IRS Qualifying Events for Mid-Year Benefit Election Changes
Qualifying Event
Change in marital status including - marriage - death of a spouse - annulment
IRS Qualifying Events for Mid-Year Benefit Election Changes
Drop/Add Effective Date
Medical Dental
Flexible Spending Account ? Health Care
Flexible Spending AccountDependent Care
As of qualifying event date if Human Resources is notified within 30 days Yes
of the event
Yes
Yes. Change must be consistent with the qualifying event
Yes. If change affects the amount of time the child needs to be in dependent care.
Change in marital status including As of qualifying event date if Human
- divorce
Resources is notified within 60 days Yes
- legal separation
of the event
As of qualifying event date if Human
Birth, adoption, or placement for adoption
Resources is notified within 30 days of the event. Premiums will be
Yes
retroactively charged to event date.
Death of a Dependent
As of qualifying event date if Human Resources is notified within 30 days Yes
of the event
Change in Household Member Status: Household Member no
longer satisfies residency requirement
As of qualifying event date if Human Resources is notified within 30 day of Yes
the event
Termination or commencement of employment by the employee, spouse, household member or dependent
As of qualifying event date if Human Resources is notified within 30 days
of the event
Yes
Reduction or increase in hours of
employment by the employee,
spouse, household member or
As of qualifying event date if Human
dependent, including a switch
Resources is notified within 30 days No
between part-time and full-time, a
of the event
strike or a lockout
Yes
Yes. Change must be consistent with the qualifying event
Yes. If change affects the amount of time the child needs to be in dependent care.
Yes
Yes. Change must be consistent with the qualifying event
Yes. If change affects the amount of time the child needs to be in dependent care.
Yes
Yes. Change must be consistent with the qualifying event
Yes. If change affects the amount of time the child needs to be in dependent care.
Yes
No, Not Applicable
No, Not Applicable
Yes
Yes. Change must be consistent with the qualifying event
Yes. If change affects the amount of time the child needs to be in dependent care.
Yes. If change affects the amount of
No
No
time the child needs to be in
dependent care.
Qualifying Event
Drop/Add Effective Date
Medical Dental
Flexible Spending Account ? Health Care
Flexible Spending AccountDependent Care
Commencement of return from an unpaid leave of absence
As of qualifying event date if Human Resources is notified within 30 days
of the event
Yes
Yes
Yes. Change must be consistent with the qualifying event
Yes. If change affects the amount of time the child needs to be in dependent care.
Event that causes an employee's
dependent to satisfy or no longer
satisfy the requirement for coverage, As of qualifying event date if Human
examples include attainment of the Resources is notified within 60 days Yes
required age in which a dependent is
of the event
no longer eligible, or no longer have
the status of a student.
Change in the place of residence or As of qualifying event date if Human
work of the employee, spouse,
Resources is notified within 30 days Yes
household member or dependent.
of the event
Change in age of school status of a
dependent that cause an employee's As of qualifying event date if Human
dependent to satisfy or cease to Resources is notified within 30 days No
satisfy eligibility requirements for
of the event
coverage on account
Changes in cost or coverage of
benefits for employee, spouse,
household member or dependent As of qualifying event date if Human
(e.g. increase/decrease on cost,
Resources is notified within 30 days Yes
curtailment or improvement of
of the event
coverage, or open enrollment under
other employer plans)
Yes
Yes. Change must be consistent with the qualifying event
Yes. If change affects the amount of time the child needs to be in dependent care.
Yes
Yes. Change must be consistent with the qualifying event
Yes. If change affects the amount of time the child needs to be in dependent care.
No
Yes. Change must be consistent with the qualifying event
Yes. If change affects the amount of time the child needs to be in dependent care.
Yes
No
No
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