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Index
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Index
A
adoption, 5, 7, 9
Aetna Member Services, 1,
20, 24, 26, 38
Aetna U.S. Healthcare, 1
after-tax contributions, 11-13, 29
B
Benefits Administration, 1,
8
birth, 5, 7, 9,
17
C
changing contributions and elections, 5-12
claims
denial, 35-36
Dependent Care Flexible Spending Account, 9-10, 23
filing, 12-13, 27
forms, 1, 26
Health Care Flexible Spending Account, 7-9,
26-27
problems, 33
continuation coverage (COBRA), 13
D
death, 5,
9-10
Dependent Care Flexible Spending Account, 2, 23-25
availability of funds, 24
claims, 26-27
compared to federal tax credit, 25,
28
contributions, 2, 4-12, 23-25,
27
eligible dependents, 4-10, 23
eligible expenses, 24
example of tax savings, 28-30
ineligible expenses, 25
dependents whose expenses may be reimbursed, 15,
23
E
elections
as a new employee, 4
changing during the year, 4-12
during annual enrollment, 4,
10-11
eligibility
family members whose expenses may be reimbursed, 15,
23
participation, 4, 13
employee rights, 37-38
enrollment, 4,
5-10, 12,
23
annual enrollment period, 4,
10, 14
automatic re-enrollment, 4, 12
ERISA (Employee Retirement Income Security Act of 1974), 34-38
F
federal tax credit compared to the Dependent Care Flexible Spending Account,
23, 25,
27-30
federal tax deduction compared to the Health Care Flexible Spending Account, 22
H
HR Intranet, 2, 26
Health Care Flexible Spending Account, 2, 15-22
availability of funds, 16
claims, 26
contributions, 2, 4,
14-15, 23-24,
29-30
eligible dependents, 15
eligible expenses, 16-20
example of tax savings, 28-30
ineligible expenses, 20-22
I
ineligible expenses
Dependent Care Flexible Spending Account, 25
Health Care Flexible Spending Account, 20-22
IRS Internet site, 22,
24
IRS Publication #502, Medical and Dental Expenses,
22
IRS Publication #503, Child and Dependent Care Expenses,
24
L
leaves of absence, 12
leaving ExxonMobil, 13
M
marriage, 5-10
O
orthodontic expenses, 16-17
P
participation
changing during the year, 5-10
continuation, 13
ending, 13
plan administrator, 34
plan numbers, 35
plan year, 12,
35
Pre-Tax contributions, 2, 4,
6-9, 14-15,
29-30
Q
qualifying event (change in status) 5-11
changes as a result of a qualifying event, 5-11
chart of events and changes, 5-10
R
reimbursement, 11,
15, 19,
20, 25-26
automatic with Health Care Flexible Spending Account, 26
S
separation, 5
students, 5,
24
T
tax implications, 11,
22, 25,
28-30
type of plan, 34
NOTES
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