Welcome
This workflow will help guide you through your life event.
Overview
This job aid shows employees how to use Self Service to enter life events into eBenefits self-service system.
- Start the life event.
- Expand the section for the life event of your choice.
- Finish and close the life event.
Important
- The Life Event must be completed within the deadline of your qualifying event or you will not be eligible to change your Benefit Elections.
- After you start a life event, the system saves your progress. The life event remains open until you complete it, cancel it, or until it expires, even if you close the browser.
- While a life event is open, you cannot open any new life events.
- If you have supporting documentation for the life event, have it available for reference.
- Required steps are marked with an asterisk (*).
- Some steps are unavailable (grayed out) until you complete other steps.
- If you want to see after-tax benefit options, contact your Benefits office to let them set that up for you.
Using this job aid
This job aid is a workflow. You can go back and select different answers within this guide by clicking on a question that you answered before. Note that this guide does not save your progress if you close your browser or tab.
Start a life event
Step 1: Click the CSU Life Events tile.
The Life Events page opens.
Step 2: Start the life event:
- Select the event type.
- Select the As Of Date for life event
- Click Start Life Event.
Select a life event
Select the life event type that you are starting. If you are not sure which life event to select, see Choosing a Life Event.
With the marriage event, you can add dependents to your medical, dental, and vision plans.
Watch video: Marriage
Watch this video before you begin.
Welcome page
IMPORTANT: If you are not currently enrolled in CSU benefits, do not use this event. Click Cancel and then contact your benefits office.
Step 1: Read the Welcome page.
- Read the Welcome page carefully.
- Note any supporting documents that you need to submit to the Benefits Office.
Step 3: Click Next.
Do you want to review your Benefits Summary?
Review Benefits Summary
Benefits Summary
The Benefits Summary step shows your current Benefits. Review this summary to help you decide what you want to change.
Step 1: Review the information on the Benefits Summary page.
Optional: Review Benefit Details
Step 1: Optional - Click any of the tiles to review benefit details including covered dependents.
Step 2: Click the X in the top right to close the benefit details page.
Do you want to see benefits summary for a different day?
For example, you might want to see what your benefits currently look like for next year, or you might want to see what you had before to help you decide.
Review Benefits Summary on a different day
Optional: See your benefits on a different date
You can see your benefits on a different date.
Step 1: Change the date.
Step 2: Click Refresh.
Use this feature to view your benefit enrollments on another date. For example, you can view upcoming changes that are not reflected in your current Benefits Summary.
Click Next
Click the Next button to go to the Start My Enrollment page.
Start Enrollment
After you start enrollment, you can select benefits for yourself, add dependents, and enroll dependents in your benefits. Not all benefit options are available for all life events.
Important: You cannot enroll in both medical plan and medical flex cash, nor can you enroll in both a dental plan and dental flex cash. If you need to remove one to choose the other, select the waive option.
Step 1: Click Start My Enrollment.
Step 2: Review the information on the Benefit Enrollment page.
Add Dependents
Enter info for your new dependent.
Add dependent name and personal information
Step 1: On the Benefits Enrollment page, click the Medical tile to open enrollment options for that benefit.
- The benefit enrollment page opens.
Step 2: Click Add/Update Dependent.
Step 3: Confirm that the dependent does not already exist in the system. If the dependent is an ex-spouse or ex-domestic partner and needs to be changed back to spouse or domestic partner, contact your benefits office so they can make this update.
Step 4: Click Add Individual.
- The Add Individual Dependent/Beneficiary Information page opens.
Step 5: Click Add Name.
Step 6: Complete the required fields:
- First name
- Last name
The name must be the legal name (on the birth certificate) not the preferred name.
Step 7: Click Done.
Step 8: Confirm that the name is spelled correctly. Click the name to edit if it is incorrect.
Step 9: Complete the Personal Information section:
- Date of Birth is required
- Gender is required
- Relationship to Employee is required.
- Other fields are optional.
