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2018 Benefits Open Enrollment Checklist Plan What You Want to Do What You Need to Do Medical Keep the same plan or continue to waive coverage Nothing Elect coverage for the first time (you do not have coverage in 2017) Complete online enrollment in Employee Self-Service Submit proof of eligibility for each family member covered, if not already on file Contact Excellus BCBS in late December to add Primary Care Physician(s) for each family member (phone or web) Change medical plans Complete online enrollment in Employee Self-Service Contact Excellus BCBS in late December to make sure Primary Care Physician(s) is listed (phone or web) Add a family member(s) Complete online enrollment in Employee Self-Service Submit proof of eligibility for each family member added, if not already on file Contact Excellus BCBS in late December to add Primary Care Physician (phone or web) Remove a family member(s) Complete online enrollment in Employee Self-Service Cancel coverage Complete online enrollment in Employee Self-Service Dental Dental enrollment is every two years; you cannot make any changes. Your 2017 election will continue in 2018. Vision Keep the same plan or continue to waive coverage Nothing Elect coverage for the first time (you do not have coverage in 2017) Complete online enrollment in Employee Self-Service Submit proof of eligibility for each family member covered, if not already on file Add a family member(s) Complete online enrollment in Employee Self-Service Submit proof of eligibility for each family member added, if not already on file Remove a family member(s) Complete online enrollment in Employee Self-Service Cancel coverage Complete online enrollment in Employee Self-Service Beneflex (Health Care and/or Dependent Day Care Account) Keep the same annual contribution amount Complete online enrollment in Employee Self-Service Elect participation for the first time (you do not participate in 2017) Complete online enrollment in Employee Self-Service Change my annual contribution amount Complete online enrollment in Employee Self-Service Cancel participation Nothing Human Resources Finance & Administration Rochester Institute of Technology October 2017 Page 1

Benefits Open Enrollment Checklist · 2018 Benefits Open Enrollment Checklist . Plan What You Want to Do What You Need to Do ... Submit proof of eligibility for each family member

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2018 Benefits Open Enrollment Checklist Plan What You Want to Do What You Need to Do

Medical

Keep the same plan or continue to waive coverage

Nothing

Elect coverage for the first time (you do not have coverage in 2017)

Complete online enrollment in Employee Self-Service Submit proof of eligibility for each family member

covered, if not already on file Contact Excellus BCBS in late December to add Primary

Care Physician(s) for each family member (phone or web) Change medical plans Complete online enrollment in Employee Self-Service

Contact Excellus BCBS in late December to make sure Primary Care Physician(s) is listed (phone or web)

Add a family member(s) Complete online enrollment in Employee Self-Service Submit proof of eligibility for each family member added,

if not already on file Contact Excellus BCBS in late December to add Primary

Care Physician (phone or web) Remove a family member(s)

Complete online enrollment in Employee Self-Service

Cancel coverage Complete online enrollment in Employee Self-Service Dental Dental enrollment is every two years; you cannot make any changes. Your 2017 election will

continue in 2018.

Vision

Keep the same plan or continue to waive coverage

Nothing

Elect coverage for the first time (you do not have coverage in 2017)

Complete online enrollment in Employee Self-Service Submit proof of eligibility for each family member

covered, if not already on file Add a family member(s) Complete online enrollment in Employee Self-Service

Submit proof of eligibility for each family member added, if not already on file

Remove a family member(s)

Complete online enrollment in Employee Self-Service

Cancel coverage Complete online enrollment in Employee Self-Service

Beneflex (Health Care and/or Dependent Day Care Account)

Keep the same annual contribution amount

Complete online enrollment in Employee Self-Service

Elect participation for the first time (you do not participate in 2017)

Complete online enrollment in Employee Self-Service

Change my annual contribution amount

Complete online enrollment in Employee Self-Service

Cancel participation Nothing

Human Resources Finance & Administration Rochester Institute of Technology October 2017

