McGriff, Seibels & Williams, Inc. Employee 401(k) Plan

Size: px
Start display at page:

Download "McGriff, Seibels & Williams, Inc. Employee 401(k) Plan"

Transcription

1 McGriff, Seibels & Williams, Inc. Employee 401(k) Plan ENROLLMENT INSTRUCTIONS FOR WORKDAY AND PLANTRAC Table of Contents 1 Elect to Participate and Set Your 401(k) Contribution Percentages through Workday 14 Elect Investment Options through PlanTrac 25 Change 401(k) Contribution Percentages During the Year

2 Elect to Participate and Set Your 401(k) Contribution Percentages through Workday You will use Workday to elect to participate in the McGriff, Seibels & Williams, Inc. Employee 401(k) Plan (MSW 401(k) Plan) and to set your 401(k) contribution percentages. To do so, follow the steps below: 1. Go to Workday. 2. From the homepage or the All About Me screen, click the Benefits icon. 1

3 3. Under the Change heading, click the Benefits link. 4. On the next screen, in the field titled Benefits Event Type, click the drop-down arrow. 2

4 5. Select Enroll in Retirement Savings ONLY from the drop-down list. 6. Click the calendar symbol beside Benefit Event Date. 3

5 7. Select the Benefit Event Date from the calendar. 8. Click Submit. 4

6 9. Click the Open button. 10. To enroll in the 401(k) Plan and/or the Roth 401(k) (after-tax), click the radio button beside Elect. 5

7 11. Next, enter the percentage of pay you want to contribute each pay period. 12. Click Continue. 6

8 13. On the next screen, click the plus (+) symbol to add a beneficiary. 14. In the box that appears, click the Prompt symbol. 7

9 15. If your desired beneficiary is already in the system, click Beneficiary Persons, and then click the beneficiary s name. 16. If your desired beneficiary is not already in the system, click Create to add a new beneficiary. 8

10 17. After you click Create, click Add My Dependent from Enrollment to create a new dependent. 18. Determine whether or not you want your dependent to be your beneficiary as well. Click either the Yes or No button, and then click OK. 9

11 19. Enter the requested information for your dependent. The red asterisks beside items indicate which items you are required to answer. 20. Once you have filled out all of the required information for your dependent, click OK at the bottom of the page. 21. Select either Primary or Contingent Percentage for the new beneficiary, and then enter a percentage into the field below. 10

12 22. When you have made all of your beneficiary changes, click Continue. 23. After you review your election, scroll down and click the box beside I Agree. 11

13 24. Click Submit. 25. Click Print for a copy of your elections. 12

14 26. Click Done. Congratulations! You have now completed enrolling in the MSW 401(k) Plan through the Workday system. To elect your investment options, access PlanTrac, MSW s 401(k) website. Continue to the next section of this guide for instructions to elect investment options through PlanTrac. 13

15 Elect Investment Options through PlanTrac PlanTrac is MSW s 401(k) website that you will use to create your account and elect your investment funds. Follow the steps below: 1. Access the PlanTrac site by entering BBT.com/MyRetirementPlan into your browser and pressing enter. 2. On the logon screen of PlanTrac, click the link Create your new User ID and Password. 3. The first time you access PlanTrac, you will need your Personal Identification Number (PIN) to set up your account. If you enroll within 30 days of your benefits eligibility date (date of hire), your PIN is the last four digits of your Social Security number followed by your four-digit date of birth. Your PIN expires 30 days after your benefits eligibility date (date of hire). If your PIN has expired, call the Human Systems Service Center at , option 6, to have your PIN reset. PIN example for associates who enroll within 30 days of their benefits eligible date: The last four digits of your Social Security Number: 6789 Your birth day: May 17 Your PIN:

16 4. Enter your Social Security Number (with dashes), your PIN (see above), and your birth date (in mm/dd/yyyy format). 5. Click Continue. 15

17 6. Follow the instructions on the screen to create your User ID and Password (case sensitive). 16

18 7. Click Submit. 8. Once you have created your User ID and Password, click the Log On link to return to the original logon screen. 17

19 9. Enter the User ID you created into the User ID field. Then, click Log On. 10. Enter your password. 18

20 11. Click Log On. 12. Before you elect how you want your contribution to be invested, review your account information. If any of the information is incorrect, you can update it in the Workday system. Click the Continue button. 19

21 13. Once you have reviewed your account information, click Continue. 14. You will now select how you want your contributions to be invested. Scroll up and down to view all of the funds listed. To learn more about a fund, click the name of the fund. Enter a percentage in the New Elections column beside the fund name. The percentage you enter indicates how much of your contribution will be invested in each elected fund. 20

22 15. When your investment percentages total 100%, click Continue. 16. You will be asked how you want dividends paid from the BB&T Common Stock Fund. You will need to make the dividend elections even if you are not electing to invest your contributions in 21

23 the BB&T Common Stock Fund. 17. Once you have made your BB&T Common Stock Fund dividend election, click Continue. 22

