Plan Installation and Set-Up

Service	Standard	Optional
Set up plan records and claim processing procedures
Develop reimbursement schedule
Establish data processing requirements and protocols with plan sponsor and trustee*
Develop employer administration manual
* ARC does not provide trust or investment management services to VEBAs

Employee Communication

Service		Standard	Optional
Communication package for each participant, consisting of:
•	Participant "welcome" letter
•	Administration Kit for participants, including:
	• Overview of eligible health care expenses
	• Rules for reimbursement of orthodontia expenses
	• Customized claim processing schedule
	• Sample claim form and instructions
	• Summary of online access to account information and claim forms
	• Guide to requesting reimbursements
	• Tips for filing claims
	• Notice of ARC Privacy Practices

Comprehensive VEBA Administration

Service		Standard	Optional
Health care reimbursement processing and administration, including:
•	Provide daily valued individual participant recordkeeping services where the plan provides for multiple investment fund options
•	Review and audit 100% of all claims
•	Process requests for reimbursement
•	Generate management reports
•	Upon receipt of funds from the trustee, issue reimbursement checks to participants and/or make automatic direct deposits
•	Mail checks and/or notices of deposits to participants' homes
•	Include the following with each check/notice of deposit:
	• Complete account reconciliation
	• New claim form
	• New pre-addressed envelope for next claim
•	Service participant and employer questions via toll-free telephone or ARC Website
•	Bi-weekly or semi-monthly reimbursement
•	Weekly or daily reimbursement
Services fees also include all:
•	Claim forms
•	Pre-addressed envelopes
•	Check Stock
•	Postage
ARC website for participant account claim and payment inquiry, plan information, and interactive reimbursement claim form
COBRA administration on VEBA accounts following a qualifying event (available only through ARC COBRA administration services)
Debit Card provider expense payment services

Compliance Services

Service	Standard	Optional
Discrimination Testing
Completion of government reporting forms (if required)