Participant Forms
Participant Data Form
Premium Reimbursement Claim Form
Medical Expense Reimbursement
Claim Form
Individual Account Management
Investment Selection Packet
April 2023
Investment Selection Form
April 2023
Performance Reports
Conversion Election Information Packet
(Rev. 2019 03)
Conversion Chart
Effective March 1, 2022
Conversion Chart
Effective March 1, 2019
Conversion Chart
Effective March 1, 2016
Conversion Chart
Effective May 31, 2013
Notices
Notice of Dissolution
June 19, 2023
Annual Period for Selection of New Investment
April 17, 2023
Notice of Merge of Trust
April 3, 2023
IAFF Medical Expense Reimbursement Plan (Restated Merger Plan)
Effective August 1, 2023
2023 Annual Premium Verification Notice & Claim Form
Summary Annual Report
Summary of Material Modifications Discussing Changes to Monthly Verification of Premiums
Effective January 1, 2022
Summary of Material Modifications
Proof of Payment of Premium
August 18, 2022
Summary of Material Modifications
Retiree Contributions to Surviving Spouses
November 14, 2022
COBRA General Notice
HIPAA Notice of Privacy Practices
Plan Documents
Summary Plan Description
Effective March 1, 2021
Restated Plan
Effective March 1, 2021
Plan Amendment No. 12
Plan Amendment No. 13
Plan Amendment No. 14
Publication 502 - Medical and Dental Expenses
IRS Publications
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