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Policy/Memo 140

Number: Policy Memo 140
Date Issued: June 29, 2010
Subject: Retroactive Premium Refunds for Participating Agencies

PURPOSE:

Codify the process of refunding retroactive premium to participating agencies.

POLICY

Retroactive premium refunds to participating agencies will be limited to a maximum period of 6 months, consistent with the NYBEAS transaction processing limit.

Refunds for periods greater than 6 months, up to a maximum period of 3 years, will be permitted only in the following situations:

  1. There is a documented retroactive determination of eligibility by a state or federal entity and such determination is reported to the Employee Benefits Division within 60 days of such determination; or

  2. Death of an enrollee or dependent

Requests for consideration of premium refunds in excess of 6 months must be made in writing to the Employee Benefits Division:

NYS Department of Civil Service
Employee Benefits Division
Albany, NY 12239