Re: Benefits

From
Lolita Levit <lolita.levit@thekey.com>
To
Terence Barfield <tbarfield@thekey.com>
CC
Timothy Thomas <tt@thekey.com>
Date
Thu, 10 Nov 2022 12:31:01 -0500
Folder
INBOX
Hi Terence,

Please see details below:

   - Date of Hire: April 11 , 2022
   - Date of Birth : October 20,1986
   - Canadian Citizen (Yes/No) : No (permanent resident)
   - Gender (Female/Male):  Female
   - English? Yes/No
   - Home Mailing Address: 206 Meadowhawk trail, Bradford, L3Z 0E9,
   ON,Canada
   - Marital Status?  married
      - If married, the following information on the spouse:
      - Last Name: Levit
      - First Name: Alexander
      - Middle Name
      - Date of Birth: May 12, 1984
      - Gender: Male
   - # of Dependents? For every dependent, I need the following
   information: 3 dependents:
   - *Dependent #1:*
   - Last Name: Levit
      - First Name: Ben
      - Middle Name
      - Date of Birth: June 18, 2016
      - Gender: Male
   -
   - *Dependent #2:*
   - Last Name: Levit
         - First Name: Ronnie
         - Middle Name
         - Date of Birth: April 02, 2018
         - Gender: Male
      - *Dependent #3:*
   -
         - Last Name: Levit
            - First Name: Maya
            - Middle Name
            - Date of Birth: March 02, 2021
            - Gender:  Female

Thanks,
Lolita

On Thu, Nov 10, 2022 at 10:51 AM Terence Barfield <tbarfield@thekey.com>
wrote:

