Page 23 - tmp

Service Guide for Plan Administrators

 Payment Options
 Mail your check to our group billing address and include your “E” account number.

Billing Updates
 Deduction Change Report
 The Deduction Change Report is mailed to you and should be reviewed before paying your next bill.
 This report provides updates of discrepancies identified in comparing your Colonial Life bill with your
payroll file.
 Information provided to you will include policies with premium differences, nonpayment, employee
cancellations and rate changes.
 You can fax or mail any comments from the report that you wish to notify us of.

 Past Due Notice
 The Past Due Notice is mailed to you at 30, 45 and 90 day intervals.
 Letters do not go out to your employees unless the account has lapsed after 90 days of
nonpayment; however they may have claims delayed or premium deducted from their claim.

Miscellaneous Billing Questions
 What if I fail to reconcile my invoice and remit too much premium? How do I get a refund?
 A request for a refund up to one month can be subtracted on the next reconciled invoice.
 A request for a refund more than one month should be faxed or mailed for approval prior to
subtracting from your next bill.

 Refund Process
 Pretax policy refunds are mailed to the employer for handling.
 Post tax policy refunds are addressed and mailed directly to the employee.

 Tax Reports
 Logon to My Account Administration website and click on Reports to access your W-2 Reporting or
call and request a copy to be faxed. W-2’s cannot be mailed.
nd
 Yearly Third-Party Sick Pay Tax Reporting information is mailed after January 2 for the previous
year.

3