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<h1><span style="font-size:11.0pt;line-height:105%;font-family:"Arial",sans-serif"><img width="154" height="59" id="_x0000_i1025" src="cid:image001.png@01DB1EDE.A15CAD20" alt="cid:image003.png@01D93A46.80359FE0"></span><span style="font-size:11.0pt;line-height:105%;font-family:"Arial",sans-serif"><o:p></o:p></span></h1>
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<p class="MsoNormal"><span style="font-family:"Arial",sans-serif"><o:p> </o:p></span></p>
<p class="MsoNormal"><span style="font-family:"Arial",sans-serif">October 15, 2024<o:p></o:p></span></p>
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<span style="font-family:"Arial",sans-serif">To:<o:p></o:p></span></p>
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<span style="font-family:"Arial",sans-serif">Department Benefits Representatives<o:p></o:p></span></p>
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<span style="font-family:"Arial",sans-serif">From:<o:p></o:p></span></p>
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<span style="font-family:"Arial",sans-serif">Central HR Benefits Office on behalf of UC Office of the President<o:p></o:p></span></p>
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<span style="font-family:"Arial",sans-serif">Re:<o:p></o:p></span></p>
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<span style="font-family:"Arial",sans-serif">UCPath - New Job Aid on Mid-Year Enrollment Changes for Health FSA and HSA<o:p></o:p></span></p>
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<p class="xdefault"><span style="font-size:11.0pt;font-family:"Arial",sans-serif;color:windowtext">________________________________________________________________________________________<o:p></o:p></span></p>
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<p class="MsoNormal"><b><span style="font-family:"Arial",sans-serif">DBRs: Please share this very important information via your internal department listserv.
<u>Do not reply to this email.</u> Send a separate email with questions to </span>
</b><a href="mailto:benefits@ucr.edu"><b><span style="font-family:"Arial",sans-serif">benefits@ucr.edu</span></b></a><span class="MsoHyperlink"><b><span style="font-family:"Arial",sans-serif">.</span></b></span><b><span style="font-family:"Arial",sans-serif"><o:p></o:p></span></b></p>
<p class="MsoNormal"><span style="font-family:"Arial",sans-serif"><o:p> </o:p></span></p>
<p class="MsoNormal"><span style="font-family:"Arial",sans-serif">UCPath announced the release of a new Job Aid designed to assist in managing mid-year enrollment changes for Health Flexible Spending Accounts (Health FSAs) and Health Savings Accounts (HSAs).
This document outlines various scenarios regarding transitions between these accounts and provides clarity on when such changes are permissible. <b>Please note that some rules have changed based on recent guidance from UC Legal.
</b>Please review the document carefully and ensure team members who advise employees are up to date on the policy.<o:p></o:p></span></p>
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<li class="MsoNormal" style="mso-list:l2 level1 lfo8"><a href="https://spwebserv.ucop.edu/LocationUsers/LOCjobaids/UCPC_PHCMBEN120JA_RequirementsandMidYearChangesforHFSAandHSA_D2Rev00.pdf"><span style="font-family:"Arial",sans-serif">https://spwebserv.ucop.edu/LocationUsers/LOCjobaids/UCPC_PHCMBEN120JA_RequirementsandMidYearChangesforHFSAandHSA_D2Rev00.pdf</span></a><span style="font-family:"Arial",sans-serif"><o:p></o:p></span></li></ul>
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<p class="MsoNormal"><span style="font-family:"Arial",sans-serif">The <i>Requirements and Mid-Year Changes for HFSA and HSA</i> can be accessed in the <b>UCPath Quicklinks >UCPath Benefits Resources > UCPath Help – How to & Job Aid > Benefits >Location Support
for Benefits> Job Aid: Requirements and Mid-Year Changes for HFSA and HSA.</b><o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-family:"Arial",sans-serif"> <o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-family:"Arial",sans-serif">The HFSA SPDs have been updated as well to facilitate employees' understanding of the plan rules:<o:p></o:p></span></p>
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<li class="MsoNormal" style="mso-list:l0 level1 lfo9"><a href="https://ucnet.universityofcalifornia.edu/wp-content/uploads/forms/pdf/hfsa.pdf"><span style="font-family:"Arial",sans-serif">Health FSA Summary Plan Description PDF</span></a><span style="font-family:"Arial",sans-serif"><o:p></o:p></span></li><li class="MsoNormal" style="mso-list:l0 level1 lfo9"><a href="https://ucnet.universityofcalifornia.edu/wp-content/uploads/forms/pdf/health-care-fsa-postdoc.pdf"><span style="font-family:"Arial",sans-serif">Health Care FSA Summary Plan Description for Postdoctoral
Scholars PDF</span></a><span style="font-family:"Arial",sans-serif"><o:p></o:p></span></li></ul>
<p class="MsoNormal"><span style="font-family:"Arial",sans-serif"><o:p> </o:p></span></p>
<p class="MsoNormal"><span style="font-family:"Arial",sans-serif">Review of the Job Aid is highly encouraged to ensure the updated guidelines are fully understood to assist employees with making mid-year enrollment changes effectively.<o:p></o:p></span></p>
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