PlanSource Online Enrollment Instructions: About PlanSource PlanSource is an employee self-service portal that will allow you to access all the information related to your benefits. You can use any web browser* anywhere in the world to access PlanSource. With PlanSource, you have real time access to all your benefits-related employment information 24 hours a day. Before you begin the enrollment process please make sure you have reviewed the benefit Plan Information provided online. You will need: Benefit Election Decisions All Dependent Information including date of birth and social security number Logging On To access the site, point your web browser to www.plansource.com and select Login- PLANSOURCE: BENEFITS ONLY. Employees who have established a login and password will continue to use that same password. Your user name will be; tcg for The CARA Group The initials of your first and last name; Joe Smith will use; js The last 4 digits of your SSN. Joe Smith s username: tcgjs1234 Next you will enter your password. The first time you log in to the site your password will be your date of birth in numeric format without any slashes, YYYYMMDD. Managing your Benefits PlanSource Benefits Portal allows you to manage your benefits online, including: Viewing your current coverage Viewing additional details about your benefit plans Enrolling in benefits (New Hire, Annual Enrollment, or Qualified Status Changes during the year) - 1 -
The benefits home page contains the following sections and tabs: View or Change my Benefits link to view your current coverage or enroll in benefits Benefit Plan Information link to view and compare details about your employer s benefit plans Understanding Benefits link to access general educational benefits information Library tab containing plan documents and links Benefit Plan Information Prior to enrolling, you can view details on your benefits and compare options by clicking on Benefit Plan Information and clicking on the plan. If you have multiple benefit plans available to you, you can compare the details side by side before you enroll by checking Click here to Compare. This information is also available to you at any time during the year for reference. - 2 -
View or Change My Benefits From the benefits home page select View or Change my Benefit to view your current coverage. This page contains a detailed benefits confirmation statement. During annual enrollment or your newly eligible enrollment window, the system will provide you with a link to Enroll in Benefits on the left side of the page. To change coverage due to a qualified status change during the year, click on Report Life Event * on the left side. The system will prompt you to enter a life event reason and effective date, and may require administrator approval before changes take effect. Enrolling in or Changing Benefits Once you report a life event or enroll in benefits, the system will route you through a series of steps to enroll. Simply follow the prompts and instructions, clicking Continue after each step. Do not close your browser or exit the enrollment wizard, make an active selection to each available benefit to complete your enrollment. - 3 -
Adding Dependent Information You will be prompted to add any dependents you d like to cover when you enroll in your benefits. To add a dependent, click the Add Dependent link and complete the required information for each dependent. Removing Dependent Coverage Dependent Information should not be removed. You should change your benefit tier election to terminate/remove dependent coverage. Removing dependent coverage will not result in actual change in your benefits. You have to make the benefit changes via Enroll in Benefits. After clicking Continue, you will be presented with your enrollment screen. To make elections for each benefit, click on the link for that benefit and make your selections. The system will automatically cover any eligible dependents based on the coverage level you select. The system will also prompt you to add Primary Care Physician information if it is required for your election. Once you have completed your enrollment in all benefits, click Confirm at the bottom of the main enrollment page. You will then be given a Confirmation message and an email will be sent to you if you have an email address on file. You can return to this portion of the web site at any time to view or print a Confirmation Statement.. - 4 -
Reporting Life Events You may report Qualified Status Changes like Marriage, Birth, Divorce, Dependent Loses Coverage, etc., which would allow you to change your benefits election mid-year through this site. You must report this life event through this site Report Life Event, within 30 calendar days of the qualifying event. Your life event may be pended for administrator approval and you may be required to provide appropriate documentation to support any qualifying life event. What Event Date do I use to Report Life Event? Adding Coverage If you are adding a new coverage for yourself or a dependent, input the first day of coverage requested as the Event Date. Dropping Coverage If you are dropping coverage for yourself or your dependent, input the last day of coverage requested as the Event Date. *Supported web browsers - for an optimal experience, we recommend using these browsers: Internet Explorer 7.0+ Firefox 3.5+. Unexpected results may occur when using other browsers. - 5 -