If an employee has married and obtained a legal marriage certificate within the last 31 days, you may add the employee's spouse and the spouse's children to the employee's covered plans on behalf of the employee. You may also enroll the employee and dependents in previously declined coverage, or drop coverage in cases where the employee and dependents will enroll in the new spouse's benefits.
A Wizard will step you through the process necessary to complete the benefits change request. If you need to leave the process prior to completion, use the ExitExit button to save your changes and resume later.
1. On the Management Navigation Menu, click Benefits > Life EventsBenefits > Life Events.
The Life EventsLife Events page displays.
2. Select the employee whom you would like to report a marriage life event for from the EmployeeEmployee drop-down box.
3. In the Create New Life Event section, select Marriage Life Event type.
The Life Event WizardLife Event Wizard displays.
4. Enter a date in the Effective DateEffective Date text box.
Note: Use the marriage date, as indicated on your marriage certificate, as the effective date. You must submit this Life Event no later than 31 days after the effective date, but you may not submit it before the actual event.
5. Enter an appropriate description in the Life Event NotesLife Event Notes text box.
6. If there are any files you would like to attach to assist with the validation of the life event, they may be added in the Supporting DocumentsSupporting Documents section.
7. Click the Start WizardStart Wizard button.
The Add New DependentAdd New Dependent page displays.
8. Enter detailed information about the employee's spouse on this page.
9. Click the SaveSave button.
The Life Event - Dependent ChangesLife Event - Dependent Changes page displays. The displayed table contains a list of all dependents currently included in the employee's benefit elections. You may make changes to those dependents on this screen if necessary.
Note: You may add new dependents to the employee's account and unenroll or remove existing dependents from the benefits system on this page.
10. To add the children of the employee's spouse as dependents (if necessary), use the Add DependentAdd Dependent button on this page to create records for the employee's new dependents.
Note: You may not delete dependents as part of a marriage Life Event. However, if the employee's dependents will be obtaining coverage elsewhere, you may unenroll them from all existing coverage by clicking the Unenroll Health Plans button.
11. After completing all dependent changes, click the NextNext button.
The Life Event Wizard (Information) page displays.
12. Click the NextNext button.
The Life Event Wizard - Current Year ElectionsLife Event Wizard - Current Year Elections page displays.
Notes:
In the steps that follow, the system will display a summary view of your current year elections.
Some current elections cannot be modified during this mid-year change. These options will either be disabled in the enrollment screens, or indicated through pop-up notices as adjustments are entered.
13. To make the appropriate changes to the employee's current year coverage, click the EditEdit icon next to the relevant plan.
The Plan Enrollment page displays, where you can make changes and then click the Save button to return to the Current Year Elections page.
Note: Be sure to include all desired changes for this Life Event before continuing on to the next step. This would include enrolling new dependents into a particular plan, changing plans, or waiving coverage previously selected.
14. After completing all Current Year elections, click the NextNext button.
The Life Event Wizard (Information) page displays.
15. Click the NextNext button.
The Life Event Enrollment ValidationLife Event Enrollment Validation page displays.
16. Carefully review all information on this report.
Notes:
If you need to adjust any information, click the PreviousPrevious button and return to the Benefit Enrollment screen.
Click the PrintPrint button to obtain a printed copy of this report.
17. Click the NextNext button.
The Life Event Wizard (Information) page displays.
18. Click the NextNext button.
The Life Event SummaryLife Event Summary page displays all changes to the employee's benefits coverage as a result of the employee's marriage.
Notes:
To edit or view detailed Life Event elections, click the EditEdit button.
To permanently cancel changes prior to execution, click the DeleteDelete button.
19. If all changes are accurate, click the ApproveApprove button.
Result: The Life Event is submitted to the benefits administrator for approval.
Notes:
Although you may exit the life event wizard at any time by clicking the ExitExit button, exiting the life event does not delete it. The life event will remain in the system until you approve it or delete it.
Changes will not occur until the Life Event is approved by the benefits administrator and the designated effective date is reached. Once approved, all changes will be reflected in the employee's records on the effective date.
You may need to forward evidence of the qualifying life event to a member of the Human Resources staff. Contact your benefits administrator for more details.