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Index
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Index
A
adoption, 5, 7
Aetna Member Services, 1, 19, 21-22, 33
Aetna U.S. Healthcare, 1
after-tax contributions, 6, 7,
8, 24
B
Benefits Administration, 1, 7
birth, 5, 7,
16
C
changing contributions and elections, 5-7, 9
claims
denial, 27-28
Dependent Care Flexible Spending Account, 7, 21
filing, 7, 8, 21
forms, 1, 21
Health Care Flexible Spending Account, 7, 21-22
problems, 30-31
continuation coverage (COBRA), 8, 14
D
death, 5, 8
Dependent Care Flexible Spending Account, 2, 18-20
availability of funds, 19
claims, 21-22
compared to federal tax credit, 20, 25
contributions, 2, 4-8, 18-19,
24-25
eligible dependents, 5, 7, 18,
19
eligible expenses, 19
example of tax savings, 23, 25
ineligible expenses, 19
dependents whose expenses may be reimbursed, 10, 18
E
elections
as a new employee, 4
changing during the year, 4, 5,
6, 7, 8,
9
during annual enrollment, 4, 6, 9
eligibility
family members whose expenses may be reimbursed, 10, 18
participation, 4, 8
employee rights, 32-33
enrollment, 4, 6,
9, 18
annual enrollment period, 4 6,
9, 18
automatic re-enrollment, 4, 9
ERISA (Employee Retirement Income Security Act of 1974), 29-33
F
federal tax credit compared to the Dependent Care Flexible Spending Account, 18,
20, 25
federal tax deduction compared to the Health Care Flexible Spending Account, 17
H
HR Intranet, 2, 21
Health Care Flexible Spending Account, 2, 10-17
availability of funds, 11
claims, 21
contributions, 2, 4, 10,
17, 24
eligible dependents, 10
eligible expenses, 11-15
example of tax savings, 23-24
ineligible expenses, 15-17
I
ineligible expenses
Dependent Care Flexible Spending Account, 20
Health Care Flexible Spending Account, 15-16
IRS Internet site, 15, 19
IRS Publication #502, Medical and Dental Expenses, 15
IRS Publication #503, Child and Dependent Care Expenses, 19
L
leaves of absence, 7
leaving ExxonMobil, 8
M
marriage, 5
O
orthodontic expenses, 11, 12
P
participation
changing during the year, 5-7
continuation, 8
ending, 8
plan administrator, 29
plan numbers, 30
plan year, 7, 30
Pre-Tax contributions, 2, 4,
6, 7, 9,
24-25
Q
qualifying event (change in status) 5-7
changes as a result of a qualifying event, 5-7
chart of events and changes, 5
R
reimbursement, 7,
10, 14, 17,
21-22
automatic with Health Care Flexible Spending Account, 21
S
separation, 5
students, 5, 19
T
tax implications, 9, 17,
20, 23-25
type of plan, 29
NOTES
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