Document Requirements
To understand which documents are required to prove dependent eligibility, please review each document listed next to the dependent(s) relationship on your Documentation Checklist mailed to you by Consova. The additional information below describes what documentation will be considered valid for the purpose of this verification.
Spouse
Plan Definition
- - Legal Spouse (which can include a same-sex Spouse or opposite-sex Common Law Spouse if legal in such jurisdiction (domestic or foreign), but does not include a same-sex or an opposite-sex Domestic Partner) (“Spouse”).
Document Requirements
- Copy of marriage certificate or common law registration
AND
-
A copy of page one through the signature line of your Jointly filed Federal Tax return from the most recent IRS Tax year; please black out the first five digits of any Social Security Numbers and any IRS Identity Protection PIN's. Note: if your spouse files married separately, head of household or single, you will also need to submit their Form 1040 from the most recent IRS Tax year.
Note: If you have recently entered the United States, please provide your 1)marriage certificate, 2)copies of both your and your spouse’s passport showing the port of entry stamp and 3) Affidavit of Marital Relationship to verify your spouse.
If your documents are in a language other than English or Spanish, you must submit the original document along with the certified translation.
Domestic Partner
Plan Definition
- - Your eligible, unrelated same-sex or opposite-sex domestic partner.
Document Requirements
- Copy of the domestic partner affidavit signed by you and your partner.
AND
- Proof of dependency as evidenced by a copy of two of the following documents:
- - Proof of shared residence via joint mortgage statement or rental agreement
- - Automobile title or registration showing joint ownership of vehicle
- - Joint checking, bank or investment account statement
- - Joint credit account statement
- - A will and/or life insurance policy which designates the other as primary beneficiary (this document will always be considered as a document that is dated within 60 days prior to the date of this letter even if it was created prior to the 60 days).
Please note: Proof of dependency documents need to be dated prior to the date of this letter. One document must be dated 12 months prior to the date of this letter and the second document must be dated within 60 days prior to the date of this letter.
**Insurance and medical-related documents will not be accepted as a proof of dependency.**
Children age 25 and under
Plan Definition
- - Your natural child, legally adopted child, or child in the process of being adopted;
- - Stepchild;
- - Child of Domestic Partners
- - A child whom you have legal guardianship of;
- - A foster child; or
- - A child who is the subject of a Qualified Medical Child Support Order (QMCSO) or court order indicating you have to provide health care
Document Requirements
- A copy of the following documents (varies by the relationship of the child to the Employee):
- - Natural child or legally adopted child: State or county issued issued birth certificate showing employee's name or signed court order.
- - Stepchild: State or county issued birth certificate showing parents' names, copy of your Marriage Certificate, and copy of your joint federal tax return from the most recent tax season.
- - Child of your domestic partner: State or country issued birth certificate and proof of established Domestic Partnership.
- - Child whom you have legal guardianship: Signed Court Order and federal tax return from the most recent tax season claiming the child as a dependent.
- - Foster child: Signed letter from social service agent confirming child has been placed under your care and your federal tax return from the most recent tax season claiming the child as a dependent.
- - A child who is the subject of a Qualified Medical Child Support Order (QMCSO) or court order indicating you have to provide health care: Signed Court Order IF no current QMCSO/Court Order on file.
Please note: for unmarried disabled children aged 26 or over, in addition to the birth certificate, we will also need a copy of your federal tax return from the most recent tax season claiming the child (front page only).
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