INSTRUCTIONS FOR COMPLETING THE REQUEST FOR HEALTH INSURANCE CREDIT
Complete this form to request your initial health insurance credit or to notify VRS of changes to your insurance
coverage and/or premium amount. (If you retired from a position covered by VRS and you are currently
receiving a monthly benefit, you can update your health insurance premiums online at myVRS.varetire.org
rather than completing this form.)
K
eeping your information current ensures you receive the proper credit amount and are not at risk for receiving
an overpayment, which would require you to reimburse VRS.
Note: You may need to complete additional forms if you are making changes on policies with different effective
dates.
Part A. Retiree Information
Boxes 1-5: Enter your personal information.
Box 6: Please enter your retirement date if you were a political appointee, or a school superintendent or
were employed with an institution of higher education and you elected to participate in an Optional
Retirement Plan (ORP).
If you retired from a position covered by VRS, leave retirement date blank.
Box 7: If you are covered by Medicare, choose Yes and provide the additional information: the date you
started receiving Medicare Part B, and the amount paid each month for the Medicare Part B
coverage. If the amount paid is not listed, choose Other and enter the monthly amount.
Part B. Retiree Certification
Sign and date after reading the certification statement. Send the completed form to VRS at the address on the
top of the form. VRS will retroactively reimburse up to a maximum of 12 months from the date the completed
form is received by VRS as long as the necessary health insurance information is provided.
Part C. Insurance Policy Information
If you have health, dental, vision, or prescription drug insurance, complete Part C for each policy.
Note: Examples of policies not eligible for reimbursement include, but are not limited to, long-term disability,
home health care, long-term care, dread disease (such as cancer), hospital or other indemnity policies, limited
benefit plans, network discount programs, health care bill-sharing plans, or policies that restrict payment of
benefits to the treatment of specific illnesses.
To complete Part C, enter the necessary information from your policy. (Do not include information from policies
that are no longer in effect or that are not eligible for reimbursement.)
Box 9: Enter the plan name (e.g., Advantage 65)
Box 10: Indicate whether you or your spouse is the policyholder.
Box 11: Indicate the coverage option
Box 12: Indicate the policy type
Box 13: Explain how the premium is paid:
a) This is the number of times the insurance premium is paid. If paid monthly, enter 12; annually,
enter 1.