An Emeriti Retirement Healthcare Savings Plan provides healthcare security for your retirement years.
The Emeriti Retirement Healthcare Savings Plan lets you take control and ensures you are prepared for the predictable, as well as the unforeseeable costs of medical care in retirement.
You can sign up for an Emeriti Retirement Health Debit Card by calling the Emeriti Service Center at 1-866-EMERITI, Option 2. A representative will be glad to issue a card to you. It will arrive within 7-10 business days of your request.
Eligible medical expenses are defined under Internal Revenue Code Section 213(d). Please refer to IRS Publication 502 to learn more regarding eligible medical expenses. The following is a list of common reimbursable eligible medical expenses:
How can I get reimbursed for my claims?
Please contact Emeriti (CBIZ) at 1-866-363-7484 Option #2 for any claims/reimbursement inquiries
Why is my account not claims active?
Your plan sponsor has not yet provided us with a term date or retirement healthcare status. Please reach out to your plan sponsor or we will reach out to plan sponsor to update
Why was my account forfeited?
You did not meet the age or years of service requirement as defined by your plan sponsor. Please contact your benefit office if you have additional questions
A participant who terminates from employment and is vested in their former employer’s Emeriti Retirement Healthcare Savings Plan (the Plan), is eligible for reimbursement of qualified medical expenses (QMEs) incurred after their termination date. Qualified medical expenses incurred by the participant’s spouse or other eligible dependents after the participant’s termination date (or date of death, whichever comes first), may also be reimbursable.
Healthcare can be one of the largest expenses you will face in retirement. And Medicare may not be enough. See why our solution provides major advantages over other options.