1. US Affordable Care Act Year-End Processing Guide
  2. Benefits Setup

Benefits Setup

Enter the source for the enrollment begin date for processing Employee Enrollment (F08330) records

Use this processing option to specify the code to indicate which date field on the Employee Enrollment (F08330) record represents the effective beginning date of the employee's offer of coverage.

Valid values are:

  • Blank/EF: Effective Starting Date

  • DB: DBA Begin Date

  • ED: Eligibility Date

  • PD: Participation Date

  • UD: User Defined Date

If the source of enrollment begin date is blank on employee enrollment, use alternate date as begin date

Use this processing option to specify the alternate code to indicate which date field to use when the source of enrollment begin date is blank on the Employee Enrollment (F08330) record.

Valid values are:

  • Blank/EF: Effective Starting Date

  • DB: DBA Begin Date

  • ED: Eligibility Date

  • PD: Participation Date

  • UD: User Defined Date

Enter the source for the enrollment end date for processing Employee Enrollment (F08330) records

Use this processing option to specify the code to indicate which date field on the Employee Enrollment (F08330) record represents the end date of the employee's offer of coverage.

Valid values are:

  • Blank/ET: Effective Ending Date

  • DE: DBA End Date

  • UD: User Defined Date

If the source of enrollment end date is blank on employee enrollment, use alternate date as end date

Use this processing option to specify the alternate code to indicate which date field to use when the source of enrollment end date is blank on the Employee Enrollment (F08330) record.

Valid values are:

  • Blank/ET: Effective Ending Date

  • DE: DBA End Date

  • UD: User Defined Date

Extended Enrollment from Ending Date (EFTE): When using Ending Date (EFTE) as the end of coverage date, indicate if coverage extends beyond that date

Use this processing option to specify the value that indicates how the enrollment end date will be set in order to determine the employee's offer of coverage. This processing option only applies when you use the F08330 Ending Date (EFTE) as the end of coverage date.

Valid values are:

  • Blank: Do not adjust the enrollment end date.

  • A: For the month when enrollment ends and if the employee was terminated before or in that month, assume coverage for the entire month and (nn) months after the enrollment end date.

  • B: For the month when enrollment ends and if the employee was active in the month, assume coverage for the entire month and (nn) months after the enrollment end date

  • C: Both A and B apply.

Enter the Benefits Plan Master (F08320) Category Code (PH01-PH10) data item that identifies a plan as a self-insured plan (Required)

Use this processing option to specify the data item column name (PH01 - PH10) in the Benefits Plan Master (F08320) record that identifies self-insured plans.

Enter the value of the Plan Master (F08320) Category Code that indicates a plan is a self-insured plan (Required)

Use this processing option to specify the value of the data item column name (PH01 - PH10) in the Benefits Plan Master (F08320) record that identifies self-insured plans.