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  #6  
Old 04-01-2010, 08:08 AM
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Enrollment: Plan Adjustment

Caution: During the enrollment process, you will see the 'Pre-Tax Deductions' checkbox. The box will default as checked. If unchecked, the benefit plan will be deducted on a Post-Tax basis.
Note: You can only select the State Health Plan as a Post-Tax deduction. All other plans require Pre-Tax deductions.

8. Choose a plan option (option type, dependent coverage, and cost) and click .
Enrollment: Select Dependents


Information: If you want to add new dependents or beneficiaries to a plan selection, they must first be added through the ESS 'Family Member/Dependents' service. If they are not added here first, they will not be available for selection during the enrollment process.
Reference: My Personal Info - Family Members Dependents job aid.

9. Select your dependents or beneficiaries (if applicable) to be included in the plan coverage and click .
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Old 04-01-2010, 08:09 AM
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Enrollment: Plan Selection

Information: The user is navigated back to the Plan Selection screen (aka the offer) after adding or adjusting a plan.

10. To enroll into an Insurance Plan (Life, Cancer), go back to the main plan selection screen.
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Old 04-01-2010, 08:09 AM
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Enrollment: Plan Selection Screen

11. For the purpose of this exercise, select the radio ****on for 'Life' and click
Insurance Enrollment: Plan Adjustment


Information: To purchase additional Life Insurance coverage:

1. Click inside the Additional Units space and enter the number.
2. Click the Recalculate ****on.
3. Review the Total Coverage amount and the new monthly cost in Employee Cost (Monthly).

12. Make the final entries for insurance coverage and click .
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Old 04-01-2010, 08:09 AM
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Insurance Enrollment: Select Beneficiaries

Information: The names of the employee's beneficiaries are displayed. The name are derived from the data entered in the Family Members/Dependents service.

13. Enter the Beneficiary and Contingent Percentages.
Information: If more than one primary beneficiary is designated, payment will be made in the percentages designated (or in equal shares) to the primary beneficiaries who survive you.
A contingent beneficiary is an individual who is entitled to receive the benefits of your insurance policy if the primary beneficiary dies.
If the primary beneficiaries do not survive you, payment will be made in the percentages designated (or in equal shares) to the contingent beneficiaries who survive you.
Tip: The numbers in each percentage column must add up to 100%.

14. Enter the beneficiary information and click .
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Old 04-01-2010, 08:10 AM
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Insurance Enrollment: Plan Selection Screen

15. Depending on the coverage elected in the Insurance Plans, Evidence of Insurability (EOI) might be required. If EOI is required, the following link will be displayed on the plan selection screen:
16. To submit EOI, click the link. When you click the link, a new internet browser window will open and connect to the insurance vendor's site (e.g. Allstate or ING).
Insurance Enrollment: EOI

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