Montana VEBA HRA - Voluntary Employee Beneficiary Association

About MT VEBA HRA

Background Plan Service MCA 2-18-1301 VEBA Law Rules of Operation

Using your Account

General Account Info List of Qualified Expenses Participant Claim Documentation Requirements

Privacy

Contact List

Forms - State of MT Employers

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Petition - For use when a group comes forward requesting a vote.
Cover Memo - Customize highlighted sections.
Ballot - Customize highlighted sections.
Voting Rules & Best Practices
Separation from Service Form - Used to "alert" an agency of upcoming separation. Agency may decide upon use of form.
Enrollment Form - MUST be filled out by separating employee.
Adoption Agreement - The Adoption Agreement allows an Agency to offer VEBA to one or many groups in an agency. Must be sent to Dept. of Admin (EBB) prior to group vote. Print, sign and mail/route.

Sample Policy Memos, Union Bargaining agreements, etc.
One must be chosen and filled in for each group established by an agency. Once the Adoption Agreement is approved, the policy memo or Bargaining Lang. agreement must be sent for each group that forms in an agency.

Sample Policy Language (Eligible Retirement)

Sample Policy Language (Not Eligible Retirement)

Sample Bargaining Language #1

Sample Bargaining Language #2

Instructions for SABHRS Payroll Processing of an employee
Notification of Eligibility Letter Template - This can be used by Agency Payroll/benefits staff to notify an individual when he/she becomes eligible to participate in the VEBA group. For example, if group is retirement eligible and employee turns 50, or reaches another criteria, they become part of the VEBA group.