![Page 1: Benefits Self Service This presentation walks you through enrolling into benefits using Benefits Self Service](https://reader035.vdocuments.site/reader035/viewer/2022062421/56649e3b5503460f94b2d3cc/html5/thumbnails/1.jpg)
Benefits Self ServiceBenefits Self ServiceThis presentation walks you through enrolling into
benefits using Benefits Self Service.
![Page 2: Benefits Self Service This presentation walks you through enrolling into benefits using Benefits Self Service](https://reader035.vdocuments.site/reader035/viewer/2022062421/56649e3b5503460f94b2d3cc/html5/thumbnails/2.jpg)
Navigating This PresentationNavigating This PresentationHow do you move forward?
• This presentation uses audio. Be sure to turn your volume up as you view this presentation.
• At the bottom of your screen, there are a set of controls that can be used to navigate through the presentation.
![Page 3: Benefits Self Service This presentation walks you through enrolling into benefits using Benefits Self Service](https://reader035.vdocuments.site/reader035/viewer/2022062421/56649e3b5503460f94b2d3cc/html5/thumbnails/3.jpg)
Before You BeginBefore You Begin
• With the help of an institution Benefit Administrator and the UW System benefits information website (www.wisconsin.edu/hr/benefits/), research your available benefits options prior to beginning your enrollments.
• Have all of your enrollment information on hand – this includes your benefits choices and dependent information such as social security numbers, dates of birth, and tax status. Dependent information should be entered using all capital letters.
• You should expect to spend up to one hour completing your benefits enrollment.
• Thoroughly read each screen that you are presented with.
• Know your institution login and password for accessing your My UW System Portal.
• It is recommended to complete your benefits enrollment in one sitting.
• Remember – The ability to enroll in benefits through self service is available for 30 days. Some plans may have a longer enrollment window and require paper application forms, however. Be sure to consult with your Benefit Administrator.
Things to know as you begin your enrollment
![Page 4: Benefits Self Service This presentation walks you through enrolling into benefits using Benefits Self Service](https://reader035.vdocuments.site/reader035/viewer/2022062421/56649e3b5503460f94b2d3cc/html5/thumbnails/4.jpg)
Logging into the PortalLogging into the Portal
• Accessed through My UW System Portal (my.wisconsin.edu)
• Upon accessing the Portal, choose your institution and enter your login information.
![Page 5: Benefits Self Service This presentation walks you through enrolling into benefits using Benefits Self Service](https://reader035.vdocuments.site/reader035/viewer/2022062421/56649e3b5503460f94b2d3cc/html5/thumbnails/5.jpg)
Logging into the PortalLogging into the Portal
• Once you have entered the portal, locate your Benefit Information section on the screen.
• Click the Benefits Enrollment link to begin the enrollment process.
![Page 6: Benefits Self Service This presentation walks you through enrolling into benefits using Benefits Self Service](https://reader035.vdocuments.site/reader035/viewer/2022062421/56649e3b5503460f94b2d3cc/html5/thumbnails/6.jpg)
Beginning the enrollment processBeginning the enrollment process• The Benefits Enrollment
screen appears. There is information on this screen that you should read through.
• You are prompted to begin the enrollment process by clicking Select.
• The Event Status column lets you know whether or not you have finished with this process. If the status is Open or Submitted, you may continue making selections.
![Page 7: Benefits Self Service This presentation walks you through enrolling into benefits using Benefits Self Service](https://reader035.vdocuments.site/reader035/viewer/2022062421/56649e3b5503460f94b2d3cc/html5/thumbnails/7.jpg)
Making Your Benefits ChoicesMaking Your Benefits Choices
• Your Enrollment Summary screen will appear, and by default all plans will be set to Waive for current and new coverage.
• To begin making yourchoices, click the Editbutton next to the plan you wish to enroll in.
![Page 8: Benefits Self Service This presentation walks you through enrolling into benefits using Benefits Self Service](https://reader035.vdocuments.site/reader035/viewer/2022062421/56649e3b5503460f94b2d3cc/html5/thumbnails/8.jpg)
Making Your Benefits ChoicesMaking Your Benefits Choices
• A list of available plans will be displayed, along with coverage levels and costs for that plan.
