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IMPORTANT: NATIONAL HEALTH AND WELFARE PLAN SPOUSE AUDIT BEGINS IN
JANURARY, 2020
REMINDER!
Beginning January 1, 2020, The Railroad Employees National Health and
Welfare Plan and the National Railway Carriers and United
Transportation Union (NRC/UTU) Health and Welfare Plan (collectively,
the "Plans") will conduct a spouse eligibility audit, which will be
administered by Railroad Enrollment Services. The purpose of this audit
is to ensure that only eligible spouses are covered by the Plans. As
part of this audit, employees will be required to submit documentation
verifying that they are still married to the spouse listed in the Plans'
records.
In December 2019, you will receive a letter with instructions on what
you will need to do to maintain coverage for your eligible spouse (and
any stepchildren associated with the marriage, if applicable). Also
included will be a form which notes acceptable documents that you can
provide to confirm that you are still married to the spouse listed in
the Plans' records. The preferred documentation includes:
The first page of your joint 2018 or 2019 IRS Form 1040 federal tax
return (you may black out any income amounts listed) confirming you and
your spouse are still married.
A joint banking statement dated no earlier than July 1, 2019.
If you are unable to provide either of the above forms, you should
contact Railroad Enrollment Services at 1-800-753-2692 to discuss other
acceptable documentation.
It is imperative that you respond to this request and either: (1)
provide acceptable documentation that you are still married to the
spouse listed on Plan records, or (2) confirm that you are no longer
married to the spouse listed on Plan records. Your response must be
received no later than March 31, 2020.
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