Overview of Benefits Certifications and Other Action Items

Action items are tasks that participants must complete or documents that they must provide to finish enrollment in a benefits offering. Action items also include optional suspension rules when participants fail to complete the required task or provide the required documentation.

Tasks that participants must complete include designating:

• Dependents

• Beneficiaries

• Primary care providers

Documents that participant must provide, include:

• General contact information such as dependent social security numbers, and beneficiary addresses

• Certification documents, such as birth certificates, marriage certificates, proof of good health, evidence of insurability, and proof of student status

You can define certification requirements for any of the following situations using the Manage Benefit Plan Details task.

Situation	Configuration Location
General enrollment in a benefits offering	Certifications page, Enrollment Certifications tab, General Configuration subtab
Enrollment following a specific life event	Certifications page, Enrollment Certifications tab, Life Event subtab
Restrictions based on coverage or benefits selected	Certifications page, Benefit Certifications tab, General subtab
Coverage or benefits restrictions for specific life events	Certifications page, Benefit Certifications tab, Life Event tab
Designation of dependents	Designation Requirements page, Dependents tab, General, Life Event, and Eligibility subtabs
Designation of beneficiaries	Designation Requirements page, Beneficiaries tab, Requirements and Restrictions subtabs