Enroll in a life and AD& D plan

Enroll in a life and AD\ D plan

This page used to select a plan type in which you want to enroll.

Date format	The date format of the previous page.
SSN	The social security number of the employee.
Employee	The employee code and name.
Plan Category	The category name to which the plan belongs.
Plan Type	The description of the selected plan type.
Plan Code	The code of the plan selected in the previous page.
Plan	The description of the plan.
Premium Frequency	The frequency at which the employee and /or Employer contributes to the plan.
Currency	The currency in which the employee pays the premium amount.

To enroll in a plan

Enter or select the following to enroll in a plan. If details are entered previously, the system will display the following details. You can modify any or all the following fields.

Event	The drop-down list box will display with “ New Enrollment” if you have entered the page for the first time. If the enrollment has been made earlier, the system will display with “Select” as default value. The drop-down list box will display the following values: "Update", "Correct", "Delete", "Change in Dependent" and "Change in Beneficiary".
Coverage From Date	The date from which you must be covered in the plan.
Coverage To Date	The date until which you are covered in the plan.
Coverage Level	From the drop-down list box select the coverage levels to which you are applicable. The system displays a list of all the coverage levels that are applicable to the selected plan. These levels are defined in the “Create Benefit Plan” activity. Examples are coverage details, full matrix etc.

To enter details for self coverage

The system displays the following details for the selected plan. These are defined in the “Create Benefit Plan” activity and will get displayed only if you have selected the “Coverage Details” option in the “Coverage Level” drop-down list box for the plan.

Minimum	The minimum amount to be paid for enrolling under a plan.
Maximum	The maximum amount allowed for enrolling under a plan
Incremental Steps	The percentage increase in the amount of contribution.
GIA	The guaranteed issued amount defined by the provider organization for a benefit plan.

Self Coverage

The value to be covered under the plan. You can enter either in “Amount” or in “Times Pay”.

To specify the coverage value in amount enter the value in the “In Amount” column.
To specify the coverage value in times of the pay, enter the value in the “ In Times Pay” column.

Select the “Compute Premium” pushbutton to calculate the premium to be paid by the employee under the plan for self-coverage.
The system will display the amount to be paid by the employee in the “Contribution” column” of the “Self Coverage” group box.

To enter details for Dependent coverage

Family Member Code	The unique code that identifies a family member. for example, 01 can indicate mother and 02 father etc.
Dependents	The name of the dependent
Relationship	The relationship of the dependent with the employee
Minimum Amount	The minimum amount that can be covered.
Maximum Amount	The maximum amount that can be covered under the plan.
Incremental Steps	The percentage increase in the amount of contribution

Enter the coverage amount that you want to cover in the plan for the corresponding dependent.
Select the “Compute Premium” pushbutton.
The system will display the premium to be paid by the employee for covering the dependent under the plan in the corresponding Employee contribution column of the multiline.

Employee Contribution

The amount to be contributed by the employee for covering the corresponding dependent under the plan.

To view contributions

Select the “View contributions” pushbutton to view the total contributions made by the employer and the employee for the specified coverage amount for enrolling in a plan. The system will display the following.

Employee	The amount to be contributed by the employee
Employer	The amount contributed by the employer.

To enter remarks

You can enter opinions, comments and other details if any, in the “Remarks” field.
You can also view these details, if they were entered previously select the book icon. The system displays a pop up dialogue box containing the content that has been entered previously.
Select the “OK” pushbutton to save the details in the remarks field.
After you enter the above details, select a “Save New Enrollment” pushbutton

To save the modified details

If the details are entered previously, the system will display these details at the launch of the page. You can make necessary changes.
Select the “Save Amendments” pushbutton to save the modified details.

To delete enrollment for an employee

Select the “Delete Enrollment” pushbutton to delete enrollment of the employee from the plan.

To delete enrollment for a dependent

Select the dependent whose enrollment must be removed by checking beside the record in the “Select” column of the multiline.
Select the “Save Amendments” pushbutton to save the modified details.

What you can do in this page