This Knowledge Builder will walk an employee through enrolling in or cancelling benefits due to a divorce.

Follow the steps below to enroll in or cancel benefits due to a divorce. You must scan and save your divorce decree before starting as you will be prompted to upload before you can go further. Please keep in mind that you only have a 30 day window from the qualifying event in order to make changes to your benefits.

NOTE: We do not need your entire divorce decree; only the pages that shows your name, the effective date (date stamped filed in court), the judges seal and any specifics reference to benefits.

1. In Workday, click Benefits.

2. Click Dependents under the Change column.

Try It Out

WORKDAY: DIVORCE

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3. Click Edit next to your former spouse’s name

4. Scroll down and click on the Paper & Pencil icon on the Relationship line. Change the relationship to Former Spouse

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5. Click Submit and then Done.

6. Go back to your home page by clicking Workday at the top of the screen.

7. Click Benefits.

8. Click Benefits under the Change column.

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9. Select Divorce from the Benefit Event Type dropdown menu

10. Enter the date of your divorce in the Benefit Event Date

11. Attach your divorce decree to your event

12. Click Submit.

13. Click Open to begin the process of entering your benefit changes.

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14. If you are cancelling medical, dental and/or vision benefits, select Waive.

If you are removing a dependent from medical, dental and/or vision benefits, Under Enroll dependents, click on their name and then click the “X” next to their name. You may also need to update the Coverage (for example, changing from employee + children coverage to single).

If you are enrolling in medical, dental and/or vision benefits, select Elect and then select the Coverage you would like (family no spouse, single, etc.) by clicking on the prompt in the Coverage Section.

Note: Your former spouse will automatically be taken off of your benefits, after completing steps 1-5. Follow this step if you are trying to add or remove a child.

15. Select your dependents from the prompt button in the Enroll Dependents section.

If you need to delete a dependent press X to clear the value.

If a dependent you need to cover is not listed, you will need to add the dependent by following steps 15 through 17.

If your dependent(s) is listed, you can select them from the list and move to step 18.

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16. Click Add my dependent from enrollment.

TIP: If you wish to use your dependent as a beneficiary for your life insurance, select Yes when asked if you want to use your dependent as a beneficiary.

17. Follow the prompts to enter information about your dependent. Items marked with a red

asterisk are required fields.

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NOTE: The dependent’s address defaults to the employee’s address. If your dependent has a different address, please see the Learn More section.

18. Click OK when you have added your dependent’s information.

19. Repeat steps 16-18 for each dependent you wish to cover for medical, dental and/or vision.

TIP: You can select your newly created dependent by clicking the Prompt Button in the Enroll

Dependents, click Dependents, and click the name of the dependent.

Note: Once you’ve added a dependent to one benefit, you do not need to create a new

dependent profile for them. They will be listed under your existing dependents button

20. Click Continue to go next screen.

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21. You may be asked to enter your dependent’s Social Security Number. If you do not have this information, you can enter a reason why the number is not available and then click Continue. Please remember to go to back into Workday to add your dependent’s Social Security Number once it is available.

22. If you have enrolled in the Consumer Driven Health Plan (CDHP), you may be eligible to enroll in a Health Savings Account (HSA) administered by HSA Bank. If you are enrolling in the HSA account, you can enter your annual election in the “How much do you want to contribute for the total year?” or you can enter the amount you wish to come out of each pay check.

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23. If you have enrolled in the Copay Plan, you may be eligible to enroll in a Flexible Spending Account

(FSA) administered by Lifetime Benefit Solutions. If you are enrolling in the FSA plan, you can enter your annual election in the “How much do you want to contribute for the total year?” or you can enter the amount you wish to come out of each pay check.

Note: Any employee who works 20+ hours can enroll in the Child Care FSA. This benefit is used for

day care expenses.

24. Life Insurance and Accidental Death & Dismemberment insurance are available to employees scheduled to work 20+ hours per week. Depending on your scheduled hours, you may not have any elections to make on this screen. You can elect life insurance coverage for yourself and/or child(ren). You can also enroll in Accidental Death & Dismemberment insurance for yourself and/or child(ren).

25. Click Elect for the benefit plan you would like to enroll in.

26. Click the Prompt Button and select the amount of coverage you want

27. Click Continue

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Note: If you enrolled in the employee optional life, AD&D, you can elect spousal life insurance- only up to 50% of your optional life insurance amount. Please be aware that you may be subject to providing evidence of insurability to Liberty Mutual.

28. If you are enrolled in voluntary life and/or voluntary AD&D insurance, you will be prompted to enter or review your Beneficiaries.

29. To add a beneficiary, click the + button to the left of the Beneficiary column.

30. Click the prompt on the right hand side of the field, select Beneficiary Persons and choose the beneficiary’s name from the drop down list.

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31. If the beneficiary is not yet listed, click Create > and follow the prompts to add the beneficiary’s information.

32. To remove a beneficiary, click the - next to the individual’s name.

33. You may list different beneficiaries for Supplemental Life Insurance and Accidental Death & Dismemberment, but it is not required. At minimum, supply beneficiary information for the Basic/Core Life Insurance coverage provided to you.

34. You can designate a combination of primary beneficiaries and contingent beneficiaries. In the event of your death, benefits would be payable to your primary beneficiary. If no primary beneficiary is living at that time, benefits would be payable to your contingent beneficiary(ies). Assign a percentage amount to each beneficiary. The percent allocation for primary and contingent categories must each total 100%.

Note: If you do not select a beneficiary, your life insurance will be paid out to the executor or administrator of your estate.

35. Click continue to proceed.

36. HSA Enrollment Attestation: If you enrolled in the HSA, you must certify that you meet the eligibility requirements to participate in an HSA as outlined on the prior HSA page.

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37. On the last page, review your benefit elections. Pay attention to any messages regarding the

need to complete an Evidence of Insurability form.

TIP: If you need to make changes to your elections, click Go Back.

If you need more time to make your elections, click Save for Later and the changes you have made will be saved. Your elections will not be finalized until you submit them. Make sure you go back into the system and submit your elections by the Submit By date shown at the top of the screen.

38. When you are satisfied with your elections, scroll to the bottom of the page, review the

information in the Electronic Signature and click I Agree.

39. Click Submit to submit your benefit elections.

40. Click Print for a PDF copy of your Benefit Confirmation Statement. Then click Done.

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Remember

If you elect an amount of Life Insurance that requires Evidence of Insurability you will receive the notification below. Liberty Mutual will send you the proper documentation, complete it and send it directly back to them. You will be notified if they require additional information or if your elected amount was approved.