEIA Benefit Coordinator Quarterly Workshop · • Retirement • Audits • Premium Changes • Odds and Ends ... or children come to see you? 15. Optional Life ... Odds and Ends

Public Hearings

• November 6, 2017 – Morgantown – WVU Alumni Center

• November 14, 2017 – Beckley – Tamarack Conference Center

• November 15, 2017 – Charleston – University of Charleston

• Webinars – More information will be on the Public Hearing postcards

24

Page 25: PEIA Benefit Coordinator Quarterly Workshop · • Retirement • Audits • Premium Changes • Odds and Ends ... or children come to see you? 15. Optional Life ... Odds and Ends

Questions

•Thank you!

25