24 18. You will be given a Verify Future Investments screen that will summarize your elections. If the information is correct, click Submit to process your elections. (If you need to make changes to your elections, you can click Cancel and change them). 23

25 19. Once you click Submit, you will be given a confirmation number. Record your confirmation number for your records. 24

26 CHANGE 401(k) CONTRIBUTION PERCENTAGES DURING THE YEAR You can change your 401(k) contribution percentages at any time during the year. To do so, follow the steps below: 1. Go to Workday. 2. On the All About Me screen, click the Benefits icon. 25

27 3. Under Change, click Retirement Savings. 4. Click Edit. 26

28 5. Click the calendar symbol. 6. Enter the current day s date into the Event Date field. 27

29 7. Click OK. 8. On the next screen, review your savings percentages. 28

30 9. If desired, input a new contribution percentage on any of the 401(k) or Roth fields. 10. Click Continue. 29

31 11. To change the percentage for a beneficiary, enter a new percentage in the Primary Percentage/Contingent Percentage field. 12. To add a new beneficiary, follow steps 1 through 6 of Designate Beneficiaries of this guide. 13. Click Done. Questions? If you have any questions about your benefits, please contact Stefani Petty at or sbpetty@bbandt.com. Questions regarding the Workday system should be directed to Leah Massengale at (205) or LMassengale@mcgriff.com. 30

Thank you for your interest in rolling over your retirement funds into the McGriff, Seibels & Williams, Inc. Employee 401(k) Plan (the Plan).

Thank you for your interest in rolling over your retirement funds into the McGriff, Seibels & Williams, Inc. Employee 401(k) Plan (the Plan). Instructions and Forms to Rollover Qualified Retirement Funds, IRA or Roth 401(k) Funds into the McGriff, Seibels & Williams, Inc. Employee 401(k) Plan Thank you for your interest in rolling over your

More information

Workday User Guide. Annual Benefits Enrollment. A step-by-step guide designed to help you navigate Workday as your enroll in your 2017 BB&T Benefits.

Workday User Guide. Annual Benefits Enrollment. A step-by-step guide designed to help you navigate Workday as your enroll in your 2017 BB&T Benefits. 2017 Annual Benefits Enrollment Workday User Guide A step-by-step guide designed to help you navigate Workday as your enroll in your 2017 BB&T Benefits. 2 Introduction 2 Glossary of Terms and Symbols 3

More information

BB&T Supplemental Defined Contribution Plan for Associates of CRC Insurance Services, Inc Enrollment Guide

BB&T Supplemental Defined Contribution Plan for Associates of CRC Insurance Services, Inc Enrollment Guide BB&T Supplemental Defined Contribution Plan for Associates of CRC Insurance Services, Inc. 2017 Enrollment Guide Dear Participant: BB&T offers a special, non-qualified supplement to our plan for certain

More information

Getting Started! Start by logging into the Workday System hosted by Ensign Services on behalf of your employer. User Name (Employee ID) Password

Getting Started! Start by logging into the Workday System hosted by Ensign Services on behalf of your employer. User Name (Employee ID) Password Workday Employee User Guide Open Enrollment Welcome to the Ensign Services Workday Employee User Guide Open Enrollment! You can enroll or make changes to your benefits during Open Enrollment using Workday

More information

Benefit Elections Guide

Benefit Elections Guide Benefit Elections Guide Revised: October 2017 Workday version 29 Note: Workday provides two updates per year and there may be slight differences between the screen shots in this guide and the actual Production

More information

Hexcel s Workday User Manual NEW HIRE BENEFITS ENROLLMENT. Chapter Selecting Your Benefits. Adding Dependents

Hexcel s Workday User Manual NEW HIRE BENEFITS ENROLLMENT. Chapter Selecting Your Benefits. Adding Dependents NEW HIRE BENEFITS ENROLLMENT Selecting Your Benefits When it is time to enroll in benefits, you ll receive a Benefit New Hire task in your Workday Inbox. To complete your benefits enrollment: 1. Go to

More information

BB&T Non-Qualified Defined Contribution Plan Enrollment Guide

BB&T Non-Qualified Defined Contribution Plan Enrollment Guide BB&T Non-Qualified Defined Contribution Plan 2017 Enrollment Guide Dear Participant: BB&T offers a special, non-qualified supplement to our plan for certain associates who are considered highly compensated

More information

WORKDAY: ADDING BENEFICIARIES/BENEFICIARY CHANGES

WORKDAY: ADDING BENEFICIARIES/BENEFICIARY CHANGES KNOWLEDGE Builders WORKDAY: ADDING BENEFICIARIES/BENEFICIARY CHANGES In the case of your death, your life and accidental death & dismemberment policy is payable to the beneficiary(ies) that you designate.

More information

This Knowledge Builder will walk an employee through enrolling in benefits for themselves and their family members.