Step 10: Review the address information. Address defaults to your address.
Add dependent’s National ID
Use this procedure to add your dependent’s National ID (Social Security Number in U.S.).
Step 1: Click Add National ID.
Step 2: Complete the National ID information.
Guidelines
- Primary is always set to Yes.
- National ID can be either Social Security Number (SSN) for US citizens or an Individual Taxpayer Identification Number (ITIN) for certain nonresident and resident aliens, their spouses, and dependents who cannot get an SSN.
- Dashes are unnecessary – the system adds them after you leave the field.
Step 3: Click Done.
The national ID is entered.
Save dependent information
At this point, you can add more dependents if applicable. If you have more dependents to add, restart the Add Dependents procedure.
When you are finished adding dependents, use this procedure to save your dependent information.
Step 1: Click Save at the top of the page.
Your dependent/beneficiary information is saved.
Step 2: Close the Dependent and Beneficiary Information page.
Your dependent is now added to your record.
IMPORTANT: Adding dependents does not enroll them into the benefit. You must also enroll your dependents into the benefits you want them to have.
What medical benefit do you have?
Add dependents to your Medical Plan
- Use this procedure to add dependents to your medical plan.
Step 1: On the Benefits Enrollment page, click the Medical tile to open enrollment options for that benefit.
- The benefit enrollment page opens.
Step 2: Check the box to enroll your dependent in the benefit.
Step 3: Click Done.
- You return to the Benefit Enrollment page.
What kind of Dental Plan do you have?
Add dependents to your Dental Plan
- Use this procedure to add dependents to your Dental plan.
Step 1: On the Benefits Enrollment page, click the Dental tile to open enrollment options for that benefit.
- The benefit enrollment page opens.
Step 2: Check the box to enroll your dependent in the benefit.
Step 3: Click Done.
- You return to the Benefit Enrollment page.
Step 4: Confirm that your benefit status is changed.
- Your Pay Period Cost might also change.
- The number of dependents and the Pay Period Cost also changed.
Add your dependent to vision care at this time?
Add dependents to your Vision plan
Step 1: Click the Vision tile.
Step 2: Select the dependents to add.
Step 3: Click Done.
- You return to the Benefit Enrollment page.
Step 4: Confirm that your benefit status is changed.
Enroll in Flex Spending Health U.S. or increase your contribution?
Flex Spending Health U.S. is also known as Health Care Reimbursement Account (HCRA). The CSU Health Care Reimbursement Account (HCRA), a voluntary benefit for eligible employees, offers you the ability to pay for eligible out-of-pocket health care expenses with pretax dollars.
For more information about HCRA-2023.
HCRA Enrollment
Use this procedure to enroll in a Flex Spending Health - U.S.
Step 1: Click the Flex Spending Health - U.S. tile
Step 2: Click Select to select the Health Care Flex Spending option.
Step 3: Click Spending Account Worksheet.
Step 4: Complete the worksheet
- Enter the Annual Pledge value.
- Click Calculate.
Step 5: Click Done to close the worksheet.
Step 6: Click Done to close the Flex Spending - U.S. page.
Step 7: Confirm the updates shown on the Flex Spending Health - U.S. tile.
Enroll in Flex Spending Dependent Care or increase your contribution?
Flex Spending Dependent Care is also known as Dependent Care Reimbursement Account (DCRA). DCRA provides for the payment of certain dependent care expenses from the employee's pre-tax income, via a special tax-free account set up for this purpose.
For more information about DCRA.
DCRA Enrollment
Use this procedure to enroll in a Flex Spending Health - U.S.
Step 1: Click the Flex Spending Health - U.S. tile
Step 2: Click Select to select the Health Care Flex Spending option.
Step 3: Click Spending Account Worksheet.
Step 4: Complete the worksheet
- Enter the Annual Pledge value.
- Click Calculate.
Step 5: Click Done to close the worksheet.
Step 6: Click Done to close the Flex Spending - U.S. page.
