Job Aid FlexiPlan Navigation Tool. Version: August 1, 2017
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1 Job Aid FlexiPlan Navigation Tool Version: August, 207
2 FlexiPlan Navigation Tool This tool will help you navigate autonomously while making your coverage choices in the FlexiPlan portal. This tool will provide you with tips on how to minimize potential mistakes while entering your information. Prior to enroll in FlexiPlan or modify your coverages following a change in your personal situation: Initial enrolment* In the two weeks following your hiring, the information you need to log in to the FlexiPlan portal will be sent to you by . If you have not received the information within two weeks following your hiring, access directly to the FlexiPlan portal at flexiplan.ca. Click on First Visit? to create your password and then choose your coverage. Please take the time to read the FlexiPlan Guide is available at Documentation and forms section on the FlexiPlan portal at flexiplan.ca to understand your plan. The detail of coverage is available in the section My coverage of the Guide. Assess your insurance needs. This FlexiPlan Guide suggests some things to consider when choosing your coverage. Select your coverage within the time period allocated via the FlexiPlan portal at flexiplan.ca. While on the FlexiPlan portal, take the time to validate your personal information and add your dependents if applicable and make sure to fill out the required forms, such as Evidence of Insurability form, if applicable. *Regular employees in the process of enrolling in the FlexiPlan for retiree can also refer to the guide received by mail. Personal situation changes: Please take the time to read the FlexiPlan Guide is available at Documentation and forms section on the FlexiPlan portal at flexiplan.ca in order to clearly understand the changes you are about to make. While on the FlexiPlan portal, take the time to validate your personal information as well as that of your dependents and make sure to fill out the required forms, such as Evidence of Insurability form, if applicable. 2
3 This is your initial enrolment Click on Choose to proceed to your coverages. At your first visit to the portal, you must click on First visit? to create your profile/password. For changes in your personal situation Click on Declare in order to proceed to make modifications to your personal situation and coverages. 3
4 2 Indicate the type of change Indicate the date when the actual event took place. You will have 3 days from the date of the event to change your coverage in the FlexiPlan portal. Employees residing in Quebec who have not made the changes within the 3 days delay, need to immediately contact the Human Resources Service Center by at hr.servicescenter@nbc.ca in order to get the minimum coverages which are mandatory for the province of Quebec. For all other provinces, if you have not register a change in your personal situation within 3 days of the event, you will not be able to change your coverage until the next annual re-enrolment period. 3 Confirm your information 4
5 5
6 Click on Change if you want to add or modify your personal address. For all other types of changes, you must contact the Human Resources Service Center by at Click on Add a dependent if you want to add or modify your dependents. ( spouse, birth, child finishes school, etc.) 6
7 4 Click on Next to proceed 2 Add the appropriate information in the corresponding fields. 3 Following step 3, your dependent will now appear on your screen. For the date of birth, make sure you write down the same one as indicated in the previous screen. It corresponds to the actual date of the event (Date of change). 7
8 Click on each admissible coverage (blue link) based on your personal situation. 2 3 Click on Next to proceed Choose the option that best suits your needs. Content of these print screens reflects regular employee s coverage and could be different depending on your situation. 8
9 For each dependent added, you must indicate if you want to cover them by your plan, for medical and dental care. If you select Covered by another plan, you need to indicate the other plan holder s date of birth. 3 2 You need to indicate how your dependent will be covered : either by your plan or by another plan. The system will automatically update your family situation. 9
10 If you need more information on how your Flex Credits are allocated, consult your FlexiPlan Guide available at Documentation and forms section on the FlexiPlan portal at flexiplan.ca, at page My Flex Credits. Content above is applicable only to regular employees and retirees Click on Complete to proceed to the next page. 2 0
11 3 At your initial enrolment, you must assign a beneficiary to your profile. 2 Afterwards, you may update this information.
12 This page is a summary of your coverage. Review it and click on Next for the next step. Content of these print screens reflects regular employee s coverage and could be different depending on your situation. 2
13 Final Step Make sure you click on Confirm in order for your coverage changes to take effect. You have now completed your enrolment /changes. Content of this print screen reflects regular employee s coverage and could be different depending on your situation. 3
14 At all times, you have access to your coverage statement. Click on Your coverage statement to consult your choices or any changes you have made to your coverages. 2 4
15 An example of your confirmation statement Content of this print screen reflects regular employee s coverage and could be different depending on your situation. 5
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