HR Connect

If you were enrolled in the Flexible Spending Accounts (Health Care and/or Dependent Day Care FSA) in 2015, you have until the end of the run-out period to submit claims and documentation for eligible expenses incurred during the period of January 1, 2015 through December 31, 2015. The run-out period ends on March 30, 2016.

The IRS allows up to $500 Health Care FSA funds to be carried over to the following year. If you have a Health Care FSA balance remaining in your 2015 account in excess of $500, the IRS requires that the excess be forfeited if not filed by 3/30/16. There is no carryover feature for Dependent Day Care FSA—these funds must be used for services incurred by December 31, 2015.

Please remember that the IRS requires appropriate documentation when submitting a claim. All medical, dental and vision claims must include the following:

• A completed and signed claim form.
• Either an Explanation of Benefits (EOB) statement from your insurance company OR an itemized statement from the provider showing provider’s name, address, patient name, date and description of service and amount paid.

There are multiple ways in which you can submit your 2015 claims to TASC. Please note that the instructions below are specific for submitting 2015 claims during the run-out period, NOT 2016 claims.

1)      File a claim online

• Go to www.tasconline.com/, enter your username and password, then click Login.
• Select “I want to: Request a Reimbursement” from your home screen.
  • Enter your claim information; type of expense, date of expense, service provider and amount of expense. To add additional claims, select Continue.
  • You will have to upload supporting documentation. Accepted files are PDF, PNG, JPG or TIF.
  • Press Submit Requests.

2)      File a claim via fax or mail

• Print FSA Reimbursement Claim Form.
• Complete all fields, making sure to sign and date the form.
• Submit completed claim form and itemized receipts to TASC via:
  • FAX: 1-877-231-1287; or MAIL: TASC

P.O. Box 7511

Madison, WI 53707-7511

3)      File a claim using the Mobile App

• Download the MyTASC Mobile App
• Enter your username and password, then click Login.
• Select Reimbursement.
• Enter your claim information; type of expense, date of expense, service provider and amount of expense.
• You will have to attach supporting documentation (may take a picture of receipt, or select an existing picture from your phone)
• Press Submit Reimbursement. If you successfully submit a claim via mobile app, your phone will display a reference number.

If you have unsubstantiated claims for the 2015 plan year, you must submit additional documentation to validate the ‘unsubstantiated’ claims. Review your account activity and other claims to confirm that all expenses were approved by TASC and no additional documentation is needed to validate an expense. You may do this by logging on to your account at www.tasconline.com, and clicking on “View Needed Documentation.” If unsubstantiated claims are unresolved by March 30, 2016, wages may be garnished.

Do not wait until last minute to send. All claims and documentation must be received by TASC by 3/30/16.

For questions contact 1customercare@tasconline.comor TASC Customer Service at 1-844-786-3947 (Monday-Friday, 8:00 a.m. to 5:00 p.m. CST).

Source: UW System Administration

If you are an academic (9-month) employee and will be returning to UW employment in the fall of 2016, or you are an academic (9-month) employee with a summer appointment, you will have additional insurance premiums deducted from your April 1, April 29 and/or June 1 paychecks to continue your insurance coverage through the summer months. These additional insurance premiums, taken along with your regular monthly insurance deductions, are referred to as ‘summer prepay deductions.’

You must be expected to return for the fall semester, or you must continue employment in a summer service/summer session appointment to have insurance coverage continue during the summer contract break. Insurance premiums cannot be taken from summer service or summer session appointment earnings. If an employee is working Summer Session(s) or Summer Service, the insurance premium deductions will have to be taken prior to this appointment via summer prepay deductions, or must be paid through direct payment by the employee.

If your anticipated fall 2016 employment status changes after you have already had additional insurance premiums deducted, you may receive refunds for these additional deductions.  If you will be terminating employment, and you will not be returning in the fall, contact your Benefits office immediately. They will assist you in determining your employment termination date and the date your insurance coverage will end.

