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  4. Health Care Spousal Surcharge Acknowledgement
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Form

Health Care Spousal Surcharge Acknowledgement

November 16, 2023

Download:
Health Care Spousal Surcharge Acknowledgement


A [insert dollar amount] spousal surcharge will be added to your health insurance payroll deduction each month if you have elected coverage for your spouse and your spouse is eligible for coverage through his/her employer but elects not to enroll. If your spouse is eligible for coverage as an employee, the spousal coverage surcharge is waived.

  • I do not have a spouse or have not elected coverage on my spouse in a company sponsored health plan.
  • I have my spouse enrolled in a company sponsored health plan, and my spouse does not have health coverage available through his or her employer; or my spouse does not work; or is self-employed.
  • I have my spouse enrolled in a company sponsored health plan and my spouse is also enrolled in health coverage through his or her employer.

Spouse name: ____________________________________________

Spouse Employer name: ___________________________________

Group #_________________________________________________

Group Medical Plan name: __________________________________

Cert. # __________________________________________________

  • I have my spouse enrolled in a company sponsored health plan and my spouse has health coverage available through his/her employer and has elected not to enroll in their health plan. (I understand the $__ monthly premium surcharge will be applied & authorize a deduction from my pay check on a pre-tax basis.)

If this form is not received by the Human Resource Department and your spouse is enrolled in coverage, you will be charged the surcharge until this form is received.

If your spouse loses or obtains health coverage through their employer, you have 31 days to notify the Human Resource Department of such change. The Human Resource Department needs to be notified in writing of this and all family status changes within 31 days of when the change occurred. Failure to notify the Human Resource Department in a timely manner will bar you from making a change until the next annual open enrollment period.

My signature below indicates that the facts set forth on this form are true and complete to the best of my knowledge. I also understand that if my spouse's group health insurance status changes, it is my responsibility to notify the Human Resource Department in writing within 31 days of such change. Any false statements written on this form or on future forms as it relates to spousal health information shall be considered grounds for disciplinary action.


________________________________________________________                   

Employee name (please print)                                           


______________________________            ______________________
Signature                                                             Date


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