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Enrollment Help Guide
The following will help you navigate through the Tyson Enrollment System.
Contents Self-Service Portal page ..................................................................................................................................................................... 3
Login Page ......................................................................................................................................................................................... 4
Welcome Page ................................................................................................................................................................................... 5
Looking Ahead…Where am I? ........................................................................................................................................................... 6
Help ................................................................................................................................................................................................... 7
Shopping Cart .................................................................................................................................................................................... 8
Personal Information Page ................................................................................................................................................................ 9
Zip Code Search ............................................................................................................................................................................. 9
Invalid Zip Code Entered ............................................................................................................................................................... 9
Employment Information ................................................................................................................................................................ 10
Are you actively at work? ............................................................................................................................................................ 11
Covered by a Tyson Team Member (TM)? .................................................................................................................................. 11
Family Members Page ..................................................................................................................................................................... 12
Who are valid Family Members? ................................................................................................................................................ 12
Confirming / Editing a Dependent Record .................................................................................................................................. 12
Zip Code Search ............................................................................................................................................................... 12
Add New Dependent ................................................................................................................................................................... 17
Step 2: Coverage Options ................................................................................................................................................................ 20
Medical, Dental, Vision and Accident Plans ................................................................................................................................ 20
Plans with a Drop Down Box ....................................................................................................................................................... 22
Voluntary Permanent Whole Life ................................................................................................................................................ 23
Voluntary Term Life – Guarenteed Issue (GI) vs. Evidence of Insurability (EOI) ......................................................................... 28
What is GI and EOI? ................................................................................................................................................................. 28
Electronic EOI Application ....................................................................................................................................................... 28
No Election Plans ......................................................................................................................................................................... 36
Beneficiaries ................................................................................................................................................................................ 37
Add New Beneficiary ................................................................................................................................................................... 38
Step 3 - Flexible Spending Accounts ............................................................................................................................................... 39
Parking/Transit FSA ..................................................................................................................................................................... 39
Dependent Care Flexible Spending Account ............................................................................................................................... 40
HealthCare Flexible Spending Account ....................................................................................................................................... 41
Health Savings Account (HSA) ..................................................................................................................................................... 43
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Step 4 – Review Page ...................................................................................................................................................................... 44
There are (4) Sections to the Review Page ................................................................................................................................. 44
1. A Review of Your Benefits ................................................................................................................................................... 44
2. Document Status Section .................................................................................................................................................... 46
3. Your Authorization .............................................................................................................................................................. 47
4. Save Your Enrollment .......................................................................................................................................................... 47
Enrollment Complete Page ......................................................................................................................................................... 48
Benefit Election Statement ......................................................................................................................................................... 49
Revisiting Your Enrollment Once It Has Been Saved ....................................................................................................................... 50
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Self-Service Portal page
The Self-Service Portal contains some important information.
o Pdf docs (‘click here’ links) you may need to complete your enrollment.
These docs are also available on the Review page of your enrollment.
o Your login criteria to enter the enrollment system.
o Other important information.
Assistance numbers should you need help.
Fax number and email address to send your necessary documents.
Self-Service Portal
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Login Page Login to your enrollment system using your predetermined User Name and Password.
o Your user name is your Tyson personnel number or your social security number.
Use leading zeros to make your personnel number 9 digits.
o Your password is the last 4 digits of your social security number followed by your 2 digit month and 2 digit year
of birth.
You may also chose English or Spanish.
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Welcome Page
After you are logged into the enrollment system, you are introduced to the Welcome page.
The Welcome page will show you briefly the steps involved in completing your enrollment as well as a brief one line
description of what is in each step.
Welcome Page
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Looking Ahead…Where am I?
On the left side of each page, click the “[+] Looking Ahead” link. This will show from the left where you are within your
enrollment highlighted in RED.
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Help
Click the “[+] Help” link on the left side of the page to display the help popup.
The help menu contains a phone number and times to call should you need extra assistance or have questions.
Help
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Shopping Cart
At any time within the program, you may click the Shopping Cart icon located in the upper-right corner of
the page to see the current status of your enrollment plans, costs and a total cost per deduction.