> Hi Lolita and Tim,
>
> My apologies for the delayed response. I will need the following
> information in order to sign you up for coverage on the new plan:
>
> *Canadian Benefits Census File Info Needed*
>
>    - Date of Hire
>    - Date of Birth
>    - Canadian Citizen (Yes/No)
>    - Gender (Female/Male)
>    - English? Yes/No
>    - Home Mailing Address
>    - Marital Status? If married, the following information on the spouse:
>    - Last Name
>       - First Name
>       - Middle Name
>       - Date of Birth
>       - Gender
>    - # of Dependents? For every dependent, I need the following
>    information:
>       - Last Name
>       - First Name
>       - Middle Name
>       - Date of Birth
>       - Gender
>
> Thanks,
> Terence Barfield, CEBS (Compliant)
> Senior Manager Benefits
>
> On Thu, Nov 10, 2022 at 10:24 AM Timothy Thomas <tt@thekey.com> wrote:
>
>> Terence, does Lolita have to fill out the google form now with her new
>> information?
>>
>> On Wed, Nov 9, 2022 at 9:54 AM Lolita Levit <lolita.levit@thekey.com>
>> wrote:
>>
>>> Hi Terence,
>>>
>>> This is just a friendly reminder about my previous email:
>>> For the new benefits program , how can I join the *FAMILY *extended
>>> health and dental plan starting December 01st (instead of just myself) ?
>>>
>>> Thanks,
>>> Lolita
>>>
>>> On Thu, Nov 3, 2022 at 11:41 AM Lolita Levit <lolita.levit@thekey.com>
>>> wrote:
>>>
>>>> Hi Terence,
>>>>
>>>> Sorry for all the emails, but my circumstances have changed, my husband
>>>> is changing jobs and we are not going to have his benefits any longer.
>>>> So for the new benefits program , how can I join the *FAMILY *extended
>>>> health and dental plan starting December 01st (instead of just myself) ?
>>>>
>>>> Thanks,
>>>> Lolita
>>>>
>>>> On Mon, Oct 31, 2022 at 2:58 PM Lolita Levit <lolita.levit@thekey.com>
>>>> wrote:
>>>>
>>>>> Great, thanks!
>>>>>
>>>>> On Mon., Oct. 31, 2022, 2:56 p.m. Timothy Thomas, <tt@thekey.com>
>>>>> wrote:
>>>>>
>>>>>> We'll be doing a presentation in the next 2 weeks. Stay tuned.
>>>>>>
>>>>>> On Mon, Oct 31, 2022 at 1:26 PM Lolita Levit <lolita.levit@thekey.com>
>>>>>> wrote:
>>>>>>
>>>>>>> Thank you Tim Sr.
>>>>>>>
>>>>>>> It's all clear regarding the sunlife benefits. I did opt out of the
>>>>>>> extended health back in July, but now I requested to join it (for myself).
>>>>>>> If we are moving to a new company  and I will be included on the
>>>>>>> extended health benefits in the new policy (starting December 01) as
>>>>>>> Terence mentioned , then no changes needed.
>>>>>>> But I would like to get more details about the new coverage, as Tim
>>>>>>> and Terence mentioned that from 12/01 we are moving to a new insurance
>>>>>>> company.
>>>>>>>
>>>>>>> Thanks,
>>>>>>> Lolita
>>>>>>>
>>>>>>> On Mon, Oct 31, 2022 at 1:06 PM Tim Thomas <tthomas@thekey.com>
>>>>>>> wrote:
>>>>>>>
>>>>>>>> Hi Lolita,
>>>>>>>>
>>>>>>>> This is Tim Sr.  We corresponded in July and I sent you the Sun
>>>>>>>> Life coverage booklet and sign up form which you completed and returned to
>>>>>>>> me.  ¥ou are on the program with “single’ coverage but you refused
>>>>>>>> “extended health” for yourself and your dependents. You took dental but
>>>>>>>> refused it for your dependents.
>>>>>>>>
>>>>>>>> If you wish to change any of this, let me know and I will send you
>>>>>>>> a change form to complete and sign.
>>>>>>>>
>>>>>>>> I’ve attached the Sun Life coverage booklet again in case you’ve
>>>>>>>> misplaced it, along with the Welcome Guide.
>>>>>>>>
>>>>>>>> *Tim Thomas Sr.*
>>>>>>>> *Home Care Assistance (Montréal)*
>>>>>>>> Tel: 514.726.7647
>>>>>>>> tthomas@homecareassistance.com <tt@homecareassistance.com> |
>>>>>>>> Homecareassistancemontreal.ca
>>>>>>>> <https://www.homecareassistancemontreal.ca/>
>>>>>>>>
>>>>>>>>
>>>>>>>>
>>>>>>>>
>>>>>>>>
>>>>>>>> On Oct 31, 2022, at 11:52 AM, Lolita Levit <lolita.levit@thekey.com>
>>>>>>>> wrote:
>>>>>>>>
>>>>>>>> Hi All
>>>>>>>>
>>>>>>>> Thanks for the clarification.
>>>>>>>> So just to make sure I understand correctly, for the new insurance
>>>>>>>> company, I am included for the extended health coverage (only for myself,
>>>>>>>> not family)?
>>>>>>>>  If that is the case, then I do not need coverage before 12/1.
>>>>>>>>
