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:
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Dependents
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Beneficiaries
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Primary care providers
Documents that participant must provide, include:
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General contact information such as dependent social security numbers, and beneficiary addresses
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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 |