Qualifying Events Permitting Pretax Deduction Changes

What is a Qualifying Event?

A qualifying event is a change in an employee's or dependent's status that permits a change to be made in pretax health insurance elections outside of the annual open enrollment period. The change in status must result in a gain or loss of coverage or coverage options. The election change must be consistent with the change in status. A change without a qualifying event is considered arbitrary.

Qualifying Events

Qualifying events include:

Requests for enrollment changes are processed in accordance with IRS regulations by your local Research Foundation office administering benefits. These requests are subject to review by the central office of Research Foundation Employee Services, which may require additional written documentation.

Change History



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