How will the various Qualifying Events be handled and what are the employee s and department s roles?

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1 What s new with COBRA? As of May 1, 2009, the employee s role in the COBRA process changed. The University of California (UC) has hired CONEXIS to administer all aspects of COBRA processing. This not only includes handling the premium payments, it also includes sending out the COBRA packets for all Qualifying s. There are many Qualifying s, some of which UC is responsible for reporting directly to CONEXIS and some of which employees are responsible for reporting to UC, who in turn, reports the Qualifying information to CONEXIS. After reading through the materials, if you have any questions, please contact Sharon Johnson (sdjohnson@berkeley.edu or ) or Shirley Silveira (sas@berkeley.edu or ) in the Human Resources Benefits Unit. How will the various Qualifying s be handled and what are the employee s and department s roles? Type of Qualifying Separation Retirements, except faculty Faculty through Emeritus WOS appointment Separation due to Layoff Enter Problem resolution Automatically collected Enter Enter Enter Complete Retiree Vision Application Form for retirees; Regarding COBRA, problem resolution Complete Retiree Vision Application Form for emeriti; Research need to ensure data is automatically being forwarded to CONEXIS; HR Benefits may need to generate HCM or PPS reports and send information to CONEXIS; Problem resolution only Automatically collected Uncertain pending research it may be collected automatically, it may need to be sent by HR Benefits Automatically collected

2 Separation due to Intercampus Transfer Separation due to Gross Misconduct DO NOT USE EXCEPT WITH LEGAL ADVICE Death of employee Reduction in hours Enter Problem resolution only Automatically collected Employee s survivors should notify HR Benefits if COBRA packet is not received within 45 days of (will be part of condolence letter) which you are no longer Contact the Health Care Facilitator ( ) if you believe an employee is not for COBRA because he/she is being dismissed due to gross misconduct. Enter Enter Notify HR Benefits by completing the COBRA (5/09) form; give employee a copy of the completed form which he/she is no longer Counsel and guide department on whether or not COBRA should be offered; follow up with legal counsel to determine if COBRA should be offered gross misconduct Problem resolution only when (5/09) form is received from department. Separation data will be automatically sent to CONEXIS from data entered in HCM; HR Benefits will notify CONEXIS if employee is NOT to receive a COBRA packet Automatically collected

3 BELI change resulting in for coverage Approved leave without pay (non FMLA) which you are no longer deenroll from coverage you no longer want to maintain during leave. (Note: you must reenroll when you return from leave). Notify HR Benefits by completing the COBRA (5/09) form; give employee a copy of the completed form which he/she is no longer Enter and maintain leave information in HCM in a Assist employee with completion of UPAY 850 when (5/09) form is received from department. HR Benefits will generate reports of leaves and work with the Payroll Direct Pay program to notify CONEXIS of the approved leave without pay qualifying Divorce, Legal Separation, Annulment by or if employee tells, refer when

4 of the. Termination of domestic partner relationship by of the. or if employee tells, refer when Child s or grandchild s loss of eligibility (except if child is aging out at 23) or if employee tells, refer when

5 Adult relative s loss of eligibility by of the. by of the. or if employee tells, refer when Domestic partner s

6 child s/grandchild s when (except if child is aging out at 23) by of the. or if employee tells, refer (5/09) form: UBEN 109: ENROLLMENT, CHANGE, CANCELLATION, OR OPT OUT EMPLOYEES ONLY Health and Welfare plans (UPAY 850):

Department Role Employee Role CSS Benefits Unit Process How Qualifying Event is reported to CONEXIS. Notify CSS Benefits if COBRA packet is not

Department Role Employee Role CSS Benefits Unit Process How Qualifying Event is reported to CONEXIS. Notify CSS Benefits if COBRA packet is not COBRA ADMINISTRATION CONEXIS currently administers the COBRA process for the University of California (UC). The following is a list of s and the required actions for each. If you need assistance regarding

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