Dependent Care/health Care Reimbursement Account Plans Enrollment Authorization
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DEPENDENT CARE/HEALTH CARE REIMBURSEMENT ACCOUNT PLANS ENROLLMENT AUTHORIZATION
Please type or print clearly with ballpoint pen. Return completed form to campus Benefits Officer.
SEE PRIVACY NOTICE ON REVERSE OF EMPLOYEE COPY
1. TYPE OF ENROLLMENT (
2.
SOCIAL SECURITY NO.
3. MARITAL STATUS
Check appropriate box)
Married
Single
OPEN ENROLLMENT
NEW ENROLLMENT
4. NAME
(first)
(initial)
(last)
CHANGE DUE TO PERMITTING EVENT (i.e., Change in Status)
CANCELLATION
5. REIMBURSEMENT PLAN ELECTIONS: To establish a Dependent Care (DCRA) and/or Health Care Reimbursement Account (HCRA), enter the
amount you want to have deducted EACH month on a pre-tax basis from your pay warrant. The minimum monthly pre-tax deduction amount for
each account is $20.00, up to a maximum of $212.50 for HCRA ($2,550 annual maximum) and $416.66 for DCRA ($5,000 annual maximum),
as allowed by the Plan.
For HCRA participants only: If you are interested in obtaining a FSA Debit Card, you must submit a completed “FSA Debit Card Request” form to
ASIFlex. If you request the FSA Debit Card, a separate debit-card fee will be deducted directly from your HCRA account by ASIFlex as a one-time,
lump sum amount (i.e., $12.00 if your enrollment begins in January, and the amount is prorated if enrollment begins after January). Therefore, your
available benefit under the HCRA will be reduced by this debit-card fee. You can adjust your annual HCRA election amount to include the debit-card
fee and thereby obtain a higher HCRA benefit; however, your maximum monthly HCRA pre-tax deduction amount cannot exceed $212.50.
6. DED/ORG
7. Monthly Deduction
SCO Use
Benefit Deduction Item (Pre-Tax)
Code
Amount
Only
Dependent Care Reimbursement Account (DCRA) Employee Initial here ___
380
.
- 029
A. $ ________
___
Please note: This plan is for eligible dependent day care related expenses only
Health Care Reimbursement Account (HCRA) Employee Initial here ___
378
- 029
B. $ ________. ___
Please note: This plan is for eligible health care related expenses only
8. Coverage Statement
I UNDERSTAND THAT MY ENROLLMENT INTO THE DEPENDENT CARE AND/OR HEALTH CARE REIMBURSEMENT ACCOUNT PLAN(S) IS FOR ONE PLAN
YEAR AT A TIME – MY ENROLLMENT WILL NOT AUTOMATICALLY RENEW. IF I WISH TO CONTINUE ENROLLMENT FOR THE NEXT PLAN YEAR, I MUST
RE-ENROLL ANNUALLY DURING OPEN ENROLLMENT.
I hereby agree to have my monthly pay reduced on a pre-tax basis by the amount(s) specified above. I understand that IRS regulations require that my
monthly pre-tax deductions authorized by this form are irrevocable during this plan year, unless I experience an allowable “change in status event,” as
defined in these regulations and described in the Dependent Care and/or Health Care Reimbursement Account brochure(s).
This reduction in pay is effective with the December pay period (January pay warrant), unless this is a mid-year enrollment, and will continue for each
succeeding pay period until the end of the Plan Year. My agreement to have my pay reduced is made on the condition that the CSU contribute the
amounts from my pay warrant to the Reimbursement Account(s) that I have specified on this form. I also agree to pay the $1.00 monthly
administrative fee through payroll deduction on a post-tax basis. The $1.00 monthly administrative fee is charged per Plan.
Each Plan Year begins on January 1 and ends December 31. I understand that requests for reimbursement must be for eligible services/supplies
incurred between the effective dates of my participation in the Plan(s) through the end of the Plan Year, or the following 2 ½ month grace period
extension (January 1 – March 15) if I am enrolled in the Plan(s) through December 31. All reimbursement requests for the current Plan Year must be
postmarked by June 30 of the following Plan Year in order to be reimbursed. I further understand that any unclaimed amount remaining in my Dependent
Care and/or Health Care Reimbursement Account(s) after that date will be forfeited.
I have read the above statements and agree to the terms and conditions of the Dependent Care and/or Health Care Reimbursement Account(s) Plan(s)
as specified on this form and described in the applicable brochure(s).
Employee’s Signature:
Date Signed:
►
►
FOR CAMPUS USE ONLY
9. Effective Date of Action
10. Employee CBID
11. Permitting Event Date
12. Permitting Event Code
Mo
Day
Year
Mo
Day
Year
Select
Select
Select
-1-
2016
13. Remarks:
14. Agency Code
15. Unit Code
16. Campus Name
Select
17. Authorized Campus Signature
I hereby certify under penalty of perjury as follows: That I am the duly appointed, qualified and acting officer
of the herein named agency and that I am authorized to make this certification; that the employee named
herein is eligible for enrollment in the CSU HCRA and/or DCRA Plan(s).
Print Name: ___________________________________________________________________________
E-mail address: ________________________________________________________________________
Signature:
►
18. Date Received:
19. Telephone Number:
DISTRIBUTION: ORIGINAL - State Controller’s Office
COPY – Campus
COPY W/PRIVACY NOTICE – Employee
REV. 08/2015 – Plan Year 2016 or later
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