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FlexElect Program Permitting Event Codes

​ Codes/Effective ​

Effe​ctive Dates: StandardFirst of the following month when correctly completed enrollment form is received at SCO
 

 

Mandatory

by the 10th AND does not have to be returned to the agency for correction. First of the month following the event.

Newly Eligible Enrollments Not Currently Enrolled in Any FlexElect Option

Permitting Event

Newly eligible due to the following:

 

Action Allowed

Permitting Event Code Permitting Event Date Effective Date of Action Time Limit to File Document
  • Initial appointment (includes reinstatement following a permanent break in service)
  • Change in time base/designation from one that was not eligible to one that is or a PI who changes to a permanent position with a time base of half-time or more
  • Marriage
  • Divorce, legal separation, or annulment
  • Death of a spouse
  • Return from an approved leave of absence (if employee was on an approved leave during the entire open enrollment period) or if the leave is concurrent to a valid change in status (e.g., birth of child/maternity leave) after the employee returns to work
May newly enroll01Date of eventStandard*60 days after date of event
  • Loss or commencement of spouse's or domestic partner's employment
May newly enroll in reimbursement accounts. No new cash enrollment allowed01aDate of eventStandard*60 days after date of event
  • Change in provider dependent care cost (only when provider is not a relative)
  • Change in physical custody of child
  • Change in dependent care provider
May newly enroll in Dependent Care Reimbursement Account01bDate of eventStandard*60 days after date of event
  • Birth, adoption, or child placed for adoption, newly acquired dependent
May newly enroll in reimbursement account(s)01cDate of eventStandard*60 days after date of event
  • Commencement of medical/dental coverage                                                        May newly enroll in Cash provided through spouse, domestic partner,                                                          Option

    or other source (due to an employment status change)
01dDate of eventStandard*60 days after date of event

* The last possible effective date for enrollment as newly eligible is December 1. Correctly completed documents must be received at SCO by November 10.​​

Changes in Status Events​

Participants Currently Enrolled in One or More FlexElect Options​

 ​

Permitting Event

 

Action Allowed

Permitting Event Code Permitting Event Date Effective Date of Action Time Limit to File Document
Loss or commencement of spouse's or domestic partner's employmentCancel/change Flex elections05d**Date of eventStandard60 days after date of event
Loss of medical/dental coverage provided through spouse, domestic partner, or other source (due to an employment status change)If currently enrolled in the Cash Option, must cancel/change Cash Option elections. (New enrollments not allowed)05e**Date of eventMandatory60 days after date of event

Commencement of medical/dental coverage                                                           Cancel/enroll/change provided through spouse, domestic partner, or                                                                      Cash Option elections other source (due to an employment status

change)

 

05f**

Date of eventStandard60 days after date of event
Change of physical custody of childCancel/enroll/change Dependent Care Reimbursement account16aDate of eventStandard60 days after date of event
Newly marriedCancel/enroll/change Flex elections17**Date of eventStandard60 days after date of event
Birth, adoption, or child placed for adoptionEnroll/increase reimbursement account(s)22Date of eventMandatory60 days after date of event
Child entering military serviceMay cancel/decrease reimbursement account(s) (New enrollments not allowed)26aDate of eventStandard60 days after date of event


** For employees cancelling the FlexElect Cash and enrolling into a state health and/or dental plan, the cancellation date for the FlexElect Cash enrollment must be the first of the month following the loss or cancellation of coverage.

