QSC | New Eligible Enrollment | Annual Enrollment |
---|---|---|
Qualified Status Change (QSC) Matrix
Which tool helps CCRs determine what allowable changes a customer can make based on their qualified change in status?
1.CS Pro Documents 2.HW At a Glance 3. Monthly Processing Calendar 4.Qualified Status Change (QSC) Matrix |
True
The customer’s employment status and/or hire date in CS Pro can help you determine whether they are eligible for benefits.
1.True 2. False |
True
The Health & Welfare At a Glance page lets you viewthe customer's current coverage and pending AE elections.
a. True b. False |
True
Customers can process Qualified Status Changes via benefits website or by calling the Service Center.
1. True 2. False |
d. An employee who moves from part time to full time status.
e. A full-time or part-time employee who meets the employer’s eligibility requirements
Which of the following individuals might have a pending newly eligible enrollment event? Select all that apply.
a.A customer who just had a baby b. A customer who works at least 13 hours per week c. A contractor on short-term assignment with the employer d. An employee who moves from part time to full time status e. A full-time or part-time employee who meets the employer’s eligibility requirements d. An employee who moves from part time to full time status. e. A full-time or part-time employee who meets the employer’s eligibility requirements |
Dual Year Event
There are several Annual Enrollment call types that require special attention. Which type applies when a customer is making health plan elections for both the current and upcoming plan year?
a. Dual Year Event b. Leaves of Absence c. Terminations and COBRA d. Retirees and Medicare |
March 1
Tiffani and Bryanfinalize the adoption of their son on March 1. Tiffani calls the Service Center on March 20 to add the baby to their insurance plan. What is the effective date of the QSC?
1.March 1 2.March 20 3.April 1 4.June 1 |
Adding dependents
When processing a newly hired enrollment, which event should you process first?
a. Adding dependents b. Medical plan elections c. plan elections d. Health Savings Account elections |
Process Common Parties of Interest to add her newborn’s information
Tabitha calls the Service Center to add her newborn to her medical plan, but she also wants to make her elections for next year. Which event should you process first?
a. Process Common Parties of Interest to add her newborn’s information b. Process the QSC event for birth/adoption to add her newborn to her current coverage c. Process the pending Annual Enrollment event |
Change your coverage
Harry and Meghan just had their first child. Harry is on the website trying to figure out how to add their son to their medical plan. Which menu option should he select?
a. Find a Doctor b. Manage Beneficiaries c. Change Your Coveraged d. Health Savings Account Contribution Change |
False
Red edits are informational and can be overridden when you are processing an event in TBA.
a. True b. False |
Validate
You have finished entering the customer’s enrollment elections and want to make sure there are no issues and that you didn’t miss anything. What is the next step out of the E.V.E.R.Y acronym.
1. Enter 2. Validate 3. Estimate 4. Review 5. Yes |
Tax forms
Birth certificate Marriage certificate
When adding or changing a dependent's coverage, customers may be required to submit documentation. Which of the following documentation might be required? Select all that apply.
1.Tax forms 2..Birth certificate 3.Marriage certificate 4.Proof of Good Health or Evidence of Insurability |
a. They previously worked for the same employer.
d. Reinstatement into their Health & Welfare plan depends on how long they have been away from the company.
Which of the following statements about rehires is accurate? Select all that apply.
a. They previously worked for the same employer. b. They must return to the same role and pay level. c. They are automatically eligible for the same benefits they had before they left. d. Reinstatement into their Health & Welfare plan depends on how long they have been away from the company. a. They previously worked for the same employer. d. Reinstatement into their Health & Welfare plan depends on how long they have been away from the company. |
No, employees on LOA may not increase their level of life insurance coverage, unless there is a QSC.
Alex has been on a leave of absence for several weeks and calls the Service Center to make his Annual Enrollment elections. He has been thinking for some time that he should increase his life insurance now that his family is growing. Can Alex make this change now?
a. Yes, employees on LOA can make whatever changes they want. b. No, employees on LOA may not increase their level of life insurance coverage, unless there is a QSC. |