Preparing for Implementation
Below is a checklist of items that will be helpful to have on hand before starting your implementation. Having this information ready will make completing the implementation portal quick and efficient.
FOR EMPLOYEE BENEFITS
Company Profile
Funding Information
Plan Details
Post-Setup Needs
Federal Tax ID
Employer primary contact (name, email, phone number)
Additional employer contacts needing system access
Number of benefit-eligible employees
Company divisions or affiliates
Broker contact(s) (name, email, phone number)
Renewal responsibility
Funding model choice: Clarity-funded or Client-funded
Bank account details for:
Monthly administrative fees
Benefit plan funding
Insurance SBC (if implementing an integrated HRA)
Plan year start and end dates
Minimum and maximum election amounts
Payroll vendor name and payroll calendar
Runout period, grace period, and carryover allowances
HRA eligible expense list (if applicable)
Contribution posting preferences (per pay period, monthly, etc.)
EDI file feed information (vendor contact, broker/client contact for file errors)
Completed enrollment template (after open enrollment ends)
FSA rollover balances (if applicable) after runout period for prior year has ended.
FOR COBRA
Company profile
Funding Information
Plan details
Post-setup needs
Federal Tax ID
Employer primary contact (name, email, phone number)
Additional employer contacts needing system access
Number of benefit-eligible employees
Company divisions or affiliates
Broker contact(s) (name, email, phone number)
Renewal responsibility
Client contact to receive COBRA notifications (elections, changes, terminations)
Bank account details for:
Monthly administrative fees
COBRA premium remittance
Total Number of Full-Time and Full-Time Equivalent Employees
Continuation to be offered (Federal COBRA, Federal COBRA plus State Continuation, Mini COBRA)
EDI Vendor, contact name, email (if applicable)
Client/Broker contact name/email/phone number for any file errors to confirm participant detailss
Plan information for all current COBRA-eligible benefits
State plan is issued from
Carrier name
Plan name
Plan year
Rates
Disability surcharge option
If Domestic Partner coverage is allowed
Plan availability rules (if applicable)
Coverage termination rule (i.e. end of month, date of event)
Plan information for prior year benefits if renewal occurred within the past three months
Plan information for future year benefits if renewal will be occurring within the next two months
Carrier eligibility email addresses (if Clarity will be notifying carriers directly of any COBRA elections, changes, terminations)
SBCs for current plans (and future, if applicable)
COBRA takeover data (if applicable)
