Understanding Enrollment Information

After you enroll employees in benefit plans, you need to ensure that enrollment information is accurate and current. For example, when any of these events occur, you might need to change enrollment as described:

  • An employee leaves the organization.

    You must end the employee's enrollment in benefit plans.

  • An employee marries.

    The employee might need to change from the Employee Only medical plan to the Employee Plus Spouse plan.

  • An employee is enrolled in the wrong plan.

    You must correct the mistaken enrollment.

  • An employee chooses to increase the amount of life insurance coverage.

    You might need to change the amount or rate of a payroll deduction.

Many companies provide an open enrollment period once a year to allow employees to change their benefit elections. Employees can change the type of coverage that they have elected as well as add or remove a benefit plan as part of their coverage.

This graphic illustrates the process for changing employee enrollments:

Changing employee enrollment