This Knowledge Builder will walk an employee through enrolling in benefits for themselves and their family members. KNOWLEDGE Builders WORKDAY: ENROLLING IN BENEFITS This Knowledge Builder will walk an employee through enrolling in benefits for themselves and their family members. Try It Out Follow the steps below to

More information

Enrollment Guide for New Hires

Enrollment Guide for New Hires Prepared by the Human Resource Department. PEOPLESOFT E-BENEFITS Enrollment Guide for New Hires WELCOME TO SAINT PAUL PUBLIC SCHOOLS. Enrollment Process Enrolling in benefits is quick and easy. Using Employee

More information

Dashboard. Dashboard Page

Dashboard. Dashboard Page Website User Guide This guide is intended to assist you with the basic functionality of the Journey Retirement Plan Services website. If you require additional assistance, please contact our office at

More information

TIME TO FOCUS ON YOUR FUTURE

TIME TO FOCUS ON YOUR FUTURE TIME TO FOCUS ON YOUR FUTURE Enroll online in the new HMH 401(k) Savings Plan at TIAA Active enrollment in the new 401(k) plan is required because your previous elections will not be provided to TIAA.

More information

Third Party Administrator (TPA) Guide to CONNECT

Third Party Administrator (TPA) Guide to CONNECT Third Party Administrator (TPA) Guide to CONNECT TABLE OF CONTENTS Table of Contents... 2 1. Introduction... 3 1.1 Guide Instructions... 3 1.2 CONNECT System Overview... 3 2. Navigate CONNECT as a TPA...

More information

Electing Your Benefits During Open Enrollment

Electing Your Benefits During Open Enrollment Electing Your Benefits During Open Enrollment Workday is our web-based application for viewing and editing your personal and career-related information. You will be making your benefit elections during

More information

WELCOME TO SAINT PAUL PUBLIC SCHOOLS.

WELCOME TO SAINT PAUL PUBLIC SCHOOLS. 1 WELCOME TO SAINT PAUL PUBLIC SCHOOLS. When is Open Enrollment? October 25 through November 3, 2017 On-line Open Enrollment begins October 25, and will provide the opportunity for employees to make changes

More information

Benefits (ESS): Make Benefit Elections

Benefits (ESS): Make Benefit Elections Using BearTrax All Employees Introduction Purpose: The purpose of this task is for you to manage, change and/or submit your benefit elections using BearTrax. To request a password, you ll email beartrax@shawnee.edu.

More information

ONLINE ENROLLMENT. All employees must complete the online enrollment system to enroll in a Health Care FSA or Dependent Daycare FSA.

ONLINE ENROLLMENT. All employees must complete the online enrollment system to enroll in a Health Care FSA or Dependent Daycare FSA. ONLINE ENROLLMENT All employees must complete the online enrollment system to enroll in a Health Care FSA or Dependent Daycare FSA. **HRA/VEBA enrollment will not require online enrollment in 2018 2018

More information

Workday RETIREMENT MANAGER EMPLOYEE NAVIGATION SET UP AN ACCOUNT WITH RETIREMENT MANAGER. D. Click Continue.

Workday RETIREMENT MANAGER EMPLOYEE NAVIGATION SET UP AN ACCOUNT WITH RETIREMENT MANAGER. D. Click Continue. NAVIGATION 1. Please use the following browsers to access the Retirement Manager website. a. For Windows computers: Internet Explorer (version 7 or later) or Mozilla Firefox (version 3.6 or later). b.

More information

Employee Enrollment Guide. Beech Grove City Schools

Employee Enrollment Guide. Beech Grove City Schools Employee Enrollment Guide Beech Grove City Schools Website: www.aflacatwork.com Login: Social Security Number (with or without dashes) Pin: Last 4 digits of your SSN & the 2 Digit YEAR of your birth Once

More information

FY18 Open Enrollment

FY18 Open Enrollment Introduction to Open Enrollment Each year during open enrollment benefits-eligible employees have the opportunity to update their Medical, Dental, and Vision plan elections; set aside pre-tax money into

More information

1. Click the Inbox icon. 2. Click the Open Enrollment Change task.

1. Click the Inbox icon. 2. Click the Open Enrollment Change task. SELECT YOUR BENEFITS Welcome to Workday Open Enrollment! Once a year, open enrollment allows you to update your benefit elections. All benefit eligible employees need to take action to confirm that their

More information

Self-Service Enrollment Instructions. Courtesy of

Self-Service Enrollment Instructions. Courtesy of Self-Service Enrollment Instructions Courtesy of Self-service Enrollment BenAware s convenient self-service portal is available for use anytime during the open enrollment period. STEP 1: VISIT ENROLLMENT

More information

BB&T Non-Qualified Defined Contribution Plan Enrollment Guide

BB&T Non-Qualified Defined Contribution Plan Enrollment Guide BB&T Non-Qualified Defined Contribution Plan 2013 Enrollment Guide Dear Participant: BB&T offers a special, non-qualified supplement to our 401(k) plan for our associates who are considered highly compensated

More information

Using the Great-West Retirement Services Benefit Calculator 1. Logon to 2. Sign in with your username and 4-digit P.I.N.

