UltiPro is accessible from any computer using Internet Explorer (versions 9 or 10), Firefox, or Google Chrome.
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1 UltiPro Open Enrollment 2019 Online benefit enrollment begins October 29 and ends Sunday, November 11, 2018 Current benefit elections will not carryover to the new plan year. All employees MUST log into UltiPro on or before Sunday, November 11 to add or drop dependents, enroll or cancel benefit plans, contribute to the HSA, and/or contribute to the DCFSA. UltiPro is accessible from any computer using Internet Explorer (versions 9 or 10), Firefox, or Google Chrome. STEP 1 - Log into UltiPro and Select Your Preferred Language Go to: Username: Legal First Name + Date of Birth (MMDDYYYY) Example o Legal First Name is James o Date of Birth is December 1, 1972 (MMDDYYYY) o Username = James If you have already logged into UltiPro, enter your password If you forgot your password, select Forgot your password? If you have never logged into UltiPro, enter the default password (see below for your initial password) Default Password: Legal First Name + Home Zip code Example o Legal First Name is James o Home Zip Code is o Password = James60514 Select Login If you wish to change your language preference to Spanish, o Place your mouse over your name in the upper right hand corner and select Preferences o Select Edit in the upper right hand corner o Select the Language drop down box and select Spanish (USA) o NOTE: At this time, only Spanish or English is available in UltiPro STEP 2 Launch Open Enrollment Place your mouse over the Myself tab and select Open Enrollment Select the link Open Enrollment 2019 On the left-hand side, you will see Steps. After completing each step, select the next arrow to advance You can view your current plan information by selecting the arrow in the Current Plan box in the right-hand corner of each page You must decline, enroll or make changes to each benefit for the next plan year
2 STEP 3 Verify Beneficiary and Dependent Information To verify or change your contacts o Select the name link for the individual o Select Edit and then change the necessary information, as needed To add a dependent not already listed o Select the green + add button o Enter contact information, as needed o Note: Legal names, social security # s, genders, relationships and dates of birth for dependents are required for coverage under our health plans If no changes are needed or when you have finished updating your contacts, select Next STEP 4 Select Medical Plan and Option or Decline If not enrolling in Medical o Select I decline Medical plans If enrolling in Medical o Select BCBS Medical STEP 5 Select Medical Tobacco Surcharge plan and option (if surcharge does not apply to you, select Decline) If Tobacco Surcharge applies, o Select Medical Tobacco Surcharge o Select Medical Tobacco Surcharge again, under Options Select I decline the Medical Tobacco Surcharge plan ONLY if at least one of the following is true o You are declining medical coverage o You don t use tobacco products regularly o You use tobacco products regularly but agree to join a tobacco cessation program within 60 days STEP 6 Select Medical Spousal Surcharge plan and option (if surcharge does not apply to you, select Decline) If Spousal Surcharge applies, o Select Medical Spousal Surcharge o Select Medical Spousal Surcharge again, under Options Select I decline the Medical Spousal Surcharge plan ONLY if at least one of the following is true o You are declining medical coverage o Your spouse is not enrolling in the medical plan o Your spouse is enrolled in Heico s medical plan but not eligible for medical insurance through their employer
3 STEP 7 Select the option and amount to contribute to the Health Savings Account (HSA). If you do not wish to contribute or not enrolled in Heico s medical plan, select Decline. You can only contribute to the HSA if enrolling in the Heico medical plan. You are NOT entitled to contribute to the HSA plan or receive the employer funding if you are receiving social security benefits. If not contributing to your HSA, o Select I decline Health Savings Account plans If you would like to contribute to the HSA, o Select HSA Employee IF you are enrolled in the Medical Employee Only plan NOTE: The combined employee + employer contribution cannot exceed the 2019 limit of $3,500 o Select HSA Family IF you are enrolled in the Medical Employee + 1 or Family plan NOTE: The combined employee + employer contribution cannot exceed the 2019 limit of $7,000 STEP 7A HSA Catch-Up. You will only be allowed to select this option and contribute to the HSA catchup if you will be at least age 55 in Select the option and amount to contribute to the HSA Catch-Up. If you do not wish to contribute or are not enrolled in Heicoˇs medical plan, select Decline. If you are enrolled in the medical plan and will be at least 55 years of age in 2019, you can contribute an additional $1,000 annually towards your HSA. You are NOT entitled to contribute to the HSA plan if you are receiving social security benefits. If not contributing to your HSA Catch-up, o Select I decline HSA Catch-up plans If you would like to contribute to your HSA Catch-up, o Select HSA Catch-up 55+ STEP 8 - Select the Dental plan and option or Decline If not enrolling in Dental o Select I decline Dental plans If enrolling in Dental o Select BCBS Dental
