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Employee Benefits Forms

Listed below are many of the forms frequently used by the Office of Employee Benefits in the Division of Human Resources. All documents are in PDF format. Some documents are also available in MS Word* format. Download them as needed. Please contact this department at extension 4395 for a copy of a form not available on this page. If you do not have Acrobat Reader installed on your computer you can download a free copy at: Adobe's Acrobat site. If you have any problems using this page or downloading forms, please email hr@mail.montclair.edu.

* Please note that any changes made to these Word templates without the consent of the Division of Human Resources will result in the form being returned to the appropriate Division or Department for resubmission on the HR version.(Last updated 12/12)

GUIDELINES, PROCEDURES AND POLICIES
FORMS
FORM NAME FORMAT PURPOSE OF FORM

State Health Benefits

Health Benefits Program Application Form (Full-Time) PDF To enroll in health benefits or update information.
Health Benefits Program Application Form (Part-Time) PDF To enroll in health benefits or update information.
High Deductible Health Plans for (Full-Time) PDF To enroll in health benefits for full-time staff.
High Deductible Health Plans for (Part-Time) PDF To enroll in health benefits for full-time staff.
HDHP Health Savings Account (HSA) form for (Full-Time) PDF To enroll in health savings account for tull-time staff.
Health Benefits Program
Application Form (Retiree)
PDF To enroll in health benefits or update information if you are a retiree
Dependent eligibility documents PDF Required documents for SHBP/SEHBP dependent eligibilty and enrollment
Application for Chapter 375 Coverage - Dependents to age 31 PDF To apply for coverage of a child up to age 31
Dental Plan Application (Full-Time) PDF To enroll in dental benefits or update information
Waiver/Reinstatement Form PDF To waive or reinstate enrollment in SHBP
Affidavit of Dependency Form PDF To determine eligibility of dependent child/children

Claim Forms

NJ Direct Claim Form PDF To file a NJ Direct claim for out of network health care benefits
Express Scripts/Medco Claim Form PDF To file a claim for reimbursement for prescriptions
Mail Order Express Scripts/Medco Claim Form PDF To file a claim for reimbursement for mail order prescriptions
Dental Expense Plan Claim Form PDF To file an Aetna claim for dental benefits

TaxSave/Flexible Spending Accounts

Medical and Dental Expenses-IRS publication 502 PDF IRS guidance on flexible spending/unreimbursed medical accounts
Child and Dependent Care expenses - IRS publication 502 PDF IRS guidance on dependent care accounts
WageWorks Enrollment Form PDF To enroll in tax-free medical or dependent care program

Public Employees' Retirement System (PERS)

Retirement Application - Instruction and Form PDF PERS retirement application
Disability Retirement Application PDF To apply for disability retirement under PERS
Request for Retirement Estimate PDF To obtain a retirement fund estimate for members of PERS and TPAF retirment funds
Adjunct/Part-time Instructors ABP Election of Retirement Coverage Form PDF To request a transfer of pension contributions to ABP or remain in PERS
ACTS Salary Reduction Agreement PDF To authorize a percentage reduction in an employee's salary to make additional voluntary contributions on a tax-deferred basis beyond those required by the mandatory membership in any state-administered retirement system.

Alternate Benefit Program

ABP Common Questions and answers PDF Alternate Benefit Program frequently asked questions
ABP Member Handbook PDF NJ State Alternate Benefit Program Member Handbook
ABP Investment Carrier Comparison Guide PDF An information guide with points to consider in choosing from six carriers
ABP Enrollment Application PDF Active employee application for ABP enrollment
ABP Carrier Election Form PDF To file choice of carrier under ABP
ABP Retirement Application PDF To apply for retirement under ABP
Pension withdrawal form PDF The pension withdrawal form is needed for those who wish to consolidate TPAF or PERS funds with an ABP account
Beneficiary Designation PDF To nominate a beneficiary for receipt of relevant benefits upon death of the member
ABP Long Term Disability Application PDF To apply for long term disability under ABP
Choosing between PERS and ABP PDF To assist newly eligible employees currently in PERS, TPAF, or PFRS in determining whether the PERS or the ABP system is better for them.
Election of Coverage Form for Adjuncts and Part Time Instructors PDF Within 30 days of commencing employment, Adjuncts and Part-Time Instructors with existing PERS membership must complete an Election of Coverage Form.
Salary Reduction Agreement - Supplemental Savings Plan PDF To authorize salary deductions for the supplemental 403b plan

Deferred Compenstation Plan for enrollment or investment option information:

Beneficiary Request Form PDF To designate a beneficiary

Leaves of Absence

Family Medical Leave Procedures FMLA and FLA LINK Federal and State Family medical leave information
Personal Leave

PDF

PDF

Information & application for personal leave
Flex-Time Request Form PDF Information and Request for Flex-time Work Schedule
Extended Sick Leave PDF Information & application for extended leave

Donated Leave Program for Classified Employees and Unclassified Professional Staff and Librarians

Donated Leave PDF Donated Leave Program