Using the Great-West Retirement Services Benefit Calculator 1. Logon to  2. Sign in with your username and 4-digit P.I.N. Using the Great-West Retirement Services Benefit Calculator 1. Logon to www.gcretirement.com. 2. Sign in with your username and 4-digit P.I.N. * *See appendix A if you need to find out how to setup a username

More information

Steps to Enroll in Benefits:

Steps to Enroll in Benefits: (Last Revised 3/22/2018) (Last Revised 03/12/2016) Quick Reference Guide: Enrolling in Benefits Keep in mind You have 31 days from the date of that you become benefits eligible to enroll in benefits. If

More information

How to Pay Your UC Berkeley BFS Account Online by echeck

How to Pay Your UC Berkeley BFS Account Online by echeck University of California, Berkeley How to Pay Your UC Berkeley BFS Account Online by echeck Step-by-Step Guide for Non-Student Customers Robert Cannon 2014 Last Updated: 09-29-14 Table of Contents Overview...

More information

EMPLOYEE OPEN ENROLLMENT HANDBOOK

EMPLOYEE OPEN ENROLLMENT HANDBOOK 1 EMPLOYEE OPEN ENROLLMENT HANDBOOK CONTENTS Login... 2 Alternate Login... 2 Demographic and Dependent Changes... 4 Address Changes... 4 Add a Spouse... 5 Add a Dependent... 6 Deleting a Spouse or Dependents...

More information

Lender Record Information Form 582

Lender Record Information Form 582 Lender Record Information Form 582 Quick Reference Guide Roles in Your Organization - Ownership Interest - Contact Verification November 2018 2018 Fannie Mae. Trademarks of Fannie Mae. 11.26.2018 1 of

More information

Quick Reference Guide: Open Enrollment

Quick Reference Guide: Open Enrollment Overview Open Enrollment at the University of Chicago will begin on November 1, 2018 and will end November 15, 2018. All new elections and changes made during this period will take effect January 1, 2019.

More information

Enrolling as a New Employee or Newly Eligible for Benefits Employee

Enrolling as a New Employee or Newly Eligible for Benefits Employee Enrolling as a New Employee or Newly Eligible for Benefits Employee If enrolling dependents, you will need to provide the following information and documentation: Marriage Certificate or Oregon Certificate

More information

Rollover into the BB&T Corporation 401(k) Savings Plan

Rollover into the BB&T Corporation 401(k) Savings Plan Branch Banking & Trust Co. Human Systems Division 200 West Second Street (27101) P.O. Box 1215 Winston-Salem, NC 27102-1215 Rollover into the BB&T Corporation 401(k) Savings Plan Dear Employee: Thank you

More information

How To Enter or Change My Direct Deposit Banking Information

How To Enter or Change My Direct Deposit Banking Information Step 1: Go the the Lakeland Home Page found here: http://info.lakelandregional.org/pages/home.aspx Click on myworkplace Step 2: In the left hand margin, scroll down to mybenefits/ Payroll and click on

More information

Member Access Manual. Contents. Registration Process Logging In Making a Donation Donation History Account Information

Member Access Manual. Contents. Registration Process Logging In Making a Donation Donation History Account Information Manual Contents Registration Process Logging In Making a Donation Donation History Account Information This is the first screen you will see as a new user, and for future logins. First time users must

More information

Self-Service Enrollment Instructions. Courtesy of

Self-Service Enrollment Instructions. Courtesy of Self-Service Enrollment Instructions Courtesy of Self-service Enrollment BenAware s convenient self-service portal is available for use anytime during the open enrollment period. STEP 1: VISIT ENROLLMENT

More information

Visit

Visit Visit www.ubt.com/rps Select Retirement Plan Participant (As shown to the left) Log on Initial login to retirement account Username: Social Security # (No spaces or dashes) Password: Birth date (4 digits)

More information

Participant User Guide

Participant User Guide Participant User Guide Introduction planwithease.com is an online administrative system that helps Plan Sponsors (generally your employer) manage their 403(b) and/or 457 plans in accordance with the Internal

More information

WORKDAY: ENTERING INTO A DOMESTIC PARTNERSHIP

WORKDAY: ENTERING INTO A DOMESTIC PARTNERSHIP KNOWLEDGE Builders WORKDAY: ENTERING INTO A DOMESTIC PARTNERSHIP This Knowledge Builder will walk an employee through enrolling in benefits due to entering into a domestic partnership. Try It Out Follow

More information

MyOEBB Benefits New Hire Enrollment Guide

MyOEBB Benefits New Hire Enrollment Guide MyOEBB Benefits New Hire Enrollment Guide Once you enroll, no plan changes can be made until the next Open Enrollment period unless you experience a Qualified Status Change (QSC)*. *Please see your educational

