Dependent Eligibility Audit - Resumes April 2021

Every five years as part of our participation in the CA Schools VEBA Trust, San Diego Unified School District is required to verify that all dependents (including spouse, domestic partners and children) enrolled in our healthcare plan are eligible for coverage. All employees and retirees who have dependents covered on the District health plan will be required to submit specific documentation substantiating eligibility. California Schools Voluntary Employee Benefits Association (VEBA) will be conducting the audit through McGregor & Associates, A Gallagher Company. CA Schools VEBA already holds healthcare information for our participants and as such, you can be assured that your privacy will be protected during this audit.

Early January 2020, a letter was sent to your home address which included a Dependent Eligibility Form with instructions on how to submit the required documentation and a list of Acceptable Documents to Verify Dependent Eligibility.  For dependents who remain unverified from the start of the audit last year, a letter will be sent in early April with instructions on how to provide dependent eligibility documentation now.  

Participation by the District and each employee/retiree covering dependents is mandatory. Please be prepared to fulfill your obligation for verifying your dependent's eligibility by the deadline described in the letter. If you do not meet this deadline or do not provide all of the documentation necessary to confirm eligibility, coverage for your dependent(s) will cease effective June 30, 2021.

Thank you for supporting this process and our efforts to contain healthcare costs and meet our federal tax obligations. View our Frequently Asked Questions (FAQ) for more information.

 

2020/2021 Dependent Eligibility Audit Timeline

Notifications sent by email/phone to all employees and retirees with enrolled dependents as of December 2019

December 16,  2019                                    

Letter with Dependent Eligibility Verification instructions mailed to the home address of employees/retirees with enrolled dependents (view sample letter)

January 6, 2020         

Dependent Audit Suspended Due to COVID-19 Emergency Declaration

March 2020 

Letter with Dependent Eligibility Verification instructions mailed to the home address of employees/retirees with enrolled dependents who remain unverified (view sample letter).

April 1, 2021

Documentation Due Date Reminder Sent

April 30, 2021

Dependent  Eligibility  Form with Supporting Documentation Due

May 31, 2021

Ineligible Dependents Coverage Dropped

June 30, 2021


For all inquiries regarding the audit, please call CA Schools VEBA at (888) 806-1994, prompt 2, Monday thru Friday 8 a.m. to 5 p.m. PST or send a message to questions@mcgregorinc.com.