Step 7: Confirm the updates shown on the Flex Spending Health - U.S. tile.
With the birth event, you can add new dependents to your medical, dental, and vision plans.
Watch video: Birth
Watch this video before you begin
Welcome page
IMPORTANT: If you are not currently enrolled in CSU benefits, do not use this event. Click Cancel and then contact your benefits office.
Step 1: Read the Welcome page.
- Read the Welcome page carefully.
- Note any supporting documents that you need to submit to the Benefits Office.
Step 3: Click Next.
Birth Date
Step 1: Complete the Birth Date page:
- Use the calendar to enter the child's birth date.
- Click Submit.
Birth date must match the Life Event Start Date that you entered at the beginning of the Life Event transaction. If you entered the wrong date for the As Of date when you started this life event then you will need to cancel this life event and start a new one with your child’s birth date as the As Of date.
Step 5: Click OK.
Step 6: Click Next.
Do you want to review your Benefits Summary?
Review Benefits Summary
Benefits Summary
The Benefits Summary step shows your current Benefits. Review this summary to help you decide what you want to change.
Step 1: Review the information on the Benefits Summary page.
Optional: Review Benefit Details
Step 1: Optional - Click any of the tiles to review benefit details including covered dependents.
Step 2: Click the X in the top right to close the benefit details page.
Do you want to see benefits summary for a different day?
For example, you might want to see what your benefits currently look like for next year, or you might want to see what you had before to help you decide.
Review Benefits Summary on a different day
Optional: See your benefits on a different date
You can see your benefits on a different date.
Step 1: Change the date.
Step 2: Click Refresh.
Use this feature to view your benefit enrollments on another date. For example, you can view upcoming changes that are not reflected in your current Benefits Summary.
Click Next
Click the Next button to go to the Start My Enrollment page.
Start Enrollment
After you start enrollment, you can select benefits for yourself, add dependents, and enroll dependents in your benefits. Not all benefit options are available for all life events.
Important: You cannot enroll in both medical plan and medical flex cash, nor can you enroll in both a dental plan and dental flex cash. If you need to remove one to choose the other, select the waive option.
Step 1: Click Start My Enrollment.
Step 2: Review the information on the Benefit Enrollment page.
Add Dependents
Enter information for your new dependent
Add dependent name and personal information
Step 1: On the Benefits Enrollment page, click the Medical tile to open enrollment options for that benefit.
- The benefit enrollment page opens.
Step 2: Click Add/Update Dependent.
Step 3: Confirm that the dependent does not already exist in the system. If the dependent is an ex-spouse or ex-domestic partner and needs to be changed back to spouse or domestic partner, contact your benefits office so they can make this update.
Step 4: Click Add Individual.
- The Add Individual Dependent/Beneficiary Information page opens.
Step 5: Click Add Name.
Step 6: Complete the required fields:
- First name
- Last name
The name must be the legal name (on the birth certificate) not the preferred name.
Step 7: Click Done.
Step 8: Confirm that the name is spelled correctly. Click the name to edit if it is incorrect.
Step 9: Complete the Personal Information section:
- Date of Birth is required
- Gender is required
- Relationship to Employee is required.
- Other fields are optional.
Step 10: Review the address information. Address defaults to your address.
Add dependent’s National ID
Use this procedure to add your dependent’s National ID (Social Security Number in U.S.).
Step 1: Click Add National ID.
Step 2: Complete the National ID information.
Guidelines
- Primary is always set to Yes.
- National ID can be either Social Security Number (SSN) for US citizens or an Individual Taxpayer Identification Number (ITIN) for certain nonresident and resident aliens, their spouses, and dependents who cannot get an SSN.
- Dashes are unnecessary – the system adds them after you leave the field.
Step 3: Click Done.
The national ID is entered.
Save dependent information
At this point, you can add more dependents if applicable. If you have more dependents to add, restart the Add Dependents procedure.
