How can a participant make elections offline

If a participant doesn't have access to the self-service pages, you can print and share the Enrollment Document with them. Once they return the completed document to you, you can enter the enrollment information for them by using the document.

This document is available when the participant has a life event in the Started status.

Here's how you view and use the Enrollment Document:

  1. On the Home page, click Benefits Administration > Enrollment, to open the Benefits Service Center work area.

  2. Open the Benefits Summary page of the participant in the Benefits Service Center.

  3. In the Evaluated Life Event section, click Actions > Print Enrollment Document.

  4. Share the document with the participant.

  5. The participant manually selects or changes enrollment options and returns the document.

  6. You edit enrollment information for the participant using the returned document.