Pelion’s state-of-the-art technology enhances our ability to provide the highest level of service and expertise. Pelion’s integrated services support a full complement of retirement plans. Specializing in expert plan design, administration and consulting for qualified employee benefit plans.

PRIME Participants

PRIME Participant Forms

These forms may be opened and filled out using the participant’s computer, then printed out for signature. Fields within the same form will also populate automatically for your convenience.

 

Frequently Asked Questions for PRIME Participants

  • What is a PRIME plan?
  • What is the legal basis for the PRIME plan?
  • Are plan participants subject to income taxes on employer contributions or benefit payments from the trust?
  • What medical expenses qualify for reimbursement?
  • How can I receive a reimbursement for a qualified medical expense?
  • How long does it take to receive a reimbursement?
  • Can I have my reimbursement direct deposited into my bank?
  • What if I have more bills than the balance in my PRIME account?
  • What is the difference between a Non-Recurring Health Insurance Premium and a Recurring Health Insurance Premium on the Medical Expense Reimbursement Claim Form?
  • Must I send the original bills or receipts or are copies acceptable?
  • Can I fax the completed Medical Expense Reimbursement Claim Form and my bills or receipts?
  • Can I complete the form on my computer?
  • How often will I receive a statement of my account?
  • Can I view my statement online?
  • To see my account online, what is my user ID and password? Can I change my password? How often is the website updated?
  • Is there a minimum dollar amount for a reimbursement?
  • Can I roll over my PRIME account?
  • Can I take out a loan against my PRIME account?
  • What happens to my benefits if I die?
  • What types of investments are available to invest my PRIME account?
  • How can I update my personal information such as my address, e-mail or phone number?
  • Can I check the status of my claim online? Can I see past claims that I have submitted online?

Let's Talk

We would be happy to discuss how Pelion can help you.