The shopping cart maintains the current total amount at the time you click the cart of all plans selected even if you are
in EZ Enroll.
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Personal Information Page
Review and Update your Personal Information.
Zip Code Search
If you enter a zip code and then click the tab key or click any other box, your enrollment system will search for
cities and states assigned to that zip code.
You will get a popup box for these cities and states to choose from.
If you have entered a value for either the zip code, city or state that is not a match, you will get a pop up box
showing the correct cities and states for the zip code that was entered.
If you enter an invalid zip code, it will tell you that as well.
Invalid Zip Code Entered
Your enrollment system also validates that the Zip Code that you entered is a valid Zip Code.
Personal Information Page
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Zip Code Search
Invalid Zip Code Entered
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Employment Information
Some data boxes are locked and it is because they may not be changed during enrollment.
Mandatory data will be noted with asterisks.
Covered by a Tyson Team Member (TM)?
Are you actively at work?
If you are not currently employed and actively working (not on leave of absence), you will not be able to enroll in
the Critical Illness, Accident, LTD (TM Paid) or the Whole Life products.
Covered by a Tyson Team Member (TM)?
If you select that you are covered by a Tyson Team Member or a Tyson Parent (if you are less than 26 years old),
you will need to enter the Spouse/Parent Tyson Personnel ID# (the box just to the right of Covered by Tyson Team
Member (TM)?
Employment Information
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Family Members Page
Who are valid Family Members?
Family Members are your legal dependents who are within eligible age and will be covered for plans.
Family members that will only be used for a beneficiary can be added to the beneficiary page at the after the
benefit pages.
Here is a table that explains each dependent type and their eligible plans.
Dependent Relationship Eligible for Which Plans? Age Range
Spouse All Plans N/A
Domestic Partner Critical Illness, Accident, Whole Life Only N/A
Child All Dependent Type Plans 0 – 25*
Step Child Medical, Dental, Vision, Accident 0 – 25*
Legal Guardian Medical, Dental, Vision, Accident 0 – 25*
Grandchild Whole Life Only 0 – 25
QMSCO Child Must Remain Covered on Medical, Dental, Vision N/A
* Currently disabled children over 25 will remain covered. You may not ADD a new handicapped child OVER 25 without going through
Tyson’s process. Please contact your Tyson Coordinator.
Valid Dependent Types for your Family Member page
Confirming / Editing a Dependent Record
When you first enter the page, if all dependent have a green light, you may just move onto the next page.
If any or all have a red light, you may not move on until you confirm each dependent turning the red light
to green.
To confirm and/or edit a dependent’s record, click on the Edit Icon (yellow arrow below).
The bottom of the page will open up displaying the dependent’s record for editing.
When done, click the “Update & Save” button.
Each dependent type may have special data requirements.
For example:
Spouse and Domestic partners will have and require a tobacco question.
Children types require a disabled question.
If a child is disabled, you will need to also provide:
o Disability Date: This is the date that the child had become disabled.
o Learned Date: This is the date that Tyson was informed of the disability.
Unknown SSN’s should be entered as 999-99-9999.
Unknown date of birth can be added as 01/01/1900.
If the dependent has the same address as the team member, you may just click the checkbox “Address same as
team member?” and it will auto-fill the team member’s address for you.
Zip Code Search: The dependent zip code has a zip code search just as the team member personal information
page.
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Confirming / Editing a Dependent Record (Cont’d)
Click the pencil icon to edit and confirm your dependents and to turn the red light to green
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Confirming / Editing a Dependent Record (Cont’d)
Confirming / Editing the Spouse’s Information
Click Update & Save when complete
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Confirming / Editing a Dependent Record (Cont’d)
Spouse’s information confirmed, green light.
The Spouse’s Information Confirmed (Green Light)
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Confirming / Editing a Dependent Record (Cont’d)
Confirming/Editing a dependent record after clicking the edit button.
Confirming / Editing the Child’s Information
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Add New Dependent
Back at the main Family Member’s page, click the “Add New Dependent” button in the middle of the page.
