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Retiree Health Fund AffidavitHEALTHCARE POLICY & BENEFIT SERVICES DIVISIONCO1303 (Rev. 8/2023)Return Completed Form to former employee. This Section To Be Completed by the Employee ID:Employee Last
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How to fill out retiree health fund affidavit

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How to fill out retiree health fund affidavit

01
Obtain a copy of the retiree health fund affidavit form.
02
Read the instructions carefully to understand the requirements for filling out the form.
03
Fill out the personal information section, including your full name, address, date of birth, and retirement date.
04
Provide details about your health insurance coverage, including the name of the insurance plan, policy number, and coverage start and end dates.
05
If you have dependents, provide their information and indicate whether they are eligible for health insurance coverage.
06
Sign the affidavit and date it.
07
Attach any supporting documents required, such as proof of insurance coverage.
08
Review the completed form to ensure all information is accurate and complete.
09
Submit the retiree health fund affidavit to the relevant authority or organization.

Who needs retiree health fund affidavit?

01
Retirees who are eligible for health insurance coverage from a retiree health fund or program need to fill out the retiree health fund affidavit. This may include individuals who have retired from a company or organization that offers health insurance benefits for retirees.
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A retiree health fund affidavit is a legal document that certifies the existence and compliance of a retiree health fund, detailing its funding status and adherence to regulatory requirements.
Employers or plan administrators who offer retiree health benefits and are subject to specific federal and state regulations are required to file the retiree health fund affidavit.
To fill out the retiree health fund affidavit, individuals must provide general information about the retiree health fund, certify the fund's status, and include any necessary financial information and disclosures as required by the governing authority.
The purpose of the retiree health fund affidavit is to ensure transparency and accountability in the management of retiree health benefits, verify compliance with funding requirements, and protect the interests of retirees.
The retiree health fund affidavit must report details such as fund identification, funding status, financial statements, compliance with regulations, and any other information required by the overseeing agency.
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