Retiree HRA Documents Available Online
Documents your cooperative needs to adopt the Retiree Health Reimbursement Arrangement (HRA) administered by CBA, including a sample plan document, board resolution and summary plan description, are now posted to the HRA – What You Need page on the Employee Benefits website. You can also access the documents on the Retiree Insurance Solutions page.
The documents currently available to help you set up and manage the Retiree HRA consist of:
- Checklist for First-Time Adoption of a Retiree HRA
- 2015 Retiree HRA Adoption Agreement
- 2015 Retiree HRA Administrative Guide
- 2015 Retiree HRA Administrative Services Agreement
- 2015 Retiree HRA Employer Funding Form
- 2015 Retiree HRA Enrollment Form
- 2015 Retiree HRA Plan Document*
- 2015 Retiree HRA Sample Board Resolution*
- 2015 Retiree HRA Summary Plan Description*
The following additional Retiree HRA documents are in development and will be announced in I&FS Weekly when they are available:
- Instructions for Retiree HRA Plan Document and Summary Plan Description
- Certification for Plan Sponsor
- Retiree HRA Covered Expenses
- Direct Deposit Form
- Retiree HRA Reimbursement Form
Follow the checklist
The checklist walks you through the steps necessary to set up the Retiree HRA. Please use it as a guide.
If you have questions about the Retiree HRA, contact the Member Contact Center at 1.866.673.2299 or contactcenter@nreca.coop. You also can send an email to retireeinsurancesolutions@nreca.org.
*NRECA cannot provide legal or tax advice to co-ops. These documents are samples only, and must be customized for your particular plan. NRECA urges co-ops to consult with their legal counsel before using them.