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HUM-0730 Benefits: Health Care Expense Account (Retired Employees)

Description

Information regarding enrolment of retired employee in Health Care Expense Account, including enrolment forms, beneficiary designations, election forms, contribution rates and confirmation of continued eligibility for the benefit.

Excludes advice to employees to update their beneficiaries or elections.

Retention Trigger

File closed

Retention

Trigger + 7 years

Responsible Unit(s)

Human Resources

Source

Records System

Citations

Record Authority

VP Human Resources and Services

Disposition

Secure destruction

Records Arising from Activity

Explanations of benefits coverage are provided to staff

Retention Rationale

Benefits coverage ends at the end of employment (with exceptions captured in other series). Records in this series may tie into Finance or Payroll records that are retained for 7 years.

Personal Information

Yes

Vital Record

No

Protection

Medium