This will open up the page to display the boxes used to add a new dependent into the system.
Remember, you should only add dependents that will be covered on benefits as per the dependent chart
above.
The data criteria for adding a new dependent is the same as confirming/editing a dependent as described
above.
Adding a New Dependent
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Add a New Dependent (Cont’d)
Adding a disabled dependent who’s age is less than or equal to 25.
Required learned date.
Required disability date.
Add New Dependent – Information Complete
Click ‘Update & Save’ button)
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Add a New Dependent (Cont’d)
Here we have a Family Members page with all dependents confirmed (green light).
You may now move to the next page by clicking the Continue button.
All Dependents Confirmed (Green Lights)
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Step 2: Coverage Options This section is your benefit section with a beneficiary designation page at the end of the benefits.
If you are using “Review/Edit” (full enrollment), you will review every benefit you are eligible for.
If you are using “EZ Enroll”, you will be required to review a couple of plans.
Please take note of any important notes and/or document due dates in Red that may be on these pages.
Medical, Dental, Vision and Accident Plans
These plans have coverages that are based on if you have dependents that you would like to cover.
You will see in the “Covered Participants” the eligible dependents (from the Family Member page).
As you click yourself and dependents, your available “Coverage Options” will reflect a coverage that matches
who is being covered.
o Click “Self” for yourself and any other dependents you would like to cover.
o Click a Plan/Coverage from “Coverage Options” that you find suites your needs.
NOTE: Any one being covered for Medial will also be required to be covered for your Dental and Vison plans.
o The system will automatically check the dependent boxes on Dental and Vision that you had selected
for your Medical plan.
Plan Information
o All your plan information is shown on the left side of each page.
o Some plans have a link to additional information (see green arrow below).
o Medical also has a short video to show more detail about your plan option.
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Additional Benefit Information Popup
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Plans with a Drop Down Box
Some plans are only a team member plan and have a drop down box to choose from.
Below is a Spousal Surcharge plan where the information on the left explains each coverage and what it means
as you would make your selection from the drop down box on the right.
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Voluntary Permanent Whole Life
The Whole Life plan allows you to select a policy on each family member (that is eligible from the Family
Member page) and will display each member.
To start, click the drop down box in Coverage Options.
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Voluntary Permanent Whole Life (Cont’d)
The Whole Life product is a popup that lists each family member who is eligible for this product.
To enroll, click on the “Review / Enroll” button next to any member you are enrolling in a policy.
If you do not want to enroll anyone, click “Waive Benefits”. This will waive everyone all at once.
Anyone you do not want to enroll, you do not need to click “Review / Enroll”.
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Voluntary Permanent Whole Life (Cont’d)
This example will enroll the team member first.
After clicking the “Review / Enroll” button next to the team member, you will next answer a few questions.
Click “Next”.
Clicking “Waive This Benefit” at this point will only waive the benefit for this person not the entire family like
the previous “Waive Benefits” button.
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Voluntary Permanent Whole Life (Cont’d)
Select a Coverage and then click “Save”.
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Voluntary Permanent Whole Life (Cont’d)
After clicking “Save”, it will bring you back at the beginning Whole Life page.
We’ve gone ahead and enrolled the Spouse and one Child as well and here we are back at the main Whole Life
page.
Clicking “Close” will bring us back to the main page showing a total combined amount.
Completed Voluntary Permanent Whole Life
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Voluntary Term Life – Guarenteed Issue (GI) vs. Evidence of Insurability (EOI)
What is GI and EOI?
GI, or guaranteed issue, is an amount that you may elect without answering any questions.
EOI, or evidence of insurability, is the amount that you want that will require you to answer insurance
questions to verify you are eligible for these amounts.
Electronic EOI Application
Normally when one elects an EOI amount, this amount goes back to your HR department in the form of a
report telling them to coordinate with the insurance company or provide you with a paper application for
you to answer insurance questions and then submit to the insurance company to obtain a determination.
