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RETIREE PRIMARY PLAN MEMBER CHANGE FORM INSTRUCTIONS & DEADLINE Use this form to make your covered, State of Montana retired, Medicare eligible spouse/domestic partner the primary Plan Member of your
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How to fill out retiree primary plan member

01
Gather all necessary personal information, such as your full name, date of birth, and social security number.
02
Contact your retiree primary plan provider to request the necessary forms or access them online.
03
Fill out the forms accurately and completely, providing all required information.
04
Attach any supporting documents requested by the plan, such as proof of retirement or a copy of your Medicare card.
05
Double-check the filled-out forms for any errors or omissions.
06
Sign and date the forms where required.
07
Submit the completed forms to your retiree primary plan provider, either through mail or online submission.
08
Wait for confirmation or communication from the plan provider regarding the status of your enrollment.
09
Follow any additional instructions provided by the plan provider, such as paying any necessary premiums or updating your contact information.

Who needs retiree primary plan member?

01
Retirees who are eligible for a retiree primary plan.
02
Individuals who have retired from their careers and are no longer covered by their employer's health insurance.
03
Retirees who want to maintain health insurance coverage after retirement.
04
Individuals who want additional coverage beyond Medicare.
05
Spouses or dependents of retirees who are eligible for the retiree primary plan.
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Retiree primary plan member is a retired individual who is the primary member of a retirement plan.
The retiree primary plan member or their designated representative is required to file.
The retiree primary plan member must fill out the necessary forms provided by the retirement plan administrator.
The purpose of retiree primary plan member is to ensure accurate record-keeping and administration of retirement benefits.
Information such as name, date of birth, retirement plan details, and contact information must be reported.
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