CWA 3111 | Retirees

Retirees

October 30, 2019

The documents below is the information on open enrollment for the pre 65 retiress, that have retired outside of the current contract.

Annual Enrollment Communications for Retirees

Pre-Medicare Retirees

One wave: Oct 14 – Nov 15

· Southeast

· Mobility

· East

· Legacy T (Includes Puerto Rico)

· NIC (Tier 1 and 2)

· West

· Midwest

· Southwest

Date	Communication	Summary
10/3 10/4 (for Int’l) 10/7 Reminder	Appointment letter email or mailer (select audience)	Outreach to select retirees with their pre-scheduled one-on-one appointment times with benefit reps to guide their enrollment decisions.
10/3	AE is coming letter	Letter letting retirees know they can preview their benefits options on the AT&T Benefits Center and schedule appointments with benefit reps if desired.
10/7 – 11/15	Annual enrollment content posted online	AE content now available on the Benefits Center website; this will provide support/information around 2019 benefits.
10/7	Retiree news email special edition	Retiree news email outlining how retirees can enroll in their benefits and a checklist of how they can prepare.
10/14 – 10/16	AE is here/Time to enroll email	Reminder notification to retirees that they can go online to enroll.
10/30 & 11/21	Carrier disruption follow up letters (select audience)	Outreach to select retirees who have not actively engaged in enrollment and who may experience disruption due to change in networks.
11/4	AE ends soon	Email to eBenefits recipients who have yet to enroll reminding them that AE closes on Nov. 15

Medicare Retirees (Exchange)

Retirees currently enrolled in coverage at the Exchange

Date	Communication	Summary
Sent in waves: Week of 8/12 Week of 8/19 Week of 8/26	Medicare Renewal Letter	The renewal letter includes the renewal window (10/15 – 12/7) and 2020 HRA allocation: $2,700-retiree / $1,500-dependent

Date

Communication

Summary

Sent in waves:

Week of 8/12

Week of 8/19

Week of 8/26

Medicare Renewal Letter

The renewal letter includes the renewal window (10/15 – 12/7) and 2020 HRA allocation: $2,700-retiree / $1,500-dependent

Retirees transitioning to the Exchange

Date	Communication	Summary
8/9	Announcement letter and transition guide	Initial letter informing retiree of move to the Exchange. The transition guide provides additional information regarding the Exchange.
Week of 9/23	Education kit (Appointment letter and Medicare insurance guide)	Letter to provide retirees their appointment date and two-hour appointment window.
10 days prior to appointment	Encourage appointment confirmation postcard	Postcard reminding retirees to confirm their appointment.
Confirmation of appointment by retiree via phone or Web	Appointment confirmation postcard	Postcard informs retirees that their appointment has been confirmed. If confirmed less than 7 days from the appointment date, postcard will not be sent.
5 days prior to confirmed appointment	Courtesy reminder postcard	Postcard reminds retirees of their upcoming appointment. If confirmed less than 7 days from the appointment date, postcard will not be sent.
Monday following the missed appointment	“We missed you” postcard	Postcard alerting retirees of their missed appointment and asking them to reschedule.
November/December	Certified letter for non-responder	A certified letter notifying retiree that they have not engaged with the Exchange.
December	Your Spending Account Welcome Letters	This HRA guide provides the retiree information on how the HRA works, the reimbursement process, the catastrophic prescription drug benefit, and where to go for help.

As a Labor Union, we receive all kinds of information from the US Government. The below information came from the Department of Labor, Employee Benefits Security Administration, CFP Board, and the General Services Administration.

Hopefully, this info will help some of you who want to retire or have already retired.

Consumer Action Handbook

Financial Self Defense for Seniors

Retirement Planning

Retirement Tool Kit

What You Should Know About Your Retirement Plan

Our President: Nancy Brady

home phone 772 337-5178

cell phone 772 342-7010

e mail address: retireescwa3111@att.net

Meetings are on the 1st Wednesday of the month at 12noon Sept - May

Cost: $10.00 per year