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Contents of the Manage Benefit Years By Taxable Entity Screen

Use the fields and options to configure the Manage Benefit Years By Taxable Entity screen.

Identification

Field Description
Benefit Year

Enter the 4-digit year into this data field. This value represents both the plan year and calendar year of the Affordable Care Act information.

Taxable Entity

Enter, or click to select, the taxable entity for which benefit year data will be entered. The information linked to the Taxable Entity will be used to determine plan year dates, open enrollment dates, and transition relief certification flag for the Benefit Year and Taxable Entity.

Taxable Entity Description

This unlabeled field displays the description of the selected taxable entity.

Details

Field Description
Open Enrollment Start Date

Enter, or click to select, the open enrollment start date for the specified Benefit Year and Taxable Entity. This date cannot be later than the Open Enrollment End Date. This date will automatically populate the Enrollment Period Start Date for ongoing employees if the Enrollment Method is Open Enrollment.

Open Enrollment End Date

Enter, or click to select, the open enrollment end date for the specified Benefit Year and Taxable Entity. This date cannot be less than the Open Enrollment Start Date. This date will automatically populate the Enrollment Period End Date for ongoing employees if the Enrollment Method is Open Enrollment.

Plan Year Start Date

Enter, or click to select, the plan year start date for the specified Benefit Year and Taxable Entity. This date cannot be later than the Plan Year End Date. This date will automatically populate the Coverage Period Start Date for ongoing employees if the Enrollment Method is Open Enrollment.

Plan Year End Date

Enter, or click to select, the plan year end date for the specified Benefit Year and Taxable Entity. This date cannot be less than the Plan Year Start Date. This date will automatically populate the Coverage Period End Date for ongoing employees if the Enrollment Method is Open Enrollment.

Certified for Transition Relief

Select this check box if the Taxable Entity is certified for Transition Relief in the Benefit Year.

Note: For the 2015 calendar year only, to be eligible to use the Qualifying Offer Method Transition Relief, the employer must certify that it made a Qualifying Offer for one or more months of calendar year 2015 to at least 95% of its full-time employees. This method is intended to be used by an employer that makes a Qualifying Offer for some but not all 12 months of the year.

Subtask

Subtask Description
Full-Time Equivalent Measurement Rules Select this link to specify rules for evaluating employees for full-time status.