Are you requesting Benefit Strategies must be provided with the following information in a mutually a mid-year agreed upon format in order to do a takeover: takeover Enrollment Census implementation? Current Balances Year To Date Payroll Deductions No Claim History (if this can’t be provided, we are unable to prevent a claim Yes – complete previously paid by the prior TPA from being submitted to Benefit Strategies questions to the and paid again.) right If you are requesting a mid-year takeover implementation, what is the current plan year end date? Will the takeover plan year and the new plan year requirements be the same?
Are you requesting a mid-year takeover implementation? No Yes – complete questions to the right Benefit Strategies must be provided with the following information in a mutually agreed upon format in order to do a takeover: Enrollment Census Current Balances Year To Date Payroll Deductions Claim History (if this can’t be provided, we are unable to prevent a claim previously paid by the prior TPA from being submitted to Benefit Strategies and paid again.) If you are requesting a mid-year takeover implementation, what is the current plan year end date? Will the takeover plan year and the new plan year requirements be the same?