Find Out if You're Eligible

Eligible employees have the opportunity to enroll in Rockwell Automation retiree medical coverage. The choices available depend on whether you and your spouse/domestic partner are eligible for Medicare, which typically happens when you reach age 65.

You are eligible for Rockwell Automation retiree medical coverage if you meet these three rules when you retire from Rockwell Automation:

• You are at least age 55, and
• You have at least 10 years of service, and
• Your age and service points equal 75 or higher.

About Your Retirement Age

If you meet eligibility requirements and retire before age 65 (before you’re Medicare-eligible), Rockwell Automation offers you pre-65 medical coverage. Then, when you turn 65 or become eligible for Medicare, you’ll have access to Via Benefits, a service that helps you choose an individual supplemental Medicare plan.

Coverage for your Dependents

If you are under age 65 and you enroll in Rockwell Automation retiree medical coverage, you can enroll your eligible dependents. In general, this includes your pre-65 spouse/domestic partner and children under age 26.

To be considered an eligible dependent, your family member must be eligible for coverage at the time you retire. You cannot enroll any new dependents you gain after you retire, such as a new spouse/domestic partner. Also, you must keep your pre-65 coverage as a retiree in order to cover a pre-65 spouse or dependent. If enrolled, your pre-65 spouse can remain covered after you are age 65 and eligible for Medicare.

When You Can Enroll

If you’re eligible for retiree medical coverage from Rockwell Automation, you can choose to enroll and start this coverage at one of the following times:

• The first of the month following your retirement date.

• The date you no longer have other group medical coverage, such as through your spouse’s employer, provided you had other coverage at the time of your retirement. You have to enroll in Rockwell Automation’s retiree medical coverage within 31 days of your other coverage ending. However, you will not receive the company subsidy.

• During the Annual Enrollment period, which is typically held in November of each year. Your coverage will start on Jan. 1 of the following year.

What Happens if You Decline or Stop Coverage

You may defer the start of your Rockwell Automation retiree medical coverage if you have other coverage under an employer-sponsored group health plan, either as an active employee, a dependent or a retiree. If you lose that coverage mid-year, you may start your Rockwell Automation retiree coverage immediately if you notify the RASC within 31 days of losing your other coverage.

You also will have an opportunity to enroll in retiree medical coverage during the Annual Enrollment period, which is typically held in November of each year. Your coverage will start on Jan. 1 of the following year. You must keep your coverage as a retiree in order to cover a spouse or dependents.

NOTE:

If you or your dependent defers or drops coverage under the Plan after termination of your employment, you or your dependent may later re-enroll in a retiree medical plan, but Rockwell Automation will not pay any employer contribution. In addition, if you do not elect a supplemental Medicare plan through Via Benefits when you first become eligible, or if you later drop this coverage, you will not be eligible for post-65 transitional financial support from Rockwell Automation.