This enrollment system is able to connect directly to the insurance company and provide you these
questions to submit right on this web page. This allows you to obtain your determination right on this page
and allows you to actually “enroll” into this new approved amount.
In order to click an EOI amount, you must first at least enroll in the maximum amount in the GI box at
the top. Once you do this, the EOI box will be enabled for you to choose an EOI amount.
Once you select an EOI amount, the “Real-time” EOI link below it will enable.
Follow through the next few screenshots and captions describing the process.
If at the end you are “Approved”, your approved EOI amount will move up into the GI box
and be selected as an “enrolled” amount.
The maximum GI was selected so the EOI box is now enabled
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Electronic EOI Application (Cont’d)
Now that the Electronic EOI Application is enabled, in order to obtain a “real-time” determination, click the
red link “Click here” to start the process.
NOTE: The next few images of this process will be shown zoomed in for better detail!
The next few images be shown zoomed in on this section for better detail!
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Electronic EOI Application (Cont’d)
Now that you’ve click the link, your insurance questions will appear below the link.
Follow downward answering them…
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Electronic EOI Application (Cont’d)
Continue to answer the question until you see an “Electronic Consent” and a “Submit” button.
Here we see at the bottom a “Next” button…more questions.
Click “Next”
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Electronic EOI Application (Cont’d)
Here we see that there was one more question and another “Next” button.
Answer the question (or questions) and click “Next”.
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Electronic EOI Application (Cont’d)
Here is the Electronic Consent and Submission.
Please read the consent, terms of use, privacy and medical authorization and fraud warning and check the
two pertinent boxes.
The third checkbox is for receiving text messages from the insurance company.
1. It is not required and you may continue without checking the box.
2. Click the “Submit” button….almost done!
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Electronic EOI Application (Cont’d)
Here we see:
1. The results of your EOI Application, “Approved coverage” show with the large yellow arrow.
2. The approved values from your EOI application.
3. The EOI results are save to the enrollment system.
4. Your approved EOI amount is moved from EOI to GI as your new “enrolled” amount.
5. NOTE: We still need to click the “Continue” button to complete the transaction!
1 - Results of your EOI
application
2 – The approved values from
your EOI application
3 - EOI result values saved
to the enrollment system
4 – Your EOI amount, now
approved, moves to your GI
amount as “enrolled”!
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Electronic EOI Application (completed!)
Now our EOI Applciation transaction is complete.
You may click “Continue” to move on.
Completed Electronic EOI Application Completed
EOI result values saved to the
enrollment system
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No Election Plans
There are plans that are to communicate information only and require no input or selections.
Long Term Care plan information purposes only
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Beneficiaries
There are instructions at the top of the beneficiary page.
To add a new beneficiary, click the Add NEW button.
o NOTE: You may add in foreign beneficiaries, but the information must be valid, accurate and complete
otherwise that beneficiary will revert to Assigned Benefits.
To edit a beneficiary, click the name link.
o NOTE: If the beneficiary is also a Family Member, you will be sent back to the Family Member page to edit that
record.
Special Note: You may only enter one Assigned Benefits beneficiary.
DO NOT enter duplicate information even if you are trying to correct inaccurate data. Names may be locked and
spelled incorrectly. Please contact your Tyson Coordinator to have it corrected.
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Add New Beneficiary
After clicking the Add NEW button, your ‘add beneficiary’ panel will display.
Follow the prompts and messages when adding a beneficiary.
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Step 3 - Flexible Spending Accounts
Parking/Transit FSA
This is a communicate information only type plan that requires no input or selection.
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Dependent Care Flexible Spending Account
Your FSA plans are setup to allow you to enter your amounts in different ways.
If you want to enter an total annual amount for your dependent care, you may either enter it into the box in
the middle section labeled “Dependent Care” (yellow arrows) OR enter it into the box in the bottom section
labeled “Annual Amount” (yellow arrows).
Once you enter your annual amount, click your TAB key on your keyboard.
Your Per Deduction Amount is calculated and entered automatically.
Your Estimated Tax Saving boxes are also calculated and shown.
