PEBTF Outgoing Eligibility v5010 Benefit and Enrollment Maintenance 834

PEBTF 834 5010 Outgoing Eligibility PEBTF Outgoing Eligibility v5010 Benefit and Enrollment Maintenance 834 1 Revised 12/13/2012 – MC4-TP PEBTF 83...
Author: Ruth Davidson
25 downloads 0 Views 193KB Size
PEBTF 834 5010 Outgoing Eligibility

PEBTF Outgoing Eligibility v5010 Benefit and Enrollment Maintenance 834

1 Revised 12/13/2012 – MC4-TP

PEBTF 834 5010 Outgoing Eligibility

Table of Contents What changed from 4010 to 5010 in this Guide

5

Segment: ISA - Interchange Control Header

6

Segment: GS – Functional Group Header

7

Segment: ST – Transaction Set Header

7

Segment: BGN – Beginning Segment

7

Segment: REF – Transaction Set Policy Number

8

Segment: DTP – File Effective Date

8

LOOP ID - 1000A Segment: N1 – Sponsor

8

LOOP ID – 1000B Segment: N1 – Payer

9

LOOP ID – 2000 Segment: Segment: Segment: Segment: Segment:

INS – Member Level Detail REF – Subscriber Number REF – Member Policy Number REF - Member Identification Number DTP - Member Level Dates

LOOP ID - 2100A Segment: Segment: Segment: Segment: Segment:

NM1 - Member Name PER - Member Communications Numbers N3 - Member Residence Street Address N4 - Member Residence City, State, Zip Code DMG - Member Demographics

9 10 10 11 11

12 12 13 13 13

LOOP ID - 2100B Segment: NM1 - Incorrect Member Name Segment: DMG - Incorrect Member Demographics

14 14

LOOP ID 2100C Segment: NM1 - Member Mailing Address Segment: N3 - Member Mail Street Address Segment: N4 - Member Mail City, State, Zip Code

14 15 15

LOOP ID 2200 Segment: DSB- Disability Information Segment: DSB - Disability Eligibility Dates

15 16

LOOP ID - 2300 Segment: HD - Health Coverage Segment: DTP - Health Coverage Dates

16 17

LOOP ID 2310 Segment: LX - Provider Information

17 2

Revised 12/13/2012 – MC4-TP

PEBTF 834 5010 Outgoing Eligibility

Segment: NM1- Provider Name Segment: PLA - Provider Change Reason

17 18

LOOP ID 2300 Segment: COB - Coordination of Benefits

18

Segment SE - Transaction Set Trailer

19

Segment GE - Functional Group Trailer

19

Segment IEA - Interchange Control Trailer

19

Reference Tables Member Status Code Values (Status codes are for informational purposes only)

20

Commonwealth Bargaining Units

27

County Codes ACTIVE/ RETIREE

31

Group Codes

33

Rider Codes

42

Dependent Status Codes

43

Plan Codes

45

Relationship Codes

50

Department Codes

51

Attachment Subscriber/Dependent Suffix Values

53

3 Revised 12/13/2012 – MC4-TP

PEBTF 834 5010 Outgoing Eligibility

PEBTF 834 DATA ELEMENT GUIDELINES Benefit Enrollment and Maintenance The Pennsylvania Employees Benefit Trust Fund (PEBTF) has created this guide to assist Health Care Plans receiving electronic eligibility transmissions in the HIPAA ANSI-X12 5010 standard format for 834 transactions. This document includes some data elements and values that will be utilized by the PEBTF to assist in processing files but does not contain an explanation for all HIPAA required and situational elements. Further definitions of field formats should be obtained from the ASC X12 Standards for Electronic Data Interchange Technical Report Type 3 for Benefit Enrollment and Maintenance (834). Additional information pertaining to delivery of transactions can be found in the PEBTF EDI Companion Document on the Health Plans Only publications page of our website at www.pebtf.org. PEBTF will provide two types of EDI files: 1. Change/Update file – to include maintenance eligibility for members with one or more changes. If the change involves correcting historical periods, these periods of coverage will be included. Historical changes will be identified with 026 (correction) in the HD01 element. If a member’s activity involves a termination then reinstatement, it is possible to receive multiple records for that member in a single transaction. 2. Verify/Audit file – to include current full enrollment. A corresponding Functional Acknowledgement 999 is expected to be received for each daily and quarterly production 834 transmitted. The values defined in this document may be expanded to incorporate additional HIPAA values as further requirements necessitates. Revisions: Date 4/21/2011 10/13/2011 (jw)

01/19/2012 (DR) 05/16/2012 07/03/2012 10/23/2012 11/02/12 12/13/2012

Revision Initial v5010 implementation. 1. Change Standards document name to …Technical Report Type 3. 2. Loop 2000 INS05 – remove S (Survivor Spouse) 3. Loop 2310 Provider NM108 and NM109 – data elements will be excluded since NPI is not available to send. 4. Loop 2320 COB added. 1. CE status code added 2. Department 0074 added 3. Plan TPA and TPB added Add Loop 2000 DTP*300 Enrollment Signature Date Added bargaining units for PGCB Added Department 0084 PA E-Health Partnership Authority and several new status codes Added bargaining unit X4 for PHEAA – new riders for Medicare Part D plan and DD dependent Status code for disabled dependent termed March 2013 Added Plans M28,S28,M60 and S60 Aetna plans 4

Revised 12/13/2012 – MC4-TP

PEBTF 834 5010 Outgoing Eligibility

What changed from 4010 to 5010 in this Guide: Loop/Segment Description ISA11 Data element use changed to a Repetition Separator with a value = Carat (^). Old value = U ISA12 Value changed from 00401 to 00501 for the interchange control version number GS08 004010X095A1 changed to 005010X220A1 ST03 Add new data element = 005010X220A1 for the implementation convention reference Loop 1000A-N103 Change sponsor identification code qualifier from ZZ to 94 Loop 2000 – INS02 Remove relationship code 23. Change relationship code from 38 to 19 for disabled dependent. Loop 2000 – INS09 Remove student status code Loop 2000 – INS10 Add disability indicator; value = Y Loop 2100A – PER** Add CP cellular phone communication number qualifier Loop 2100A – HLH Remove member health information segment Loop 2300 – HD03 Remove the MOD and POS insurance line codes Loop 2300 – HD05 Add coverage level = DEP for dependents only Loop 2310 – LX Remove PCP disclaimer as being under development Loop 2310 – NM101 Remove entity identifier code QN for dentist Loop 2310 – NM108 Remove identification code qualifier XX for national provider ID Loop 2310 – NM110 List available entity relationship codes Loop 2310 – N4 Remove provider city, state, zip code segment Loop 2310 – PLA05 List available maintenance reason codes

5 Revised 12/13/2012 – MC4-TP

PEBTF 834 5010 Outgoing Eligibility

Segment:

ISA – Interchange Control Header

Reference Designator ISA01

Element Name Authorization Information Qualifier

Element Note Value = 00 (No authorization information present)

ISA02

Authorization Information

Space filled

ISA03

Security Information Qualifier

ISA04

Security Information

Value = 00 (No security information present) unless trading partner requires security information Space filled

ISA05

Interchange ID Qualifier

Values to be used:

30 (Federal Tax ID) ZZ (Mutually defined) PEBTF’s Tax ID or other value as required by trading partner

ISA06

Interchange Sender ID

ISA07

Interchange ID Qualifier

ISA08

Interchange Receiver ID

ISA09

Interchange Date

Receiver ID qualifier values: 01 (DUNS Number) 30 (U.S. Federal Tax ID) 33 (NAIC) ZZ (Mutually defined) Health Plan’s Tax ID, NAIC, DUNS, or mutually defined value to correspond to the ISA07 qualifier System Date

ISA10

Interchange Time

System Time

ISA11

Repetition Separator

Value = ^

ISA12

Interchange Control Version Number

Value = 00501

ISA13

Interchange Control Number

Application assigned sequence number

ISA14

Acknowledgment Requested

Value = 0 (No Acknowledgment Requested)

ISA15

Usage Indicator

Transmission usage values: P (Production Data) T (Test Data)

ISA16

Component Element Separator

Values to be used:

: (colon) > (greater than if requested by trading partner)

6 Revised 12/13/2012 – MC4-TP

PEBTF 834 5010 Outgoing Eligibility

Segment:

GS – Functional Group Header

Reference Designator GS01

Functional Identifier Code

Element Note Value = BE (Benefit Enrollment and Maintenance – 834)

GS02

Application Sender’s Code

Same as ISA06 or Mutually defined code

GS03

Application Receiver’s Code

Same as ISA08 or Mutually defined code

GS04

Date

System Date

GS05

Time

System Time

GS06

Group Control Number

Application assigned sequence number

GS07

Responsible Agency Code

Value = X (Accredited Standards Committee X12)

GS08

Version/Release/Industry Identifier Code

Value = 005010X220A1

Segment:

Element Name

ST – Transaction Set Header

Reference Designator ST01

Transaction Set Identifier Code

Element Note Value = 834

ST02

Transaction Set Control Number

Application assigned sequence number

ST03

Implementation Convention Reference

Value = 005010X220A1

Segment:

Element Name

BGN – Beginning Segment

Reference Designator BGN01

Transaction Set Purpose Code

Element Note Value = 00 (Original)

BGN02

Transaction Set Identifier Code

Application assigned reference number

BGN03

Date

System Date

Element Name

7 Revised 12/13/2012 – MC4-TP

PEBTF 834 5010 Outgoing Eligibility

BGN04

Time

System Time

BGN05

Time Code

Value = ES (Eastern Standard Time)

BGN08

Action Code

Values: 2 (Change/Update) 4 (Verify/Full Enrollment)

Segment:

REF – Transaction Set Policy Number

Reference Designator REF01

Reference Identification Qualifier

REF02

Subscriber Identifier

Segment:

Element Name

Element Note Value = 38 (Master Policy Nbr) Health plan specific value associated with entire file.

