Self-Service Enrollment Instructions. Courtesy of

Transcription

1 Self-Service Enrollment Instructions Courtesy of

2 Self-service Enrollment BenAware s convenient self-service portal is available for use anytime during the open enrollment period. STEP 1: VISIT ENROLLMENT WEBSITE InfinitiHR s enrollment website can be accessed at: Click the Enroll Now link Enroll Now

3 STEP 2: LOGIN Benselect Login Instructions When prompted to login to the Benselect system: 1. Enter your Social Security Number (9 digits without dashes) 2. Your personal identification number (PIN) is comprised of the last four digits of your Social Security Number and your two-digit year of birth (ex: ) Click Log In 4. Follow the step-by-step process described in the following pages. NOTE: Be sure to make note of your PIN. You ll need it to complete and authenticate your enrollment for the 2017/2018 plan year.

4 Navigating the system STEP 3: CLICK NEXT Once you are successfully logged into the system, click Next

5 Personal Information STEP 4: VERIFY PERSONAL INFO The system will first bring you to the Personal Information page. Verify that your information is correct. (Please report any incorrect information to your Human Resources department). STEP 5: CLICK YOU AND YOUR FAMILY

6 Adding Dependents STEP 6: CLICK DEPENDENTS If you have dependents and want to add them to your benefits, select You & Your Family. Then click Dependents from the drop down bar. Personal Information Dependents Employment Change My PIN

7 Adding Dependents All current dependents will show up on this screen. Verify that all your dependent information is correct. If you don t see your dependent(s) listed, you will need to add them. STEP 7: CLICK ON THE PLUS SIGN TO ADD DEPENDENTS Hover the cursor over the + symbol until it turns green. Click to add a new dependent. Add

8 Adding Dependents STEP 8: FILL IN DEPENDENT INFORMATION 1. Fill in all requested information on the form 2. Click Save when complete 3. Repeat steps for each dependent

9 My Benefits The Benselect system will now guide you through your benefit options. The My Benefits page displays each benefit offering, and indicates whether you ve enrolled Telehealth Identity Theft Chubb Lifetime Benefit Term Chubb Accident Chubb Critical Illness Everyday Care It also includes a cost calculator

10 Making Changes As you advance through the enrollment process, the system will lock in your selections. To make changes, click on the benefit you d like to change from the My Benefits Bar. Enrolled When the chosen benefit screen appears, click Next to make any necessary changes to that plan selection John R. Doe 1/31/1985 M

11 Benefit Summary STEP 9: CLICK BENEFIT SUMMARY The drop-down bar under My Benefits allows you to navigate to a specific page, or view a benefit summary page. To begin, click Benefit Summary. Benefit Summary Telehealth Identity Theft Chubb Lifetime Benefit Term Chubb Accident Chubb Critical Illness EverydayCare New Benefits Ocenture MetLaw Dental Vision Medical FSA Account Dependent Care FSA Account Supplemental Employee Term Life Supplemental Employee AD&D

12 Review Benefit Options STEP 10: BEGIN ENROLLMENT Begin with the Medical plan, then proceed through each benefit option until enrollment is complete. Click the Review button in the box marked Medical to review plan options and select or waive medical coverage.

13 Telehealth & ID Theft STEP 11: SELECT COVERAGE Beginning with the Telehealth plan, select the options you prefer. Select the radio button to elect coverage, then click Enroll To waive medical coverage, click Decline Follow the same steps for the Identity Theft benefit

14 Lifetime Benefit Term STEP 12: SELECT TERM LIFE INSURANCE AMOUNT Provide truthful answers to the tobacco and employment questions by using the dropdown menus Select the benefit amount by selecting a radio button next to the cost per pay period

15 Lifetime Benefit Term Once your coverage amounts have been selected, click I wish to apply for this coverage To waive coverage, click I wish to DECLINE this coverage Click Next to advance to the next screen

16 Choose Beneficiaries STEP 13: CHOOSE YOUR BENEFICIARIES The system will advance you to the beneficiary page. You can elect to leave your life insurance benefits to one or more of the dependents you added during step 7 Alternately, you may instead choose to leave your benefits to All Living Children, or to your Estate Just click the button(s) beside any of the beneficiaries you d like to select

17 Additional Questions STEP 14: ANSWER ADDITIONAL QUESTIONS The system will ask additional questions if you elected coverage for certain benefits. It is important to answer these questions honestly, then click Next to advance to the next screen NOTE: Insurers share medical information. Answering untruthfully could result in increased premium amounts, reduction in coverage, or cancellation of your policy.

18 Voluntary Benefits As you progress through the various voluntary benefit options, continue to use the drop down menus and radio buttons to select the coverage type and amount that best meet the needs of you and your household. Drop down menus allow you to elect coverage types (for instance: Diamond Plan or Gold Plan) Radio buttons allow you to select who you want the plan to cover The cost of your selections will be clearly shown You must select either APPLY or DECLINE for each benefit offered Click Next to proceed to the next benefit

19 Dental & Vision Benefits STEP 15: SELECT DENTAL AND VISION COVERAGE The system will forward you through your dental and vision plan options. Follow the same steps as for medical benefit selection. Select the radio button next to the coverage tier you choose, then click Enroll To waive Dental or Vision coverage, click Decline The system will automatically advance you to the next benefit option.

20 Supplemental Term Life STEP 16: SELECT SUPPLEMENTAL LIFE INSURANCE AMOUNTS If you choose to elect supplemental term life coverage, please note that the green sliding bar shows you the guaranteed issue (GI) amount. This is the coverage amount you are guaranteed without any medical exams or medical history questions. Use the sliding bar to determine the amount you d like to select If you select an amount where the bar the red, you may be required to undergo a medical exam and you can be denied for coverage if you do not meet the medical requirements Select Apply or Decline coverage Click Next to advance to the next screen

21 Verify Benefit Elections STEP 17: VERIFY YOUR BENEFIT ELECTIONS Review your benefits to ensure everything is correct. You will also see an itemized breakdown of your elections, costs, and pre-tax/post-tax expenses.

22 Signatures STEP 18: REVIEW AND SIGN FORMS If your signature is required, you will be guided through a series of forms and asked to sign electronically. When finished, click Next.

23 Submission STEP 19:BENEFIT VERIFICATION FORM If a signature box appears, please click Use Pin on left of signature box. Enter your PIN (last 4 digits of your SSN and 2 digit year of birth) to authorize and sign form. Once you enter your PIN and sign, you will be able to access the Verification form for printing or future reference. CONGRATULATIONS! Your enrollment is complete.