Page 8 - Optima Tax EE Guide 01-19 AZ.pub
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Eligibility & Enrollment
Changes to enrollment
Open Enrollment
During our annual open enrollment period, you may make new benefit elections for the following January 1st
effective date.
Qualifying Event
Once you make your benefit elections, you cannot change them throughout the year unless you experience a
qualifying event as defined by the IRS. Examples include, but are not limited to:
Marriage, divorce, legal Birth, adoption, or death Qualified Medical Child Change in your
separation, or annulment of a child or spouse Support Order (QMCSO) dependent’s eligibility
status
Loss of coverage from Change in your residence Loss of coverage through Eligibility for a state’s
another health plan or workplace (if your Medicaid or Children’s premium assistance
benefit options change) Health Insurance Program program under Medicaid
(CHIP) or CHIP
Coverage for a new dependent is not automatic. If you experience a qualifying event, you have 30 days to notify
Human Resources to make changes to your coverage. You may contact Human Resources at
HR@optimataxrelief.com to update your dependent information as needed. If you do not notify Human Resources
within 30 days of the qualifying event, you must wait until the next annual open enrollment period to update your
coverage.
How Can I Enroll?
Reach out to Human Resources at
HR@optimataxrelief.com
8 Employee Benefits