DTP – File Effective Date

Reference Designator DTP01

Reference Identification Qualifier

Element Note Value = 007 (Effective)

DTP02

Date Time Period Format Qualifier

Value = D8

DTP03

Status Information Effective Date

Health plan specific date

Element Name

LOOP ID – 1000A Segment:

N1 – Sponsor

Reference Designator N101

Entity Identifier Code

N102

Name

Value = Commonwealth of PA and Unions et al

N103

Identification Code Qualifier

94 (Code designating destination)

N104

Identification Code

Value = 100188521 (This value may change to the EIN, then N103 would change to 24.)

Element Name

Element Note Value = P5 (Plan Sponsor)

8 Revised 12/13/2012 – MC4-TP

PEBTF 834 5010 Outgoing Eligibility

LOOP ID – 1000B Segment:

N1 – Payer

Reference Designator N101

Entity Identifier Code

Element Note Value = IN (Insurer)

N102

Name

Health Plan’s Name

N103

Identification Code Qualifier

Value = FI (Federal Tax ID)

N104

Identification Code

Health Plan’s Tax ID

Element Name

LOOP ID – 2000 Segment:

INS – Member Level Detail

Reference Designator INS01

Yes/No Condition or Response Code

INS02

Individual Relationship Code

INS03

Maintenance Type Code

Element Name

Element Note Subscriber indicator values: Y (yes) N (no) Values to be used:

01 03 05 07 08 10 14 15 17 18 19 19 19 19 53

-

SPOUSE DEPEND. PARENT (RX ONLY) GRANDCHILD NIECE/NEPHEW COUSIN FOSTER CHILD BROTHER/SISTER LEGAL WARD STEP CHILD EMPLOYEE DEPENDENT WITH QMCSO NATURAL/ADOPTED CHILD NEWBORN FIRST 31 DAYS DISABLED DEPENDENT DOMESTIC PARTNER

Values to be used:

001 021 024 025 030

INS04

Maintenance Reason Code

(Change) (Addition) (Termination/Cancellation) (Reinstatement) (Audit/Compare) Values to be used: 03 (Death) 07 (Term) 20 (Active) 22 (Plan change) 28 (Initial Enrollment) 43 (Address change) 9

Revised 12/13/2012 – MC4-TP

PEBTF 834 5010 Outgoing Eligibility

XN (Audit file value) INS05

Benefit Status Code

Value to be used:

A (Active) INS06

Medicare Plan Code

Values to be used:

A (Medicare part A) B (Medicare part B) C (Medicare part A and B) INS07

COBRA Qualifying

Values to be used: 1 (Termination

2 4 5 7

of employment) (Reduction of work hours) (Death) (Divorce) (Ineligible child)

Employment Status Code

Values to be used for subscriber only:

INS10

Yes/No Condition/Response Code

FT (Full-time) L1 (Leave of Absence) PT (Part-time) RT (Retired) TE (Terminated) Value = Y (Disabled member)

INS11

Date Time Period Format Qualifier

Value = D8 (ccyymmdd)

INS12

Date Time Period

Deceased Date

INS08

LOOP ID – 2000 Segment:

REF – Subscriber Number

Reference Designator REF01

Reference Identification Qualifier

Element Note Value = 0F (Subscriber number)

REF02

Subscriber Identifier

Subscriber SSN

Element Name

LOOP ID – 2000 Segment:

REF – Member Policy Number

Reference Designator REF01

Reference Identification Qualifier

REF02

Insured Group or Policy Number

Element Name

Element Note Value = 1L (Group or policy number) Value to be assigned by trading partner but will default to our group, subgroup, and plan if not provided. 10

Revised 12/13/2012 – MC4-TP

PEBTF 834 5010 Outgoing Eligibility

LOOP ID – 2000 Segment: Reference Designator REF01

REF02

REF – Member Identification Number Element Name

Element Note

Reference Identification Qualifier

Values to be used:

Subscriber Supplemental Identifier

F6 (HIC number) 23 (Person number) 17 (Client reporting category) DX (Dept, agency, division) ZZ (Mutually Defined) If qualifier F6, then the Health Insurance Claim number is entered. If qualifier 23, then the person number values are: 01 = Subscriber 02 = Spouse 03 = Dependent 04 = Dependent etc. through 24 = Dependent 25 = Spouse2 26 = Spouse3 etc. through 99 = Spouse76 If qualifier 17, then will contain values as required by plan. (Not to appear in all files.) If qualifier DX, then value to consist of 15-digit code as follows: Positions 1-6 = Group number Positions 7-9 = Subgroup code Positions 10-12 = Plan code Positions 13-14 = Bargaining unit Position 15 = Plan type If qualifier ZZ, then will contain PEBTF de-identification number. (Not to appear in all files.)

LOOP ID – 2000 Segment: Reference Designator DTP01

DTP02

DTP – Member Level Dates Element Name

Element Note

Reference Identification Qualifier

Values to be used:

Date Time Period Format Qualifier

300 (Enrollment Signature Date) 338 (Medicare begin) 356 (Eligibility begin) 357 (Eligibility end) Value = D8

11 Revised 12/13/2012 – MC4-TP

PEBTF 834 5010 Outgoing Eligibility

DTP03

Status Information Effective Date

Date associated with value in DTP01

LOOP ID – 2100A Segment: Reference Designator NM101

NM1 – Member Name Element Name

Element Note

Entity Identifier Code

Values to be used:

NM102

Entity Type Qualifier

IL (Insured or Subscriber) 74 (Corrected insured name) Value = 1 (Person)

NM103

Name Last or Organization Name

NM104

Name First

NM105

Name Middle

NM107

Name Suffix

NM108

Identification Code Qualifier

Value = 34 (Social security number)

NM109

Identification Code

Member’s SSN

LOOP ID – 2100A Segment:

PER – Member Communications Numbers

Reference Designator PER01

Contact Function Code

PER03

Communication Number Qualifier

Element Name

Element Note Value = IP (Insured party) Values to be used as available for PER03, PER05, and PER07):

HP (Home phone number) WP (Work phone number) CP (Cellular phone number) PER04

Communication Number

PER05

Communication Number Qualifier

PER06

Communication Number

12 Revised 12/13/2012 – MC4-TP

PEBTF 834 5010 Outgoing Eligibility

PER07

Communication Number Qualifier

PER08

Communication Number

LOOP ID – 2100A Segment:

N3 – Member Residence Street Address

Reference Designator N301

Address Information

N302

Address Information

Element Name

Element Note

LOOP ID – 2100A Segment:

N4 – Member Residence City, State, Zip Code

Reference Designator N401

City Name

N402

State or Province Code

N403

Postal Code

N404

Country Code

N405

Location Qualifier

Element Name

Element Note

Value to be used for subscriber only:

Value = CY (County) N406

Location Identifier

County Code (3-digits)

LOOP ID – 2100A Segment:

DMG – Member Demographics

Reference Designator DMG01

Date Time Period Format Qualifier

Element Note Value = D8 (CCYYMMDD)

DMG02

Date Time Period

Member’s Birth Date

Element Name

13 Revised 12/13/2012 – MC4-TP

PEBTF 834 5010 Outgoing Eligibility

DMG03

Gender Code

Values to be used:

F (Female) M (Male) DMG04

Marital Status Code

Values to be used for subscriber only:

M (Married) I (Single) B (Registered Domestic Partner)

LOOP ID – 2100B Segment:

NM1 – Incorrect Member Name

Reference Designator NM101

Entity Identifier Code

Element Note Value = 70 (Prior incorrect insured)

NM102

Entity Type Qualifier

Value = 1 (Person)

NM103

Name Last or Organization Name

Prior/incorrect last name

NM104

Name First

Prior/incorrect first name

NM105

Name Middle

Prior/incorrect middle initial

NM107

Name Suffix

Prior/incorrect suffix

Element Name

LOOP ID – 2100B Segment:

DMG – Incorrect Member Demographics

Reference Designator DMG01

Date Time Period Format Qualifier

Element Note Value = D8 (ccyymmdd)

