Teamsters Local 1932 Health & Welfare Trust Enrollment Changes - Qualifying Life Event(s)
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Teamsters Local 1932 Health & Welfare Trust Enrollment Changes – Qualifying Life Event(s) Dear Member: Visit the Trust website at https://teamsters1932.zenith-american.com to complete your enrollment updates/changes online and for access to additional plan information. For your convenience, attached are the following documents to assist you with enrollment changes due to qualifying life events: QLE Enrollment Form Premium Deduction Election Form Online Enrollment Instructions If you prefer to complete the enclosed enrollment form, please choose from the options below to submit your completed enrollment form: • Secure Upload: Upload your Enrollment Form and supporting documentation on the website at https://teamsters1932.zenith-american.com • E-mail: Teamsters1932Eligibility@zenith-american.com • Fax: (909) 789-1311 • Mail: Teamsters Local 1932 Health & Welfare Trust P.O. Box 571 San Bernardino, CA 92402-0571 Should you have any questions or need assistance with your enrollment updates/changes, contact your dedicated Customer Service Department at (909) 494-2916 or (866) 484-1337. Customer Service is available Monday through Friday 8am to 5pm PDT.
ENROLLMENT CHANGE FORM – LIFE EVENT 2021-2022 PLAN YEAR TEAMSTERS LOCAL 1932 HEALTH AND WELFARE TRUST Teamsters Trust Fund Administrative Office: Mailing Address: 433 N. Sierra Way, San Bernardino, CA 92419-4831 P.O. Box 571 P 909-494-2916 | P 866-484-1337 | Fax 909-789-1311 San Bernardino, CA 92402-0571 SECTION 1: EMPLOYEE INFORMATION Employee ID Last Name, First Name, Middle Initial □ Male Date of Birth Social Security Number □ Female / / Home Address City State Zip Code Telephone ( ) Mailing Address □ Same as Home Address City State Zip Code Date of Hire / / County of San Bernardino - Department Email Address Qualifying Life Event Eligibility requires proof of dependency, such a copy of the certified birth or marriage certificate or domestic partnership, adoption or placement paperwork, complete □ Add □ Change □ Remove requirements are found in the Summary Plan Description located on the Trust’s website at https://Teamsters1932.zenith-american.com. SECTION 2: ENROLLMENT DECISION - TEAMSTERS LOCAL 1932 HEALTH PLAN □ As a dues paying member of Teamster’s Local 1932, I “Elect to Enroll” in the Teamsters Local 1932 Health and Welfare Trust. I previously opted out of coverage and my other coverage recently (within the last 60 days) terminated. Proof of the termination of coverage is enclosed with my Enrollment Form. SECTION 3: ELECT MEDICAL AND DENTAL COVERAGE | SELECT ONE : ■ Pre-Tax or ■ Post-Tax BLUE SHIELD HMO KAISER HMO BLUE SHIELD PPO OPT-OUT/WAIVER □ HMO Platinum Plan □ HMO Platinum Plan □ PPO Non-Needles □ Medical $10 copay $10 copay Opt-Out/Waiver** $0/admit; no charge $0/admit; no charge Network: Access+ □ HMO Gold Access+ Plan □ HMO Gold Plan □ PPO Needles $40 copay $40 copay $100/admit; plus 20% $100/admit; plus 20% $3,500 copay max Cal-yr $3,500 copay max Cal-yr Network: Access+ □ HMO Gold Trio Plan $25 copay $100/admit; plus 20% $3,500 copay max Cal-yr Network: Trio 2021-2022 Enrollment Change Form – Life Event - Teamsters Local 1932 Health and Welfare Trust Page 1 of 4
INITIAL HERE SECTION 4: ELECT MEDICAL AND DENTAL COVERAGE (Continued) DELTA DENTAL OPT-OUT/WAIVER □ Delta DHMO* □ Delta PPO □ Dental Opt-Out/Waiver** *Delta DHMO enrollees will continue with your current Delta-assigned Dentist if applicable, see Section 5. Alternately, a dentist located near your home will be assigned to you. Contact Delta Dental to change Dentists. **Employees selecting to Opt-Out/Waiver of Medical and/or Dental Coverage are required to submit a completed & signed “Opt-Out/Waiver” Form; the Opt-Out/Waiver Form must be submitted, with all required documents as listed on the Form, to the Trust Administrative Office for Review and Approval/Deny Decision. SECTION 5: EMPLOYEE ENROLLMENT – CHANGE DUE TO QUALIFYING LIFE EVENT Paperwork must be