This document provides employees directions on how to enroll or make changes to their elections for the Supplemental Life Insurance, Spouse Life Insurance, Child Life Insurance, or Personal Accident Insurance (PAI) plans 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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· Evidence of Insurability (EOI) is required if electing Supplemental or Spouse Life Insurance for the first time, or if increasing coverage. EOI is not required for Child Life Insurance or Personal Accident Insurance.
· 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 the Inside UChicago | Benefits page for more information about these plans.
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 Life Insurance/PAI Change.
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 life insurance plans 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 – Life Insurance/PAI Change task on the left side of the screen.
8. Select the Let’s Get Started button.
9. In the Life Insurance/PAI Change page, there are 5 cards:
i. Basic Life Insurance – Changes are not permitted in this card. All benefits eligible employees are automatically enrolled on their date of hire or benefits eligibility date. However, it is important to designate one or more beneficiaries for this type of insurance.
ii. Supplemental Life Insurance
iii. Spouse Life Insurance
iv. Child Life Insurance
v. Personal Accident Insurance
10. To change elections, select either Enroll or Manage under the appropriate card.
11. Under each card, use the option buttons in the Selection column to choose either Select or Waive to make your elections.
12. Select Confirm and Continue.
a. If waiving coverage, the system will redirect to the Life Insurance/PAI Change page.
b. If selecting a coverage:
i. When applicable, use the Hamburger Menu (the icon with 3 dots and 3 dashes) to the right of the Coverage prompt box, to indicate the coverage level by choosing one of the options from the dropdown menu.
ii. For Basic Life Insurance, Supplemental Life Insurance, and Personal Accident Insurance, add one or more beneficiary persons or trusts using the Plus (+) icon.
1. If beneficiaries have already been created or if the Use as Beneficiary box was checked when creating dependents, they will be available to select by going to the Existing Beneficiary Persons option. Otherwise, use Add New Beneficiary or Trust to create new beneficiaries.
a. Fill out the fields with the appropriate information for each beneficiary. First Name, Last Name, Relationship, and Address are required fields for submission and must have a value. To enter an address, go to the Contact Information tab.
b. Employees may add as many beneficiary persons or trusts as they wish, but the sum of Percentages must be equal to 100% for both Primary Beneficiaries and Secondary Beneficiaries.
iii. For Spouse Life Insurance, Child Life Insurance, and Personal Accident Insurance (if family coverage is elected), make sure to select the checkbox next to the name of the existing dependents so that they will be covered under the plan.
iv. Once coverage level has been chosen (if applicable), appropriate dependents haven been selected (if necessary), and beneficiaries have been designated, select Save to return to the Life Insurance/PAI Change page.
13. Once elections have been made, select the Review and Sign button.
14. Review the information and take note of the sections for Selected Benefits (including Dependents and Beneficiaries), Waived Benefits and Messages, which will indicate whether EOI is required or not.
15. Scroll down to the bottom of the page, read the Electronic Signature section, and check the I Accept box.
16. Select Submit to complete the process. Once this option has been chosen, the event will be routed to a Benefits Specialist for approval.
17. Select the View 2025 Benefits Statement button to print the elections for your records or select Done to exit the task.
18. 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.