Approving evidence of insurability requests

You can either approve or decline Evidence of Insurability (EOI) requests for benefit plans.

See Declining evidence of insurability requests.

  1. Select Resources.
  2. Click the Current tab.
  3. In the Enrolled section, select an employee EOI record and right-click.
  4. Click Approve EOI.
  5. Specify this information:
    Approval Date
    Specify the date of declining the EIO request.
    Approved Amount
    Specify an approved amount.
    An error is displayed if you specify the Approved Amount and Approved Salary Multiple fields at the same time.
    Approved Salary Multiple
    Specify a multiple of the approved salary.
    You must specify an amount that is within the limits of the benefit plan specified in the coverage rules.

    This field is only displayed if the calculation type of the benefit plan is either Multiple of Salary or Fixed Multiple of Salary.

    See Creating benefit plan coverage.

    Email Template
    Specify an email template from the templates previously created.
    Create New Benefit
    Select a benefit option if EOI is applicable.
  6. Click Submit.
    The Coverage Amount is updated based on the salary multiple specified.
    Note: When approving an enrollment that does not include the contribution amount subject to EOI, you can create a new benefit.

    The approval is noted on this new enrollment and a new contribution is created. The new contribution is based upon the new coverage amount.