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Conducting a Dependent Verification Review? Follow this checklist.

 

January 10, 2023

1 minute read

Category: General

two business people meeting

Planning for the DVR

Get Agreement

DVRs are most successful when all the people involved agree to participate. If employees are collectively bargained, involve employee representatives early on. Help explain the reasons for conducting the DVR and the potential benefits to employees. Consider allowing employees to voluntarily remove ineligible dependents before the DVR begins.

Gather Your Documents

Gather all the documents that define eligibility for your plan. This may include:

  • Information from your insurance carrier or third-party administrator
  • Plan documents
  • Summary plan description
  • Collective bargaining agreements
  • Personnel rules or other administrative regulations

Examine Your Documents

Do they all define eligibility the same way? If not, which definition will control the DVR?

Decide who will perform the DVR

Will you conduct it yourself or have a third-party step in to help?

Inform Stakeholders of the Timeline

This typically includes your insurance carrier or third-party administrator, your staff, and your employees.

Create a Communications Plan

Keep your employees informed via email, meetings, newsletters, etc.

During the DVR

How will privacy issues be addressed?

Be prepared to demonstrate this.

Designate a Point Person

Who will troubleshoot any employee relations or other issues?

After the DVR

Examine the Results

Discuss discrepancies between coverage and eligibility with your insurance carrier and decide what actions to take. Consult legal counsel as needed.

Download checklist 

 

This blog is up to date as of July 2022 and has not been updated for changes in the law, administration or current events.

 
  • Tags:
  • DVR
  • General

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Related DVR Articles

 

How to Prepare for a Dependent Verification Review

December 08, 2020

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As part of your annual benefits enrollment, your employer may schedule a Dependent Verification Review. Learn what it is and how to prepare.

  • Tags:
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Benefits of a Dependent Verification Review

March 15, 2017

3 minute read

A dependent verification review, also known as a dependent eligibility review may potentially help you save money on your employees' medical premiums.

  • Tags:
  • DVR
  • Enrollment

 

This information is intended to be educational. It is general in nature and should not be considered legal or tax advice.

AF-1195-0722

American Fidelity Assurance Company
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https://americanfidelity.com/blog/general/dvr-checklist/

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This information is intended to be educational. It is general in nature and should not be considered legal or tax advice.

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