SUBJECT LINE: [insert client name] OE [insert package start date] – [insert file name]
[Client name] is hosting an open enrollment for their 1/1/16 plan year.
In preparation for the delivery of the Open Enrollment file, we are looking to collect the following information from you:
- Date Deadline for delivering OE File?
- Is the OE file delivered using the same format as existing files (Yes/No)? If new file specifications are required please be sure to send back with responses to the questions above.
- Will there need to be a File name change?
- Can electronic files for current year be delivered after OE File is loaded (Yes/No)?
- Would you prefer a test file to be sent before the production file?
- File will be sent with Terms by Omission
- File will be sent as Full File for OE
If new file specifications are required please be sure to send back with responses to the questions above.
We need to have these back before the OE window closes so that we can send the OE files in a timely manner.
Thank you for your assistance in helping the Open Enrollment process to go smoothly.