DMG02

Date Time Period

Prior incorrect birth date

DMG03

Gender Code

Prior incorrect gender code

Element Name

LOOP ID – 2100C Segment: Reference Designator

NM1 – Member Mailing Address Element Name

Element Note 14

Revised 12/13/2012 – MC4-TP

PEBTF 834 5010 Outgoing Eligibility

NM101

Entity Identifier Code

Value = 31 (Postal Mailing Address)

NM102

Entity Type Code

Value = 1 (Person)

LOOP ID – 2100C Segment:

N3 – Member Mail Street Address

Reference Designator N301

Address Information

N302

Address Information

Element Name

Element Note

LOOP ID – 2100C Segment:

N4 – Member Mail City, State, Zip Code

Reference Designator N401

City Name

N402

State or Province Code

N403

Postal Code

N404

Country Code

Element Name

Element Note

LOOP ID – 2200 Segment:

DSB – Disability Information

Reference Designator DSB01

Disability Type Code

DSB07

Product/Service ID Qualifier

DSB08

Medical Code Value

Element Name

Element Note Value = 2 (Long Term Disability Value = DX (International Classification of Diseases Clinical Modification (ICD9-CM) – Diagnosis Value = 585 (End Stage Renal Disease

15 Revised 12/13/2012 – MC4-TP

PEBTF 834 5010 Outgoing Eligibility

LOOP ID – 2200 Segment: Reference Designator DTP01

DSB – Disability Eligibility Dates Element Name

Element Note

Date/Time Qualifier

Values to be used:

360 – Disability Begin 361 – Disability End DTP02

Date Time Period Format Qualifier

Value = D8

DTP03

Date Time Period

Date associated with DTP01 value

LOOP ID – 2300 Segment: Reference Designator HD01

HD – Health Coverage Element Name

Element Note

Maintenance Type Code

Values to be used:

001 021 024 025 026 030 HD03

Insurance Line Code

HD04

Plan Coverage Description

HD05

Coverage Level Code

(Change) (Addition) (Cancellation/Termination) (Reinstatement) (Correction) (Audit/Compare)

Values to be used:

AJ – Medicare Risk DCP – Dental Capitation DEN – Dental HLT – Health HMO – Health Maintenance Org PDG – Prescription Drug PPO – Preferred Provider Org VIS – Vision (For the CMM plan, the value will be HLT.) Plan code (3-digits) or other value as required by trading partner Values to be used for subscriber only:

EMP – Employee only ESP – Employee and spouse ECH – Employee and children FAM – Family DEP – Dependents only (Used when a subscriber is ineligible for the line of benefit but their information is needed to enroll the dependent.)

16 Revised 12/13/2012 – MC4-TP

PEBTF 834 5010 Outgoing Eligibility

LOOP ID – 2300 Segment: Reference Designator DTP01

DTP – Health Coverage Dates Element Name

Element Note

Date/Time Qualifier

Values to be used:

DTP02

Date Time Period Format Qualifier

303 – Maintenance Effective 348 – Benefit Begin 349 – Benefit End Value = D8

DTP03

Date Time Period

Date associated with DTP01 value

LOOP ID – 2310 Segment: Reference Designator LX01

LX – Provider Information Element Name Assigned Number

Element Note Sequential number

LOOP ID – 2310 Segment: Reference Designator NM101

NM1 – Provider Name Element Name

Element Note

Entity Identifier Code

Value to be used:

P3 (Primary Care Provider) NM102

Entity Type Qualifier

NM103

Name Last or Organization Name

NM104

Name First

NM105

Name Middle

NM107

Name Suffix

NM108

Identification Code Qualifier

NPI not available to send

NM109

Provider Identifier

NPI not available to send

17 Revised 12/13/2012 – MC4-TP

PEBTF 834 5010 Outgoing Eligibility

NM110

Entity Relationship Code

Values to be used:

25 - Established Patient 26 – Not Established Patient 72 – Unknown

LOOP ID – 2310 Segment:

PLA – PCP Change Reason

Reference Designator PLA01

Action Code

Element Note Value = 2 (Change/Update)

PLA02

Entity Identifier Code

Value = 1P (Provider)

PLA03

Provider Effective Date

The effective date of the change of PCP.

PLA05

Maintenance Reason Code

Element Name

Values to be used:

14 – Voluntary Withdrawal 22 – Plan Change 46 – Current Customer Information file in Error AA – Dissatisfaction with Office Staff AB – Dissatisfaction with Medical Care/Services Rendered AC – Inconvenient Office Location AD – Dissatisfaction with Office Hours AE – Unable to Schedule Appt. in a timely manner AF – Dissatisfaction with Physician’s Referral Policy AG – Less Respect and Attention time given than to other patients AH – Patient Moved to a New Location AI – No reason given) AJ – Appt times not met in a timely manner

LOOP ID – 2320 Segment:

COB – Coordination of Benefits

Reference Designator COB01

Payor Responsibility Seq# Code

Element Note Value = U (Unknown)

COB03

Coordination of Benefits

Value = 1 (Coordination of Benefits)

COB04

Service Type Code

Value = 1 (Medical Care)

Element Name

18 Revised 12/13/2012 – MC4-TP

PEBTF 834 5010 Outgoing Eligibility

Segment:

SE – Transaction Set Trailer

Reference Designator SE01

Number of Included Segments

Element Note Transaction segment count

SE02

Transaction Set Control Number

Same value as ST02

Segment:

Element Name

GE – Functional Group Trailer

Reference Designator GE01

Number of Transaction Sets Included

Element Note Transaction set count

GE02

Group Control Number

Same value as GS06

Segment:

Element Name

IEA – Interchange Control Trailer

Reference Designator IEA01

Number of Included Functional Groups

Element Note Functional group count

IEA02

Interchange Control Number

Same value as ISA13

Element Name

19 Revised 12/13/2012 – MC4-TP

PEBTF 834 5010 Outgoing Eligibility

Member Status Code Values (Status codes are for informational purposes only) Status Code/ Barg Unit 00 00

Benefit Eligibility Medical All RX Sup Only Y Y Y Y

00

N

N

00/L6

Y

N

00/R4 Demo 3 equals PR2 02

Y

N

Y

Y

03

N

N

04

Y

Y

05

N

07

Offer Further Coverage COBRA

HIPAA

X

X

N

X

X

N

N

X

X

08

N

N

X

X

09

N

N

X

X

Definition

SURVIV SPOUSE

Full-time active employee Part-time active employee, eligible if working at least 50% of full-time hours (TWC 150 – 100 or 350 – 300) If employee drops below 50% (TWC = 101 – 149 or 301 – 349) they are not eligible State Police Cadets – bargaining unit L6 – No Supplemental benefits Part-time Park Rangers (PR2) in bargaining unit R4 with PR2 in “Demo 3” field eligible to purchase Medical coverage only Active employee on leave without pay with benefits, eligible for 6 months (12 months in certain circumstances) Active employee on leave without pay without benefits, eligible for 365 days. COBRA qualifying event. Active employee on Military leave without pay with benefits. Active employee on Military leave without pay without benefits. Employee terminated employment. COBRA qualifying event. Employee terminated as a result of furlough/involuntary termination. Deceased employee. COBRA qualifying event. If death is work related, spouse and dependents may remain eligible for active benefits at no cost provided they do not remarry, do not become eligible for other health coverage and annually certify. Enrollment in REHP occurs at the time the employee would have been eligible for those benefits. Surviving spouses of employees whose deaths are not work related may also be eligible for the survivor spouse benefit under REHP provided the employee was eligible for retirement the day before their death. Dependents are not eligible for the survivor spouse benefit but would be eligible for COBRA

20 Revised 12/13/2012 – MC4-TP

PEBTF 834 5010 Outgoing Eligibility

Status Code/ Barg Unit

Benefit Eligibility Medical

RX Only

Offer Further Coverage COBRA

HIPAA

10

Y

All Sup Y

11

N

N

X

13

N

N

X

15

N

N

16

Y

Y

16/M1

Y

N

17

N

N

18

Y

N

20 21 22

Y N Y

Y N Y

23 25

N Y

N N

26

Y

N

X

X

X

X

X

X

Definition

SURV SPOUSE

Active employee on a workers comp leave, eligible for 365 days unless employed by department 021 or 011. If employee is injured by an inpatient or inmate and an Act 534, 632 or Heart and Lung, employee remains on a 10 status indefinitely. Active employee terminated for Gross Misconduct, employee is not eligible for COBRA. Member on 02 or 10 status termed for delinquency.

