Census Reconciliation Process
All participating Employers are required to complete the Annual Rate and Census Reconciliation form when enrolling and at the end of each plan year. Confirmation ensures that the participating Employer still qualifies under the SOCA Benefit Plan Underwriting Regulations. The information is pulled from FormFire and populated on the Census Reconciliation Form.
The Annual Rate and Census Reconciliation form can be generated by both the HR Manager and the Broker via Manage Documents. HR Managers should review and complete the Annual Rate and Census Reconciliation form as well as load the completed form to the Document Center.
How to download as a Broker
On the Client Dashboard, click the orange context menu for the Client in question and select Manage Documents.
Once on the Manage Documents page, click the Download Census Reconciliation Form button. The form generates in an Excel file. You can provide this to the HR Manager to complete. The HR Manager has the ability to update the form and load back into the Document Center.
For more information, click here for a detailed article about the Annual Rate and Census Reconciliation form.