More information

RETIREMENT BENEFITS for the journey ahead

RETIREMENT BENEFITS for the journey ahead RETIREMENT BENEFITS for the journey ahead TABLE OF CONTENTS 3 INTRODUCTION 3 ELIGIBILITY REQUIREMENTS 3 BB&T Corporation 401(k) Savings Plan 3 BB&T Corporation Pension Plan 4 BB&T CORPORATION 401(K) SAVINGS

More information

MARRIAGE GAIN A SPOUSE OR DOMESTIC PARTNER

MARRIAGE GAIN A SPOUSE OR DOMESTIC PARTNER MARRIAGE GAIN A SPOUSE OR DOMESTIC PARTNER SCOPE: This is a US Employee Direct Access procedure. An employee should perform this procedure when they get married. IMPORTANT: The marriage should be entered

More information

BB&T Non-Qualified Defined Contribution Plan Enrollment Guide

BB&T Non-Qualified Defined Contribution Plan Enrollment Guide BB&T Non-Qualified Defined Contribution Plan 2012 Enrollment Guide Dear Participant: BB&T offers a special, non-qualified supplement to our 401(k) plan for our employees who are considered highly compensated

More information

TIME TO FOCUS ON YOUR FUTURE

TIME TO FOCUS ON YOUR FUTURE TIME TO FOCUS ON YOUR FUTURE Enroll online in the new HMH 401(k) Savings Plan at TIAA Active enrollment in the new 401(k) plan is required because your previous elections will not be provided to TIAA.

More information

ST. LUKE S HOSPITAL OPEN ENROLLMENT

ST. LUKE S HOSPITAL OPEN ENROLLMENT ST. LUKE S HOSPITAL - 2016 OPEN ENROLLMENT EMPLOYEE SELF SERVICE INSTRUCTIONS The following document will provide you instructions on how to access Lawson Employee Self Service (ESS) and enroll in 2016

More information

Online Enrollment Instructions

Online Enrollment Instructions Online Enrollment Instructions First Financial Group of America is happy to provide you with an on-line web based benefits communication system. Here you can enroll in or make changes to your Cafeteria

More information

Workday Benefits Training

Workday Benefits Training Workday Benefits Training Day-to-Day Administration Leslie Ruth Sr Consultant June 9, 2016 Reflection Experience is the worst teacher; it gives the test before presenting the lesson. By Vernon Law. 2 Agenda

More information

At any time during the year, you may change your Beneficiary for life insurance or accidental death and dismemberment (AD&D).

At any time during the year, you may change your Beneficiary for life insurance or accidental death and dismemberment (AD&D). ADD OR CHANGE BENEFICIARY At any time during the year, you may change your Beneficiary for life insurance or accidental death and dismemberment (AD&D). Note: To update or change your Beneficiary designation

More information

Benefits Enrollment Procedure

Benefits Enrollment Procedure Contents Procedure Overview Step 1: Create Family Member/Dependents (IT 0021) Step 2: Enroll an Employee in the Health/Insurance Plans Procedure Overview Overview To gain an understanding on how to process

More information

USER S GUIDE: THE PENSION MODELING TOOL

USER S GUIDE: THE PENSION MODELING TOOL USER S GUIDE: THE PENSION MODELING TOOL The Pension Modeling Tool, available on the Total Rewards website, is designed to help you with retirement planning allowing you to model your future estimated Pension

More information

SSHE Open Enrollment through ESS

SSHE Open Enrollment through ESS Employee Self-Service (ESS) Screens - Benefits - Benefits Enrollment - SSHE Page 1 of 15 SSHE Open Enrollment through ESS Trigger: An employee wants to enroll or make changes to their SSHE health plan(s)

More information

RISD 2018 Voluntary Insurance Open Enrollment Dec-01 Dec-15, Benefit Enrollment Instructions

RISD 2018 Voluntary Insurance Open Enrollment Dec-01 Dec-15, Benefit Enrollment Instructions 2018 Benefit Enrollment Instructions Contents Quick Reference... 3 Access and log in to the Online Enrollment Portal (OEP)... 6 Password Reset and Login Instructions... 7 Enrolling in 2018 Supplemental

More information

Benefits: Open Enrollment Guide

Benefits: Open Enrollment Guide SELECT YOUR BENEFITS Open Enrollment is the time of year to review your benefit elections and make changes. You will have from November 1st through November 19th to elect and/or make changes to your benefits.