When you are finished adding dependents, use this procedure to save your dependent information.
Step 1: Click Save at the top of the page.
Your dependent/beneficiary information is saved.
Step 2: Close the Dependent and Beneficiary Information page.
Your dependent is now added to your record.
IMPORTANT: Adding dependents does not enroll them into the benefit. You must also enroll your dependents into the benefits you want them to have.
What medical benefit do you have?
Add dependents to your Medical Plan
- Use this procedure to add dependents to your medical plan.
Step 1: On the Benefits Enrollment page, click the Medical tile to open enrollment options for that benefit.
- The benefit enrollment page opens.
Step 2: Check the box to enroll your dependent in the benefit.
Step 3: Click Done.
- You return to the Benefit Enrollment page.
What kind of Dental Plan do you have?
Add dependents to your Dental Plan
- Use this procedure to add dependents to your Dental plan.
Step 1: On the Benefits Enrollment page, click the Dental tile to open enrollment options for that benefit.
- The benefit enrollment page opens.
Step 2: Check the box to enroll your dependent in the benefit.
Step 3: Click Done.
- You return to the Benefit Enrollment page.
Step 4: Confirm that your benefit status is changed.
- Your Pay Period Cost might also change.
- The number of dependents and the Pay Period Cost also changed.
Add dependents to vision care at this time?
Add dependents to Vision plan
Step 1: Click the Vision tile.
Step 2: Select the dependents to add.
Step 3: Click Done.
- You return to the Benefit Enrollment page.
Step 4: Confirm that your benefit status is changed.
Enroll in Flex Spending Health U.S. or increase your contribution?
Flex Spending Health U.S. is also known as Health Care Reimbursement Account (HCRA). The CSU Health Care Reimbursement Account (HCRA), a voluntary benefit for eligible employees, offers you the ability to pay for eligible out-of-pocket health care expenses with pretax dollars.
For more information about HCRA-2023.
HCRA Enrollment
Use this procedure to enroll in a Flex Spending Health - U.S.
Step 1: Click the Flex Spending Health - U.S. tile
Step 2: Click Select to select the Health Care Flex Spending option.
Step 3: Click Spending Account Worksheet.
Step 4: Complete the worksheet
- Enter the Annual Pledge value.
- Click Calculate.
Step 5: Click Done to close the worksheet.
Step 6: Click Done to close the Flex Spending - U.S. page.
Step 7: Confirm the updates shown on the Flex Spending Health - U.S. tile.
Enroll in Flex Spending Dependent Care or increase your contribution?
Flex Spending Dependent Care is also known as Dependent Care Reimbursement Account (DCRA). DCRA provides for the payment of certain dependent care expenses from the employee's pre-tax income, via a special tax-free account set up for this purpose.
For more information about DCRA.
DCRA Enrollment
Use this procedure to enroll in a Flex Spending Health - U.S.
Step 1: Click the Flex Spending Health - U.S. tile
Step 2: Click Select to select the Health Care Flex Spending option.
Step 3: Click Spending Account Worksheet.
Step 4: Complete the worksheet
- Enter the Annual Pledge value.
- Click Calculate.
Step 5: Click Done to close the worksheet.
Step 6: Click Done to close the Flex Spending - U.S. page.
Step 7: Confirm the updates shown on the Flex Spending Health - U.S. tile.
With the adoption event, you can add new dependents to your medical, dental, and vision plans.
Watch video
Enter Adoption Date
Adoption Date
If your life event is Adoption, you must enter the Adoption Date.
Adoption date must match the As Of date. If you entered the wrong date for the As Of date when you started this life event, cancel this life event and start a new one with your child’s adoption date as the As Of date.
Step 1: Complete the Adoption Date page:
- Use the calendar to enter the adoption date.
- Click Submit.
Step 2: Click OK.
Step 3: Click Next.
Do you want to review your Benefits Summary?
Review Benefits Summary
Benefits Summary
The Benefits Summary step shows your current Benefits. Review this summary to help you decide what you want to change.
