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MEDICAL PLAN SPOUSAL SURCHARGE FORM Effective July 1, 2019, a $1,200 annual spousal surcharge ($100 monthly / $46.15 biweekly) will be added to your medical plan premium if you elect coverage for
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How to fill out medical plan spousal surcharge

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How to fill out medical plan spousal surcharge

01
To fill out the medical plan spousal surcharge form, follow these steps:
02
Obtain a copy of the form from your employer or insurance provider.
03
Read the instructions carefully to understand the requirements and guidelines.
04
Provide your personal information such as name, address, and employee identification number.
05
Indicate whether you have a spouse who is eligible for a different medical plan.
06
If you have a spouse who is eligible, provide their name and other requested details.
07
Review the surcharge amount and ensure it is correct.
08
Sign and date the form before submitting it to the designated authority.
09
Keep a copy of the completed form for your records.
10
Follow up with your employer or insurance provider to ensure the surcharge is implemented correctly.

Who needs medical plan spousal surcharge?

01
The medical plan spousal surcharge is typically required for employees who have a spouse or partner that is eligible for a different employer-sponsored medical plan.
02
Employers may impose a surcharge on employees who choose to cover their spouse under the employer's medical plan while the spouse has access to a comparable medical plan through their own employer.
03
The purpose of the surcharge is to incentivize employees to make a cost-effective choice by enrolling their spouse in the most affordable medical plan available.
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A medical plan spousal surcharge is an additional fee that employers may require from employees whose spouses have access to their own employer-sponsored health insurance plans but choose to enroll in the employee's health plan instead.
Employees whose spouses have access to other employer-sponsored health insurance plans are typically required to disclose this information and may be subject to the spousal surcharge.
To fill out the medical plan spousal surcharge, employees generally need to complete a designated form provided by their employer, indicating whether their spouse has access to other health insurance options and agreeing to pay the surcharge if applicable.
The purpose of the spousal surcharge is to encourage employees to enroll in their spouse's health plan when it is available, thereby reducing overall costs for the employer's health insurance plan.
Employees typically must report information about their spouse's access to other health insurance options, including the name of the employer and whether they are enrolled in that plan.
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