S.L. Nusbaum Realty Co, Inc. ON-LINE BENEFITS ENROLLMENT INSTRUCTIONS

Transcription

1 S.L. Nusbaum Realty Co, Inc. ON-LINE BENEFITS ENROLLMENT INSTRUCTIONS 1. To Access the System: You will be notified via once you have been set up as a User in our Benefits Enrollment System (typically right after receiving your first paycheck). After you have been notified that you have been set-up as a new user: A. From an Office Computer: 1. Open the Company s Intranet page; 2. Click on the Forms & Payroll/HR Documents Tab; 3. Click on the Benefits link on the right-hand side of the page. B. From a Private Computer: 1. Type in: in the internet explorer address bar. 2. Familiarize yourself with all benefit plan options by clicking on the plans. (NOTE: Payroll deduction costs are listed under the Need a Form link at the bottom.) 3. Click on the button in the top right corner. 4. Enter your UserName: first name initial plus full last name. Example: John Smith-Jones would be: jsmith-jones. Enter your Password: first-time users are set up with the last four (4) digits of their social security number as their default password. NOTE: During your first logon session you will be prompted to change your password to whatever letters and/or numbers you choose. Your new password must be used for all future visits to the website. Please make a note of it! If you forget your new password, please click on the Forgot Password link on the login screen. You will then be prompted to answer your security question and provide an address to send your new password to. If you can t correctly answer your security question then your account will be disabled and you will need to call the Benefits Administrator at (757) to reset your account.

2 Page 2 On-line Benefits Enrollment Instructions 5. Click I accept and then click Continue after reading the paragraph. 6. Change your Password and set the correct answer to your security question. Your new password must contain both numbers and letters and be at least 8 characters long. If you forget your new password, please click on the Forgot Password link on the login screen. You will then be prompted to answer your security question and provide an address to send your new password to. If you can t correctly answer your security question then your account will be disabled and you will need to call the Benefits Administrator at (757) to reset your account. 7. Verify your Personal/Demographic Information by clicking on the Address link or by clicking on the My Profile link. 8. Make sure your name, address, marital status, and all other personal information are correct. Type any necessary corrections. Then click I agree and Continue

3 Page 3 On-line Benefits Enrollment Instructions 9. Click on the Family tab to add and review your dependents (even if you do not plan on covering them thru our insurance policies). 10. Click on a listed Dependent s name to verify their information, or click Add Dependents 11. Once all information is correct, click on the appropriate Save button, depending on whether you need to add another dependent or proceed to your enrollment session.

4 Page 4 On-line Benefits Enrollment Instructions 12. After saving your dependent/family information, click on the Back to Enrollment button. Notice you are now on the Enroll tab. All available plans will be displayed. 13. Click on the Get Started button to start the enrollment process. You will first have to choose your medical plan, select your coverage tier, and click Cover on which dependents you want to cover. Click Next once all of your selections are displayed. Select your Plan or Waive Coverage Coverage Tier Choose family members to cover

5 Page 5 On-line Benefits Enrollment Instructions 14. After clicking Next, your Dental plan enrollment page will appear. Again, select your plan or waive coverage, choose your coverage tier, and which family members to cover. 15. Each time you finish waiving or enrolling for coverage in a plan and click Next and you will proceed to the next benefit plan. Once you have gone thru all available plans (Medical, Dental, Legal & Flex Spending), your enrollment summary will be displayed. You can click on any plan to go back and make changes. Click Continue when you are done. That will take you to the Physician Selection screen. 16. If you enrolled in our HMO/POS plan, you must enter a 6-digit Anthem Primary Care Physician (PCP) ID number for yourself and each of your covered dependents. If you do not choose one, one will be assigned to you. You must see your chosen/assigned PCP for most general services in order for the HMO/POS plan to provide benefits. Please verify your PCP assignment on your Anthem ID card when it arrives via US mail to your home. There is a link on the Physician Selection page to Anthem s website ( if you need to look up PCP ID numbers. From Anthem s home page, click on the Find a Doctor button on the right-hand side of the page. Choose your search criteria (location, insurance plans accepted (see example below), ability to accept new patients, gender preference, etc.) and click Search.

6 Page 5 On-line Benefits Enrollment Instructions 16. Searching for a Primary Care Physician (PCP) in Anthem s website (continued): Once you find your doctor s name on Anthem s list, click on his/her name to expand more details about that doctor including his/her 6-digit PCP ID number. Write down your PCP s ID#, switch tabs back over to the benefits enrollment system and enter your PCP ID# in the appropriate field of our benefits enrollment system. NOTE: You must call the Anthem customer service number listed on your Anthem ID card to change your PCP after your initial enrollment selection. Please verify your PCP upon receipt of your Anthem ID Card.

7 Page 6 On-line Benefits Enrollment Instructions 17. First-time Users will be prompted to Name their Beneficiaries. Everyone must name at least One (1) Primary Beneficiary (the person(s) who will receive the proceeds of your Company-Paid Life Insurance in the event of your death). Multiple Primary Beneficiaries may be listed; however, the percent of benefit proceeds allocated to each Primary Beneficiary must be in whole numbers and add up to 100%. Everyone should also name at least One (1) Secondary Beneficiary (the person(s) who will receive the proceeds of your Company-Paid Life Insurance in the event your Primary Beneficiary(s) do not survive you). Multiple Secondary Beneficiaries may be listed; however, the percent of benefit proceeds allocated to each Secondary Beneficiary must be in whole numbers and add up to 100%. Click on the Add Beneficiaries button to add new beneficiaries. Enter the percent of your death benefits each person should receive (total must add up to 100%). Click on the Save button once all beneficiary information is complete. 18. Answer all of the questions about any other insurance coverage you or your dependents may have and then click Continue. 19. Review your Enrollment Summary Page. You can click on a plan to make changes. If everything is correct, click the I Agree button and the Save my Enrollment button at the bottom of the page. 20. Print or your Enrollment Summary report for your records. If you have questions, call Lorrie Stowe at (757) or [email protected].