Learn Who is Eligible for Benefits

Eligibility


Open Enrollment is now closed. 

If you have questions about your benefits or would like to make changes to your benefits outside of the Open Enrollment period and due to a qualified life event, please contact the HR Solution Center at AskHR@virginia.edu.


Requirements for eligibility include:

  • Employee: Must be an Academic or Medical Center salaried employee of UVA, full- or part-time, and regularly scheduled to work at least 20 hours/week

    • J visa holders are only eligible for the UVA J Visa Health Plan option. Federal government regulations prohibit J visa holders from enrolling in the Health Savings, UVA PPO, or Choice Health options.

  • Spouses:

    • For the UVA Health Plan

      • Must be legally recognized as spouse in the Commonwealth of Virginia and have no access to Affordable Healthcare Coverage of minimum value (as defined by the Affordable Care Act) through their non-UVA employer; OR

      • Spouses whose remote employer offers affordable health care that provides minimum value, but ALL of their health options are HMOs and the spouse lives outside the HMOs' defined service areas, are eligible to be a dependent on the UVA employee's health coverage. 

    • For UVA Dental and Davis Vision: Must be legally recognized as spouses in the Commonwealth of Virginia

  • Children: Must be your biological, step, adopted, or foster child, or any child declared a dependent on your federal tax return for whom you are the legal guardian with permanent custody. Children are eligible to the end of the birth month in which they turn 26.

  • Children With Disabilities: Must be incapable of self-support due to a mental or physical disability. Children with disabilities may continue as dependents beyond age 26, as long as:

    • Required documentation is approved in advance by the Aetna Claims Administrator prior to the dependent’s 26th birthday
    • They are unmarried
    • They live with you 100% of the time
    • They are declared a dependent on your federal tax return

For further details and additional assistance, contact Aetna Member Services at 1.800.987.9072

You can make changes to benefit elections during the plan year if you have a qualified life event. Qualified life events and new hire enrollments will need to be completed within 60 days of the event or hire date.

Requirements for eligibility for Health Savings (formerly called Basic)

  • You are not a wage employee
  • You do not hold a J visa
  • You are not enrolled in Medicare or Medicaid, or are listed as a dependent on someone else’s tax return
  • You, or your spouse, do not have a balance in a full healthcare FSA, are part of a FSA grace period, or your plan year is not over
  • You have not received healthcare benefits from the Veterans Administration (TRICARE) within the last 3 months
  • You do not have a spouse or parent enrolled in a healthcare plan (including a Health Reimbursement Account) that provides you benefits before meeting the annual IRS minimum deductible
  • You have not already contributed the annual federal limit to another HSA, Medical Savings Account (MSA), or HRA in the same calendar year

The difference between a dependent and a beneficiary

dependent is a person who is eligible to be covered by you under the health, dental and vision plans. A beneficiary can be a person or a legal entity that is designated by you to receive a benefit, such as life insurance.

A spouse included in your medical coverage and designated as a recipient of your life insurance is both a dependent and a beneficiary.

For another example, a parent is not an eligible dependent for medical coverage but could be designated as a beneficiary.

Required Documentation for Open Enrollment and Dependent Eligibility

Required Documentation for Eligible Dependents

Review the Dependent's relationship to you below or click here for the eligibility and required documentation list. 

  • Spouse

    Eligibility Definition

    The marriage must be recognized as legal in the Commonwealth of Virginia.

    NOTE: Ex-spouses will not be eligible, even with a court order.

    Documentation Required

    • Copy of state-issued marriage certificate received after the date of the ceremony with recorded file date, and 
    • Copy of the first page of the employee’s most recent federal tax return that shows the dependent listed as “Spouse”. “Mark out” all financial information and the first five digits of all Social Security numbers
  • Biological Child

    Eligibility Definition

    A child may be covered to the end of the month in which he or she turns age 26.

    Required Documentation

    Copy of birth certificate (or proof of birth for newborn) showing employee as parent

  • Adopted Child

    Eligibility Definition

    A child may be covered to the end of the month in which he or she turns age 26.