received within 60 days of the qualifying life event. Elections made within 30 days will be processed retroactively. Last Name, First Name, Middle Initial Marital Status □ Single □ Married □ Domestic Partner Med. Group Name Physician Name Physician PCP ID# Existing Patient? BLUE SHIELD HMO ENROLLEES ONLY □ Yes □ No Dentist Name Facility # Existing Patient? DELTA DHMO ENROLLEES ONLY □ Yes □ No SECTION 6: DEPENDENT ENROLLMENT List all dependents to be covered; dependent verification documentation is required for all dependents. Provide the Social Security Number of each dependent you enroll. Federal regulations require health plans to report the names and Social Security Numbers of every covered individual to the IRS. SPOUSE / DOMESTIC PARTNER: Enroll in all products selected by Employee: □ Yes □ No (if no, describe coverage selection) Relationship Last Name, First Name, Middle Initial □ Male Date of Birth Social Security Number □ Spouse □ D.Ptnr □ Female / / Med. Group Name Physician Name Physician PCP ID# Existing Patient? BLUE SHIELD HMO ENROLLEES ONLY □ Yes □ No Dentist Name Facility # Existing Patient? DELTA DHMO ENROLLEES ONLY □ Yes □ No CHILD(REN) / STEPCHILD(REN): Enroll in all products selected by Employee: □ Yes □ No (if no, describe coverage selection) Relationship Last Name, First Name, Middle Initial □ Male Date of Birth Social Security Number □ Child □ Stepchild □ Female / / Med. Group Name Physician Name Physician PCP ID# Existing Patient? BLUE SHIELD HMO ENROLLEES ONLY □ Yes □ No Dentist Name Facility # Existing Patient? DELTA DHMO ENROLLEES ONLY □ Yes □ No 2021-2022 Enrollment Change Form – Life Event - Teamsters Local 1932 Health and Welfare Trust Page 2 of 4
INITIAL HERE SECTION 6: DEPENDENT ENROLLMENT (Continued) CHILD(REN) / STEPCHILD(REN): Enroll in all products selected by Employee: □ Yes □ No (if no, describe coverage selection) Relationship Last Name, First Name, Middle Initial □ Male Date of Birth Social Security Number □ Child □ Stepchild □ Female / / Med. Group Name Physician Name Physician PCP ID# Existing Patient? BLUE SHIELD HMO ENROLLEES ONLY □ Yes □ No Dentist Name Facility # Existing Patient? DELTA DHMO ENROLLEES ONLY □ Yes □ No Enroll in all products selected by Employee: □ Yes □ No (if no, describe coverage selection) Relationship Last Name, First Name, Middle Initial □ Male Date of Birth Social Security Number □ Child □ Stepchild □ Female / / Med. Group Name Physician Name Physician PCP ID# Existing Patient? BLUE SHIELD HMO ENROLLEES ONLY □ Yes □ No Dentist Name Facility # Existing Patient? DELTA DHMO ENROLLEES ONLY □ Yes □ No Enroll in all products selected by Employee: □ Yes □ No (if no, describe coverage selection) Relationship Last Name, First Name, Middle Initial □ Male Date of Birth Social Security Number □ Child □ Stepchild □ Female / / Med. Group Name Physician Name Physician PCP ID# Existing Patient? BLUE SHIELD HMO ENROLLEES ONLY □ Yes □ No Dentist Name Facility # Existing Patient? DELTA DHMO ENROLLEES ONLY □ Yes □ No Enroll in all products selected by Employee: □ Yes □ No (if no, describe coverage selection) Relationship Last Name, First Name, Middle Initial □ Male Date of Birth Social Security Number □ Child □ Stepchild □ Female / / Med. Group Name Physician Name Physician PCP ID# Existing Patient? BLUE SHIELD HMO ENROLLEES ONLY □ Yes □ No Dentist Name Facility # Existing Patient? DELTA DHMO ENROLLEES ONLY □ Yes □ No Enroll in all products selected by Employee: □ Yes □ No (if no, describe coverage selection) Relationship Last Name, First Name, Middle Initial □ Male Date of Birth Social Security Number □ Child □ Stepchild □ Female / / Med. Group Name Physician Name Physician PCP ID# Existing Patient? BLUE SHIELD HMO ENROLLEES ONLY □ Yes □ No Dentist Name Facility # Existing Patient? DELTA DHMO ENROLLEES ONLY □ Yes □ No If you have more dependents to enroll, print out additional copy(ies) of page 3 and attach to your form. 2021-2022 Enrollment Change Form – Life Event - Teamsters Local 1932 Health and Welfare Trust Page 3 of 4
