Online Enrollment Instructions Beneficiary Designation

Transcription

1 Online Enrollment Instructions Beneficiary Designation Open enrollment for Faculty, Administrative Professionals and other eligible Non-Classified Staff is completed through ESS, which is accessed via the Administrative Applications and Resources (AAR) portal using your eid login credentials. 1. Access Employee Self-Service via the AAR portal. On the right side of the screen, under Application Systems, choose HR System If you receive these errors: a. Your ebusiness Suite Account has expired, call Human Resources at (970) b. Could not display page - try logging in through secure.colostate.edu first. Make sure you ve established DUO: Two Factor Authentication c. Server may be obsolete - try using Internet Explorer to access AAR. 2. You will be prompted to enter your eid and password. 3. On the Oracle Applications Home Page, expand the CSU Employee Self-Service menu and select CSU Benefits. Legal Disclaimer 4. Please review the disclaimer page, which explains the terms of enrollment. You must click Accept before you can proceed. Page 1 of 8

2 Online Benefits Enrollment: Individuals and Beneficiaries 5. On the next screen, ensure that all your current individuals and beneficiaries are included in the list. a. To add a new beneficiary or individual, click Add Individual. b. If information for a CSU employee needs to be updated, ask that person to contact the HR Service Center at (970) 491-MyHR (6947). c. If information for an individual not employed by CSU needs to be updated, click the pencil icon in the Update column to the right of the person s name. Add Individuals and Beneficiaries 6. Complete all applicable fields in the Name and Relationship area. If you are naming the individual as just a beneficiary, choose Beneficiary in the Relationship area. Page 2 of 8

3 7. Enter address in the Address Information area, or choose Shared Residence if you encounter any errors entering information into these fields. 8. Complete all three fields in the Miscellaneous Information area. a. The SSN is required for individuals to be covered on insurance. If no SSN is provided, the person can be used only as a beneficiary. Beneficiaries do NOT require a SSN. Adding an Estate 9. To add an estate, select Beneficiary for the Relationship Page 3 of 8

4 10. Enter address in the Address Information area, or choose Shared Residence if you encounter any errors entering information into these fields. 11. Choose Female for Gender and enter 01-Jan-2001 in the Date of Birth field. 12. To designate a 501(c)3 charitable organization as your beneficiary, select Beneficiary-501(c)3 Charitable Organization for the Relationship area. And enter the name of the organization, fill in the mandatory address fields, and list the applicable tax identification number. Click Apply when you are finished. Page 4 of 8

5 13. Your updated list now includes the new designation. Repeat the above steps until your list is complete Designate/Change/Update Beneficiary Designation 14. After adding or updating individuals, click Next at the top of the Individuals and Beneficiaries page 15. On the Select Program page, make sure CSU Benefits Plan (Cost Share) is elected and click Next Page 5 of 8

6 16. On the Benefit Enrollment Tab-which shows current benefits enrollment and beneficiary designations, click on Update Benefits. 17. The next screen is the Update Enrollments screen, where you can change any benefit plan enrollment (medical, dental, vision, life insurance, flexible spending accounts), find the plan that you want to change and select the new enrollment, once all enrollments are completed, click the Next button. 18. The following screen is the Cover Individual page, where eligible dependents are designated for coverage (medical, dental, vision, life insurance). Make sure that any individuals that should be covered by clicking the checkbox under the Cover column. Click Next when your coverage selections are complete. Update Beneficiaries Any individual (spouse, domestic partner or child) or beneficiary (individual, organization, trust or estate) that has been added to the table is listed here for you to designate as your beneficiary on plans. The employee is the beneficiary for all spouse, domestic partner and child policies. 19. Enter values in whole percentages (i.e., three beneficiaries might be designated at 33%, 33%, and 34%) for each beneficiary you wish to cover. If you have not designated beneficiary percentages properly for any plan, the system will return an error message when you click the Next button. The error indicates which plan does not equal 100% of allocations. Page 6 of 8

7 20. If a beneficiary you want to designate on a plan is not listed below, click the Add/Edit Beneficiary button at the bottom of the page, and follow steps 8 16 above. 21. When your beneficiaries have been updated, click Next. Confirmation Statement 22. Congratulations! You have successfully completed your benefits enrollment process for changing/updating beneficiaries Page 7 of 8

8 23. If any additional action on your part is required, it will be listed in the "warning" box near the top of the screen. 24. Be sure to print a copy of the Confirmation Statement for your records. You may also choose to print the current summary page by clicking the Printable Page button at the top of the screen. 25. Click Finish to complete your enrollment elections for the retirement program and return to the Insurance/Retirement Program page, which reflects any changes made in the preceding steps. Page 8 of 8