If an employee's family coverage changes due to a significant change to the employee's coverage outside of the employee's existing benefits plan, you may update the employee's records on the employee's behalf to reflect the change in coverage.
A Wizard will step you through the process necessary to complete the 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 who you like to report a change in coverage event for from the EmployeeEmployee drop-down box.
3. In the Create New Life Event section, select Significant Change in other Coverage Life Event type.
The Life Event WizardLife Event Wizard displays.
4. Enter a date (in the format mm/dd/yyyy) in the Effective DateEffective Date text box.
Note: Enter the date of the significant change in other coverage as the effective date for this Life Event. You may submit this Life Event up to 30 days before it occurs, but must submit it no later than 31 days after the effective date.
5. Enter an explanation of the type of change that has occurred to the employee's coverage 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 Life Event - Dependent ChangesLife Event - Dependent Changes page displays.
8. If you will be adding dependents to the employee's coverage as a result of this Life Event, click the Add DependentAdd Dependent button to create new dependent records for these dependents.
Alternatively, you may unenroll dependents presently covered under the employee's benefits if these dependents need to be unenrolled from all plans. Click the Unenroll link next to an dependent's name to remove that dependent from all existing coverage.
Note: You will have the opportunity to enroll or unenroll dependents in individual plans on a following page of the wizard, if necessary.
9. After entering all changes, click the NextNext button.
The Life Event Wizard (Information) page displays.
Note: In the steps that follow, the system will display a summary view of current year elections for both the employee and the employee's spouse.
10. 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.
11. To make any needed changes to the employee's current year coverage, click the EditEdit icon corresponding to the relevant plan.
Note: Be sure to include all desired changes for the employee's coverage before continuing on to the next step. This would include enrolling new dependents into a particular plan, changing plans, or waiving coverage previously selected.
12. After completing all Current Year elections, click the NextNext button.
The Life Event Wizard (Information) page displays.
13. Click the NextNext button.
The Life Event Enrollment ValidationLife Event Enrollment Validation page displays.
Note: The Validation process will verify that all modified elections meet certain enrollment rules according to your plan rules. If critical errors are encountered, they will be indicated in this report. You must correct these errors before submitting the Life Event.
14. Carefully review all information on this report.
15. If you need to adjust any information, click the PreviousPrevious button and return to the Benefit Enrollment screen.
16. If you are satisfied with these elections, 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 a significant change to the employee's family coverage outside of the employee's existing benefits plan.
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 complete 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.