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Este documento proporciona un formulario para calcular la tarifa del PCORI (Instituto de Investigación de Resultados Centrado en el Paciente) que los emisores de seguros de salud y patrocinadores
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How to fill out pcori fee worksheet

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How to fill out pcori fee worksheet:

01
Gather necessary information: Before filling out the pcori fee worksheet, gather all the relevant information such as the number of covered lives for the plan year, any changes to the plan, and any applicable exemptions.
02
Determine the plan year: Identify the specific plan year for which you are filling out the pcori fee worksheet. This is typically the same as the plan's renewal or effective date.
03
Complete the employee count section: Provide the total number of covered lives, which includes both employees and their dependents. This information helps determine the fee amount.
04
Calculate the applicable fee: Use the given calculation method to determine the amount of the pcori fee for the specific plan year. This typically involves multiplying the average number of covered lives by the applicable fee per life.
05
Fill out payment and contact information: Provide the necessary payment and contact information as indicated on the pcori fee worksheet. This ensures that the fee is properly processed and any further communication can be carried out.
06
Submit the completed worksheet: Once you have filled out all the required information, submit the completed pcori fee worksheet to the designated entity. This is usually the IRS or the plan administrator.

Who needs pcori fee worksheet:

01
Employers offering self-insured health plans: The pcori fee applies to employers who provide self-insured health plans for their employees. These employers are required to fill out the pcori fee worksheet to determine and pay the applicable fee.
02
Plan administrators: If you are a plan administrator responsible for managing the self-insured health plan on behalf of the employer, you may need to fill out the pcori fee worksheet. This ensures compliance with IRS regulations and facilitates the calculation and payment of the fee.
03
Employers with multiple self-insured health plans: If an employer has multiple self-insured health plans, a separate pcori fee worksheet needs to be filled out for each plan. Each plan's covered lives and fee calculation should be accounted for accurately.
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The PCORI fee worksheet is a form used to report and calculate the Patient-Centered Outcomes Research Institute (PCORI) fee.
Health insurance issuers and sponsors of self-insured health plans are required to file the PCORI fee worksheet.
To fill out the PCORI fee worksheet, you will need to report the average number of lives covered under the plan and calculate the fee based on the applicable rates.
The purpose of the PCORI fee worksheet is to fund research that helps patients, clinicians, purchasers, and policymakers make informed decisions.
The information reported on the PCORI fee worksheet includes the plan year, plan name, average number of lives covered, applicable rate, and calculated fee.
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