Health Benefits Advisor for Employers

Determining Compliance with the HIPAA Provisions in Part 7 of ERISA

Compliance with the Certificate of Creditable Coverage Provisions - Certificates Upon Request

Does the plan provide complete certificates of creditable coverage upon request?

• Yes
• No
• Not Applicable

If the plan is insured and the issuer is responsible for issuing certificates pursuant to an agreement, select "Not Applicable" above.

Certificates of creditable coverage must be provided free of charge to individuals who request a certificate while covered under the plan and for up to 24 months after coverage ends. See ERISA section 701(e)(1)(A); 29 CFR 2590.701-5(a)(2)(iii).

Requested certificates must be provided, at the earliest time that a plan or issuer, acting in a reasonable and prompt fashion, can provide the certificate of creditable coverage. See 29 CFR 2590.701-5(a)(2)(iii).