How to Submit a Life Change Event
If you need to make any election changes outside of your New Hire Enrollment window or your employer's annual Open Enrollment, you can do so by submitting a Life Change Event. This Article outlines the steps to create a new Life Change Event through submitting it to your Benefit Approval group.
Please be aware that this guide is not all encompassing and that benefit settings are customized per client. If you have any questions as you move through the enrollment process, please reach out to your internal Payroll Admin for assistance.
How to Submit a Life Change Event
Login to your account, and either scroll to the bottom of your home screen and find the Life Change Event button in your My benefits section, or use the Menu in your upper left-hand corner of the screen and navigate to My Info > My Benefits > Enrollment and then click Get Started under the Life Change Event Enrollment Window.
In the pop-up window that appears, enter the Date of the Event and identify the Life Change Event Type from a list provided by your employer.
Some events are effective from the first of the month following the date entered here; others are effective immediately. The system will automatically update the Coverage Effective date to the correct option on your behalf after the enrollment is submitted.
Enrollment Page Layout
On the next page you will see 3 sections:
- Index - Shows each of the steps of the enrollment process
- Enrollment Section - Will show instructions and action items throughout the enrollment
- Benefit Election Cart - Will populate each elected benefit plan and the per pay period cost associated (with an overall total showing at the bottom)
To move onto the next tab, select the Continue button in the upper right-hand corner of the screen.
Please Note: As you advance through the different Plan Types offered in the index, additional options may appear, based on elections in previous sections. Be sure to review fully before you submit your enrollment.
Life Event Supporting Information
This tab will allow you to upload Supporting Documents to the life event and/or provide Extra Information where needed.
You and Your Family
This tab will allow you to review your currently existing family members (those identified as Dependents) add family members, and/or remove family members.
If needed, you can select the Add Family Members button - in the pop-up window, select the + Add New button or select one of the dependents available in the selection below.
Once your family members have been selected, click the Apply button to add them to the listing
If you are missing any information for your newly added dependents, the system will provide a warning/error message stating what is still missing. If needed, select the pencil icon within their tile to add the required information.
Once your family information has been provided, select the Continue button in the upper right-hand corner of the screen to begin enrolling in each of your benefit plans.
Benefit Plan Enrollments
As you proceed through the benefit categories (Medical, Dental, etc.), review the provider, pricing, and coverage type that best meets your family's needs. Additionally, please be aware of the following functional buttons:
Decline/Waive Coverage
If you wish to Decline/Waive Coverage, click the slider at the top left of the window and select the appropriate Waived Reason from the dropdown list (If applicable).
Review Plans
Select the Review Plans above the plan names in each section to compare the pricing and features of each plan to assist you with making your selections. Additionally, you can select the drop-down provided at the top of each area to change the coverage levels and compare cost(s) across each plan.
When you're ready to select your coverage, select the drop-down under the Coverage Level within the benefit plan tile and click the Select button.
If you are electing Employee + Spouse, Employee + Child(ren), or Employee + Family coverage, please be aware that you will be required to identify those individuals on the plan. If not already provided on the You and Your Family tab, you will need to navigate back to that tab and add them before they can be assigned to your plan(s).
Things to Keep in Mind
Conditional Plan Elections
As you advance through the different Plan Types offered in the index, additional options may appear after making your selections (i.e., if you elect one plan, a new option may become available to you). Please be sure to review fully before you submit your enrollment.
Annual/Monthly Coverage Amounts
If your company offers any plans that require a monthly and/or annual amount to be provided, you will be prompted to do so when you elect the plan. This is most common with Voluntary Life, FSA, HSA, or other plans. Please read the instructions carefully as you're providing these amounts.
Beneficiaries
If your company offers any insurance plans that require assigned Beneficiaries, you won’t be able to process your election until you add them and the total percentage of Beneficiary Delegations equals 100%.
Finish Up
On the last tab, you will have the option to review all of your elections in one view. You'll also have the ability to Download PDF at the top of the page to keep a copy of your elections for your records.
Please Note: This .pdf copy of your enrollment will not reflect Employee Signature on the bottom, it is a record of the enrollment before it has been submitted.
Once satisfied with your elections, please click the Submit Button in the upper right hand corner.
After you click Submit you will be prompted to Sign your enrollment by either drawing your signature or typing your account password, and then returned to the My Benefits > Enrollment screen. If you would like to save a copy of your signed enrollment summary, you can click the Printer Icon at the bottom of your Life Change Event tile.
Once Submitted, your elections will be sent to your company’s Benefit Approval group for confirmation. If there are any issues with your enrollment or additional information needs to be provided, you will receive an email as well as a to-do item to make modifications in the system.
If there is any reason you need to make changes, please contact your manager and/or Payroll Admin as soon as possible for assistance.
At this point, your Life Change Event is officially Complete, and you will receive an email once it has been approved.
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