2020 Dependent Eligibility Audit

Dependent Eligibility Audit - Starts January 6, 2020

Every five years as part of our participation in the CA Schools VEBA Trust, San Diego Unified School District is required to verify that all dependents (including spouse, domestic partners and children) enrolled in our healthcare plan are eligible for coverage. All employees and retirees who have dependents covered on the District health plan will be required to submit specific documentation substantiating eligibility. California Schools Voluntary Employee Benefits Association (VEBA) will be conducting the audit through McGregor & Associates, A Gallagher Company. CA Schools VEBA already holds healthcare information for our participants and as such, you can be assured that your privacy will be protected during this audit.

Early January 2020, a letter will be sent to your home address which includes a Dependent Eligibility Form with instructions on how to submit the required documentation, a list of Acceptable Documents to Verify Dependent Eligibility and a schedule of on-site events being made available for employees and retirees to personally submit their documentation.

Participation by the District and each employee/retiree covering dependents is mandatory. Please be prepared to fulfill your obligation for verifying your dependent's eligibility by the deadline described in the letter. If you do not meet this deadline or do not provide all of the documentation necessary to confirm eligibility, coverage for your dependent(s) will cease effective April 30, 2020.

Thank you for supporting this process and our efforts to contain healthcare costs and meet our federal tax obligations. View our Frequently Asked Questions (FAQ) for more information.

2020 Dependent Eligibility Audit Timeline

Notifications sent by email/phone to all employees and retirees with enrolled dependents as of December 2019

December 16, 2019

Letter with Dependent Eligibility Verification instructions mailed to the home address of employees/retirees with enrolled dependents (view sample letter)

January 6, 2020

CA Schools VEBA will be on-site at several district locations to accept dependent documentation for those not able to provide through email or other methods available (view schedule)

January 13, 2020


February 13, 2020

Documentation Due Date Reminder Sent

March 9, 2020

Dependent Eligibility Form with Supporting Documentation Due

March 31, 2020

Employee Notification of Ineligible Dependents

April 24, 2020

Ineligible Dependents Coverage Dropped

April 30, 2020

For all inquiries regarding the audit, please call CA Schools VEBA at (888) 806-1994, prompt 2, Monday thru Friday 8 a.m. to 5 p.m. PST or send a message to