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The Plan Member Secure Site Key features that will help you manage your benefits plan Slide 2 Here are the topics we will review Accessing the site Signing-in I have previously registered for the Plan Member Secure Site I have not registered for the Plan Member Secure Site I have not registered for the Plan Member Secure Site and I am a retiree Completing a family status change Adding a dependant Enrolling for optional benefits Adding Coordination of Benefits information 2 Slide 3 I have previously registered for the site 3 When you visit www.manulife.ca/planmember after May 1, 2014, you will need to use: your new plan number, your plan member certificate number and your password. Your plan number and plan member certificate number are printed on your new benefits card. These numbers identify you as a member of the uOttawa plan. If you have forgotten your password, you will need to create a new one. You can also check off remember me to save the plan numbers in your browser. You can use the site to check on the status of your claims. Slide 4 I have not registered for the site 4 If you havent registered to use the Plan Member Secure Site, Manulife will send you information explaining how to access the site. You will need to use: your new plan number, your plan member certificate number, your temporary password. Shortly after May 1, 2014 all active plan members who have not yet registered will automatically receive an e-mail with instructions. For anyone hired after May 1, invitations to register for the site will be part of benefits enrolment communications. Your plan number and plan member certificate number are printed on your new benefits card. These numbers identify you as a member of the uOttawa plan. You will need to create a password. You can also check off remember me to save the plan numbers in your browser. You can use the site to check on the status of your claims. Slide 5 I have not registered for the site and I am a retiree 5 If you are a retiree and havent registered to use the Plan Member Secure Site as of May 1 st, 2014, Manulife will send you a paper letter with all of the numbers and instructions to access your account. You will need to use: your new plan number, your plan member certificate number your temporary password. Your plan number and plan member certificate number are outlined in the letter. These numbers identify you as a member of the uOttawa plan. You will need to create a password. You can also check off remember me to save the plan numbers in your browser. You can use the site to check on the status of your claims. Personal and dependant information updates must be done by uOttawa. Slide 6 6 Signing in to the Plan Member Secure Site Slide 7 Learning Centre 7 Explore the learning centre to find out key plan dates. You can also view tutorials about the site. Quick Links on the right hand side of the screen give you access to frequently used site features. There is also a tutorial available for Online Claims Submission. Visit the Online Claims Submission page to view. Other tutorial topics include: search my claims, claims forms, administration forms, direct deposit and plan member brochures. Visit each page to view. Slide 8 8 Full screen Slide 9 Completing a family status change 9 You can complete family status changes by choosing Enrol/re-enrol or Manage my plan from the Quick Links menu. Family status changes include: Birth or adoption of a child Change in marital status Change in spouses coverage under another plan Change in eligibility of dependants In this example, we will highlight some of the key actions to add a dependant child. You can see the dependants already listed in your records. Choose the Add Child button. Slide 10 10 Adding a dependant Slide 11 11 Fill in all of the details for the dependant record and press Submit. Slide 12 12 Adding a dependant Slide 13 13 The dependant you just added will now be listed on your record. Slide 14 14 Adding a dependant Slide 15 Enrolling for Optional Coverage 15 You can also purchase additional Optional Life coverage for you, your spouse, or your dependant children. Choose Enrol/re-enrol or Manage my plan from the Quick Links menu. In this example, we will add 30 units of Optional Life coverage. Slide 16 16 Purchasing Optional Coverage Slide 17 17 The site does all cost calculations for your payroll deductions and presents any additional declarations or forms that you must complete to finish adding the coverage. In this example, we will see a non-smoker declaration. Next, the site will ask us to review our options. An alert appears next to any items where additional form information must be completed. After reviewing all alerts, you will be ready to submit your choices. Print your coverage choices for your records. Slide 18 18 Purchasing Optional Coverage Slide 19 19 Purchasing Optional Coverage Slide 20 20 Purchasing Optional Coverage Slide 21 21 Purchasing Optional Coverage Slide 22 22 The site will show you the beneficiary information we have on record and any time sensitive forms we need you to print, complete and send in. You will also have the chance to print a statement reflecting your new coverage. Slide 23 23 Purchasing Optional Coverage Slide 24 24 Purchasing Optional Coverage Slide 25 25 Purchasing Optional Coverage Slide 26 26 Coverage statement Slide 27 Updating coordination of benefits information 27 You can get back up to 100% of eligible expenses if you coordinate claims with your spouses plan. First, you can review the other coverage information we have on your record. Next, you can update this information on the site. Slide 28 28 Update other coverage information Slide 29 29 Update other coverage information Slide 30 For more information 30 When you have questions about using the website, contact Manulife: 1-800-268-6195 When you have questions about benefits eligibility: Call Human Resources at 613-562-5832 Or E-mail infohr@uOttawa.ca