WORKDAY: TERMINATING A DOMESTIC PARTNERSHIP

Transcription

1 KNOWLEDGE Builders WORKDAY: TERMINATING A DOMESTIC PARTNERSHIP This Knowledge Builder will walk an employee through enrolling in or cancelling benefits due to a termination of a domestic partnership. Try It Out Follow the steps below to enroll in or cancel benefits due to a termination of domestic partnership. You will need to submit a Termination of Domestic Partnership form. 1. In Workday, click Benefits 2. Click Dependents under the Change column

2 3. Click Edit next to your former domestic partner s name 4. Click on the Paper & Pencil icon on the Relationship line. Change the relationship to Former Domestic Partner 5. Click Submit 6. Go back to your home page by clicking Rochester Regional Health at the top, left corner of the screen

3 7. Click Benefits 8. Click Benefits under the Change column 9. Select Termination of Domestic Partnership under the Benefit Event Type options 10. Enter the date of that your domestic partnership terminated in the Benefit Event Date

4 11. Attach proof related to the event (Termination of Domestic Partnership Form) 12. Click Submit

5 13. Click Open to begin the process of entering your benefit changes. 14. If you are cancelling medical, dental and/or vision benefits, select Waive. If you are removing a dependent from medical, dental and/or vision benefits, click the X next to their name

6 15. Click Continue to go next screen. 16. Note: The Affordable Care Act (ACA) requires that everyone have qualifying insurance, qualify for an exemption, or potentially pay a tax penalty. As part of the ACA, employers must file an annual report with the IRS that includes Social Security numbers for all employees, spouses, and dependent children enrolled in your medical insurance. One purpose of the report is to show the IRS that employees and their dependents have qualifying health coverage so they won't be subject to ACA's individualmandate tax penalty. Therefore, it is important to provide your dependent s Social Security Number. 17. If you have enrolled in the Consumer Driven Health Plan (CDHP), you can change the contribution amount to your Health Savings Account (HSA) administered by HSA Bank. Update this election in the

7 How much do you want to contribute for the total year? or you can enter the amount you wish to come out of each pay check. 18. Next, you can update the contribution amount to your Flexible Spending Account. Please contact your Benefits Partner to determine your FSA options. 19. Life Insurance and Accidental Death & Dismemberment (AD&D) insurance depending on your scheduled hours, you may not have any changes to make on this screen. You can Waive the Spouse or Domestic Partner Optional Life Insurance and Spouse or Domestic Partner Optional AD&D benefits. (See screen shot on next page)

8 20. Click Continue 21. If you are enrolled in voluntary life and/or voluntary AD&D insurance, you will be prompted to enter or review your Beneficiaries. See the Beneficiary Knowledge Builder if you need help setting up your beneficiary. 22. Click Continue 23. On the last page, review your benefit elections. TIP: If you need to make changes to your elections, click Go Back If you need more time to make your elections, click Save for Later and the changes you have made will be saved. Your elections will not be finalized until you submit them. Make sure you go back into the system and submit your elections by the Submit By date shown at the top of the screen

9 24. When you are satisfied with your elections, scroll to the bottom of the page, review the information in the Electronic Signature and click I Agree 25. Click Submit to submit your benefit elections 26. Click Print for a PDF copy of your Benefit Confirmation Statement. Then click Done