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FAQ: Do I need to provide my retirees on our insurance plan any forms for ACA?

If the health coverage offered by your organization is self-funded, then a 1095 form will need to be issued to your retirees if they were enrolled in the health coverage during the calendar year.  For additional details on which employees need to be issued a 1095 form, refer to the previously posted Employees Who Need a 1095 Training Tidbit.

For instructions on completing the ACA employer reporting process, including generating, printing, emailing, and submitting the 1095 and 1094 B or C forms, refer to Step 5 on the Payroll End of Calendar Year Checklist in the Help File.