>>>>>>>> Where can I see details about the new insurance company and
>>>>>>>> coverage?
>>>>>>>> I thought there was supposed to be a presentation , did I miss it?
>>>>>>>>
>>>>>>>> Thanks,
>>>>>>>> Lolita
>>>>>>>>
>>>>>>>> On Mon, Oct 31, 2022 at 11:48 AM Timothy Thomas <tt@thekey.com>
>>>>>>>> wrote:
>>>>>>>>
>>>>>>>>> Thanks Terence.
>>>>>>>>>
>>>>>>>>> Lolita please let me know if you require coverage before 12/1, if
>>>>>>>>> so @Tim Thomas <tthomas@thekey.com> (Tim Sr.) can assist you in
>>>>>>>>> setting that up
>>>>>>>>>
>>>>>>>>> Thanks!
>>>>>>>>> Tim.
>>>>>>>>>
>>>>>>>>> On Mon, Oct 31, 2022 at 11:45 AM Terence Barfield <
>>>>>>>>> tbarfield@thekey.com> wrote:
>>>>>>>>>
>>>>>>>>>> Good Morning Lolita,
>>>>>>>>>>
>>>>>>>>>> I'm terribly sorry for the delayed response. Tim can assist you
>>>>>>>>>> with obtaining coverage under our current EHB policy which would be in
>>>>>>>>>> effect until November 30th.
>>>>>>>>>>
>>>>>>>>>> We will be moving to a new insurance company as of December 1st
>>>>>>>>>> and I can confirm that you are included for employee only coverage under
>>>>>>>>>> that policy.
>>>>>>>>>>
>>>>>>>>>> Thanks,
>>>>>>>>>> Terence Barfield, CEBS (Compliant)
>>>>>>>>>> Senior Manager Benefits
>>>>>>>>>>
>>>>>>>>>> On Mon, Oct 31, 2022 at 10:56 AM Timothy Thomas <tt@thekey.com>
>>>>>>>>>> wrote:
>>>>>>>>>>
>>>>>>>>>>> Hi Lolita,
>>>>>>>>>>>
>>>>>>>>>>> I'll be speaking with Terence at 12pm EST today and we'll get
>>>>>>>>>>> this matter resolved. So sorry for this delay.
>>>>>>>>>>>
>>>>>>>>>>> Tim
>>>>>>>>>>>
>>>>>>>>>>> On Mon, Oct 31, 2022 at 10:29 AM Lolita Levit <
>>>>>>>>>>> lolita.levit@thekey.com> wrote:
>>>>>>>>>>>
>>>>>>>>>>>> Hi Again,
>>>>>>>>>>>>
>>>>>>>>>>>> I would really appreciate it if someone could help me join the
>>>>>>>>>>>> extended health benefits.
>>>>>>>>>>>> This request is out there for more then 2 weeks, please advise.
>>>>>>>>>>>>
>>>>>>>>>>>> Thanks,
>>>>>>>>>>>> Lolita
>>>>>>>>>>>>
>>>>>>>>>>>> On Tue, Oct 25, 2022 at 9:38 AM Lolita Levit <
>>>>>>>>>>>> lolita.levit@thekey.com> wrote:
>>>>>>>>>>>>
>>>>>>>>>>>>> Hi Tim,
>>>>>>>>>>>>>
>>>>>>>>>>>>> It seems like Terence is not available,  Is there someone else
>>>>>>>>>>>>> that can help me join the extended health benefits?
>>>>>>>>>>>>>
>>>>>>>>>>>>> Thanks,
>>>>>>>>>>>>> Lolita
>>>>>>>>>>>>>
>>>>>>>>>>>>> On Thu., Oct. 20, 2022, 10:22 a.m. Timothy Thomas, <
>>>>>>>>>>>>> tt@thekey.com> wrote:
>>>>>>>>>>>>>
>>>>>>>>>>>>>> Hi Terence,
>>>>>>>>>>>>>>
>>>>>>>>>>>>>> Could you please advise Lolita how to join the new plan.
>>>>>>>>>>>>>> Thanks
>>>>>>>>>>>>>>
>>>>>>>>>>>>>> On Wed, Oct 19, 2022 at 11:29 AM Lolita Levit <
>>>>>>>>>>>>>> lolita.levit@thekey.com> wrote:
>>>>>>>>>>>>>>
>>>>>>>>>>>>>>> Hi Terence,
>>>>>>>>>>>>>>>
>>>>>>>>>>>>>>> Please advise, how can I opt-in for extended health benefits?
>>>>>>>>>>>>>>>
>>>>>>>>>>>>>>> Thanks,
>>>>>>>>>>>>>>> Lolita
>>>>>>>>>>>>>>>
>>>>>>>>>>>>>>> On Thu, Oct 13, 2022 at 7:36 PM Timothy Thomas <
>>>>>>>>>>>>>>> tt@thekey.com> wrote:
>>>>>>>>>>>>>>>
>>>>>>>>>>>>>>>> Hi Terence,
>>>>>>>>>>>>>>>>
>>>>>>>>>>>>>>>> Please see below.
>>>>>>>>>>>>>>>>
>>>>>>>>>>>>>>>> ---------- Forwarded message ---------
>>>>>>>>>>>>>>>> From: Lolita Levit <lolita.levit@thekey.com>
>>>>>>>>>>>>>>>> Date: Thu, Oct 13, 2022 at 7:29 PM
>>>>>>>>>>>>>>>> Subject: Re: Benefits
>>>>>>>>>>>>>>>> To: Timothy Thomas <tt@thekey.com>
>>>>>>>>>>>>>>>>
>>>>>>>>>>>>>>>>
>>>>>>>>>>>>>>>> Hi Tim,
>>>>>>>>>>>>>>>>
>>>>>>>>>>>>>>>> I have opted-out of the extended health benefits, I would
>>>>>>>>>>>>>>>> like to change it and opt-in . How can I do it?
>>>>>>>>>>>>>>>>
>>>>>>>>>>>>>>>> Thanks,
>>>>>>>>>>>>>>>> Lolita
>>>>>>>>>>>>>>>>
>>>>>>>>>>>>>>>> On Wed, Sep 21, 2022 at 3:55 PM Lolita Levit <
>>>>>>>>>>>>>>>> lolita.levit@thekey.com> wrote:
>>>>>>>>>>>>>>>>
>>>>>>>>>>>>>>>>> Great, thanks!
>>>>>>>>>>>>>>>>>
>>>>>>>>>>>>>>>>> On Wed., Sep. 21, 2022, 3:47 p.m. Timothy Thomas, <
>>>>>>>>>>>>>>>>> tt@thekey.com> wrote:
>>>>>>>>>>>>>>>>>
>>>>>>>>>>>>>>>>>> I will host a presentation to the Canadian employees when
>>>>>>>>>>>>>>>>>> all is confirmed in early Oct.
>>>>>>>>>>>>>>>>>>
>>>>>>>>>>>>>>>>>> On Wed, Sep 21, 2022 at 3:45 PM Lolita Levit 

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