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 the HR Manager
From the HR Dashboard, click the blue Manage Documents button.
Here, you'll click the button Download Census Reconciliation Form button. The form generates in an Excel file for you to complete. Once completed, upload the completed Annual Rate and Census Reconciliation form to the Document Center.
For more information, click here for a detailed article about the Annual Rate and Census Reconciliation form.