Chose no PEBTF coverage Medical and Supplemental Active PEBTF staff, Wood Dining Group (Position) Liquor Store Clerks, bargaining unit M1, who satisfy a 978 hour waiting period – medical benefits only (No supplemental benefits) SSHE and PSP. SSHE bargaining units Q4, U4, O4, 91 and 92 no longer participate with the PEBTF. The PEBTF continues to generate COBRA for PSP participants with a status code 17. Liquor store clerks who do not satisfy the 978 hour waiting period requirement. PEBTF participant/medical coverage only Intermittent Intake Interviewer (III) III ineligible Energy Assistance Worker (EAW) – active employee (w/ Sup Ben only – medical cov elig only if position was taken to avoid furlough from another position) Ineligible EAW Leave without pay, with benefits/Medical coverage only (Member had Medical coverage only, prior to leave)

Workers Comp leave medical coverage only

21 Revised 12/13/2012 – MC4-TP

PEBTF 834 5010 Outgoing Eligibility

Status Code/ Barg Unit

Benefit Eligibility Medical

27

N

All Supp Y

28

N

Y

30

Y

Y/N

31

Y

Y/N

32

N

Y/N

33

Y

Y/N

34

Y

Y/N

35

Y

36 37

Y Y

Y/N

Offer Further Coverage RX Only

COBRA

HIPAA

Definition

SURV SPOUSE Leave without pay, with benefits/Supplemental Benefits Only (Member had Supplemental Benefits Only, prior to leave) Worker’s Compensation leave/Supplemental Benefits only (Member had Supplemental benefits only, prior to WC leave) COBRA participant – QE divorce Sup Ben elig determined by what the member had prior to qualifying event and then whether they elect supplemental coverage. COBRA participant – QE dependent who is no longer eligible under the PEBTF Sup Ben elig determined by what the member had prior to qualifying event and then whether they elect supplemental coverage. COBRA participant – Disability retirement canceled Sup Ben elig determined by what the member had prior to qualifying event and then whether they elect supplemental coverage. COBRA participant – QE leave without pay without benefits Sup Ben elig determined by what the member had prior to qualifying event and then whether they elect supplemental coverage. COBRA participant – QE reduction in hours Sup Ben elig determined by what the member had prior to qualifying event and then whether they elect supplemental coverage. Military – USERRA coverage (24 months) Military – State mandated coverage COBRA participant – QE termination, furlough Sup Ben elig determined by what the member had prior to qualifying event and then whether they elect supplemental coverage.

22 Revised 12/13/2012 – MC4-TP

PEBTF 834 5010 Outgoing Eligibility

Status Code/ Barg Unit

Benefit Eligibility Medical

RX Only

Offer Further Coverage COBRA

HIPAA

38

Y

All Sup Y/N

39

Y

Y/N

40 41 50 51 52 53

N Y Y Y Y N

N Y N N N N

X

X X

X

X

57 58

N N

N N

X X

X X

59 60 62 63

N N Y Y

N N Y Y

X

X X

64

N

N

69

Y

Y

80

Y

N

81

N

N

91

N

Y

99

N

N

CE

Y

Y

X

X

X

X

Definition

SURVIV SPOUSE

X

COBRA participant – QE Involuntary Termination/Furlough COBRA participant – QE death Sup Ben elig determined by what the member had prior to qualifying event and then whether they elect supplemental coverage. Ineligible COBRA participant NOT USED – REMOVED Annuitant Disabled annuitant REHP Survivor Spouse Annuitant covered under their spouses active contract Retirement discontinued per SERS Disability retirement discontinued per SERS Annuitant deceased Annuitant not eligible Inactive employee with benefits Suspect abuse – Family restricted to mail order All benefits suspended for Fraud/Abuse Suspect Abuse – Family restricted to one pharmacy – internal use only Family suspended for supplemental benefits – owe $ - internal use only Family suspended for all benefits – owe $ internal use only PEBTF participant eligible for supplemental benefits only. This Status Code no longer used. It referred to termination of free Supplemental COBRA coverage under the Survivor benefit. COBRA secondary qualifying event coverage extended

23 Revised 12/13/2012 – MC4-TP

PEBTF 834 5010 Outgoing Eligibility

Member Status Code Values in 2nd status code field Internal use only Status Code/ Barg Unit AB

Benefit Eligibility Medical All Sup RX Only Y Y

A1

Y

Y

A2

Y

Y

BL

Y

Y

BM

Y

Y

BR

Y

Y

ES FO

Y

Y

FM

N

N

FR

N

N

HO HP

N Y

N Y

ME

Y

Y

MR

N

N

MS

Y

N

NA

Y

Y

NB

Y

Y

NS OB

Y Y

Y Y

DQ

COBRA

Offer Further Coverage HIPAA Survivor Spouse

Definition

Not Eligible for Medicare Part A/B RSP affirmation retired prior to 11/15/1983 RSP affirmation retired 11/15/1983-06/30/2000 Black Lung REHP Mbr opting back into Medical coverage REHP Mbr opting back into RX coverage Billable Member Terminated for Delinquency Member ESRD REHP Final Opt of medical and RX REHP Mbr final medical coverage opt out REHP Mbr final RX Coverage opt out Health Oversight Hospice – with less than 6 months to live Medicare extension, member applied for part B REHP Member opted out of Medical & RX Aetna Medicare supplemental temp plan Not Eligible for Medicare Part A Not Eligible for Medicare Part B No SSN REHP Mbr opting back into Medical coverage and RX

24 Revised 12/13/2012 – MC4-TP

PEBTF 834 5010 Outgoing Eligibility

Status Code/ Barg Unit

Benefit Eligibility Medical

All Sup

OC OM

Y N

Y Y

OR

Y

N

N

N

Y

Y

RR SP TT

Y Y Y

Y Y N

TV

Y

N

UC

Y

Y

UM

Y

Y

WI

Y

WY

Y

XX

Y

OS OX PD PE PO RP

Y

8D

8N

8S

Offer Further Coverage RX Only

COBRA

HIPAA

Definition

Survivor Spouse Other Coverage REHP member opted out of Medical REHP member opted out of RX Member Resides Out of State/MPFFS Exception REHP member opted out of all coverage Member Paid Delinquent Premiums Provider Exceptions (out of state only) PEBTF Opted REHP Member Out of Medical Member Opt Out – Other Coverage – Med Remed Project Railroad Retirement RSP & REHP coverage REHP medical only with Tricare prescription cvrg REHP medical only with VA prescription coverage Unique Condition Exceptions United Mine Workers of America Workers Comp LeavePEBTF Benefits indefinite period Workers Comp Leave – PEBTF Benefits up to one year Out of Country (except Guam, Samoa, Virgin Islands & Puerto Rico) PEBTF/CMS Mismatch – MBR must correct or RX only Member Rec’d 8 series LTR/Did not elect Medicare 8 Series letter – MBR must ENRL in Med PT B

25 Revised 12/13/2012 – MC4-TP

PEBTF 834 5010 Outgoing Eligibility

Member Status Code Values in 3rd status code field Internal use only Status Code/ Barg Unit TP

Benefit Eligibility Medical

All Sup

Y

Offer Further Coverage RX Only

COBRA

HIPAA

Definition

Survivor Spouse REHP Medical only as exception

26 Revised 12/13/2012 – MC4-TP

PEBTF 834 5010 Outgoing Eligibility

Attachment Commonwealth Bargaining Units Bargaining Unit

Description

Employee Representation

A1 A2 A3 A4 A5 A6 A8 A9 B1 B2 B3 B4 B5 B6 C3 C4 C5 C6 D3 D4 E4 F1 F2 F3 F4 F5 F6 G1

Clerical, Administrative & Fiscal Clerical, Administrative & Fiscal Clerical, Administrative & Fiscal Professional, Administrative & Fiscal Professional, Administrative & Fiscal General Non Supervisory Master Agreement Executive (Management) General Supervisory Master Memorandum Technical Services Technical Services Technical Services & Engineering & Scientific Engineering & Scientific Engineering & Scientific Technical Services & Engineering & Scientific Educational & Cultural Educational & Cultural Educational & Cultural Educational & Cultural Instructional Tenured Instructional Tenured Adult Correction Education Unit Social & Rehabilitative Services Social & Rehabilitative Services Social & Rehabilitative Services Social & Rehabilitative Services Social & Rehabilitative Services Social & Rehabilitative Services Inspection, Investigation & Safety

AFSCME AFSCME MGT AFSCME MGT MGT AFSCME AFSCME MGT AFSCME MGT MGT MGT FOSCEP FOSCEP MGT MGT PSEA CIVEA PESEA/PSSU PESEA/PSSU MGT PESEA/PSSU PESEA/PSSU MGT AFSCME

27 Revised 12/13/2012 – MC4-TP

PEBTF 834 5010 Outgoing Eligibility

Bargaining Unit

Description

Employee Representation

G2 G3 G4 G5 H1 H2 H3 I5 J1 J2 J3 K1 K2 K3 K4 K5 K6 K7 K8 L1 L3 L4 L6 M1 M2 M3 M8 N1 N2 N3 O4

Inspection, Investigation & Safety Inspection, Investigation & Safety Inspection, Investigation & Safety Inspection, Investigation & Safety Corrections Officers & Psychiatric Security Aides Psychiatric Security Aides Corrections Officers & Psychiatric Security Aides Hearing Officers Maintenance & Trades Maintenance & Trades Maintenance & Trades Waterway Conservation Officers Waterway Conservation Officers Law Enforcement (Liquor, Fish & Game Laws) Law Enforcement (Liquor Laws) Law Enforcement (Liquor Laws) Law Enforcement (Fish & Game Laws) Law Enforcement (Fish & Game Laws) Law Enforcement (Fish & Game Laws) State Police State Police Capitol Police State Police Cadets Liquor Store Clerks Liquor Store Managers State Store Management Liquor Store General Manager Human Services Human Services Human Services State University Administration

