Birdville ISD New Hire Enrollment Walkthrough

Transcription

1 Birdville ISD New Hire Enrollment Walkthrough

2 Click the plan year you would like information for. Click the plan name to view specific information for a plan.

3 If you need login assistance, click this link to watch a video of how to login. My name is Tom Jefferson & my social is , what s my username & password?: Username: jeffert1234 Password: jefferson1234

4 Change Password: The first time you login you will be asked to change your password. You must enter your new password twice to confirm and click Save & Continue. Password Requirements: Choose a password that meets the system requirements described here.

5 Please read and click box beside each acknowledgement Review all acknowledgements & click I Acknowledge.

6 Click here to download BISD s COBRA notification Review all acknowledgements & click I Acknowledge.

7 Kelsey You cannot edit this page! To update your profile information please login to Munis Self Services OR click the link: Test No Title Female 02/08/ East Belknap Haltom City TX-Texas Personal Information: Confirm everything is correct! The address listed on this page is the address ID cards & other important info will be sent to. Click Save & Continue to move to the next screen

8 Add Dependent: To add a spouse or child to the system, click the Add a Spouse/Child link. Missing Information Verbiage in RED alerts you to missing information. View or Edit Dependent Information Click on the Pencil & Paper icon to view or edit dependent information. Just because your dependent(s) is/are listed above doesn t mean they re enrolled in any coverage. You are responsible for electing or waiving the coverage on your dependents!

9 Dependent Information: Fields in BOLD are required. Add Dependent SSN. Dependent (Spouse & Child(ren)) SSN s are now REQUIRED! Add Dependent Date of Birth Your Dependent(s) date of birth is required.

10 Benefit Information: The top section of your screen contains important benefit information and educational videos on each benefit page. Current Election: The top of each benefit screen will show your coverage if you have a current election. Available Plans: Click the radial button to elect a plan option & hit Sign & Continue to save. Election Summary: This is your shopping cart of current elections & costs.

11 Who Do You Want to Cover? Click the box next to the name of each eligible family member you want to cover on a benefit. Available Plans: Click the radial button to elect the plan you want. Save Election: Click Sign & Continue to save a benefit election.

12 TRS Medical Declination Page: Select a Reason for Declining from the drop down for each family member you do not want enrolled in TRS Medical IMPORTANT HINT: Double check who is displayed as COVERED & who is displayed as DECLINED! The Medical Declination will display on the Election Summary as $0.00

13 You will only see an option for yourself and child(ren) dependents, your spouse will not show here as an option. Click Save 13

14 If you elect the High Deductible Health Plan (HDHP) you can enroll in either MEDLink or HSA NOT BOTH! It s one or the other. If you are interested in MEDLink OR HSA then you must select your option & hit Save. You will then be directed to enroll in the plan you selected.

15 I Waive Enrollment: Click the radial button next to I waive enrollment to decline a benefit.

16 Benefit Amount Selection: When you have multiple coverage amounts to choose from, click the drop down arrow to select your desired coverage amount.

17 Take advantage of this opportunity as a New Hire to elect Life coverage without answering health questions! New Hire Guarantee Issue: The coverage listed under Guarantee Issue is the maximum amount you can elect without having to answer health questions!

18 Evidence of Insurability: Selecting coverage over the listed guarantee issue amount will require you (or your spouse) to print & complete required form(s). Completed forms should be mailed to FBS: 2121 N. Glenville Dr., Richardson, TX 75082

19 $ Monthly Contributions: Enter your monthly contribution.

20 How to Add a Beneficiary Step 1. Click Add a Beneficiary for each beneficiary you wish to add to the system.

21 How to Add a Beneficiary Step 2. Select a pre-listed dependent from the drop down menu OR, enter your beneficiary s information below & save.

22 Remove Beneficiary Click the red X to remove an unwanted beneficiary. Beneficiary Designation You can choose to apply the same beneficiary to all benefits or choose to distribute each benefit differently. How to Add a Beneficiary Step 3. Assign Primary and/or Contingent percentages & hit Finished.

23 ALMOST DONE! If you receive this message it means you have completed your new hire enrollment but, you also need to complete your annual open enrollment for September 1 st! Annual Open Enrollment To complete your annual enrollment elections for September 1 st, click the green Continue button located at the bottom of this screen.

24 Consolidated Enrollment Form If you receive this message, you have completed your enrollment. Please review all of your selections carefully & print a copy for your records!

25 Consolidated Enrollment Form Please review your elections carefully. If you need to make changes you will have to restart your enrollment. Consolidated Enrollment Form You can a link to this page from the address you entered into the system.

26 Dependent Information Click on this icon to view dependent(s) information Benefit Plan Information Click on this icon to view benefit elections & change beneficiary information.

27 Thank you! Benefits Enrollment Call Center Benefits Website TRS ActiveCare Medical Information 27