145-4-15. Income-based discount program

(A) As used in this rule, "household income" means the aggregate of all income and wages of a primary benefit recipient enrolled in health care coverage, plus the income and wages of the spouse and any individual that could be claimed as the dependent of the primary benefit recipient for purposes of federal income taxes.

(B) The public employees retirement board may offer a discount on the monthly premium for health care coverage to eligible primary benefit recipients whose household income is below an amount determined by the board. The board shall establish the requirements that must be met to qualify for the discount.Beginning January 1, 2015, a primary benefit recipient shall have at least twenty qualified years of employer contributions to be eligible for the discount. A primary benefit recipient who was receiving the discount as of December 2014 is not subject to this requirement but must meet all other eligibility requirements established by the board.

(C) If offered under paragraph (B) of this rule, an eligible primary benefit recipient must apply for the discount annually on a form provided by the public employees retirement system. The system may request documentation to validate the primary benefit recipient's eligibility for the program. Failure to accurately complete the enrollment form or provide the requested documentation will prevent enrollment in the program for that year.

(D) If the retirement system determines that the primary benefit recipient has made false or incomplete representations to qualify for the discount described in this rule, the primary benefit recipient shall reimburse the retirement system for any discounts improperly received and shall be ineligible to receive the discount at any time in the future.

Five Year Review (FYR) Dates: 10/10/2018 and 09/29/2023
Promulgated Under: 111.15
Statutory Authority: 145.09, 145.58
Rule Amplifies: 145.58
Prior Effective Dates: 01/01/2007, 01/01/2015

Prior History: (Effective: 01/01/2015
Five Year Review (FYR) Dates: 09/26/2018
Promulgated Under: 111.15
Statutory Authority: 145.09, 145.58
Rule Amplifies: 145.58
Prior Effective Dates: 1/1/07)