Changing and Enrolling in Benefits
How to change your benefits during open enrollment or when you experience a qualifying event. How to use the "Who's Covered" page to enroll any dependents eligible for benefits on your plan.
NEW HIRE, LIFE EVENT, AND OTHER UPDATES
You may be able to change or enroll in benefits as a new hire, during open enrollment, or whenever you experience a qualifying life event. You may also be able to change some benefits, such as commuter benefits or HSA contributions, at anytime during the year.
To change your benefits, click Enroll in Benefits on the Namely homepage.
Note: Namely will pre-build the most common life events for you when you come onboard. Please see What life events come pre-built in my Namely site? for more information.
Updating Benefits After a Qualifying Life Event
To update your benefits after a qualifying life event:
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Select I had a major life event and need to update my benefits.
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Click Continue.
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Select a life event.
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Click Continue.
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Enter an effective date for the life event.
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Click Continue resume enrolling in your benefits.
Updating Benefits That Aren't Tied to a Life Event
To update benefits that are not tied to a life event:
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Select I need to change a specific benefit.
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Click Continue.
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Enter an effective date for the change.
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Click Continue to resume enrolling in your benefits.
TIP:
If you are updating benefits that are not tied to a life event or updating it after a qualifying life event, the Effective Date will be the Start Date of the benefits included in the enrollment. The previous coverage for the same coverage line will be end dated one day prior, if applicable.
Open Enrollment or New Hire Changes
If you are changing your benefits during open enrollment or as a new hire, you don’t need to select any life event or enter an effective date for any changes.
WHO'S COVERED
In order to see who is eligible for benefits on your plan, first go to the Namely homepage and click Enroll in Benefits on the left hand spring board. It will take you through the enrollment wizard.
On the Who’s Covered page, you can view your own personal information, as well as that of any dependents who may be eligible for benefits on your plan.
To add a dependent, click Add Dependent, and enter any requested information.
To edit a dependent’s personal information, click Edit.
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Note: You can’t change your own personal information here. Depending on your organization’s configuration in Namely, you may need to submit a workflow request or contact your HR department to update this information.
After you have completed any desired changes, click Continue to resume enrolling in benefits.
ENROLLING OR CHANGING YOUR BENEFITS
Depending on whether you're enrolling in benefits as a new hire, undergoing open enrollments, experiencing a life event, or updating coverage not tied to a life event, you’ll be given different coverage options to complete.
You must complete all required fields to submit your benefits.
To waive coverage for a benefit, select the Waive checkbox.
Some coverage options, like commuter benefits or FSA, allow to contribute a specific dollar amount. Enter an amount and select a frequency to see a breakdown of your contribution per paycheck, per month, or through the end of the plan year.
If you are changing your coverage after a life event and have already been contributing to FSA benefits, select Keep my contributions the same to make sure it is not altered for your remaining pay periods.
To select a voluntary amount, select the coverage from the drop down and add primary or secondary beneficiaries.
The graphic below displays your selection out of the maximum coverage allowed.
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Note: Depending on your coverage level and the plan, you may need to complete an EOI to receive your full requested coverage.
After you have completed all requested information, click Submit My Enrollment. You can view a confirmation report of your enrollment in the Enrollment Log.
If your enrollments require approval, your HR administrator will receive a notification of your submission. You can follow up with them to check on the status of your pending enrollment.