What is an Eligibility Date?

This date determines when an employee is qualified to enroll into the benefit plan. There are two major considerations concerning eligibility dates:

  • The eligible date for the employee is calculated from the entry rules defined for the plan. Setting up benefit entry rules

  • An employee cannot enroll in a benefit plan with a start date prior to their eligible date. They can enroll with a later date, provided the date complies with entry points on the plan's entry rules.

Example

If the employee's eligible date for the benefit is June 1, 2000, the start date for the benefit can be June 1, 2000 or any later date that qualifies with the entry rules.