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PC ORI Fee Worksheet Effective for plan years ending on or after 10/1/12 and before 10/1/19 (i.e., beginning with 2012 plan year for calendar year plans), health insurance issuers and plan sponsors
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How to fill out pcori calculation worksheet
How to fill out pcori calculation worksheet
01
To fill out the PCORI calculation worksheet, follow these steps:
02
Gather the necessary data and documents, such as employee payroll information, healthcare plan information, and total count of covered lives.
03
Review the instructions provided with the PCORI calculation worksheet to understand the requirements and methodology.
04
Enter the relevant information in the designated fields of the worksheet, making sure to provide accurate and complete data.
05
Calculate the applicable fees using the provided formulas or methodology outlined in the instructions.
06
Double-check all the entered information and calculations for accuracy.
07
Once you are satisfied with the data and calculations, save a copy of the filled-out worksheet for your records.
08
Submit the completed PCORI calculation worksheet and any associated fees to the appropriate entity or organization as specified in the instructions.
09
Keep a record of the submission for future reference and compliance purposes.
Who needs pcori calculation worksheet?
01
The PCORI calculation worksheet is typically needed by employers or plan sponsors who are required to pay the Patient-Centered Outcomes Research Institute (PCORI) fees. These fees are imposed on certain healthcare plans to fund research that helps patients, clinicians, and other stakeholders make informed health decisions.
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