AFSCME MGT AFSCME AFSCME AFSCME AFSCME MGT PSSU AFSCME AFSCME MGT AFSCME AFSCME MGT FOP-LCB PLCB-EOIII MGT AFSCME AFSCME FOP-SP MGT UFCW ISSU MGT MGT AFSCME AFSCME MGT SSHE

28 Revised 12/13/2012 – MC4-TP

PEBTF 834 5010 Outgoing Eligibility

Bargaining Unit

Description

Employee Representation

P3 P4 P5 P7 Q3 Q4 Q8 R1 R2 R3 R4 S3 S4 S5 T3 T4 T5 T6 U4

Nursing & Supportive Medical Services Nursing & Supportive Medical Services Nursing & Supportive Medical Services PRN Nurses – not covered by PEBTF

MGT PNA PNA PNA MGT SSHE SSHE UPGWA UPGWA MGT PSPOA MGT SSH/PFT MGT MGT PASMHP PASMHP MGT SSHE

V1 V2 V3 V4 V8 V9 W1 W2 W3 W4 W5 W7 W8 W9 X1 X3 X4 Y1 Y3 Y4 Z3 Z4 Z5 22 30

State University Faculty – not covered by PEBTF SSHE Policy Executives – not covered by PEBTF Security Security Security Park Rangers Instructional, Non-Tenured Instructional, Non-Tenured Instructional, Non-Tenured Physicians & Related Occupations Physicians & Related Occupations Physicians & Related Occupations Physicians & Related Occupations State University Administration – not covered by PEBTF Treasury Administration Treasury – Clerical, Fiscal, Admin Treasury Treasury – Admin, Fiscal Treasury – Custodial Treasury Investigator Auditor General – Clerical Serv Auditor General – Supervisors Auditor General – Management Auditor General – Fiscal Audit Auditor General – Fiscal Audit Auditor General – Inspector, Investigator Auditor General – Building Services Auditor General – Inspector, Investigator PHEAA – Clerical, Admin, Gen Servs PHEAA – Management PHEAA – Seaport Staff Public School Building Authority – Clerical Public School Building Authority – Management Public School Building Authority – Engineering Public Utility Commission – Management PUC Assistant Counsels PUC Assistant Counsels PA Employees Benefit Trust Fund Survivor Spouse & PSP Ann w/o Dental Coverage

AFSCME AFSCME MGT AFSCME AFSCME AFSCME AFSCME AFSCME MGT AFSCME AFSCME AFSCME AFSCME AFSCME AFSCME MGT AFSCME MGT AFSCME MGT MGT MGT

29 Revised 12/13/2012 – MC4-TP

PEBTF 834 5010 Outgoing Eligibility

31 Bargaining Unit

Survivor Spouse – 919009 Description

32 33 34 35 37 53 54 55 60 61

Survivor Spouse – 919012 Survivor Spouse – 919013 Survivor Spouse – 919014 Survivor Spouse – 919005 Survivor Spouse – 919795, 919704, 919405 Philadelphia Regional Port Authority Philadelphia Regional Port Authority PA Intergovernmental Cooperation Authority State Police Annuitants State Police Annuitants Retired after 7/1/83 PGCB Non-Prof/Non-Supv State Police Annuitants Retired after 1/1/86 State Police Annuitants Retired after 7/1/86 PGCB State Police Annuitants Retired after 7/1/88 PGCB Prof/Non-Supv Fully-Pd and Deduction Annuitants PGCB Prof/Supv Deduction Annuitants retired after 7/1/90 PSP Annuitant retired after 7/1/95, 7/1/04, 04/21/05 PGCB unclassified SSHE Annuitants Trans Retro and Termed 7/1/92 PGCB Executive Public School Annuitants TIACREF Direct – Bill Annuitants Direct – Bill Annuitants retired after 7/1/90 Housing Finance Management Emp Pending Disability Ret Approval SSHE – Management – not covered by PEBTF SSHE – Coaches – not covered by PEBTF Contractual Municipal Employees U-Coded Employees w/o Mgt Benefits U-Coded Employees w/o Mgt Benefits

62 63 64 65 66 67 68 69 70 75 76 82 85 91 92 94 98 99

Employee Representation

MGT AFSCME MGT

AFSCME

MGT AFSCME AFSCME OA

30 Revised 12/13/2012 – MC4-TP

PEBTF 834 5010 Outgoing Eligibility

Attachment County Codes ACTIVE/ RETIREE County County Code Name 01 Adams 02 Allegheny 03 Armstrong 04 Beaver 05 Bedford 06 Berks 07 Blair 08 Bradford 09 Bucks 10 Butler 11 Cambria 12 Cameron 13 Carbon 14 Centre 15 Chester 16 Clarion 17 Clearfield 18 Clinton 19 Columbia 20 Crawford 21 Cumberland 22 Dauphin 23 Delaware 24 Elk 25 Erie 26 Fayette 27 Forest 28 Franklin

County Code

County Name 29 Fulton 30 Greene 31 Huntingdon 32 Indiana 33 Jefferson 34 Juniata 35 Lackawanna 36 Lancaster 37 Lawrence 38 Lebanon 39 Lehigh 40 Luzerne 41 Lycoming 42 McKean 43 Mercer 44 Mifflin 45 Monroe 46 Montgomery 47 Montour 48 Northampton 49 Northumberland 50 Perry 51 Philadelphia 52 Pike 53 Potter 54 Schuylkill 55 Snyder 56 Somerset

31 Revised 12/13/2012 – MC4-TP

PEBTF 834 5010 Outgoing Eligibility

Attachment County Codes ACTIVE/ RETIREE Continued County County Code Name

County Code

County Name

57 Sullivan 58 Susquehanna 59 Tioga 60 Union 61 Venango 62 Warren 63 Washington 64 Wayne 65 Westmoreland 66 Wyoming 67 York 88 Out of State – Basic Coverage 99 Out of Country

