Eligibility Base Date#
This component is required to establish the base date used in determining the eligibility date of an enrollment form.
Choose the rule that is used as the ‘Eligibility Base Date’ rule.
| Rule | Description | Logic | Assoc. | Go to |
|---|---|---|---|---|
| 00 | Use UserCalc Only | The pre-processing or qualifying <User Calc> specified will be executed. Specify the name of the usercalc on the component. The usercalc must be of the type `Function`, with a return value of the type `Date`. The usercalc must use the RET operator to return a date value. This value is interpreted by the component as a user provided enrollment base date from which the employee’s coverage eligibility date is determined. | B0090 | |
| 01 | Use Processing Date | Uses date of the benefits run (or pay period end date if benefits are processed through payroll), to determine eligibility date of employee’s coverage. | B0090 | |
| 02* | Use Hire Date | Uses hire date from Employment Information form (IEEI) to determine eligibility date of employee’s coverage. | B0090 | |
| 03 | Use Seniority Date | Uses seniority date from Employment Information form (IEEI) to determine eligibility date of the employee’s coverage. | B0090 | |
| 04 | Use Latest of Hire/Seniority/Processing Date | Uses latest of hire date, seniority date or date of the benefits run (or pay period end date if benefits are processed through payroll). This rule is often used when a benefit is completely optional, such as a 401K (US) or RRSP (CDN) plan. | B0090 | |
| 05 | Use Leave Date | Uses leave date from Employment Information form (IEEI) to determine eligibility date of employee’s coverage. This rule is normally only used with disability type plans. | B0090 | |
| 06 | Use Birth Date | Uses employee’s birth date from Identity Information form (IEID) plus a qualifying period to determine eligibility date of employee’s coverage. Sometimes used for pension type plans that become mandatory at age 18 or 21. | B0090 | |
| 07 | Use Termination Date | Uses employee’s termination date from Employment Information form (IEEI) to determine eligibility date of employee’s coverage. Used for special coverages available to an employee only after termination (for example, retirement). | B0090 | |
| 08 | Use Effective Date | Uses date calculated in component B0070. | B0090 |