More information

Self-Guided Tour Instructions

Self-Guided Tour Instructions Self-Guided Tour Instructions Compass Group Support Services Benefits Department sus-benefits@compass-usa.com 800-447-4476 855-276-8425 Table of Contents 3 Enrolling In Benefits 3 Logging On 3 Welcome

More information

Employee New Hire and Life Event Guide

Employee New Hire and Life Event Guide Employee New Hire and Life Event Guide Navigating your bswift Benefit Portal Contents Log in... 1 Enroll 3 Steps... 1 Step 1: Verify Your Personal and Family Information... 1 Personal Information... 1

More information

Lodging vendors filing a tax return via WYIFS (Wyoming Internet Filing System)

Lodging vendors filing a tax return via WYIFS (Wyoming Internet Filing System) Lodging vendors filing a tax return via WYIFS (Wyoming Internet Filing System) Contents Logging in... 2 Selecting the tax type... 3 Selecting the correct license... 4 Selecting the filing ID... 5 Completing

More information

KNOWLEDGE Builders WORKDAY: ENROLLING IN BENEFITS. Try It Out. Follow the steps below to enroll in Benefits in Workday:

KNOWLEDGE Builders WORKDAY: ENROLLING IN BENEFITS. Try It Out. Follow the steps below to enroll in Benefits in Workday: KNOWLEDGE Builders WORKDAY: ENROLLING IN BENEFITS This Knowledge Builder will walk an employee through enrolling in benefits for themselves and their family members. Please keep in mind that you only have

More information

Open Enrollment. Delivered by

Open Enrollment. Delivered by Open Enrollment Delivered by All ideas and information contained within these documents are the intellectual property rights of HKP. These documents are not for general distribution and are meant for use

More information

Open Enrollment Instructions

Open Enrollment Instructions Open Enrollment Instructions SmartBen is our online enrollment tool. The site is accessible via the Internet at https://smartben.com/ and can be accessed 24 hours a day, seven days a week. The following

More information

Accessing Your 401(k) Plan. Stay connected to your retirement plan account.

Accessing Your 401(k) Plan. Stay connected to your retirement plan account. Accessing Your 401(k) Plan Stay connected to your retirement plan account. Your retirement plan is one of the most valuable employee benefits your company offers because it can help you build a successful

More information

Filing a sales/use tax return via WYIFS (Wyoming Internet Filing System)

Filing a sales/use tax return via WYIFS (Wyoming Internet Filing System) Filing a sales/use tax return via WYIFS (Wyoming Internet Filing System) Contents Logging in... 2 Selecting the tax type... 3 Selecting the correct license... 4 Selecting the filing ID... 5 Completing

More information

Open Enrollment User Guide

Open Enrollment User Guide Open Enrollment User Guide Open Enrollment is your once per year chance to make changes to your benefits, unless you experience a HIPAA Qualifying Life Event. Open Enrollment will run from Monday, October

More information

Employee Enrollment User Guide

Employee Enrollment User Guide Employee Enrollment User Guide Welcome to Online Enrollment! In this guide, you will find information and step-by-step instructions on how to enroll in your benefits. Table of Contents Before you get started:

More information

Participant Website Guide

Participant Website Guide Participant Website Guide Accessing Your Account... p 1 Online Enrollment... p 2 Summary... p 3 My Portfolio... p 5 Contributions... p 6 Loans & Withdrawals... p 7 Statements & Transactions... p 8 Plan

More information

New Hire Enrollment Instructions:

New Hire Enrollment Instructions: New Hire Enrollment Instructions: There are 13 benefits you must take action on before you can submit & finish URGENT: You MUST submit your pre-enrollment within 30 days or less from your Hire Date Welcome

More information

Online Enrollment Instructions Beneficiary Designation

Online Enrollment Instructions Beneficiary Designation 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

More information

INTERNET FILING OF INCOME TAX WITHHOLDING

INTERNET FILING OF INCOME TAX WITHHOLDING INTERNET FILING OF INCOME TAX WITHHOLDING The purpose of this document is to provide a general overview of the registration/filing process for Internet filing of Maine withholding quarterly returns. It

More information

Optional Network Election for Single Point Online Transactions Eff. 10/1/13. Follow us!

Optional Network Election for Single Point Online Transactions Eff. 10/1/13. Follow us! Optional Network Election for Single Point Online Transactions Eff. 10/1/13 www.myalabamataxes.gov Follow us! @ONESPOTAlabama One Spot Alabama Local governments (cities and counties) have the authority

More information

Instructions for New Hire Enrollments

Instructions for New Hire Enrollments Instructions for New Hire Enrollments https://thezone.goodmanmfg.com BEFORE YOU BEGIN You will need Date of Birth and Social Security Numbers for any dependents you wish to enroll in benefits. Please review

More information

Pay. Quick Start Guide Creditor Payments. Pay QUICK START GUIDE CREDITOR PAYMENTS

Pay. Quick Start Guide Creditor Payments. Pay QUICK START GUIDE CREDITOR PAYMENTS Creditor ments QUICK START GUIDE CREDITOR PAYMENTS 1 Creditor ments Our easy to use guide will get you up and running in no time! Index: Page: 2 Login 3 Load creditors 5 Add a creditor batch 6 Obtain a