Your Coverage Options (right side) will be set to “Amount” and the “Per Pay Period” box will
be auto-filled.
You would then just click Continue at the bottom of the page to move on.
If you want to enter a per pay amount, enter it into the box labeled “Per Deduction Amount” (see the gree
arrow).
Once you enter your Per Deduction Amount, click your TAB key on your keyboard.
Your Per Deduction Amount is calculated and entered automatically.
Your Estimated Tax Saving boxes are also calculated and shown.
Your Coverage Options (right side) will be set to “Amount” and the “Per Pay Period” box will
be auto-filled.
If you would like to not enroll in the FSA, just click the “Waive” option in Coverage Options (right side).
Annual Amount
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HealthCare Flexible Spending Account
The HealthCare FSA works the same as the Dependent Care FSA except there are multiple boxes in the top
section that you can enter annual amounts for. Once you enter these amounts, you would click your “TAB” key
on your keyboard and all the bottom boxes and Coverage Options will calculate and auto-fill.
If you already know the total annual amount OR your per deduction amount, you may still enter it into the
annual amount or per deduction amount in the bottom section without using the top section.
This plan does have (3) questions at the bottom. Please check any boxes that apply.
SPECIAL NOTE: You only have the option to enroll in the HealthCare Flexible Spending Account if you do not
chose the Medical HSA plan. Those that chose the Medical HSA plan will have an HSA Account instead (shown
next).
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HealthCare Flexible Spending Account (Cont’d)
Bottom section with (3) questions. Please check any boxes that may apply.
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Health Savings Account (HSA)
If you chose the Medical HSA plan instead of the PPO plan, you will be provided this HSA Account plan instead
of the Health Care Flexible Spending Account (show above).
This plan works just like the FSA plans above.
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Step 4 – Review Page
There are (4) Sections to the Review Page
1. A Review of You Elections
2. Your Document Status
3. Your Authorization
4. Your EZ Enroll and/or Review/Edit Start of Your Enrollment Process
1. A Review of Your Benefits
Once you have completed all steps up to Step 4, this review page will show you a brief review of your benefits
and your document status if applicable (not everyone has required documents).
NOTE: These edit buttons will allow you to “jump back” to a particular benefit, but note, you will need to
continue forward through each page again to the end.
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1. A Review of Your Benefits (Cont’d)
Review Page - A Review of You Elections
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2. Document Status Section
This section of your Review shows what documents are required and which have been submitted, the status of
each document as well as the eligibility of each dependent according to the docs sent in.
This section also has some notes explaining what the status and eligible mean, when, where and how to
submit your documents and a number to call if you should need help.
Review Page – Document Status Section
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3. Your Authorization
When you are first shown this page at the beginning of your enrollment, your security Authorization Question
and Authorization Answer will be disabled because it is only needed at the end of the enrollment (as well as
the “Save Enrollment” button.
After you have navigated through your enrollment and return to this Review page, you will then be able to
choose your security Question and Answer and complete your enrollment by clicking the Save Enrollment
button.
4. Save Your Enrollment
MOST IMPORTANT NOTE: Anytime to enter your enrollment to make any changes, you MUST continue to
this Review Page and click the “Save Enrollment” button OR you will have an incomplete enrollment and
may not receive the benefits you are expecting.
Select an Authorization Question and enter your Authorization Answer then click “Save Enrollment”
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Enrollment Complete Page
That is it! You have completed and saved your benefit enrollment.
Your enrollment complete page will provide you with some more important information for you as well as
provide you a link to view and print your Benefit Election Statement (see the first bullet below).
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Benefit Election Statement
At the bottom of the statement is a “Print” button.
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Revisiting Your Enrollment Once It Has Been Saved Once you have a saved enrollment, you are prompted with this Review/Edit page.
If you are just looking to print or re-print your current Benefit Statement, you can just lick the “Review/Print” button.
If you want to make a change to your enrollment, you would click the “Edit/Change” and you will be redirected to your
Review page as your starting point where you can then click your “jump back” edit arrows (shown on a previous page
in this guide).