Generating COBRA Account Statements

To automatically generate a COBRA account statement, run the following batch processes:

  • COBRA Billing Generation (HH03000M) – generates billing transactions to record the amounts owed for COBRA coverage and any associated administrative fees. These transactions are recorded in the COBRA Billing Report (HHA3000).

  • COBRA Account Statement (HH05000M) – generates the COBRA Account Statement (HHA5000) and the COBRA Account Statement extract file during the monthly cycle. The report provides details of all current financial activities in a manner similar to account statements from banks. All enrolled plans are listed at the header of the report and each financial action is listed in order of posting date. This provides a method of billing each qualified beneficiary by providing a payment coupon on the bottom of the page.