More information

CABS New Employee Benefits Enrollment Guide. Coventry Corporate Benefits

CABS New Employee Benefits Enrollment Guide. Coventry Corporate Benefits CABS New Employee Benefits Enrollment Guide Coventry Corporate Benefits Table of Contents Overview Initial Login Screen Welcome Screen Personal Information screen (Adding Dependents and Beneficiaries)

More information

THE BORROWER EXPERIENCE

THE BORROWER EXPERIENCE PRESENTS THE BORROWER EXPERIENCE Page 1 The Borrower Experience Table of Contents ipromise..3-44 mycampusloan.com.45-100 E-Exit 101-116 Page 2 Campus Partners ipromise is a web-based product, which helps

More information

Instructions for New Hire Enrollments

Instructions for New Hire Enrollments Instructions for New Hire Enrollments https://thezone.goodmanmfg.com Before Making Elections You will need Date of Birth and Social Security Numbers for any dependents you wish to enroll in benefits. Please

More information

Financial Edge (FE) Instructions

Financial Edge (FE) Instructions Financial Edge (FE) Instructions Welcome to the CU Foundation s accounting system! Please report any issues or make suggestions to accounting@cufund.org. Step 1: Password Set up and Change at the Manage

More information

Grand Lodge of Michigan. MORI Masonic Online Registry Interface

Grand Lodge of Michigan. MORI Masonic Online Registry Interface Mori Start Here Rev 13 Revised February 22, 2016 This document assume no one has setup Mori for your lodge. At a minimum, follow these steps before you begin to edit any member records. CREATE AN ACCOUNT

More information

Nations Direct Mortgage Loan Manager Guide

Nations Direct Mortgage Loan Manager Guide Nations Direct Mortgage Loan Manager Guide This guide is intended to help you work with our Loan Manager website, which connects directly to our loan systems. The website provides a central online location

More information

Change Benefits Steps:

Change Benefits Steps: Keep in mind You have 31 days from the date of a life event or from the date that you become benefits eligible to enroll/change your benefits. Change Benefits Steps: Information Needed Supporting documentation

More information

Quick Reference Guide Welcome TEST USER

Quick Reference Guide Welcome TEST USER Welcome TEST USER HELP RETIREMENT MANAGER DEMO FEEDBACK VersionE_000 Getting Started This Retirement Manager participant website Quick Reference Guide will assist you to easily navigate and complete important

More information

Step by Step Guide - Annual Enrollment 2016 November 2 November 13 (7:00 p.m. Central)

Step by Step Guide - Annual Enrollment 2016 November 2 November 13 (7:00 p.m. Central) Step by Step Guide - Annual Enrollment 2016 November 2 November 13 (7:00 p.m. Central) Need to make changes to your benefits for 2016? This step-by-step guide will walk you through Ceridian Self-Service.

More information

New Employees How to Enroll in Health Coverage

New Employees How to Enroll in Health Coverage New Employees How to Enroll in Health Coverage through DC Health Link Who is this guide for? This guide will walk employees without a DC Health Link account through setting up their employee account, selecting

More information

CommBiz User Guide. Add Arrangement(s) About this guide. Before you start. Important information

CommBiz User Guide. Add Arrangement(s) About this guide. Before you start. Important information CommBiz User Guide. Add Arrangement(s) About this guide This guide takes you through the process of adding one or more Arrangements to your CommBiz Service and the steps to add / define a new Electronic

More information

Employee Self Service Enrolling and Updating Direct Deposit

Employee Self Service Enrolling and Updating Direct Deposit Employee Self Service Enrolling and Updating Direct Deposit Employees can change direct deposit information in My HR System. This document will cover the following topics: Adding an account... 2 Editing

More information

MyBenefits Open Enrollment User Guide

MyBenefits Open Enrollment User Guide MyBenefits Open Enrollment User Guide This guide will help you navigate MyBenefits, the University s online benefits enrollment application. All benefit-eligible faculty and staff must actively enroll

More information

TRAVEL PORTAL INSTRUCTIONS

TRAVEL PORTAL INSTRUCTIONS TRAVEL PORTAL INSTRUCTIONS Date: June 22, 2018 Version: Version 3.1 Prepared By: Berkley Canada Table of Contents 1 ACCESSING THE PORTAL... 3 1.1 LOGIN & LOGOUT... 3 1.2 RESET YOUR PASSWORD... 3 2 THE

More information

Pension Web Guide. Pension Web Guide for Members

Pension Web Guide. Pension Web Guide for Members Pension Web Guide Pension Web Guide for Members Introduction BF&M s Pension Website provides online access to your pension account 24 hours a day, 7 days a week. The following is a list of features that

More information

Open MSI Budget Planning Module

Open MSI Budget Planning Module MSI Budgeting Open MSI Budget Planning Module 1) Enter MSI password 2) Click OK Under Maintenance Menu, click on Budget Entry If you do not Tab you will pull up the entire chart of accounts which will

More information

SUBMITTING AND REVIEWING A CLAIM

SUBMITTING AND REVIEWING A CLAIM PROVIDER PORTAL: Submitting and Reviewing a Claim ➊ ➊ Go to the portal landing page and log in using your User ID and password. If you do not have a User ID and password, click Register Now or see the