32 Revised 12/13/2012 – MC4-TP

PEBTF 834 5010 Outgoing Eligibility

ACTIVE Group Codes Groups

Subgroups

COBRA Subgroups

Medical Options

840EAW Hired on or after 8/1/03

SBO

TMP

WRD

COB

C11

C35

CSD

Supplemental Benefits Only

C,H,M,O,P,R,V

940EAW

SBO

TMP

WRD

COB

C11

C35

CSD

Supplemental Benefits Only

C,H,M,O,P,R,V

840III Hired on or after 8/1/03

TMP

COB

C11

C35

CSD

CDHP, HMO, PPO

C,H,M,O,P,R,V

940III

TMP

WRD

COB

C11

C35

CSD

CDHP, HMO, PPO

C,H,M,O,P,R,V

840STL

OFT

OPT

COB

C11

C35

CSD

CDHP,HMO,PPO

C,H,M,O,P,R,V

940STL

OFT

OPT

COB

C11

C35

CSD

CDHP,HMO,PPO

C,H,M,O,P,R,V

840ODD

BIL

NON

Basic, CDHP, HMO, PPO, MHMO, MPFFS, MPPO

C,H,M,O,P,R,V

940ODD

BIL

NON

Basic, CDHP, HMO, PPO, MHMO, MPFFS, MPPO

C,H,M,O,P,R,V

840TSS Hired on or after 8/1/03

OFT

OPT

WRD

COB

C11

C35

CSD

CDHP, HMO, PPO

C,H,M,O,P,R,V

940TSS

OFT

OPT

WRD

COB

C11

C35

CSD

CDHP, HMO, PPO

C,H,M,O,P,R,V

840WDG Hired on or after 8/1/03

OFT

OPT

COB

C11

C35

CSD

CDHP, HMO, PPO

C,H,M,O,P,R,V

940WDG

OFT

OPT

COB

C11

C35

CSD

CDHP, HMO, PPO

C,H,M,O,P,R,V

WRD

WRD WRD

33 Revised 12/13/2012 – MC4-TP

PEBTF 834 5010 Outgoing Eligibility

ACTIVE Group Codes Continued Groups

Subgroups

COBRA Subgroups

Medical Options

Rider Codes

8400IC Hired on or after 8/1/03

TMP

WRD

COB

C11

C35

CSD

CDHP,HMO,PPO

C,H,M,O,P,R,V

9400IC

TMP

WRD

COB

C11

C35

CSD

CDHP,HMO,PPO

C,H,M,O,P,R,V

8400US Hired on or after 8/1/03

SBO

COB

C11

C35

CSD

N/A

C,H,M,O,P,R,V

9400US

SBO

COB

C11

C35

CSD

N/A

C,H,M,O,P,R,V

802000 Hired on or after 8/1/03

OFT

INT

COB

C11

C35

CSD

CDHP,HMO,PPO

C,H,M,O,P,R,V

902000

OFT

INT

COB

C11

C35

CSD

CDHP,HMO,PPO

C,H,M,O,P,R,V

826000 Hired on or after 8/1/03

OFT

COB

C11

C35

CSD

PPO

N/A

926000

OFT

COB

C11

C35

CSD

PPO

N/A

831000 Hired on or after 8/1/03

SNL

COB

C11

C35

CSD

CDHP,HMO,PPO

C,H,M,O,P,R,V

931000

SNL

COB

C11

C35

CSD

CDHP,HMO,PPO

C,H,M,O,P,R,V

832000 Hired on or after 8/1/03

OFT

COB

C11

C35

CSD

CDHP,HMO,PPO

C,H,M,O,P,R,V

932000

OFT

COB

C11

C35

CSD

CDHP,HMO,PPO

C,H,M,O,P,R,V

34 Revised 12/13/2012 – MC4-TP

PEBTF 834 5010 Outgoing Eligibility

ACTIVE Group Codes Continued Groups

Subgroups

COBRA Subgroups

Medical Options

Rider Codes

840000 Hired on or after 8/1/03

OFT

OPT

WRD

COB

C11

C35

CSD

CDHP,HMO,PPO

C,H,M,O,P,R,V

940000

OFT

OPT

WRD

COB

C11

C35

CSD

CDHP,HMO,PPO

C,H,M,O,P,R,V

840002 Hired on or after 8/1/03

OFT

OPT

WRD

COB

C11

C35

CSD

CDHP,HMO,PPO

C,H,M,O,P,R,V

940002

OFT

OPT

WRD

COB

C11

C35

CSD

CDHP,HMO,PPO

C,H,M,O,P,R,V

840003 Hired on or after 8/1/03

OFT

OPT

WRD

COB

C11

C35

CSD

CDHP,HMO,PPO

C,H,M,O,P,R,V

940003

OFT

OPT

WRD

COB

C11

C35

CSD

CDHP,HMO,PPO

C,H,M,O,P,R,V

840039 Hired on or after 8/1/03

OFT

OPT

WRD

COB

C11

C35

CSD

CDHP,HMO,PPO

C,H,M,O,P,R,V

940039

OFT

OPT

WRD

COB

C11

C35

CSD

CDHP,HMO,PPO

C,H,M,O,P,R,V

840090 Hired on or after 8/1/03

OFT

OPT

WRD

COB

C11

C35

CSD

CDHP,HMO,PPO

C,H,M,O,P,R,V

940090

OFT

OPT

WRD

COB

C11

C35

CSD

CDHP,HMO,PPO

C,H,M,O,P,R,V

35 Revised 12/13/2012 – MC4-TP

PEBTF 834 5010 Outgoing Eligibility

ACTIVE Group Codes Continued Groups

Subgroups

COBRA Subgroups

Medical Options

Rider Codes

840098 Hired on or after 8/1/03

OFT

OPT

WRD

COB

C11

C35

CSD

CDHP,HMO,PPO

C,H,M,O,P,R,V

940098

OFT

OPT

WRD

COB

C11

C35

CSD

CDHP,HMO,PPO

C,H,M,O,P,R,V

840076 Hired on or after 8/1/03

OFT

OPT

WRD

COB

C11

C35

CSD

CDHP,HMO,PPO

C,H,M,O,P,R,V

36 Revised 12/13/2012 – MC4-TP

PEBTF 834 5010 Outgoing Eligibility

Active PSP Group Codes Groups

024937

Subgroups

OFT

COBRA Subgroups COB

C11

C35

Medical Options

CSD

Basic, PPO

Rider Codes Y, Z

37 Revised 12/13/2012 – MC4-TP

PEBTF 834 5010 Outgoing Eligibility

Retired Group Codes SubGroups

919005 Fully State Paid Retiree

FSP-Fully State Paid

WRD –Work Related Death

SSB

SSF

SSP

COBRA Subgroups COB C11

919705 Fully State Paid Retiree after 7/1/04

FSP-Fully State Paid

WRD –Work Related Death

SSB

SSF

SSP

COB

C11

Basic, PPO, HMO, CDHP, MPPO, MHMO, MPFFS

B, O, S, 1

919505 Retired after 7/1/05

NPY- FSP not paying the 1%

PAY – Retiree paying 1%

WRD –Work Related Death

SSB

SSF

SSP

COB

C11

Basic, PPO, HMO, CDHP, MPPO, MHMO, MPFFS

B, S, O, 1

919305 Retired after 7/1/07

NPY –FSP not paying the 1%- %

PAY – Retiree paying the 1%-3%

WRD – Work Related Death

SSB

SSF

SSP

COB

C11

Basic, PPO, HMO, CDHP, MPPO, MHMO, MPFFS

B, S, O, 1

919033 Non FSP Retiree

005-NSPF Retiree $5.00 SHR

010 – NFSP Retiree $10. SHR

SSB

SSF

SSP

COB

C11

Basic, PPO, HMO, MPPO, MHMO, MPFFS

B, G, J, K, N, O, S, 1

919733 Non FSP Retiree after 7/1/04

005-NSPF Retiree $5.00 SHR

SSB

SSF

SSP

COB

C11

Basic, PPO, HMO, CDHP MPPO, MHMO, MPFFS

B, G, J, O S, 1

919533 Non FSP Retiree after 7/1/05

005-NSPF Retiree $5.00 SHR

SSB

SSF

SSP

COB

C11

Basic, PPO, HMO, CDHP MPPO, MHMO, MPFFS

B, G, J, S, 1

919333 Non FSP Retiree after 7/1/07

005-NSPF Retiree $5.00 SHR

SSB

SSF

SSP

COB

C11

Basic, PPO, HMO, CDHP,MPPO MHMO, MPFFS

B, G, J, S, 1

Groups

NPY – RSP not paying the 1%

SSA Subgroups

Medical Options Basic, PPO, HMO, MPPO, MHMO, MPFFS

Rider Codes B, O, S, 1

38 Revised 12/13/2012 – MC4-TP

PEBTF 834 5010 Outgoing Eligibility

Retired Group Codes Continued Groups

Subgroups

010 – NFSP Retiree $10. SHR

SSA/Subgroups

COBRA Subgroups

Medical Options

Rider Codes

SSB

SSF

SSP

COB

C11

Basic, PPO, HMO,MPPO, MHMO, MPFFS

B, G, J, K, N, O, S, 1

919053 Non FSP Retiree

005-NSPF Retiree $5.00 SHR

919753 Non FSP Retiree after 7/1/04

005-NSPF Retiree $5.00 SHR

SSB

SSF

SSP

COB

C11

Basic, PPO, HMO, CDHP,MPPO, MPPO, MHMO, MPFFS

B, G, J, O S, 1

919553 Non FSP Retiree after 7/1/05

005-NSPF Retiree $5.00 SHR

SSB

SSF

SSP

COB

C11

Basic, PPO,HMO,CDHP,MPPO, MHMO,MPFFS

B,G,J,O, S,1

919353 Non FSP Retiree after 7/1/07

005-NSPF Retiree $5.00 SHR

SSB

SSF

SSP

COB

C11

Basic, PPO,HMO,CDHP,MPPO, MHMO,MPFFS

B, G, J, S, 1

919ODD PEBTF ODD GROUP

BIL-Mixed REHP and Active Supp

Basic, CDHP, HMO, PPO, MHMO, MPFFS, MPPO

C, D, H, O, R, V

NON-Mixed Benefits REHP and active supp

39 Revised 12/13/2012 – MC4-TP

PEBTF 834 5010 Outgoing Eligibility

Retired TIACREF Group Codes TIACREF Group

Retiree/Subgroups

SSA/Subgroups

COBRA Subgroups

Medical Options

Rider Codes

919010 FSP Retiree

FSP Fully State paid

NFP – 100% billed with $5.00 state share only

SSB

SSF

SSP

COB

C11

Basic, PPO, HMO, MPPO, MHMO, MPFFS

B, O, S, 1

919710 FSP Retiree after 7/1/04

FSP Fully State paid

NFP – 100% billed with $5.00 state share only

SSB

SSF

SSP

COB

C11

Basic, PPO, HMO, CDHP, MPPO, MPPO, MHMO, MPFFS

B, O, S, 1

919510 FSP Retiree after 7/1/05

NFP 100% billed with $5.00 state share only

NPY Fully State Paid Retiree Not paying the 1%

PAY Retiree Paying the 1%

SSB

SSF

SSP

COB

C11

Basic, PPO,HMO,CDHP, MPPO, MHMO, MPFFS

B,O,S,1

919310 FSP Retiree after 7/1/07

NFP 100% billed with $5.00 state share only

NPY Fully State Paid Retiree Not paying the 1%

PAY Retiree Paying the 1%

SSB

SSF

SSP

COB

C11

Basic, PPO,HMO,CDHP, MPPO, MHMO, MPFFS

B, S, 1

40 Revised 12/13/2012 – MC4-TP

PEBTF 834 5010 Outgoing Eligibility

Retired State Police Group Codes Group

Retiree/ Subgroups

SSA/Subgroups

COBRA Subgroups

