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Claim Submission Guidelines
First, let me take a moment to thank-you for taking the time to visit this particular page. It has now been a year since the plan administrator has started processing claims. It appears that there are several common problems with many, though not all, claims submitted for reimbursement. Understanding and avoiding these errors will go a long way towards speeding the process of  handling your claim and, ultimately, getting your reimbursement check to you. 

 

This is a reimbursement plan only, we cannot reimburse you what you have not paid.

By law, we cannot just give you the money!!!

 

1. Photocopies of receipts, checks, statements, on 8.5 x 11 paper only. 

 Why?? - All documents are scanned into our computer for ease of retrieval. Our scanner wants 8.5 x 11 paper, which is also the size of the claim form, which is added to the scan made of your receipts. Little bitty receipts can get lost, which means you can't get reimbursed for that amount. Also, we have to photocopy them, ultimately at expense to you, in order for us to scan into our records. Most importantly, if the claim is lost in the mail, you have lost all hope for reimbursement for those receipts.

 

2. An insurance statement is not necessarily proof of payment.

Why?? - If the primary reason is for you to show what you have paid in insurance then that is fine. Generally, insurance statements only show what you owe for the service, not that you have actually paid.

 

3. Your receipt of payment must show that it was for a covered service or expense and be dated.

Why?? - While the receipt may look the same as all the others that are marked properly, it cannot be assumed that an unmarked receipt is valid.

 

4. Keep your address and other valid information current and use the Change of Account Information Form.

Why?? - We are independent from IATSE Local 12. By law, we do not share information about you. Reimbursement checks have gone to old addresses. We do not verify each address placed on each claim against what is on record. You must use the Change of Account Information Form to ensure that your records are updated.

 

Finally, we feel that it is worth while to remind everyone that this plan is a closed plan, no new money is coming in to offset operating costs. At this point, we are still operating off of interested earned. The Board of Trustees and the Plan Administrator have made every effort to minimize operating overhead to preserve your entire account balance. Our single biggest time consuming ($$) expense is with members that do not take a moment to organize, copy what is presented to us and to verify that it is a receipt for a payment made.

Our first year is now behind us, we have learned much over the past year and are adapting to meet the changing needs in order to better preserve your funds. Thank you for your patience and  help us help you by doing all you can when filing a claim.

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