If you anticipate that you will experience any other status change; marriage, adoption, divorce, etc., please contact your Benefits office immediately so you are informed about the impacts to your insurance benefits.

IMPORTANT: The chart below illustrates insurance premiums deducted for an employee scheduled to return to UW employment in the fall of 2016, or who has a summer appointment and is then terminating. Most employees will have deductions taken according to the chart below.  Your Benefits office will determine your specific appointment, any summer employment, your fall return date, or your end date, and if your deduction schedule will vary from the schedule below.

2016 Summer Prepay Deduction Schedule

How Summer Prepay Deductions Appear on Your Earnings Statement

Summer prepay deductions will appear as a lump sum amount on earnings statements. All deductions taken pre-tax (most medical-related premiums and a portion of State Group Life premiums) will be added together under the name ‘Prebtx’ and all deductions taken post-tax (most life insurance premiums) will be added together under the name ‘Preatx.’

Regular benefit deductions for the month will continue to be listed under the plan name. These deductions are typically taken on a pre-tax basis. If you have one extra deduction for each plan, there will be a total listed under Prebtx on each earnings statement impacted by the additional deductions. NOTE: ‘Prebtx’ stands for before tax or pre-tax and ‘Preatx’ stands for after tax or post-tax.

IMPORTANT: To verify accuracy, please review your earnings statements to ensure that your insurance deductions are accurate for your situation. If insurance premiums are not collected through the summer prepay deductions process, you will be billed for premiums.  In this case, you must remit timely premium payments to continue your insurance coverage.

If you have questions, please contact the Benefits office at payrollandbenefits@uwgb.edu.

A free program of valuable services is available to all active, WRS-eligible, UW employees. The LifeSuite program offers travel assistance, legal services, beneficiary financial counseling and legacy planning services. Please note that Beneficiary financial counseling is only available if you are enrolled in the State Group Life Insurance program. You do not have to enroll in the Lifesuite program, it is offered free of charge.
Travel Assistance is available to all active UW employees and their eligible family members. Travel Assistance provides 24/7/365 travel assistance services when traveling 100 or more miles away from home. Services include, but are not limited to, medical professional locator services, interpretation services, assistance in cases of lost luggage and arranging transportation or a traveling companion. For more information, visit the LifeSuite Travel website or call 1-855-516-5433 in the U.S. or Canada. From other locations, you can call collect to +1 (415) 484-4677.
Legal Services are available to all UW employees (active or retired), as well as their eligible family members. The program provides access to over 22,000 attorneys nationwide for consultation on simple wills, estate planning and other legal issues. If an attorney in the network is retained, there is a 25% discount on services. Contact Ceridian at 1-877-849-6034 or visit the LifeWorks website (username: lfg password: resources).
Beneficiary Financial Counseling is available to beneficiaries who receive at least $25,000 in State Group Life claim benefits. Counseling resources are provided by PricewaterhouseCoopers LLP (PwC) and are designed to help families make sound financial decisions at a difficult time. Beneficiaries will receive notification of this service upon payment of a State Group Life claim.
Legacy Planning Services are available to all UW employees (active or retired), as well as their eligible family members. The program provides access to online information designed to help individuals and families work through end-of-life issues when dealing with the loss of a loved one or planning for their own passing. These resources are available at the Legacy Planning Services website.

Source: UW Service Center

TIAA-CREF INDIVIDUAL COUNSELING SESSION – April 7-8, 2016.

TIAA-CREF is offering individual and confidential counseling sessions where you can discuss your financial situation with a TIAA-CREF consultant.  A representative will be available to help you achieve your financial goals by investing in financial solutions.

Please see the attached flyer for more information about the TIAA-CREF sessions at UWGB.  To schedule a consultation with representative Chad Stein, call 1-800-732-8353 Monday through Friday, 7:00 a.m. to 7:00 p.m., or register at www.tiaa-cref.org.