Entering a life event

Use the Life Events wizard if you experienced a qualified life event and want to change your benefits.

Qualified life event

A qualified life event is a personal event (such as marriage or birth of a child) that allows an employee to change their benefit plans outside of the normal open enrollment period. Based on IRS guidelines, the employee has a limited period of time from the date of the qualified event to notify the employer of the event in order to change their benefits.

Using the Life Events wizard

In the Employee menu, select Benefits > Life Events.
The Life Events page contains a table of personal events that allow you to change your benefits enrollment.

To enter a new life event, in the Event column, click (the Edit icon) at the end of the row for the event that you experienced.

If you already entered a life event but haven't submitted it (its status is Incomplete), click (the Edit icon) at the end of the row for the event that you want to edit or submit.
The Life Events wizard opens.

Click Next to move through the pages. (You can click Previous to move back to the previous page—or click Go to Benefit Summary to jump to the Life Events - Summary page.)

The wizard includes the following pages:
- Life Events - Welcome page
- Life Events - Instructions page, and then pages you selected to change (personal information, addresses, dependents, and beneficiaries)
- Life Events - Benefits page
- Life Events - Summary page
- Life Events - Exit page
On the last page of the wizard, you have two options:
- If you want to wait (and potentially change your selections) before submitting your life event, select I'm not finished and then click Save as Draft. Your selections are saved.
- If you are ready to submit your life event selections, select I'm finished, verify your username and password, type your social security number (to digitally sign your submission), and click Finish. Your selections are saved and submitted to your Benefits Administrator for approval.