Changing your Long-Term Disability (LTD) Insurance Elections in Workday

Purpose

This document provides employees directions on how to change their Long-Term Disability (LTD) Insurance elections in Workday after completing initial (new hires, recent transfers/promotions to a benefit eligible position, etc.) or annual enrollment, or outside of a qualifying life event.

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Keep in Mind

· Evidence of Insurability (EOI) is required if currently waiving LTD coverage or if increasing coverage from the Basic LTD plan to the Optional LTD plan.

· If EOI is required, the insurance plan provider will contact the employee via US mail, and benefits will take effect on the date EOI is approved.

· Employees have 90 days to complete and return their EOI for their election to be approved.

· Please visit Inside UChicago | Benefits page for more information about LTD.

Steps

1. Log into Workday using your CNetID and password.

2. Select Menu in the top-left corner, then choose the Benefits and Pay App under the Personal category.

3. Under Tasks and Reports, select Change Benefits.

4. Using the Change Reason dropdown menu, choose LTD.

a. Carefully read the Instructions located on the right side of the screen.

5. Type or use the calendar icon to select the Date of Change Request.

a. Changes to LTD elections cannot be backdated or take effect retroactively.

6. Select the Submit button.

7. A dialog box with the next task (Change Benefit Elections) to complete will pop up. Select Open.

a. If the dialog box disappears, navigate to My Tasks by selecting the mail icon in the top-right corner of the page, and then choose the Benefit Change – LTD task on the left side of the screen.

8. Select the Let’s Get Started button.

9. In the LTD page, there will be 2 cards: Basic Long Term Disability Insurance and Optional Long Term Disability Insurance. To change elections, select either Enroll or Manage under the appropriate card.

10. Using the option buttons in each card, choose either Select or Waive under the Selection column to make elections.

a. If currently waiving coverage (employee is not enrolled in either the Basic or the Optional LTD plans) and want to enroll in a plan, elect only ONE (1) plan, either the Basic OR the Optional plan.

i. EOI will be required, and the election will be effective upon approval of EOI by VOYA (insurance company).

b. If currently enrolled in the Basic LTD plan, and want to increase coverage to the Optional plan, elect BOTH plans (remain enrolled in the Basic plan AND enroll in the Optional plan as well).

i. EOI will be required. Coverage under the Basic plan will continue until approval of EOI, when coverage will change to the Optional plan.

c. If currently enrolled in the Optional LTD plan and want to decrease coverage to the Basic plan, waive the Optional plan and enroll in the Basic plan.

i. EOI is not required when decreasing coverage. Election will be effective on the event date.

11. Select Confirm and Continue.

a. If waiving coverage, the system will redirect to the LTD page.

b. If selecting a coverage, a screen indicating the coverage details will appear, including the Plan cost per paycheck. After reviewing this information, select Save to return to the LTD page.

12. Once elections have been made, select the Review and Sign button.

13. Review the information, taking note of the Messages section, which will only appear when EOI is required, and will be located under the Waived Benefits section.

14. Scroll down to the bottom of the page, read the Electronic Signature section, and check the I Accept box.

15. Select Submit to complete the process. Once this option has been chosen, the event will be routed to a Benefits Specialist for approval.

16. Select the View 2025 Benefits Statement button to print the elections for your records or select Done to exit the task.

17. Once the contribution change is approved, look up this information by doing the following:

a. Select Menu in the top-left corner and choose the Benefits and Pay App under the Personal category.

b. In the Benefits and Pay panel on the left side of the screen, select Benefits, and then choose Benefit Elections.

i. If the Benefits and Pay panel is collapsed:

1. Use the Navigation Pane icon, represented by an arrow next to a vertical line, and located at the top left corner of the App, to expand or collapse the panel and adjust screen space.

2. Alternatively, with the panel collapsed, select the Benefits icon, represented by a shield icon with a heart inside, and choose Benefit Elections from the available options.

c. Select View Details under a specific card to review additional information. To see all current and future benefit elections in a table format, select the View as Grid button at the top of the screen, under the My Monthly Totals section.