More information

Welcome to UTRetirement Manager, your 24-hour Retirement Savings Tool. This presentation will assist you in logging into and taking full advantage of

Welcome to UTRetirement Manager, your 24-hour Retirement Savings Tool. This presentation will assist you in logging into and taking full advantage of Welcome to UTRetirement Manager, your 24-hour Retirement Savings Tool. This presentation will assist you in logging into and taking full advantage of the UTRetirement Manager System. Table of Contents

More information

Self Service Payments

Self Service Payments Self Service Payments Before You Begin IMPORTANT: Make sure your browser is setup to 'accept third party cookies'. Please refer to the instructions in the document: How to Enable Third Party Cookies in

More information

Salon Associate & Salon Leader Self Service User Guide

Salon Associate & Salon Leader Self Service User Guide Salon Associate & Salon Leader Self Service User Guide 1391 Table of Contents Table of Contents... 2 Introduction... 3 Accessing Self Service... 4 Salon Associate Self Service... 6 Address Change... 6

More information

ezbusiness // User Guide

ezbusiness // User Guide ezbusiness // User Guide Getting Started...2 Logging In... 2 View Account Details... 2 Setting Alerts...4 Updating Cardholders...5 Adding a New Cardholder... 5 Removing a Cardholder... 6 Editing a Cardholder

More information

MyBenefits. Online Benefits Enrollment for New Employees

MyBenefits. Online Benefits Enrollment for New Employees MyBenefits Online Benefits Enrollment for New Employees Welcome to the University of Notre Dame! This guide will help you navigate MyBenefits (mybenefits.nd.edu), the University s online benefits enrollment

More information

DUS DocWay TM Loan Documents User Guide. January 2019

DUS DocWay TM Loan Documents User Guide. January 2019 DUS DocWay TM Loan Documents User Guide January 2019 Table of Contents Getting Started with DUS DocWay... 1 Welcome Page Navigation... 3 Loan Documents Navigation... 6 Update Document Category and Type...

More information

Online Help for Client Employees

Online Help for Client Employees Online Help for Client Employees Accessing the portal (Employee) HowdenBenefits.com is an online web based Self Service Portal that enables employees to view details of insurance products offered by their

More information

Benefits Open Enrollment 2014 Infor Employee Space Quick Reference Guide Business Objective: BENEFITS OPEN ENROLLMENT

Benefits Open Enrollment 2014 Infor Employee Space Quick Reference Guide Business Objective: BENEFITS OPEN ENROLLMENT Business Objective: BENEFITS OPEN ENROLLMENT All benefits eligible employees must enroll, re-enroll, or waive benefits on line through Employee Space, between 4/28 and 5:00 p.m. on 5/28. If a benefits

More information

The New Jersey Department of Banking and Insurance has prepared instructions to help you complete on-line reporting.

The New Jersey Department of Banking and Insurance has prepared instructions to help you complete on-line reporting. The New Jersey Department of Banking and Insurance has prepared instructions to help you complete on-line reporting. 1. Requesting access to DOBI GUDPA on-line 2. Linking your DOBI GUDPA service to your

More information

Do not include a Social Security Number in your .

Do not include a Social Security Number in your  . Member Guide Table of Contents Introduction... 3 System Requirements... 3 Accessing CoreLink II... 4 Menu Components... 5 Log-in Screen... 5 Log-in Instructions... 5 Forgot Your Password... 6 Main Menu...

More information

MEMBER BENEFITS ONLINE SYSTEM

MEMBER BENEFITS ONLINE SYSTEM MEMBER BENEFITS ONLINE SYSTEM MBOS USER'S INFORMATION GUIDE FOR ACTIVE EMPLOYEES Welcome to the Member Benefits Online System (MBOS) MBOS is your most useful resource for getting accurate, up-to-date information

More information

March Payment of Employee Withholding Tax. Brook Park Tax Connect ACH-Debit Payment System

March Payment of Employee Withholding Tax. Brook Park Tax Connect ACH-Debit Payment System March 2010 Payment of Employee Withholding Tax Brook Park Tax Connect ACH-Debit Payment System Thank you for using the Tax Connect ACH-Debit Payment System. For your convenience, this platform is available

More information

Munis Self Service. Employee Self Service User Guide Version For more information, visit

Munis Self Service. Employee Self Service User Guide Version For more information, visit Munis Self Service Employee Self Service User Guide Version 10.1 For more information, visit www.tylertech.com. TABLE OF CONTENTS Employee Self Service... 3 ESS Navigation... 3 ESS Home Page... 4 Personal

More information

Change Benefits Steps:

Change Benefits Steps: (Last Revised 03/13/2017) (Last Revised 03/12/2016) Quick Reference Guide: Change Benefits Keep in mind You have 31 days from the date of a life event or from the date that you become benefits eligible

More information