Primary Letters Screen





 

Letter Name

Purpose

Required Parameters

Optional Parameters
Employee COBRA Election Letter This letter is sent to the employee to inform him of, and provide him with the option to participate in the COBRA program.
  • Unit ID or SSN
    		•
  • Mailing Instructions
  • Effective/Event Date
    		•
    Spouse COBRA Election Letter This letter is sent to the spouse of an employee to inform him/her of, and provide him/her with the option to participate in the COBRA program.
  • Unit ID or SSN
    		•
  • Mailing Instructions
    		•
    Dependent COBRA Election Letter This letter is sent to the dependents of an employee to inform them of, and provide them with their option to participate in the COBRA program.
  • SSN and Dependent Suffix
    		•
  • Mailing Instructions
  • Unit ID
    		•
    No Initial Payment (COBRA) This letter is to be sent to individuals who responded positively to involvement in the COBRA program, and remind them that no initial payment was recieved.
  • Unit ID or SSN
    		•
  • Mailing Instructions
    		•
    15 Days Late Payment (COBRA) This letter tells an individual that their COBRA payment is 15 days late, and to inform them when their rights to the COBRA program are forfeit.
  • Unit ID or SSN
    		•
  • Mailing Instructions
    		•
    Late Initial Payment (COBRA) This letter tells an individual that due to their late initial payment they have forfeited their rights to participate in the COBRA program.
  • Unit ID or SSN
    		•
  • Mailing Instructions
    		•
    Late Monthly Payment (COBRA) This letter is sent to an individual to inform them that their COBRA coverage has been canceled due to late payments.
  • Unit ID or SSN
    		•
  • Mailing Instructions
    		•
    Expiration of COBRA Coverage This letter informs and individual of the expiration of COBRA coverage and includes a Certificate of Creditable Coverage.
  • Group or Location or Unit ID or SSN
    		•  None
    Generate verification forms This letter contains an employee's personal and coverage information, allowing them to verify, correct and update if necessary.
  • Group or Location or Unit ID or SSN
  • Effective/Event Date
    		•  None
    Other Insurance Letter This letter requests information about other Health insurance plans an employee may have coverage with.
  • Unit ID or SSN
    		•
  • Mailing Instructions
    		•
    Other Insurance EOB Letter This letter is sent to an employee requesting they attach an Explanation of Benefits from other insurance carriers to the form and return it the TPA's address.
  • Unit ID or SSN
    		•
  • Mailing Instructions
    		•
    Creditable Coverage Certificate This letter includes a Certificate of Creditable Coverage for an employee's records.
  • Group or Location or Unit ID or SSN
    		•  None
    Student Letter This letter is used to verify the student status of covered dependents. Afterwards a Coverage End Date can be determined.
  • SSN and Dependent Suffix
    		•
  • Mailing Instructions
  • Unit ID
    		•
    Disabled Letter This letter is used to verify the disabled status of certain dependents.
  • SSN and Dependent Suffix
    		•
  • Mailing Instructions
  • Unit ID
    		•
    Generate Mailers This letter contains the employee's address, and TPA contact information, to be used as a Mailer.
  • Group or Unit ID or SSN
  • Effective/Event Date
    		•
  • Mailing Instructions
  • Include COBRA Employees
    		•


     

    Parameter Name

    Definition

    Used in Reports
    Group ID Group ID is the highest level of the four level eligiblity hierarchy.
  • Expiration of COBRA Coverage
  • Generate verification forms
  • Creditable Coverage Certificate
  • Generate Mailers
    		•
    Location ID Location ID is the second highest level of the four level eligiblity hierarchy.
  • Expiration of COBRA Coverage
  • Generate verification forms
  • Creditable Coverage Certificate
    		•
    Unit ID
    		 Unit ID is the third highest level of the four level eligiblity hierarchy.
  • Employee COBRA Election Letter
  • Spouse COBRA Election Letter
  • No Initial Payment (COBRA)
  • 15 Days Late Payment (COBRA)
  • Late Initial Payment (COBRA)
  • Late Monthly Payment (COBRA)
  • Expiration of COBRA Coverage
  • Generate verification forms
  • Other Insurance Letter
  • Other Insurance EOB Letter
  • Student Letter
  • Disabled Letter
  • Generate Mailers
    		•
    Effective/Event Date Effective/Event Date is the date to be applied to the content of a letter. Usage varies with each letter.
  • Employee COBRA Election Letter
  • Generate verification forms
  • Generate Mailers
    		•
    Plan ID Plan ID is the ID number of a specific Plan. None
    Include COBRA Employees This is used to include COBRA Employees with the regular employees in the letters or reports produced.
  • Generate Mailers
    		•
    Mailing Instructions This is used to specify the destination of the letter: Employee, Location or Unit.
  • Employee COBRA Election Letter
  • Spouse COBRA Election Letter
  • Dependent COBRA Election Letter
  • No Initial Payment (COBRA)
  • 15 Days Late Payment (COBRA)
  • Late Initial Payment (COBRA)
  • Late Monthly Payment (COBRA)
  • Other Insurance Letter
  • Other Insurance EOB Letter
  • Student Letter
  • Disabled Letter
  • Generate Mailers
    		•
    Employee Status Employee Status is specify whether active, terminated, or both types of employees are to be included in the report or letter. None
    SSN SSN is used to reference an individual employee. The Employee is the lowest level of the four level eligiblity hierarchy. All Reports
    SSN Suffix SSN Suffix is the "-XX" on the end of the SSN in certain reports. SSN plus a suffix is in the form "XXXXXXXXX-XX". Example: "543212345-03".
  • Dependent COBRA Election Letter
  • Student Letter
  • Disabled Letter
    		•


      The Done button closes the Primary Letter Screen, returning you to the main control area.