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  • Aetna Retiree Reimbursement Account Form - Chevron Phillips ...

Get Aetna Retiree Reimbursement Account Form - Chevron Phillips ...

Retiree Reimbursement Account Mail or fax completed form and documentation to: Aetna Inc. PO Box 4000 Richmond, KY 40476-4000 Fax to: 1-888-238-3539 (1-888-AET-FLEX) Customer Service: 1-888-238-6226.

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How to fill out the Aetna Retiree Reimbursement Account Form - Chevron Phillips online

This guide provides step-by-step instructions for completing the Aetna Retiree Reimbursement Account Form specifically for Chevron Phillips. Users will find clear and concise guidance to ensure a smooth filling process.

Follow the steps to correctly complete your reimbursement form.

  1. Press the ‘Get Form’ button to access and open the Aetna Retiree Reimbursement Account Form - Chevron Phillips in your document editor.
  2. In section 1, complete the retiree information. Include your RRA identification number, last name, first name, middle initial, daytime telephone number, street address, city, state, and zip code.
  3. In section 2, provide the employer information. Indicate the name of your employer (Chevron Phillips Chemical Company) and the RRA control number (100611) if it is not pre-printed.
  4. In section 3, fill out the expense information. List any expenses incurred with dates of service as well as details regarding each patient, including their relationship to the retiree. Specify the total amount submitted for each expense.
  5. In section 4, answer the Coordination of Benefits (COB) question regarding eligibility for other medical coverages. Indicate 'Yes' or 'No' and prepare any required documentation.
  6. In section 5, certify the information by signing and dating the form. It is essential to avoid claim payment delays.
  7. After completing all the sections, save your changes. You can then download, print, or share the form as needed.

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A Retiree Reimbursement Arrangement (RRA) is a way for employers to help their retirees offset healthcare costs in retirement with tax free dollars.

Amounts cannot be used for any purpose other than to cover qualified medical expenses. Therefore, an HRA cannot pay a death benefit without regard to medical care expenses. Amounts cannot be paid directly or indirectly to participants in cash.

➢ Tax Reporting While the value of health care coverage provided to both active employees and retirees generally is not income taxable, employers, insurers and health plan sponsors must provide coverage information to employees and retirees and to the IRS. This information will be reported on Forms 1094 and 1095.

A: An RRA is an employer funded account designed to help you pay for eligible medical expenses during retirement.

The account allows for employees to pay for eligible healthcare expenses. Unlike a Flexible Spending Account (FSA) or Health Savings Account (HSA), the employer owns the HRA and completely funds it. Employees do not contribute and it does not count as taxable income.

By providing employer-funded support for health care expenses, an RRA reduces unexpected health care costs and helps retirees better budget their finances. Here's how an RRA works: Employers set up and pay into the fund. Retired employees use the fund to get reimbursed for qualified health care costs they have paid.

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© Copyright 1997-2025
airSlate Legal Forms, Inc.
3720 Flowood Dr, Flowood, Mississippi 39232
Form Packages
Adoption
Bankruptcy
Contractors
Divorce
Home Sales
Employment
Identity Theft
Incorporation
Landlord Tenant
Living Trust
Name Change
Personal Planning
Small Business
Wills & Estates
Packages A-Z
Form Categories
Affidavits
Bankruptcy
Bill of Sale
Corporate - LLC
Divorce
Employment
Identity Theft
Internet Technology
Landlord Tenant
Living Wills
Name Change
Power of Attorney
Real Estate
Small Estates
Wills
All Forms
Forms A-Z
Form Library
Customer Service
Terms of Service
Privacy Notice
Legal Hub
Content Takedown Policy
Bug Bounty Program
About Us
Blog
Affiliates
Contact Us
Delete My Account
Site Map
Industries
Forms in Spanish
Localized Forms
State-specific Forms
Forms Kit
Legal Guides
Real Estate Handbook
All Guides
Prepared for You
Notarize
Incorporation services
Our Customers
For Consumers
For Small Business
For Attorneys
Our Sites
US Legal Forms
USLegal
FormsPass
pdfFiller
signNow
airSlate WorkFlow
DocHub
Instapage
Social Media
Call us now toll free:
+1 833 426 79 33
As seen in:
  • USA Today logo picture
  • CBC News logo picture
  • LA Times logo picture
  • The Washington Post logo picture
  • AP logo picture
  • Forbes logo picture
© Copyright 1997-2025
airSlate Legal Forms, Inc.
3720 Flowood Dr, Flowood, Mississippi 39232