4 STEP 9 - Select the Vision plan and option or Decline If not enrolling in Vision o Select I decline Vision plans If enrolling in Vision o Select VSP Vision STEP 10 Select the option and amount to contribute to the Dependent Care FSA (DCFSA). If you do not wish to enroll, select Decline. If not enrolling in DCFSA, o Select I decline Dependent Care FSA plans If enrolling in the DCFSA, o Select Dependent Care FSA o Select Contribution per pay check or Annual Contribution o Enter respective amount o NOTE: The IRS maximum amount that you may contribute to any Dependent Care FSA is $5,000 per year, if you are married, filing jointly or if you are a single parent; and $2,500 per year, if you are married and filing separately Step 11 Select the option which provides the multiple of your annual salary that you wish to elect for Voluntary Employee Life Insurance. If you do not wish to enroll, select Decline. If not enrolling in Voluntary Employee Life Insurance, o Select I decline Voluntary Employee Life plans If enrolling in the Voluntary Employee Life Insurance o Select the option that correlates to the coverage amount you would like o You can select.5, 1, 2, or 3 times your salary up to a maximum of $500,000 o NOTE: anything over $300,000 requires evidence of insurability and underwriting approval. You can obtain this documentation from your local HR Enroll Beneficiary(ies) o Select the name of the beneficiary o Select Primary or Secondary o Enter desired percentage for each beneficiary Step 12 Select the Voluntary Life Spouse. If you do not wish to enroll, select Decline. If not enrolling in the Spousal Supplemental Life insurance plan o Select I decline the Voluntary Life Spouse plan If enrolling in the Voluntary Life Spouse plan o Select the desired coverage amount o NOTE: The beneficiary for Voluntary Spouse Life will always default to the employee. This cannot be changed. You should not have to enroll beneficiaries on this page.
5 Step 13 Select the Voluntary Life Child(ren). If you do not wish to enroll, select Decline If not enrolling in the Voluntary Life Child(ren) plan o Select I decline the Voluntary Life Child(ren) plan If enrolling in the Voluntary Life Child(ren) plan o Select Voluntary Life Child(ren) o Select the desired coverage amount o NOTE: This coverage should not exceed 100% of employee voluntary life insurance. Children between the ages of 14 days and 6 months are eligible for a benefit of $250. Children younger than 14 days are not eligible for any benefit Step 14 Select the AD&D Employee Only. If you do not wish to enroll, select Decline If not enrolling in the AD&D Employee plan o Select I decline the AD&D Employee plan If enrolling in the AD&D Employee plan o Select AD&D Employee only o Enter desired coverage amount in increments of $10,000 up to $750,000 (amounts over $400,000 are subject to evidence of insurability) Step 15 Select the AD&D Employee + Family. If you do not wish to enroll, select Decline If not enrolling in the AD&D Employee + Family plan o Select I decline the AD&D Employee plan If enrolling in the AD&D Employee + Family plan o Select AD&D Employee + Family o Enter desired coverage amount in increments of $10,000 up to $750,000 (amounts over $400,000 are subject to evidence of insurability). Enroll beneficiaries o Select the name of the beneficiaries o Select Primary or Secondary o Enter desired percentage for each beneficiary STEP 16 Confirm Your Elections or Changes This page gives you detailed information listing comparing your current benefits with your new and/or declined 2019 benefits Select Print if you wish to print this page Please verify your changes carefully before submitting Benefit elections made online will be effective 1/1/2019 If you need to make any edits, you can do so by selecting any of the plans listed to the left When you are satisfied with your changes, select Submit STEP 17 Submit Your Elections Once you click Submit a confirmation message will appear - Congratulations! You have completed your Open Enrollment. If you do not receive a confirmation message or received an error message, contact Human Resources to make sure your benefit elections were submitted. The deadline to complete online enrollment is Sunday, November 11, 2019.
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