Eversource Benefit Change for Life Event

Benefit Change for Life Event

Life events do not always line up with open enrollment periods. If you need to change your coverage because of a birth, adoption, marriage, divorce, or similar life event, you can change your benefits to better fit your needs. Elections must be made within 31 days of the qualifying event. Employees can change their HSA and Life Insurance coverage anytime in the year. CT Teal and CT White employees can make changes to their life insurance only during open enrollment.

FROM YOUR WORKDAY HOME PAGE:

1. Click the Benefits and Pay app from the Global Navigation menu.

2. To Change your current Benefits, click the Overview tab in the left-hand navigation panel.

3. Under Tasks and Reports click the Change Benefits button.

4. Select the Change Reason by clicking in the radio button.

5. Enter the Benefit Event Date.

6. The system will populate the date to submit your elections by and benefits offered.

7. The Attachments section will appear. If you need to add a dependent because of your life event

(birth, adoption, marriage, divorce) you will be required to submit eligibility verification

documents.

a. Click the Select Files button within the Attachments section. Navigate to the file you want to

attach and select it. Your benefits will NOT be approved until all required documents are received.

b. If you need to attach another file, select the Upload button, and select

the file you want to attach. You can add a comment in the comments

section, but it is not necessary.

8. Click the Submit button when done.

9. Go to your Life Event reason below for further directions.

Change Reasons

BIRTH/ADOPTION OF CHILD – 3 STEPS TO COMPLETE PROCESS

STEP 1

1. Follow steps 1 – 8 under Change Benefits on page 1, if applicable.

2. You should have attached a birth certificate (the hospital certificate can be used temporarily) or adoption

documents in the Attachment section.

STEP 2 – Change Dependent

 Skip to page 5 for instructions on how to ADD A DEPENDENT

STEP 3 – Change Benefit Elections

 Skip to page 6 for instructions on how to CHANGE BENEFIT ELECTION

LEGAL MARITAL STATUS CHANGE – 3 STEPS TO COMPLETE PROCESS

STEP 1

1. Follow steps 1 – 8 under Change Benefits on page 1, if applicable.

2. You should have attached a marriage certificate or finalized divorce decree, legal separation documents,

or court order in the Attachment section. If a child becomes eligible due to your marriage, attach birth

certificate, and proceed to STEP 2 once Step 1 is completed.

STEP 2 – Change Dependent

 Skip to page 5 for instructions on how to ADD A DEPENDENT

STEP 3 – Change Benefit Elections

 Skip to page 6 for instructions on how to CHANGE BENEFIT ELECTION

OTHER – ADD CHILD (NON-BIRTH/ADOPTION) – 3 STEPS TO COMPLETE PROCESS

STEP 1

1. Follow steps 1 – 8 under Change Benefits on page 1, if applicable.

2. You should have attached legal guardianship document(s) if you became a legal guardian.

STEP 2 – Change Dependent

 Skip to page 5 for instructions on how to ADD A DEPENDENT

STEP 3 – Change Benefit Elections

 Skip to page 6 for instructions on how to CHANGE BENEFIT ELECTION

INSURANCE AND HEALTH SAVINGS ACCOUNT COVERAGE CHANGES

Note: Requests for changes to life insurance coverage outside of a qualifying event, or changes to Health

Savings Account (HSA) contributions do not require dependent verification unless you are adding a new

dependent.

1. Select HSA Contribution Change or Insurance Coverage Change to start, change, or stop

contributions.

2. Follow steps 1 – 8 under Change Benefits on page 1, if applicable.

3. You will receive an Up Next prompt to change your benefit elections. Click the Open button to

begin making your elections.

4. The Change Benefit Elections screen will open. Click the orange Let’s Get Started button.

5. HSA Changes – Your Health Savings Account tile will appear.

 Click Manage to edit your plan.

 Follow the Instructions on the page.

6. Insurance Changes – The Insurance plans you are eligible for

will appear.

 Click into the tiles that you need to Manage or Enroll.

 Follow the instructions on the page.

7.  If you need to add a new Dependent to your coverage, click in the Enroll Dependents field.

1. Click the prompt and click Existing Dependents. Then select the dependents you wish to

enroll in the plan. Note: If you would like to add a new dependent not listed, contact

HRConnect.

Step 5 applies only if you selected a change to your HSA contribution.

2. Enter your contribution amounts in the contribution range section.

All other events follow the remaining instructions:

3. Click Continue. The Benefits Elections Review will display your elections and the

associated costs.

Read the disclaimer and click I Agree.

4. You can Go Back and revise your elections or Submit to route to HR.

5. You will get confirmation that your request has been submitted to HR.

Please note, if you elected optional and/or Dependent Life coverage, your election may be

subject to Evidence of Insurability (EOI). If this is the case, your insurance coverage will remain

at the current level while your EOI is reviewed.

If HR cannot finalize your event, you will be notified. For example, you will be notified if you

need to complete Evidence of Insurability for a life insurance request.

1. From the Benefits and Pay app click the Benefits tab in the left-hand navigation

panel and then select Dependents to view/change your dependents.

2. Your current dependents will appear on the screen. Click the Add button to add a

new dependent.

3. The Add My Dependent screen will open. To edit a field, click the Edit

icon. To save your updates, click the add icon. Required fields are

denoted by asterisks (*).

4. Start with the Dependent Options section.

a. Is your new dependent already a beneficiary or emergency contact?

i. If you don’t have any dependents in Workday, this question will not appear. Go to step 6.

ii. If you do see this question ignore it and move on to step 6.

5. Dependent Personal Information section. Complete this section, as applicable.

6. Contact Information section. Complete this section, as applicable.

7. Identifier Information. This section does not have an asterisk but MUST be completed.

a. Click the Add button in the National IDs section.

b. Country – click the prompt icon and select the United States of America.

c. National ID Type – click the prompt icon and select Social Security Number (SSN).

d. The Add/Edit ID field will appear. Enter your dependent’s SSN. You do not need to fill in the

fields under Details.

Note: if you do not provide a SSN for your dependent, they will not be added to your coverage unless the following applies (newborn within the last month, dependent is a newborn in the process of being adopted or dependent is not a U.S. citizen yet). If any of your dependents fall into one of these categories, please call HRConnect at 1-800-841-8684 and select the “HR Generalist” prompt.