Emeriti Qualified Medical Expense Claim Form

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    E meriti   R etirement   H ealth   S olutions  
Qualified   M edical   E xpense   C laim   F orm    
 
Please   u se   t his   C laim   F orm   t o   s ubmit   c laims   f or   t he   r eimbursement   o f   Q ualified   M edical   E xpenses,   o therwise  
known   a s   t he   E meriti   R eimbursement   B enefit,   u nder   y our   ( former)   e mployer’s   E meriti   R etiree   H ealth   P lan  
(“Plan”).     B efore   y ou   c omplete   a nd   s ubmit   t his   C laim   F orm,   p lease   r ead   t he   a ccompanying   d ocument   e ntitled  
Frequently   A sked   Q uestions   c arefully.     B e   s ure   t o   p rovide   a ll   r equested   i nformation,   s ubstantiate   y our  
claim(s)   b y   p roviding   p roof   o f   p ayment,   a nd   s ign   t he   f orm.     I f   y our   c laim   i s   d enied,   y ou   w ill   b e   i nformed   b y  
mail.     Y ou   w ill   b e   p rovided   t he   r eason   f or   a   d enial   a nd   a n   o pportunity   t o   a ppeal   o r   r esubmit   y our   c laim.  
REIMBURSEMENT BENEFIT CLAIM FORM
EMERITI   R EIMBURSEMENT   B ENEFIT   -­‐   C LAIM   F ORM   F OR   Q MEs  
1. Participant   ( Account   H older)   I nformation:  
 
Name:   _ _______________________________________________________________________________________  
 
Institution:_____________________________________________________________________________________  
 
Social   S ecurity   N umber:   _ ______-­‐_____-­‐_________                                                                                      
   
        S treet   A ddress:   _ ________________________________________________________________________________  
 
  City:   _ _______________  
State:   _ ___  
Zip:   _ _______-­‐_____  
 
Daytime   P hone:   _ ___-­‐___-­‐_____  
Ext:   _ _______  
 
 
 
2. Participant   E ligibility:  
I   a m   e ligible   t o   r eceive   r eimbursement   b enefits   b ecause   ( check   o ne   b ox   o nly):  
   
o I   h ave   a ttained   a ge   5 5   a nd   n o   l onger   w ork   f or   t he   e mployer   s ponsoring   t he   P lan  
o I   a m   u nder   a ge   5 5   a nd   n o   l onger   w ork   f or   t he   e mployer   s ponsoring   t he   P lan   ( up   t o   $ 5,000   i n   c umulative  
QMEs   a re   a vailable)  
o I   a m   u nder   a ge   5 5   a nd   n o   l onger   w ork   f or   t he   e mployer   s ponsoring   t he   P lan   b ut   q ualify   u nder   t he   t erminal  
illness   o r   i njury   o r   e xtraordinary   m edical   e xpense   p rovision  
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
Version   0 325-­‐2014
1
 

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