INITIAL HERE SECTION 7: NEEDLES PLAN ENROLLMENT - COUNTY OF SAN BERNARDINO, NEEDLES SUBSIDY ELIGIBLE I understand that Needles Plan Enrollment Eligibility and the County of San Bernardino "Needles Subsidy" are entirely contingent on my work-assignment to Needles, Trona, or Baker as my work location. I understand that it is my responsibility to notify both the Trust Administrator and the County Human Resources Department - Employee Benefits and Services Division (HR-EBSD) should my assigned work-location change to an area other than Needles, Trona, or Baker. I further understand that should it be discovered that the Needles Subsidy has been paid to me in error, the Employer (County of San Bernardino) may collect, through payroll deduction, any amount of subsidy for which I received and was not eligible. SECTION 8: ARBITRATION AGREEMENT I understand that (except for Small Claims Court cases, claims subject to a Medicare appeals procedure or the ERISA claims procedure regulation, and any other claims that cannot be subject to binding arbitration under governing law) any dispute between myself, my heirs, relatives, or other associated parties on the one hand and the Health Plan and Dental Plan selected above, any contracted health care providers, administrators, or other associated parties on the other hand, for alleged violation of any duty arising out of or related to membership in the Plan, including any claim for medical or hospital malpractice (a claim that medical services were unnecessary or unauthorized or were improperly, negligently, or incompetently rendered), for premises liability, or relating to the coverage for, or delivery of, services or items, irrespective of legal theory, must be decided by binding arbitration under California law and not by lawsuit or resort to court process, except as applicable law provides for judicial review of arbitration proceedings. I agree to give up our right to a jury trial and accept the use of binding arbitration. I understand that the full arbitration provision is contained in the Evidence of Coverage. Your signature indicates that you have completed all requested information as accurately as possible and understand all agreements implied including your agreement to submit disputes to binding arbitration. I have read and made the appropriate corrections and changes to the information on file with the Teamsters Local 1932 Health and Welfare Trust Administrative Office. Employee Signature Date / / 2021-2022 Enrollment Change Form – Life Event - Teamsters Local 1932 Health and Welfare Trust Page 4 of 4
Ensure the most current form is submitted. Refer to EMACS Forms/Procedures website. PREMIUM DEDUCTION ELECTION Must print in Black or Blue ink ONLY Employee ID Rcd No. Last Name, First Name Department Department ID Telephone REASON FOR ELECTION AGREEMENT Date Event Date Event New Hire Moved in/out of the HMO area Adoption/Guardianship* Needles Subsidy/Change in Subsidy Eligibility Birth* Open Enrollment Death* Reduction in Hours for Employee or Update AD&D from Employee + Spouse to Employee Only Spouse/Domestic Partner* Disabled Over-Age Dependent Return from Unpaid Leave of Absence (Please provide required Disabled Dependent Certification form) Divorce/Dissolution of Domestic Partnership* Unpaid Leave of Absence Taken by Employee or (Please provide required mailing address of Spouse/Domestic Partner* ex-spouse/domestic partner) Mailing Address: City, State, Zip: Gain/Loss Spouse’s/Domestic Partner’s Other: EEEmployment or Other Group Coverage * Marriage/Domestic Partnership* *Documentation is required for evidence of qualifying event (i.e.; Birth Certificate, Certificate of Marriage/Domestic Partnership, Court Orders, Final Divorce Decree, Benefit Confirmation Statement, COBRA Notice, Loss of Coverage Letter, and Termination Notice) BENEFIT ELECTIONS Check the appropriate tax elections and list all dependents you wish to enroll in benefits. Tax Domestic Partner/ Before After Dependent Domestic Partner’s Plan Name of Dependent Tax Tax Child Yes No Before Tax After Tax Medical Dental Voluntary Life AD&D Vision* * Tax election for vision coverage applies only to Firefighters, Nurses, Probation, Specialized Peace Officer - Supervisory units HR Use Only Comments Enroll: Vision Life DISTRIBUTION: Original - EBSD-HR (0440) Reviewed By Date Keyed By Date (Employee ID) (Employee ID) REV. 8/09/2016 1 of 2 (Premium Deduction Election)
