I tell you, a person really has to be vigilant and knowledgeable as they keep track of their own personal information (financial and otherwise). If you don't look after you, sure as heck no one else is going to.
Story 1 - DH was trying to take care of the insurance portion of his dental work. He'd already filed (and received some) through his work and wanted to see if any of the balance was covered through mine. We learned that my dental and my health forms go to different places entirely. He got mixed up and mailed denta to the health one. We learned that while they will send you a rejection letter, they will not include any of the documents you mailed to them, even if you offer to send a self addressed stamped envelope....which means that second half of the official receipt is gone. If you want to resubmit correctly, you need to go back to your dentist and ask (and pay) for a second one. I thought I had trained DH to make a photocopy of everything as they sometimes take that, but apparently I need to reteach that lesson. I already have put the correct information with policy plans and mailing addresses for mine on the inside of the cupboard so we have it at our fingertips at home.
Story 2 - Our work contract has finally been settled. I won't argue good, bad or ugly. We found out that for the 3 days we are missed, we are eligible for SOME strike pay from the fund. Not a whole lot. less than the net of one day's work. More than some folk get in these circumstances, but still hard to see such a small percentage come back to mama. Loops and redtape to get that bit back though. The bigger question becomes, do I buy back the pension for the three days I didn't not work? The pension buy back will be significantly more than the strike pay, so if I opt for this it would be some out of pocket for the greater good, several years down the road.
What I need to do is phone and figure out the exact date I am elible for retirement. Month and Day. I have worked as a substitute (supply) teacher, and had temporary and part time contracts before I got full time permanent. That exact date is questionable. For many who start out getting a full time job right away they start at the end of August one year, and thirty years later, they are eligible for retirement on June 30th. If all my wonky math works out that June 30 is my retirement date, I need to buy back those 3 days, or else I would have to work part /all of a whole additional year. If my retirement date falls anywhere else, then it won't matter so much as I'd probably just finish out that year anyways.
So on my to do list for the coming week, I have to call my representatives to get that exact date.