HOW TO ELECT A PLAN/COVERAGE IN IBEL#

1. Click on the Plan the employee is to be enrolled into.
2. Choose the Coverage (or confirm the coverage defaulted from the schedule).
3. Update the coverage Step if required.
4. Verify the Effective/Expiry dates.
5. Change the Election Status to ‘Elected’.
6. Ensure all other information in the elections detail area is complete: Frequency, Eligibility Dates and Premium Dates.
7. If required, enter an Amount Override value for any benefit component that is displayed as per each plan/coverage set up.
8. Save the 'Election' to create the enrollment (IBEN) from the election. The elected benefit's status will change to 'Enrolled'.
9. Repeat for each coverage to be elected.

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Notes #

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