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2021Pre65 Retiree(Nonmedical) Benefits Enrollment Guide2021 Benefits GuideContents Greetings City of Dallas Retiree .................................................................. 3 Enrollment
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01
Gather all necessary personal information, such as full name, date of birth, and contact information.
02
Determine your eligibility for pre-65 retiree coverage. This usually requires being a retired employee but not yet eligible for Medicare.
03
Contact your employer or the benefits administrator to obtain the necessary forms for enrolling in pre-65 retiree coverage.
04
Fill out the forms accurately and completely. Pay close attention to instructions and provide any required supporting documentation.
05
Submit the completed forms and any supporting documents to the designated recipient, such as your employer or benefits administrator.
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Follow up with the recipient to ensure your enrollment in pre-65 retiree coverage has been processed successfully.
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Familiarize yourself with the coverage details, including premium costs, deductibles, and any limitations or exclusions.
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Keep track of important dates, such as open enrollment periods or deadlines for submitting additional documentation.
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Review your pre-65 retiree coverage periodically to ensure it meets your needs and make any necessary changes during open enrollment periods.
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Seek assistance from a benefits specialist or your employer's HR department if you have any questions or need assistance throughout the process.

Who needs pre-65 retiree?

01
Pre-65 retiree coverage is typically needed by individuals who have retired from their employment but are not yet eligible for Medicare.
02
This includes retirees who are under the age of 65 and no longer covered by their employer's active employee health insurance plan.
03
Pre-65 retiree coverage provides an important bridge in healthcare coverage until individuals become eligible for Medicare at age 65.
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It ensures that retirees have access to necessary healthcare services and helps mitigate potential gaps in coverage during this interim period.
05
Individuals who retire early or have medical conditions that require ongoing treatment may particularly benefit from pre-65 retiree coverage.
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A pre-65 retiree is an individual who retires before the age of 65, which is typically the age when they can begin receiving Medicare benefits.
Employers with health benefits plans that cover pre-65 retirees are required to file information regarding these retirees when reporting to the relevant federal agencies.
To fill out pre-65 retiree forms, gather necessary personal and health coverage information, follow the instructions provided by the governing tax authority, and ensure all required fields are completed before submission.
The purpose of pre-65 retiree filings is to report health benefits provided to retirees prior to age 65 for compliance with regulations and to ensure proper health plan funding.
Information that must be reported includes the retiree's name, identification number, health coverage details, and any other information as required by the reporting authority.
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