Authorization and Certification Employee signature is required for all qualifying events I understand my share of the plan coverage cost may be adjusted to reflect any rate change. I acknowledge that my election is irrevocable unless there is a qualifying event in my family status and that in the absence of a family status change, my next opportunity to change this election will be during Open Enrollment. If I do not complete and return a new election form during Open Enrollment, the elections specified on page one of this Premium Deduction Election form will be maintained for the new plan year. I hereby authorize the County of San Bernardino to obtain eligibility dates of coverage from previous Medical Plans for the exclusive purpose of determining my eligibility f or the County of San Bernardino’s Premium Conversion Benefit Plan as required under Internal Revenue Code Section 125. I understand this authorization is only in effect for 60 days from the date of my signature. Needles Subsidy Eligible Employees: I understand that my eligibility for the “Needles Subsidy” is entirely contingent upon being assigned to Needles, Trona, or Baker as my work location. I understand that it is my responsibility to notify the Employee Benefits and Services Division (EBSD) should my assigned work location change to an area other than Needles, Trona, or Baker. I further understand that should it be discovered that the Needles Subsidy has been paid to me in error, that the County will collect, through payroll deduction, any amount of subsidy for which I received and was not eligible. ________________________________ _____________________________________ _______________________ Signature of Employee Print Employee Name Date I understand my options in the Benefit Plan. I understand the County will reduce my salary in the amount of the plan coverage cost on either a before tax or after tax basis. I understand that if at any time my or my family’s eligibility changes, I will notify EBSD or department payroll specialist within 60 days of the change in order to make the appropriate changes to my benefit deductions. For example, if I get divorced I am required to remove my ex-spouse from County sponsored Benefit Plans. I understand that I will be taxed on the fair market value of any benefits for any individual who is not my Federal/State tax dependent. Employee Signature Date Payroll Specialist (Print & Sign) Telephone Date Office Use Only Approved Authorized Representative Signature Date Denied REV. 8/09/2016 2 of 2 (Premium Deduction Election)
INSTRUCTIONS SCREEN 1. The website is secure – The first time you log on, you must register for an Account. 2. You will register by calling Customer Service at 909-494-2916 or toll-free, 1-866-484-1337, to set up your account; they will help you enroll, or assist you with registering so that you can enroll yourself at a later time. 3. Once you have activated your account, you can enroll through the Teamsters Local 1932 Health & Welfare Trust online enrollment module at https://Teamsters1932.zenith- american.com; or Customer Service can help walk you through enrollment. YOUR ACCOUNT IS ACTIVATED YOU ARE READY TO ENROLL 1. Once you have activated your account, and you choose to self-enroll; visit https://Teamsters1932.zenith-american.com; 2. Key in your user name and password and click on the button, Log into Your Account. Important note: The online session will expire after 30 minutes of inactivity. Any changes you have made will be lost if you have not completed the enrollment process. 3. The first time (only) you log into your account; you will see the Terms of Use language. a. To continue with the enrollment process, check the box to agree with the terms and use, and click continue.