Step 1: Review the information on the Benefits Summary page.
Optional: Review Benefit Details
Step 1: Optional - Click any of the tiles to review benefit details including covered dependents.
Step 2: Click the X in the top right to close the benefit details page.
Do you want to see benefits summary for a different day?
For example, you might want to see what your benefits currently look like for next year, or you might want to see what you had before to help you decide.
Review Benefits Summary on a different day
Optional: See your benefits on a different date
You can see your benefits on a different date.
Step 1: Change the date.
Step 2: Click Refresh.
Use this feature to view your benefit enrollments on another date. For example, you can view upcoming changes that are not reflected in your current Benefits Summary.
Click Next
Click the Next button to go to the Start My Enrollment page.
Start Enrollment
After you start enrollment, you can select benefits for yourself, add dependents, and enroll dependents in your benefits. Not all benefit options are available for all life events.
Important: You cannot enroll in both medical plan and medical flex cash, nor can you enroll in both a dental plan and dental flex cash. If you need to remove one to choose the other, select the waive option.
Step 1: Click Start My Enrollment.
Step 2: Review the information on the Benefit Enrollment page.
Add Dependents
Enter info for your new dependent
Add dependent name and personal information
Step 1: On the Benefits Enrollment page, click the Medical tile to open enrollment options for that benefit.
- The benefit enrollment page opens.
Step 2: Click Add/Update Dependent.
Step 3: Confirm that the dependent does not already exist in the system. If the dependent is an ex-spouse or ex-domestic partner and needs to be changed back to spouse or domestic partner, contact your benefits office so they can make this update.
Step 4: Click Add Individual.
- The Add Individual Dependent/Beneficiary Information page opens.
Step 5: Click Add Name.
Step 6: Complete the required fields:
- First name
- Last name
The name must be the legal name (on the birth certificate) not the preferred name.
Step 7: Click Done.
Step 8: Confirm that the name is spelled correctly. Click the name to edit if it is incorrect.
Step 9: Complete the Personal Information section:
- Date of Birth is required
- Gender is required
- Relationship to Employee is required.
- Other fields are optional.
Step 10: Review the address information. Address defaults to your address.
Add dependent’s National ID
Use this procedure to add your dependent’s National ID (Social Security Number in U.S.).
Step 1: Click Add National ID.
Step 2: Complete the National ID information.
Guidelines
- Primary is always set to Yes.
- National ID can be either Social Security Number (SSN) for US citizens or an Individual Taxpayer Identification Number (ITIN) for certain nonresident and resident aliens, their spouses, and dependents who cannot get an SSN.
- Dashes are unnecessary – the system adds them after you leave the field.
Step 3: Click Done.
The national ID is entered.
Save dependent information
At this point, you can add more dependents if applicable. If you have more dependents to add, restart the Add Dependents procedure.
When you are finished adding dependents, use this procedure to save your dependent information.
Step 1: Click Save at the top of the page.
Your dependent/beneficiary information is saved.
Step 2: Close the Dependent and Beneficiary Information page.
Your dependent is now added to your record.
IMPORTANT: Adding dependents does not enroll them into the benefit. You must also enroll your dependents into the benefits you want them to have.
What medical benefit do you have?
Add dependents to your Medical Plan
- Use this procedure to add dependents to your medical plan.
Step 1: On the Benefits Enrollment page, click the Medical tile to open enrollment options for that benefit.
- The benefit enrollment page opens.
Step 2: Check the box to enroll your dependent in the benefit.
Step 3: Click Done.
- You return to the Benefit Enrollment page.
What kind of Dental Plan do you have?
Add dependents to your Dental Plan
- Use this procedure to add dependents to your Dental plan.
Step 1: On the Benefits Enrollment page, click the Dental tile to open enrollment options for that benefit.
- The benefit enrollment page opens.
Step 2: Check the box to enroll your dependent in the benefit.
