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Get the free Spousal Surcharge - Human Resources - Penn State

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Subject: Medical Plan Spousal Surcharge effective January 1, 2023In our commitment to encourage health and wellness within our employee population, we also want to make sure medical coverage is available
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How to fill out spousal surcharge - human

01
Obtain the spousal surcharge form from your employer or healthcare provider.
02
Fill out your personal information including your name, address, and employer information.
03
Provide your spouse's information including their name, date of birth, and employment status.
04
Indicate any other insurance coverage your spouse may have.
05
Sign and date the form before submitting it to the designated department.

Who needs spousal surcharge - human?

01
Anyone who is eligible for health insurance coverage through their employer and has a spouse who also needs coverage may need to fill out a spousal surcharge form.
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Spousal surcharge is an additional fee imposed on an employee's health insurance premium when their spouse has access to health insurance coverage through their own employer.
Employees who have a spouse with access to health insurance coverage through their own employer are required to file spousal surcharge.
To fill out spousal surcharge, employees need to indicate whether their spouse has access to health insurance coverage through their own employer.
The purpose of spousal surcharge is to discourage employees from enrolling their spouse in their employer-sponsored health insurance plan when the spouse has access to coverage through their own employer.
Employees must report whether their spouse has access to health insurance coverage through their own employer.
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