Page 1

2018 Benefits Open Enrollment Checklist Plan What You Want to Do What You Need to Do

Supplemental Life

Keep the same coverage level or continue to waive coverage

Nothing

Elect coverage for the first time (you do not have coverage in 2017)

Complete online enrollment in Employee Self-Service If applicable, complete Evidence of Insurability (EOI)

information that Prudential will e-mail to your work e-mail address in December

Increase coverage from none to 1 times pay or 1 to 2 times pay

Complete online enrollment in Employee Self-Service No EOI needed

Increase coverage to 2, 3, 4 or 5 times pay

Complete online enrollment in Employee Self-Service Complete Evidence of Insurability (EOI) information that

Prudential will e-mail to your work e-mail address in December

Cancel coverage Complete online enrollment in Employee Self-Service

Spouse Life

Keep the same coverage level or continue to waive coverage

Nothing

Elect coverage for the first time (you do not have coverage in 2017)

Complete online enrollment in Employee Self-Service Submit proof of spouse eligibility, if not already on file Complete Evidence of Insurability (EOI) information that

Prudential will e-mail to your work e-mail address in December

Increase coverage Complete online enrollment in Employee Self-Service Complete Evidence of Insurability (EOI) information that

Prudential will e-mail to your work e-mail address in December

Cancel coverage Complete online enrollment in Employee Self-Service

Child Life

Keep the same coverage level or continue to waive coverage

Nothing

Elect coverage for the first time (you do not have coverage in 2017)

Complete online enrollment in Employee Self-Service Submit proof of child eligibility, if not already on file

Increase coverage Complete online enrollment in Employee Self-Service Cancel coverage Complete online enrollment in Employee Self-Service

Supplemental AD&D

Keep the same coverage level or continue to waive coverage

Nothing

Elect coverage for the first time (you do not have coverage in 2017)

Complete online enrollment in Employee Self-Service

Increase coverage Complete online enrollment in Employee Self-Service Cancel coverage Complete online enrollment in Employee Self-Service

Human Resources Finance & Administration Rochester Institute of Technology

October 2017 Page 2

2018 Benefits Open Enrollment Checklist Plan What You Want to Do What You Need to Do

Spouse AD&D

Keep the same coverage level or continue to waive coverage

Nothing

Elect coverage for the first time (you do not have coverage in 2017)

Complete online enrollment in Employee Self-Service Submit proof of spouse eligibility, if not already on file

Increase coverage Complete online enrollment in Employee Self-Service Cancel coverage Complete online enrollment in Employee Self-Service

Child AD&D

Keep the same coverage level or continue to waive coverage

Nothing

Elect coverage for the first time (you do not have coverage in 2017)

Complete online enrollment in Employee Self-Service Submit proof of child eligibility, if not already on file

Increase coverage Complete online enrollment in Employee Self-Service Cancel coverage Complete online enrollment in Employee Self-Service

Supplemental LTD

Keep the coverage or continue to waive coverage

Nothing

Elect coverage for the first time (you do not have coverage in 2017)

Complete online enrollment in Employee Self-Service Complete Evidence of Insurability (EOI) information that

Prudential will e-mail to your work e-mail address in December

Cancel coverage Complete online enrollment in Employee Self-Service

Legal Services Plan

Keep the coverage or continue to waive coverage

Nothing

Elect coverage for the first time (you do not have coverage in 2017)

Complete online enrollment in Employee Self-Service

Cancel coverage Complete online enrollment in Employee Self-Service

Identity Theft Protection

Keep the same coverage or continue to waive coverage

Nothing

Elect coverage Complete online enrollment in Employee Self-Service Enter email address for all covered adults in My Personal

Demographics and Contact Information Change coverage Complete online enrollment in Employee Self-Service

Enter email address for all covered adults in My Personal Demographics and Contact Information

Cancel coverage Complete online enrollment in Employee Self-Service

Human Resources Finance & Administration Rochester Institute of Technology October 2017

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