Medical Options

Rider Codes

919012 Retired Pre – 7/1/04

FSP

SSF

SSP

SSB

COB

C11

Basic, PPO

F, T

919013 Retired Pre – 7/1/04

FSP

SSF

SSP

SSB

COB

C11

Basic, PPO

F, O, T

919015

FSP

SSF

SSP

SSB

COB

C11

Basic, PPO

F,L

919014 Retired Pre – 7/1/04

FSP

SSF

SSP

SSB

COB

C11

Basic, PPO

F, O, T

919795 Retired Pre – 7/1/04

FSP

SSF

SSP

SSB

COB

C11

919704 Retired Post – 7/1/04

FSP

SSF

SSP

SSB

COB

C11

Basic, PPO

F, O, U, X

919405 Retired on or after 4/21/05

FSP

SSF

SSP

SSB

COB

C11

919707 Retired on or after 7/1/07

FSP

SSF

SSP

SSB

COB

C11

A, F, O

Basic, PPO

F, L, O, 1

41 Revised 12/13/2012 – MC4-TP

PEBTF 834 5010 Outgoing Eligibility

Attachment Rider Codes PEBTF Rider Codes A B C D E F G H I J K L M N O P Q R S T U V W X Y Z 1 2 3 4 5 6 7

Prescription Drug – 919405 PSP Retirees 610 Prescription Drug Non-PSP Non-Medicare Eligible Retirees United Concordia’s Dental PPO Delta Dental PSP Dental – 919006 – Informational only, do not transmit eligibility PSP Dental – 919009, 919012, 919013, 919014, 919795, 919405 REHP RX Coverage Only - $5.00 Share – Medicare Eligible Hearing Aid COBRA – REHP RX Coverage Only – Medicare Eligible REHP RX Coverage Only - $5.00 Share – Non-Medicare Eligible REHP RX Coverage Only - $10.00 Share – Medicare Eligible PSP Prescription Drug for those retired on or after 7/1/07 Mail Order Only/Restricted to one Pharmacy REHP RX Coverage Only - $10.00 Share – Non-Medicare Eligible Opt Out of Disease Management Program Concordia Plus (United Concordia) COBRA 11 month Extension – REHP RX Coverage Only – Medicare Eligible 013 – Prescription Drug – Actives 610 – Prescription Drug – Non-PSP Medicare Eligible Retirees 575 – Prescription Drug – PSP Retirees 071 – Prescription Drug – 919795 PSP Retirees Vision COBRA 11 month Extension – REHP RX Coverage Only – Non-Medicare Eligible 071 – Prescription Drug – 919795 PSP Survivor Spouse Active PSP-COBRA HRA Active PSP Troopers – Supplemental Benefits PEBTF tertiary COBRA REHP RX Coverage Only – Non-Medicare Eligible Medicare Part D Plan Medicare Part D Plan Medicare Part D Plan Medicare Part D Plan Medicare Part D Plan 42

Revised 12/13/2012 – MC4-TP

PEBTF 834 5010 Outgoing Eligibility

Attachment Dependent Status Codes (Status codes are for informational purposes only) Status Benefit Eligibility Definition Code Medical Supplemental A AB B BC BL C D DD DQ E ES F FO G H HO HP I J K L M ME MR N NA NB NS

N Y N Y Y N Y N N Y Y N N N N Y Y N N N N N Y N N Y Y Y

N Y Y Y Y N Y N N Y Y N N N Y Y Y N N N N N Y N Y Y Y Y

Qualifying Events

Overage student/student dependents who do not certify/recertify

COBRA HIPAA Survivor Spouse X* X

Not eligible for Medicare A&B exception to MPFFS Dependent eligible for Supplemental Benefits Only Birth Certificate has not been verified Black Lung benefit – exception to MPFFS Plan Covered under another COP contract for PEBTF Medical and Supplemental coverage Disabled Dependent – eligible for all benefits Disabled Dependent – termed March 2013

X

Billable member terminated for delinquency

X X

Eligible/generic - eligible for all benefits Member ESRD Coverage terminated/fraud/abuse case

X

X X X

X X

X X X

X

X

Final opt out REHP benefits No longer financially responsible Disabled Dependent eligible for Supplemental Benefits only nd

Health oversight committee/only use 2 status code field Hospice & in last 6 months of life exception to MPFFS Ineligible/Generic Dependent has other group coverage Dependent is employed full time Deceased Dependent Dependent marries Medicare ext/applied for part B MPFFS exception REHP member opted out of Medical and RX

X

Full-time student dependent eligible for Supplemental Benefits only Not eligible for Medicare Part A exception to MPFFS Not eligible for Medicare Part B exception to MPFFS Member does not have SSN/MED ADV enrollment exception

43 Revised 12/13/2012 – MC4-TP

PEBTF 834 5010 Outgoing Eligibility

Status Benefit Eligibility Definition Code Medical Supplemental O OB OC OM OR OS OX P PD PE PO Q R RP RR S SB SD SP T TP U UC UM V W X XX Z

Y Y Y N Y Y N N Y Y N N Y N Y Y Y Y Y Y Y Y Y Y Y Y Y Y N

Y Y Y Y N Y N N Y Y Y N Y N Y Y Y N Y Y/N N Y Y Y N N N Y Y

Qualifying Events COBRA HIPAA Survivor Spouse

Student that has been called to active military duty (Reserve/National Guard) REHP member opt back into medical or RX coverage Member has other coverage exception to MPFFS REHP member opted out of Medical REHP member opted out of RX coverage Member resides out of state MPFFS exception REHP member opted out of all coverage Divorce

X

X

Member paid delinquent premiums Provider exceptions to MPFFS (out of state only) PEBTF opted REHP member out of Medical Separation

X

Request for student certification Member opt out – other coverage – med remediation project

X

Railroad Retirement exception to MPFFS Certified full-time student – eligible for all benefits Dependent covered under senate bill 189 Dependent previously covered under senate bill 189 Member had RPASP coverage exception to MPFFS Split contract – Child or Spouse REHP Medical Only as exception Dependent turning 19 yrs old / first request for student certification Unique medical condition exception to MPFFS United Mine Workers of America exception to MPFFS Dependent eligible for PEBTF medical coverage only Full-time student dependent – eligible for PEBTF medical coverage only Disabled dependent eligible for PEBTF medical coverage only Member resides out of the country MPFFS exception Dependent covered under another EE’s contract for medical

44 Revised 12/13/2012 – MC4-TP

PEBTF 834 5010 Outgoing Eligibility

Attachment Current Plan Codes Active Plan Codes Effective Date

Plan Act ID Type Plan Code

PA State Police Troopers Basic Option (Blue Shield & MM) Pennsylvania Blue Shield PA State Police Troopers PPO Option (Hired 04/21/05 or after) PPO Blue

07/01/02

B

378

04/01/05

0

APO

Consumer Driven Health Care Plan United Healthcare

01/01/06

D

056

PPO Option Highmark

01/01/11

O

055

HMO Option Aetna/US Healthcare HMO PA Keystone Health Plan Central Keystone Health Plan West Geisinger Health Plan

07/15/91 10/01/88 10/01/88 10/01/88

H H H H

014 023 037 080

No Medical Coverage Supplemental Benefits Only No PEBTF Coverage Need Dependent Documentation

10/01/88 10/01/88 08/27/07

A N N

000 NOC NDD

45 Revised 12/13/2012 – MC4-TP

PEBTF 834 5010 Outgoing Eligibility

Current Annuitant Plan Codes Effective Date

Plan Ann ID Type Plan Code

Basic Option (Blue Cross, Blue Shield & Major Medical) Plan Codes for Individuals Retiring Prior to 07/01/2004 Capital Blue Cross Out of State/Country Capital Blue Cross (Blue Cross & Major Medical)

05/01/02 10/01/88

B B

560 561

07/01/04 07/01/04

B B

760 761

07/01/04 07/01/04

S S

S60 S61

07/01/04 07/01/04

S S

M60 M61

11/15/08 11/15/08

S S

SNB MNB

05/01/02 05/01/02

S S

A60 B60

10/01/88 10/01/88

S S

A61 B61

Plan Codes for Individuals Retiring 07/01/2004 or After Capital Blue Cross Out of state/Country Capital Blue Cross (Blue Cross & Major Medical)

Plan Codes for Individuals with Medicare who are on a Contract with Individuals who are not Medicare Eligible PEBTF Supp to Medicare PEBTF use ONLY PEBTF Supp to Medicare PEBTF use ONLY

Plan Codes for Total Medicare Contract PEBTF Supp to Medicare PEBTF use ONLY PEBTF Supp to Medicare PEBTF use ONLY