    Required Documentation

    Copy of birth certificate or court approved adoption order showing employee’s name. If this is a legal pre-adoptive agreement, it must be reviewed and approved by UVA HR.

  • Stepchild (spouse's biological child)

    Eligibility Definition

    A stepchild may be covered to the end of the month in which he or she turns age 26.

    Required Documentation

    • Copy of birth certificate (or adoption agreement) showing the employee’s spouse as parent, and
    • Copy of state-issued marriage certificate received after the date of the ceremony with recorded file date showing the employee and dependent parent’s name, and one form of proof of joint ownership, and 
    • Copy of the first page of the employee’s most recent federal tax return that shows the dependent’s parent listed as “Spouse."  
    • Redact or mark out  financial information and the first five digits of all Social Security numbers.
  • Foster Child

    Eligibility Definition

    A foster child may be covered to the end of the month in which he or she turns age 26.

    Required Documentation

    • Copy of birth certificate and
    • Copy of Final Court Order granting permanent custody with name of employee as responsible party, name of minor children, and presiding judge’s signature, support order number, and seal
  • Child under your permanent legal guardianship or custody

    Eligibility Definition

    A child for whom a court has ordered the employee (and/or the employee’s legal spouse) to assume permanent custody may be covered to the end of the birth month in which they turn 26, if:

    • They are unmarried
    • They reside full-time with employee in parent-child relationship
    • They are declared dependents on employee’s federal income tax return, and
    • Custody was awarded prior to the child's 18th birthday

    Required Documentation

    • Copy of birth certificate, and
    • Copy of the Final Court Order granting permanent custody with name of employee or spouse as responsible party, name of minor children, and presiding judge’s signature, support order number, and seal
  • Child under your permanent legal guardianship or custody – exception

    Eligibility Definition

    If the employee (or the employee’s spouse) shares permanent custody of an “other child” with their minor child who is the parent of the “other child – exception”, then that “other child” may also be covered if the other child, the minor child (who is the parent) and the employee’s spouse (if applicable):

    • All live in the same household as the employee, 
    • Both children are unmarried,
    • Both children are declared as dependents on the employee’s federal tax return, and
    • A court has ordered the employee or the employee’s spouse to assume joint permanent custody.

    Required Documentation

    • Copy of the other child’s birth certificate showing the name of the minor child as the parent of the other child, and
    • Copy of the birth certificate (or adoptive agreement) for the minor child showing the name of the employee, and
    • Copy of the Final Court Order granting custody with names of employee or spouse and their minor child as the responsible parties, name of “other child”, and presiding judge’s signature, support order number, and seal
  • Incapacitated Adult Child

    Eligibility Definition

    The employee’s adult children who are incapacitated due to a physical or mental health condition may be covered beyond the end of the month in which they turn age 26 if they:

    • Are permanently and totally disabled
    • Are unmarried
    • Reside full-time with the employee (or the other natural/adoptive parent)
    • Are declared as a dependent on the employee’s federal income tax return
    • Are deemed incapacitated prior to the end of the month in which they reach age 26
    • Have maintained continuous coverage under an employer-sponsored plan of the employee (or the other natural/adoptive parent)

    Required Documentation

    • Copy of birth certificate or legal adoptive agreement showing employee’s name, and
    • Other medical certification and eligibility documentation as needed
    • In the case of a new employee, copy of the HIPAA Certificate showing prior employer-sponsored coverage
It was such a relief to chat by phone with a kind and patient benefits counselor who helped me sort through the complexities of choosing which healthcare options to go with. I was able to save a lot of money and changed my choices for dental and health. So grateful for the guidance! Sarah Mcconnell, Executive Producer and Host, WITH GOOD REASON

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*Note for Postdoctoral Fellows: The Open Enrollment process for all Postdoctoral Fellows (non-UVA employees) is managed through UVA Human Resources. For additional information specific to Postdoctoral Fellows, contact Corinne Clasbey or Rachel Short.