Intel Retiree Yearly Due Dates Related to Retiree Benefits

Updated 11/28/2017

These benefits are for US official Intel retirees only.

Volunteer Hours/Intel Involved Matching Grant Program
January 15 of the following year

For retirees that retired under one of Intel’s formal retirement programs, Intel increases the value of your volunteering by donating $10 for each hour you volunteer to most non-profit 501(c)3 under the Intel Involved Matching Grant Program.   This is the same program provided to Intel employees.  Retiree hours are added to employee hours to determine matching grant amounts.  Hours can be reported at anytime using this web based form but all must be reported by January 15th of the following year.

Intel Matched Donations using Benevity
December 31, current year

For retirees that retired under one of Intel’s formal retirement programs, Intel will match donations made to eligible non-profits and educational organizations.  Donations can be made to these organizations using Benevity, https://intel.benevity.org or a donation made directly to an eligible organizations can be matched using Benevity.   Each calendar year the Intel Foundation will math up to $5,000 for non-profits and another $5,000 for educational organizations.  These matching fund caps are re-set to $5,000 at the start of the calendar year and any unused amounts from the prior year are forfeited.

SERMA Claim Submission (Annual Run Out Period) 
March 31 of 2018, for the period 1/1/17 – 12/31/17

The SERMA plan year runs from January 1 through December 31 of each year. You may submit a claim for reimbursement of an eligible premium incurred during the plan year as long as:

  • You file your claim AFTER your health coverage began (i.e. premium for March paid in Feb, 2017 cannot be submitted for reimbursement until March 1, 2017 ).
  • You file your claim before the annual run out period ends March 31 of the following year.
  • Claim Submission Deadline You are allowed to submit claims for eligible premiums for the prior year (January 1 through December 31) until the run out period ends March 31 of the current year. For example a claim for premium coverage date of July 2017 can be submitted until March 31, 2018. The run-out period provides you extra time to submit your claims. If you do not submit your claims with complete supporting documentation by the March 31 run-out period, your claim will be denied.

Flexible Spending Account (Health FSA) and Dependent Care Assistance Program (DCAP)
March 31 of the following calendar year (once only, after retirement)

Health FSA and DCAP contributions end with your last paycheck. If you have funds remaining in your Health FSA, you can submit claims for expenses incurred between January 1 of the current year and your termination date. You have until March 31 of the following year to submit them. For DCAP, you can submit claims for expenses incurred between January 1 and December 31 of the current year. You have until March 31 of the following year to submit them. Any money that remains in your Health FSA or DCAP accounts after March 31 of the following calendar year is forfeited, as required by IRS regulation.

Healthcare Annual Enrollment – IRMP
November 1 – November 30, 2017 for changes effective 1/01/2018

To receive your W2 in a timely manner
If you have moved, your change of address must be received by the end of the first week of December of that year.

Retirees Receiving a W2 From Intel
Mailed by January 31st every year

Intel mails your W2 to the mailing address that they have on record for you as of the end of the previous year. It will be mailed by January 31st every year.

If you have not received your W2 by the middle of February, you can call the Get HR Help 800 number (1-800-238-0486) to request a copy.

If you have received your W2 and have questions, you can also request a W2 Breakdown Letter which details what was included in each box on your W2.

You will get through to a Get HR Help rep by selecting either the payroll option or option zero. Remember to use the voicemail/call back option if hold times are long.

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