Plan Codes for Individuals with Medicare who are in a temporary plan code with the PEBTF PEBTF Split TEMP plan PEBTF pays 100% PEBTF TEMP Supp to Medicare PEBTF pays 100% PEBTF use ONLY

Capital Blue Cross - Out of State/Country Traditional Medicare (Supp to Medicare A & Major Medical) Traditional Medicare (Supp to Medicare B, Basic Blue Cross & Major Medical)

Capital Blue Cross Traditional Medicare (Supp to Medicare A & Major Medical) Traditional Medicare (Supp to Medicare B, Basic Blue Cross & Major Medical)

46 Revised 12/13/2012 – MC4-TP

PEBTF 834 5010 Outgoing Eligibility

Current Annuitant Plan Codes Continued Effective Date

Plan Type

Ann ID Plan Code

01/01/03 01/01/03 01/01/03 01/01/03 04/21/05 04/21/05 04/21/05 04/21/05 07/01/11 07/01/11

B B B B O O O O S S

HRP HPA HPB HPC RPO RPA RPB RPC TPA TPB

01/01/11

O

555

01/01/03 01/01/03

O O

A65 B65

01/01/11

O

755

01/01/11

S

S55

01/01/10 01/01/10 01/01/13

X X X

M20 M21 M28

PA Retired State Police (Blue Shield & MM) Highmark Traditional Medicare Part A Only Traditional Medicare Part B Only Traditional Medicare Parts A & B Highmark Blue – PPO Traditional Medicare Part A Only Traditional Medicare Part B Only Traditional Medicare Parts A & B Highmark Signature 65 – retired after 04/01/05 Highmark Signature 65 – retired before 04/01/05

X

X

PPO/POS Option Plan Codes for Individuals Retiring Prior to 07/01/2004 Highmark PPO

Plan Codes for Individuals Retiring Prior to 07/01/04 with only one part of Medicare Traditional Medicare Part A Only Traditional Medicare Part B Only

Plan Codes for Individuals Retiring 07/01/2004 and After Highmark PPO

Plan Codes for Individuals with Medicare who are on a Contract with Individuals who are not Medicare Eligible Highmark PPO

MPPO Option Aetna Aetna (ESA) Aetna (ESA)

47 Revised 12/13/2012 – MC4-TP

PEBTF 834 5010 Outgoing Eligibility

Current Annuitant Plan Codes Continued Effective Date

Plan Type

Ann ID Plan Code

01/01/10 01/01/10 01/01/13

X X X

S20 S21 S28

01/01/10 01/01/10 01/01/10 01/01/10 01/01/10 01/01/10

M M M M M M

M22 M23 M24 M25 M26 M27

01/01/10 01/01/10 01/01/10 01/01/10 01/01/10 01/01/10

M M M M M M

S22 S23 S24 S25 S26 S27

02/01/97 02/01/97 02/01/97 02/01/97

H H H H

541 546 549 550

Plan Codes for Individuals with Medicare who are on a Contract with Individuals who are not Medicare Eligible Aetna PPO Aetna ESA Aetna ESA

X

MHMO Option Aetna (in state) Aetna (Out of state) Geisinger (Central) Geisinger (Northeast) UPMC UPMC (Flex)

Plan codes for Individuals with Medicare who are on a contract with individuals who are not Medicare Eligible Aetna (in state) Aetna (Out of state) Geisinger (Central) Geisinger (Northeast) UPMC UPMC (Flex)

Non-Medicare HMO Option Plan Codes for Individuals Retiring Prior to 07/01/2004 Geisinger Health Plan Keystone Health Plan Central Keystone Health Plan West Aetna/US Healthcare HMO PA

48 Revised 12/13/2012 – MC4-TP

PEBTF 834 5010 Outgoing Eligibility

Current Annuitant Plan Codes Continued Effective Date

Plan Type

Ann ID Plan Code

07/01/04 07/01/04 07/01/04 07/01/04

H H H H

741 746 749 750

01/01/06 01/01/06

D S

756 M56

05/01/08 05/01/08 05/01/08

R R R

S00 500 M00

07/01/09

N

NBS

Plan Codes for Individuals Retiring 07/01/2004 and After Geisinger Health Plan Keystone Health Plan Central Keystone Health Plan West Aetna/US Healthcare HMO PA

Consumer Driven Health Plan Option CDHP available for members retiring on or after 7/1/04 CDHP available for members retiring on or after 7/1/04 Medicare Eligible

RX Coverage only REHP RX coverage only split contracts REHP RX Coverage only non-Medicare members REHP RX coverage only Medicare eligible

Plan Codes for deceased individuals in order to extend coverage an additional 21 days past the notification date No REHP Benefits

Plans for which we have multiple benefits in house (ex. Major Medical & Med. Supp) may require the use of the field, BRUSD, to vary the adjudication rules within the same plan.

49 Revised 12/13/2012 – MC4-TP

PEBTF 834 5010 Outgoing Eligibility

Attachment Relationship Codes A Brother/Sister DA Domestic Partner Brother/Sister D Disabled Dependent DD Domestic Partner Disabled Dependent M Student on Approved Medical leave DM Domestic Partner Approved Medical Leave N Newborn added for first 31 days DN Domestic Partner newborn added for first 31 days P Student medical leave pending approval DP Domestic Partner Student medical leave pending approval R Student medical leave denied or ended DR Domestic Partner Student medical leave denied or ended Q Dependent with QMCSO DQ Domestic Partner Dependent with QMCSO 0 Niece/Nephew D0 Domestic Partner Niece/Nephew 1 Employee 2 Spouse D2 Domestic Partner 3 Natural/Adopted Child D3 Domestic Partner Natural/Adopted Child 4 Dependent Parent (RX only) 5 Stepchild D5 Domestic Partner Stepchild 6 Legal Ward D6 Domestic Partner Legal Ward 7 Foster Child D7 Domestic Partner Foster Child 8 Grandchild D8 Domestic Partner Grandchild 9 Cousin D9 Domestic Partner Cousin

50 Revised 12/13/2012 – MC4-TP

PEBTF 834 5010 Outgoing Eligibility

Attachment Department Codes Commonwealth of Pennsylvania Departments KEY O O O O O O O O O O O O O O O O O O O O O O O O O O **O O O O O O O O O

Dept Code 0099 0002 0003 0068 0075 0066 0067 0078, 7802, 7803 0079 0010 0011 0012, 1202, 1203 0013, 1301 0014 0015 0016, 1601, 1602 0017 0018 0019 0020 0021, 2102, 2103 0022 0023 0024 0025 0026 0027 0028 0029 0030 0031 0032 0033 0034 0035

Translation Governor's Office Auditor General Treasury Agriculture Banking Securities Commission Health Transportation Insurance Aging Corrections Labor & Industry Dept of the Military/Veterans Affairs Attorney General General Services Education Public Utility Commission Revenue State State Police Public Welfare Fish and Boat Commission Game Commission Commerce/Community & Economic Development Probation & Parole Board Liquor Control Board Milk Marketing Board Lieutenant Governor's Office Community Affairs Historical & Museum Commission Emergency Management Agency Civil Service Commission PennVest (PA Infrastructure Investment Authority) PA Public TV Network Environmental Protection

51 Revised 12/13/2012 – MC4-TP

PEBTF 834 5010 Outgoing Eligibility

Commonwealth of Pennsylvania Departments Cont KEY O O O O O O O O O O O *O *O *O O *O *O *O O O O O O O O O O O

Dept Code 0036 0037 0038 0039 0040 0043 0065 0070 0071 0072 0074 0081 8101 8102 0084 0088 8801 8802 0090 0091 0092 0098 0994 0995 0996 0997 0998 0999

Translation State Tax Equalization Board Environmental Hearing Board Conservation & Natural Resources PA Higher Education Assistance Agency Ethics Commission PA Health Care Cost Containment Council Gaming Control Board State Employees Retirement Board Municipal Retirement Board PA State Employees Retirement System Drug and Alcohol Programs Executive Offices Human Relations Commission Juv Crt Jdgs Comm Ship Univ PA E-Health Partnership Authority PA Port Authority Philadelphia Reg Port Auth Port of Pittsburgh Commission State System Higher Education Annuitants PSERS State Public School Bldg Authority Wood Dining ISSU Staff PNA Staff PSSU Staff AFSCME Staff PEBTF Staff

NOTE: Not all departments are covered by the PEBTF O = PEBTF LIST * = LISTED 2 TIMES OR 2 DIFFERENT DEPTS ** = MERGED WITH ANOTHER DEPARTMENT (081)

52 Revised 12/13/2012 – MC4-TP

PEBTF 834 5010 Outgoing Eligibility

Attachment Subscriber/Dependent Suffix Values ESQ Esquire I First II Second III Third IV Fourth JR Junior MD Medical Doctor SR Senior V Fifth VI Sixth

53 Revised 12/13/2012 – MC4-TP

Suggest Documents