Participants Currently Enrolled in One or More FlexElect Options Continued

 

Permitti​ng Event

 

Action Allowed

Permitting Event Code Permitting Event Date Effective Date of Action Time Limit to File Document
Marriage of childCancel/decrease reimbursement account(s) (New enrollments not allowed)26bDate of eventMandatory60 days after date of event
Death of dependent (other than spouse)Cancel/decrease reimbursement account(s) (New enrollments not allowed)26cDate of eventMandatory60 days after date of event
Child attains age 26 (Mandatory deletion from medical/dental plan unless disabled)Cancel/change Flex accounts(s) (New enrollments not allowed)26dDate of eventMandatory60 days after date of event
Child attains age 13May cancel/decrease Dependent Care Reimbursement Account (New enrollments not allowed)26hDate of eventMandatory60 days after date of event
Divorce, legal separation, or annulmentCancel/change Flex elections, reenroll in prior medical/dental plan(s)27a**Date of eventMandatory60 days after date of event
Death of spouse or domestic partnerCancel/enroll/change Flex accounts.27bDate of eventMandatory60 days after date of event

** For employees cancelling the FlexElect Cash and enrolling into a state health and/or dental plan, the cancellation date for the FlexElect Cash enrollment must be the first of the month following the loss or cancellation of coverage.

Participants Currently Enrolled in One or More FlexElect Options Continued​

 ​​

Permitting Event

 

Action Allowed

Permitting Event Code Permitting Event Date Effective Date of Action Time Limit to File Document
Move out of group practice plan service areaMay enroll in a new plan if your plan is no longer available. May change/cancel Cash. May not change reimbursement account(s) (New enrollments not allowed)34**Date of move into an area not covered by the current carrierStandard31 days prior to move; no limit after move
New health and/or dental plan(s) in area, plan(s) not previously availableIf currently enrolled in a medical and/or dental plan, may change coverage. May cancel or change Cash Option. May not change reimbursement account(s) (New enrollments not allowed)35**Date of eventStandard60 days after date of event
Change in employee's or spouse's work schedule (e.g., FMLA, NDI leave, IDL, time base change or reduction of hours that results in a loss or gain of eligibility and coverage, commencement or return from an unpaid leave of absence, separation, etc.) or worksiteMust cancel/change Dependent Care Reimbursement Account (New enrollments not allowed)37***
Date of eventMandatory60 days after date of event

** For employees cancelling the FlexElect Cash and enrolling into a state health and/or dental plan, the cancellation date for the FlexElect Cash enrollment must be the first of the month following the loss or cancellation of coverage.

​​***First of the second month following the date of the event.

Participants Currently Enrolled in One or More FlexElect Options Continued​

 

Permitting Event

 

Action Allowed

Permitting Event Code Permitting Event Date Effective Date of Action Time Limit to File Document
Change in dependent care providerMay cancel/enroll/change Dependent Care Reimbursement Account38Date of eventStandard60 days after date of event
Change in provider dependent care costMay cancel/enroll/change Dependent Care Reimbursement Account (only if the provider is not a relative)39Date of eventStandard60 days after date of event

Employee change in bargaining unit or                Change medical/dental employee designation (due to transfer,                                                                         plan(s) and/or

promotion, etc.) that results in a loss or gain of     change/cancel cash option eligibility for FlexElect                       elections per union

requirements (New enrollments not allowed)

40**Date of eventStandardTime limit does not apply
Change in time base and/or appointment that results in a loss of FlexElect eligibility and coverageMust cancel Flex election(s)41Date of eventSee *** belowTime limit does not apply
2021 plan year one-time exception due to the Consolidated Appropriations Act of 2021May prospectively cancel/enroll/change Medical Reimbursement Account or Dependent Care Reimbursement Account43Employee signature dateStandard****Time limit does not apply
Retiree enrolls in health and/or dental plan up to 30 days prior to retirementCancel Flex enrollment and reenroll in a health and/or dental plan(s)88

Date HBD 12

(or STD 692)

is received by the agency

Mandatory30 days prior to retirement


** For employees cancelling the FlexElect Cash and enrolling into a state health and/or dental plan, the cancellation date for the FlexElect Cash enrollment must be the first of the month following the loss or cancellation of coverage.

***First of the second month following the date of the event.

****The last possible effective date is December 1, 2021. Correctly completed documents must be received at SCO by November 10, 2021.​

  Updated: 3/29/2021
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