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. In addition, employers should upload their most recent Quarterly Wage and Tax Statement to their Document Centers.
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 the HR Manager
From the HR Dashboard, the HR Manager will click the blue Manage Documents button.
Here, the HR Manager will click the button Download Census Reconciliation Form button. The form will generate in an Excel file for the HR Manager to complete. Once completed, the HR Manager will upload the completed Annual Rate and Census Reconciliation form to the Document Center.
For more information on how to complete the Annual Rate and Census Reconciliation form, click here.