Re: Out of office Re: Urgent: Canadian Benefits Census Questionnaire

From
Terence Barfield <tbarfield@thekey.com>
To
Cheryl Cartwright <ccartwright@thekey.com>
CC
Timothy Thomas <tt@thekey.com>, Shameema Cadersaibe <shameema.cadersaibe@thekey.com>
Date
Thu, 29 Sep 2022 07:29:35 -0400
Folder
INBOX
--000000000000a97ba805e9cf3215 Content-Type: text/plain; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Good morning Cheryl and thanks for the note. If there is any way to get what we need for me to submit the insurance application prior to Monday then that would enable us to stay on target for an 11/1 go live. Shameema, are you able to obtain the required information from the current carrier (Sun Life)? The minimum info we would need is listed below. She currently has single coverage from Sun Life so I'd presume there wouldn't be spouse or dependent information to gather. Thanks, Terence Barfield, CEBS (Compliant) Senior Manager Benefits *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 On Thu, Sep 29, 2022 at 7:23 AM Cheryl Cartwright wrote: > Good morning, > > When she returns to work Monday, I will have her fill it out. > > Thanks, > > Cheryl > > On Thu., Sep. 29, 2022, 6:56 a.m. Terence Barfield, > wrote: > >> Good morning all and thanks for the context of this situation. >> Yes, she will need to fill out the form if she is to have coverage for >> the month of November. >> Terence Barfield, CEBS (Compliant) >> Senior Manager Benefits >> >> >> On Wed, Sep 28, 2022 at 10:17 PM Timothy Thomas wrote: >> >>> She is still entitled to benefits during her Maternity leave as she=E2= =80=99s >>> still an employee. Correct me if I=E2=80=99m wrong Shameema. >>> >>> Terence, Johana is set to return to work next week but will be RIF=E2= =80=99d >>> prior to the 11/1 role out. She will be entitled to 30 days of addition= al >>> coverage which will run into mid November . I presume we need her to fi= ll >>> out the form? >>> >>> On Wed, Sep 28, 2022 at 9:58 PM Cheryl Cartwright >> ccartwright@thekey.com> wrote: >>> >>>> Hi Terence, >>>> >>>> Was her employment not terminated last August when she left on Mat >>>> leave? She did receive an ROE at that time. I would like to think if s= he >>>> comes back she will be able to opt into benefits. >>>> >>>> Cheryl >>>> >>>> On Wed., Sep. 28, 2022, 9:56 p.m. Terence Barfield, >>> tbarfield@thekey.com> wrote: >>>> >>>>> Thanks for the update. >>>>> >>>>> Tim, will you please confirm that you agree for her employment to be >>>>> terminated and that she be excluded from benefits coverage? >>>>> >>>>> Terence Barfield, CEBS (Compliant) >>>>> Senior Manager Benefits >>>>> >>>>> >>>>> On Wed, Sep 28, 2022 at 9:42 PM Cheryl Cartwright >>>> ccartwright@thekey.com> wrote: >>>>> >>>>>> I am not sure why Johana is still active in the system as she is on >>>>>> Maternity leave and has been since last year. HR has been made aware= 

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