YOUR ACCOUNT IS ACTIVATED YOU ARE READY TO ENROLL 4. Click on the Enroll Now button, or Enrollment Form. You will be directed to the Online Enrollment page. 5. Review the Participant Information page for accuracy. This is the information you provided to Customer Service. If any portion is inaccurate, please contact the Customer Service department to update, once your enrollment has been completed. b. Click continue. 6. On the Dependent screen, if you have dependents to add to your Plan, click the Add New button located at the bottom of the page. a. Enter your dependents information, as requested in the fields displayed. i. If the dependent you are adding has a different address than you, scroll down using the gray bar on the right side of the text box and key in their address. b. Click the Save button c. The new dependent will now display on your dependent screen. Click the Enroll button. d. You can continue to add dependents. Once completed, click Continue.
YOUR ACCOUNT IS ACTIVATED YOU ARE READY TO ENROLL 7. Medical Plan Selection – When selecting the Medical Plan option of your choice, you must select Before Tax (BTX) or After Tax (ATX). When selecting Before Tax or After Tax for your medical plan, the same choice must be made for your dental plan. a. Blue Shield HMO Gold Trio ($20 co- payment) – New Option b. Blue Shield HMO Platinum POS ($10 co- payment) c. Blue Shield HMO Gold Access+ ($40 co- payment) d. Blue Shield PPO (Non-Needles) e. Blue Shield PPO Needles f. Kaiser Gold Choice g. Kaiser Platinum Plus 8. Select the medical plan option that best suits you and your family’s needs and click the button, Choose This Plan. a. Once selecting your plan, you will need to click on the box next to each family member to be enrolled under your plan. b. If you are selecting a Blue Shield HMO or POS Plan, you will need to enter the Primary Care Provider (PCP) Identification Number, or click on the option for Blue Shield to pick a PCP for you and/or your dependents. c. If you request Blue Shield to select a PCP for you, one will be chosen in your geographical area. d. Scroll to the bottom of the page and click Continue.
YOUR ACCOUNT IS ACTIVATED YOU ARE READY TO ENROLL 9. If you want to Waive/Opt Out of medical coverage, scroll to the bottom of the page and click on the Waive/Opt Out button. a. You will be required to provide the Fund’s Administrative office proof of other coverage at the time the waive or opt-out is elected b. You can submit the documentation via one of the below methods: Email: teamsters1932eligibility@zenith- american.com; Mail: Teamsters Local 1932 Health and Welfare Trust, P.O. Box 571, San Bernardino, CA, 92402-0571. Fax: (909) 789-1311 10. Select the Dental coverage that best suits you or your family’s needs. a. Once you’ve selected your Plan, click on each family member you are enrolling in your Dental Plan. b. Click Continue.
YOUR ACCOUNT IS ACTIVATED YOU ARE READY TO ENROLL 11. Vision Plan a. Employee only coverage is paid for by the County. Click Continue. 12. Review your enrollment information. a. Review the Plan selections for you and each of your family members. b. Review your bi-weekly benefits cost, based upon your Plan selections. c. If there are no changes, click the Authorize box at the bottom of the screen verifying you have reviewed all information. d. An Authorization box will display; scroll down using the gray bar on the right side of the text box. Click the Accept button. e. Click the Submit button. f. You will receive a message noting that your enrollment is complete. The message will include a reference number. 13. There is a dashboard on the left side of the screen that will appear each time you log into your account.
YOUR ACCOUNT IS ACTIVATED YOU ARE READY TO ENROLL 14. You can upload supporting documents, such as marriage certificates or birth certificates when adding new dependents, and have them attached to your electronic file. a. There are Customer Service Representatives to assist you in completing your enrollment form, and answer any questions you may have. Contact us at 909-494-2916 or (866) 484- 1337 Monday through Friday from 8:00 a.m. – 5:00 p.m. PDT. b. Other benefits are available to you through your employer. Make sure you also review your other benefit enrollment opportunities on the Employee Benefits section of the County’s portal.
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