This job aid outlines the activities for a Benefits Partner to Manage Evidence of Insurability (EOI) for an Employee when EOI is not required (e.g., switching out of a grandfathered life plan).
Manage Evidence of Insurability for Your Employee (Benefits Partner)
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Prerequisites
An Employee has elected an amount of coverage for life insurance and Workday requires EOI to be completed.
Important Information
- The use of the term Employee can be interchanged with the Retiree for this job aid.
- The Manage Evidence of Insurability Status task will return employees from within all of the Texas A&M System.
Getting Started
- Search for the Manage Evidence of Insurability Status task in the Search Bar and select it.
- Select or enter data in each field to refine your search and minimize wait times.
- Status. Select one or more. If you run a status of Approved or Denied, you will not be able to take action but can view the decision that was received and applied.
- Benefit Group(s). Leave blank or select from the list.
- Enrollment Event. Leave blank or select from the list.
- Worker(s). Enter UINs or Employee names.
- Event Start Dates. Leave blank or enter a date in only one of these fields.
Note: Leave the None of the above radio button selected.
- Select OK.
- Select the checkbox for each Employee who needs the selected action.
- Select OK.
- Select the Do not send email checkbox.
- Enter the approval or denial date under the Approval / Denial column.
Note: For Approvals, use the first of the month following the decision (or the date that the new coverage should take effect).
- Select OK and then Done.
- Navigate to the Employee’s Worker Profile. Select Actions > Benefits > View Benefits Coverage.
- Select the Insurance tab to view the insurance coverage that will go into effect.
This completes the Managing Evidence of Insurability task.