The type of documents required depend on your relationship to your dependents and the eligibility rules that govern your employer-sponsored benefit plan. Refer to the specific checklist that was included in your audit package for instructions on what documents are required.
The completed verification form must be returned with all audits.
In general:
Spouse (married any time prior to the current tax year -- in other words, you are not a newlywed) - Copy of your/your spouse's most recently filed tax return showing "married filing jointly" or "married filing separately." In either case, both of your names should be on the tax form. Redact the SSNs except for the last four digits.
Disabled Adult Dependent (other than your spouse) - required documentation as per their relationship type (refer to other sections) plus proof of disability (dependent's supplemental security income (SSI) or Social Security disability insurance (SSDI) payment stub, or proof of direct deposit into bank account for current/previous year).
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*
copies
of handwritten tax returns will not
be accepted*when
submitting the required documents, please mark out all
confidential information, such as financial data
(for example: income information of Page 1 of Form 1040; account numbers, etc.) and
the first five digits of all
Social Security Numbers
*original
documents are not required; photocopies are acceptable
*all
foreign documents must include an official translation
*
make
sure you keep a copy of all the documents you submit *
if
you do not have the required document(s) as described on the following pages
and/or if you have any questions at any time, call the Benetech Customer
Service Help Line (518-283-8500 option 4)