My E-File Tutorial: How to Enroll in Benefits How to add / change benefit elections, contacts and beneficiaries

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1 My E-File Tutorial: How to Enroll in Benefits How to add / change benefit elections, contacts and beneficiaries 2018

2 Accessing My E-File Internally at Wesco 1. Before Enrolling in Benefits, please ensure your onboarding has been completed Refer to the Welcome Aboard sent from 2. Go to the Wesco SharePoint Page > Click on HRConnect

3 Accessing My E-File Internally at Wesco 3. Click on My HR E-File

4 Benefits IMPORTANT- Your view may appear different 4. Click on "My Benefits

5 Enrollment Process 5. Review the Benefits information and Click Change Benefit Elections to begin the enrollment process

6 Benefits Contacts Dependents and Beneficiaries 6. Click Create Contact 7. Create your Contacts > Once completed Click Save and Close A. Dependents - People you plan to cover for Medical, Dental, Vision, etc B. Beneficiaries Wesco provides Basic Life insurance IMPORTANT The Effective Start Date MUST be your Date of Hire otherwise the contacts you have added will NOT show up when you try to elect your benefits If you attempted to enroll before adding your contacts you plan to cover, You will have to reach out to Benefits@wescoair.com to reset your profile

7 Authorization Page 8. Review Annual Notices and Authorization > Click Accept

8 Medical Wellness Discount 9. Medical Wellness - To validate your wellness discount/ participation you must SELECT from the following functions: Medical Discount SELECT Yes or No Are you a Tobacco User - SELECT Yes or No Waive No Medical Coverage option must be DESELECTED if participating in the wellness discount IMPORTANT If you select Yes for the Wellness Screening Discount the Benefits team will follow up with instructions on how to continue to obtain this discount. Wellness Screening Discounts consist of completing an annual preventative screening with your doctor and enrolling in Blue Shield to create a Wellvolution Account

9 Medical Election 10. Medical - To enroll in your medical insurance coverage, select Medical and CHECK the appropriate boxes. To enroll dependent(s), make your selections in the check box If waiving medical, click the Waive Coverage check box Click Next to continue

10 Dental / Vision Election 11. Dental/Vision - to enroll or change your dental and vision insurance coverage SELECT the appropriate boxes. To enroll dependent(s), make your selections under the section People Plan to Cover and check the box If waiving dental, click the Waive Coverage check box Click Next to continue

11 Flexible Spending Election 12. Flexible Spending - to enroll in the Flexible Spending Account, Health Savings Account, or Dependent Care Flexible Spending Account complete the following: Click SELECT and enter the coverage amount If waiving Flexible Spending Account, Waive Coverage check box Click Next to continue

12 Life / Disability Coverage 13. Life/ Disability This is a company-paid benefit that your are automatically enrolled in. A beneficiary designation is required. A total beneficiary percentage must equal 100% (example below). Click Next to continue

13 Voluntary Life Coverage / Election 14. Voluntary Life you have the option to enroll in voluntary life insurance for yourself, spouse, and/or child. A beneficiary designation is required. A total beneficiary percentage must equal 100% (example below). If Waiving coverage, please check off Waive Coverage for each election Click Next to continue If you elect more than $300,000 in coverage, you will be subject to providing an Evidence of Insurability Form

14 Review Elections and Submit This screen will prompt you to review the following: o Plans o Dependent(s) o Beneficiaries o Authorization Click Back to make changes or corrections. Click Submit to finalize your benefit elections.

15 Confirmation and Review Pending Actions Congratulations! You are now finished making your benefit elections. You can: Print a Confirmation Statement Review any Pending Actions Click Done when completed.

16 Pending Actions IMPORTANT (SEE BELOW) - PENDING ACTION ITEMS REQUIRE SUPPORTING DOCUMENTATION FOR COVERED DEPENDENT(S) the following to benefits@wescoair.com within 45 days from the enrollment effective date (i.e.- Jan. 1, 2018). If not received, dependent(s) will be removed from plan. If Adding Spouse/Domestic Partner: Marriage Certificate State Domestic Partnership Certificate Affidavit Must also submit a bill or account where both parties are showing. (ie, utility bill, bank account, etc.) If adding Children, Stepchildren, DP Children: Birth Certificate Adoption Documents Custody Court Documents

17 Accessing My E-File Externally from Home 1. To access MY E-FILE remotely, go to and click on ENROLL. 2. You will be prompted to a login screen. Sign in using your Wesco network credentials (username and password) 3. Follow instructions on slides 1-15.

18 For enrollment assistance contact

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