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General Account Information

The following information relates to all Montana VEBA HRA plans.

Your VEBA account is opened when your employer sends funds to the VEBA Plan Administrator. After your account is opened, you will be mailed a welcome letter confirming the contribution and your new Montana VEBA HRA account number, plus a Claim Form, Systematic Payment Form, Account Information/Fund Allocation Change Form, and a Plan Summary. Upon receipt of the packet, you may submit a VEBA Medical Claim Form for you, your spouse or tax-qualified dependents for the following:

  • Medical,
  • Dental, or
  • Vision expenses
  • Premiums for Medical, Dental, Vision, Long Term Care Insurance, Medicare Part B or Medicare Supplement Insurance

For a complete list of Qualified Expenses, click here.

You may file claims at any time and for any amount. Claims payment is efficient and easy. You may choose direct deposit or you may have your premiums paid directly to your insurance carrier from your VEBA account. Fill out the Systematic Payment form in order to have reimbursement made to you directly or to have your premium payments sent directly to the insurer.

NOTE: Reimbursable health related benefits must be for expenses incurred after your account is first opened. Withdrawals from your VEBA account may be made only for medical, dental or vision expenses/premiums or for tax-qualified long term care insurance premiums for you, your spouse or for tax-qualified dependants (IRS Publication 501.)

The Montana VEBA HRA Plan Administrator (A.W. Rehn & Assoc.) will provide you with semi-annual statements, ending 6/30 and 12/31 of the plan year that provide detail of your account. This statement will be mailed to your home address. If you have any questions about your VEBA account, you may call A.W. Rehn & Associates or click here to access your account.

Participant accounts will be charged a monthly fee as well as a percentage of asset fee based on the value of the account. Those fees will be listed on your statement from Rehn & Assoc.

Your benefits/payroll staff handles processing of your Membership Enrollment Form(s). The appropriate VEBA Enrollment Forms(s) should be completed and delivered to your benefits/payroll staff prior to your leaving employment if your group's eligibility is based on separation or retirement. If your group's eligibility allows for contribution as an active employee, Enrollment forms must be completed upon the completion of a positive Group vote.