• To make a choice, select the radio button next to the plan you wish to enroll in. You can also find out more information about the plan by clicking the linked plan name.
• Once you have made your choice, scroll to the bottom of the page.
![Page 9: Benefits Self Service This presentation walks you through enrolling into benefits using Benefits Self Service](https://reader035.vdocuments.site/reader035/viewer/2022062421/56649e3b5503460f94b2d3cc/html5/thumbnails/9.jpg)
Adding Dependents To Your BenefitsAdding Dependents To Your Benefits
• At the bottom of the page, you can now add dependents if you need to.
• If you don’t need to add dependents click the Continue button and click here to continue this presentation.
• Click the Add/Review Dependents button.
• On the next screen, click the Add a dependent link.
![Page 10: Benefits Self Service This presentation walks you through enrolling into benefits using Benefits Self Service](https://reader035.vdocuments.site/reader035/viewer/2022062421/56649e3b5503460f94b2d3cc/html5/thumbnails/10.jpg)
Adding Dependents To Your BenefitsAdding Dependents To Your Benefits• Enter the information for this
dependent, paying close attention to the required fields marked with an asterisk (*).
• Be sure to use capital letters when entering information.
• Scroll to the bottom of the screen and click the Save button. You are brought back to the dependent information screen. Click Return to Dependent Summary to continue.
• If you wish to add more dependents, click Add a dependent again.
• If you are finished, click the Return to Event Selection link.
![Page 11: Benefits Self Service This presentation walks you through enrolling into benefits using Benefits Self Service](https://reader035.vdocuments.site/reader035/viewer/2022062421/56649e3b5503460f94b2d3cc/html5/thumbnails/11.jpg)
Adding Dependents To Your BenefitsAdding Dependents To Your Benefits
• You are brought back to the Plan Selection screen. The plan you previously selected will still be selected.
• Scroll to the bottom of the page. You will see the dependents that you have entered listed there.
• To enroll a dependent into this plan, click the checkbox for that dependent.
• Click Continue.
![Page 12: Benefits Self Service This presentation walks you through enrolling into benefits using Benefits Self Service](https://reader035.vdocuments.site/reader035/viewer/2022062421/56649e3b5503460f94b2d3cc/html5/thumbnails/12.jpg)
Making Your Benefits ChoicesMaking Your Benefits Choices
• A summary page of your enrollment choice will be displayed, including the choice of plan you made, the coverage level, your estimated monthly cost, and a notes section indicating effective dates for coverage and deductions, or other important information.
• If your choice is acceptable, clickthe OK button
• If you wish to make any changes,click the Edit button to return tothe plan selection screen.
![Page 13: Benefits Self Service This presentation walks you through enrolling into benefits using Benefits Self Service](https://reader035.vdocuments.site/reader035/viewer/2022062421/56649e3b5503460f94b2d3cc/html5/thumbnails/13.jpg)
Submitting Your ChoicesSubmitting Your Choices
• After you have finished making your benefits elections, you are ready to submit your choices.
• Scroll to the bottom of the screen. There you will see cost information regarding your benefits choices.
• Click the Submit button to proceed.
![Page 14: Benefits Self Service This presentation walks you through enrolling into benefits using Benefits Self Service](https://reader035.vdocuments.site/reader035/viewer/2022062421/56649e3b5503460f94b2d3cc/html5/thumbnails/14.jpg)
Submitting Your ChoicesSubmitting Your Choices• You are presented with a second
confirmation screen, ensuring that you are satisfied with your choices.
• If you would like to change any of your selections, click the Cancel button to return to the selection screen.
• If you are ready to submit, click the Submit button. Your selections are not finalized until you have clicked this second Submit button.
• You will be able to check your enrollments the next day through the My UW System Portal.
![Page 15: Benefits Self Service This presentation walks you through enrolling into benefits using Benefits Self Service](https://reader035.vdocuments.site/reader035/viewer/2022062421/56649e3b5503460f94b2d3cc/html5/thumbnails/15.jpg)
Benefits Self ServiceBenefits Self ServiceFor assistance with your benefits enrollments, or
questions regarding self service, please contact your institution Benefit Administrator.