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Eligibility

To purchase a Medicare Supplement Health Plan medical plan, you must be enrolled in Medicare Part A and Part B1 and satisfy one of the eligibility requirements listed below:

If you are a member of the clergy, you must:

  • Be a former employee of an Episcopal employer
  • Be age 65 or older
  • Have a vested benefit under the Clergy Pension Plan

If you were a lay employee or member of a religious order, you must:

  • Be a former employee of an Episcopal employer
  • At the time of your separation from your employment:
  • Have been an exempt employee OR
  • Have been a non-exempt employee scheduled to work, and compensated for, 1,000 or more hours per year for a minimum of five years
  • Be age 65 or older
  • And either:
  • Have participated in a pension plan sponsored by CPF for a minimum of five years OR
  • Be a former employee of a group that participated in a health plan offered through the Medical Trust

If you are a pre-65 retired employee who is disabled, you must:

  • Be certified as "disabled" based on the guidelines established by the Church Pension Fund 2
  • Be a former employee of a group that participated in a health plan offered through the Medical Trust and, at the time your employment ended, you were:
  • Participating in a Medical Trust plan, or were eligible to participate in a plan
  • At least age 55
  • If you are a cleric, you have a vested benefit under the Clergy Pension Plan
  • If you were a lay employee, have five or more continuous years of service with The Episcopal Church

If you are in Early Retirement, please call us at (800) 480-9967 Monday – Friday, 8:30AM – 8:00PM ET (excluding holidays) about your eligibility for Medical Trust health plans.

Your Dependents

To purchase a Medicare Supplement Health Plan for your dependents, they must be enrolled in Medicare Part A and Part B. Eligible dependents include your:

  • Spouse (If your spouse is over age 65 and you are an active employee, your spouse will be covered by your active medical benefits.)
  • Surviving spouse
  • Former spouse, provided the eligibility requirements are met
  • Domestic partner
  • Surviving domestic partner
  • Disabled dependent child, if the disability began before age 25
  • Surviving disabled dependent child, if the disability began before age 25

If you have questions, please call us at (800) 480-9967 Monday – Friday, 8:30AM – 8:00PM ET (excluding holidays).

1 Enrollment in Medicare Parts A and B is required for participation in the Medicare Supplement Health Plan medical plans, but is not required for the dental plans.

2 You are considered disabled if you have a medically determinable physical or mental condition which prevents you from engaging in substantial gainful activity and which can be of long-continued or indefinite duration.

 

Health benefits are offered through plans maintained by Church Pension Group Services Corporation (doing business as The Episcopal Church Medical Trust), 19 East 34th Street, New York, NY 10016.

The Episcopal Church Medical Trust Disclaimer