BlueCross BlueShield
Federal Employee Program Members:
If you are a Basic Option member enrolled in Medicare Part A & B, make sure you receive your reimbursement for 2018 and 2019. Each member on your contract with Part A & B is eligible for a $600 reimbursement account. You have until December 31 of the following benefit year to submit your claim for reimbursement (i.e. 12/31/2019 is the deadline for the 2018 reimbursement). If you submitted proof of payment last year, you will not need to do so again this year. You will be able to determine if the reimbursement is available/satisfied for each year on the online portal.
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PROCESSING TIMELINES
In order to continue providing the best possible service, we want to set clear expectations for our clients. This includes a reminder of our processing timelines. The specified time frames that follow indicate our anticipated maximum, not to say the request will necessarily take that long.
- Email Response: Expect a response from our staff withing two (2) business days and from our advisors within five (5) business days.
- Return Phone Call: Please keep in mind the advisors spend the majority of their time in appointments with clients like you. They run meetings back-to-back from 9:00 - 5:00 most days, leaving extremely limited time. Most phone calls can be handled by our staff, but if you need to speak with your advisor, we can schedule a call back. Please do not expect this to happen the day of, or even the next day. We may schedule a call back when availability allows, unless, of course, there is an urgent matter. If our staff is not able to assist and you require a call back from your advisor, it is immensely helpful to email them in the meantime with your questions or concerns.
- Request for Funds: Please request at least 15 days before needed. (*Please note, funds may take longer to receive depending on settlement periods, bank processes, etc.)
- Service Requests: (beneficiary change forms, change of address, etc.) We will send you the necessary paperwork within 5-7 business days of notification.
- Requests for Account Statements: Expect to receive statements within three (3) days.
- IRA Contributions: If you mail a contribution check for the prior year to our office, we need to receive not later than March 31.
- Appointments: Expect to schedule 3-4 weeks out, with the exception of urgent matters.
- Annual Review Appointments: You will receive an email and phone call the month prior to your birth month to schedule your annual review. We will attempt to reach you a maximum of three times.
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Please remember if you have a secure document you would like to send to us, request an email from one of us first. Our ShareFile link is included in all of our email signatures, and was created for that purpose. No login is required - you simply click the link, enter your name and email, and upload your document.
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MASON & ASSOCIATES APP
If you have the Mason & Associates app installed on your phone, it will no longer work. Since we created our new website, the app is no longer necessary. Instead, simply type masonllc.net in your browser - our new site is mobile-friendly. Keep in mind you can add favorite sites to your home screen or bookmark for easy access.
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RADIO SHOW
Download the WNIS app to listen to our radio show with Mike and John.
First and third Tuesday of every month
6:00 - 7:00 PM
Next Show Date: February 5
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Michael R. Mason, CFP®, CLU®, ChFC®, Kenneth T. Mason, RICP®, John M. Mason, CFP®, and Holly L. Remsing, CFP® offer securities & advisory services through Centaurus Financial, Inc., Member FINRA and SIPC, a Registered Investment Advisor. Mason & Associates, LLC and Centaurus Financial, Inc. are not affiliated companies. This is not an offer to sell securities, which may be done only after proper delivery of a prospectus and client suitability is reviewed and determined. Information relating to securities is intended for use by individuals residing in the following states: Arizona, California, Colorado, Florida, Indiana, Maryland, North Carolina, and Virginia.
This e-mail and attachment(s) may contain information that is privileged, confidential, and/or exempt from disclosure under applicable law. If the reader of this message is not the intended recipient, you are hereby notified that any dissemination, distribution, or copy of this message is strictly prohibited. If received in error, please notify the sender immediately and delete/destroy the message and any copies thereof.
This e-mail was sent in accordance with US Code 47.5.11, Section 227. We respect your privacy and pledge not to abuse this privilege. To stop future mailings, please respond by typing “remove” in your reply.
The CLU®, ChFC® and RICP® are the property of The American College, which reserves sole rights to its use, and is used by permission.
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