Enrolling in benefit plans

Select Benefits > Benefits Enrollment.

Select the Enrollment tab. If Filter Choices Based On Dependents is enabled for the organization, this tab is not available until the enrollment intent of your dependents has been declared. See Declaring dependent enrollment intent.

Note: If you want to select a different benefit plan or plan option than what you have previously selected, click Benefit Choices. You can then group benefit plan options by plan or coverage option, such as Individual or Family, when applicable.

For each type of plan available in your organization, select the plan in which to enroll. Click Next.

If you are using the responsive version of enrollment, a green check mark shows next to each type of plan for which you have completed the enrollment requirements.
If the selected plan includes dependents you want to enroll, click the Enroll Dependents button. The View Details button also navigates to a page on which you can enroll dependents.
Select how the investment is distributed on the Investment tab. When you select an investment, specify the percentage to allocate in the Distribution Percent field, and click OK.

Note:
The total percentages in the Investment tab must equal 100%.
Select any beneficiaries to include with the account on the Beneficiaries tab. You can also add new beneficiaries. When you specify a beneficiary, select whether the beneficiary is primary or contingent. Select whether the beneficiary is entitled to a percent or amount. Specify the percentage or amount in the Percent or Amount field that is displayed.
Note: The total percentages for both primary and contingent (if used) beneficiaries must equal 100%.
On the Current Benefits tab, details for each benefit can be accessed by opening the record or clicking View Details. The Current Benefits tab is only displayed if it has been enabled by your Administrator.

Click Next after selecting each type of plan until you reach the Review and Submit page.

Any applicable warnings and errors about your enrollments are displayed in the Warnings and Errors section. The errors must be resolved before you can submit your enrollments.
If configured, a breakdown of the costs for each type of plan is displayed in the Benefits Cost Summary section.
If you have reviewed your benefits and costs, click Submit to complete your enrollment. Select the Agree To Enrollment Terms check box or specify the Electronic Signature to authorize your organization to withhold premiums and contributions from your regular payroll payments.

After you submit your benefits enrollment, a Confirmation section is displayed where you can print a confirmation of your selected plans.