Step 3: Click Done.
- You return to the Benefit Enrollment page.
Step 4: Confirm that your benefit status is changed.
- Your Pay Period Cost might also change.
- The number of dependents and the Pay Period Cost also changed.
Add dependents to your Vision planh at this time?
Add dependents to Vision plan
Step 1: Click the Vision tile.
Step 2: Select the dependents to add.
Step 3: Click Done.
- You return to the Benefit Enrollment page.
Step 4: Confirm that your benefit status is changed.
Enroll in Flex Spending Health U.S. or increase your contribution?
Flex Spending Health U.S. is also known as Health Care Reimbursement Account (HCRA). The CSU Health Care Reimbursement Account (HCRA), a voluntary benefit for eligible employees, offers you the ability to pay for eligible out-of-pocket health care expenses with pretax dollars.
For more information about HCRA-2023.
HCRA Enrollment
Use this procedure to enroll in a Flex Spending Health - U.S.
Step 1: Click the Flex Spending Health - U.S. tile
Step 2: Click Select to select the Health Care Flex Spending option.
Step 3: Click Spending Account Worksheet.
Step 4: Complete the worksheet
- Enter the Annual Pledge value.
- Click Calculate.
Step 5: Click Done to close the worksheet.
Step 6: Click Done to close the Flex Spending - U.S. page.
Step 7: Confirm the updates shown on the Flex Spending Health - U.S. tile.
Enroll in Flex Spending Dependent Care or increase your contribution?
Flex Spending Dependent Care is also known as Dependent Care Reimbursement Account (DCRA). DCRA provides for the payment of certain dependent care expenses from the employee's pre-tax income, via a special tax-free account set up for this purpose.
For more information about DCRA.
DCRA Enrollment
Use this procedure to enroll in a Flex Spending Health - U.S.
Step 1: Click the Flex Spending Health - U.S. tile
Step 2: Click Select to select the Health Care Flex Spending option.
Step 3: Click Spending Account Worksheet.
Step 4: Complete the worksheet
- Enter the Annual Pledge value.
- Click Calculate.
Step 5: Click Done to close the worksheet.
Step 6: Click Done to close the Flex Spending - U.S. page.
Step 7: Confirm the updates shown on the Flex Spending Health - U.S. tile.
Use the Divorce event to remove your spouse or domestic partner and other dependents from your CSU benefits.
If you were enrolled in your spouse's medical or dental benefits and now you need to enroll in CSU benefits:
- STOP processing this event.
- Cancel this life event.
- Start a new life event and select the Employee Loss of External Coverage life event.
Watch video
Welcome page
IMPORTANT: If you are not currently enrolled in CSU benefits, do not use this event. Click Cancel and then contact your benefits office.
Step 1: Read the Welcome page.
- Read the Welcome page carefully.
- Note any supporting documents that you need to submit to the Benefits Office.
Step 3: Click Next.
Do you want to review your Benefits Summary?
Review Benefits Summary
Benefits Summary
The Benefits Summary step shows your current Benefits. Review this summary to help you decide what you want to change.
Step 1: Review the information on the Benefits Summary page.
Optional: Review Benefit Details
Step 1: Optional - Click any of the tiles to review benefit details including covered dependents.
Step 2: Click the X in the top right to close the benefit details page.
Do you want to see benefits summary for a different day?
For example, you might want to see what your benefits currently look like for next year, or you might want to see what you had before to help you decide.
Review Benefits Summary on a different day
Optional: See your benefits on a different date
You can see your benefits on a different date.
Step 1: Change the date.
Step 2: Click Refresh.
Use this feature to view your benefit enrollments on another date. For example, you can view upcoming changes that are not reflected in your current Benefits Summary.
Click Next
Click the Next button to go to the Start My Enrollment page.
Start Enrollment
After you start enrollment, you can select benefits for yourself, add dependents, and enroll dependents in your benefits. Not all benefit options are available for all life events.
Step 1: Click Start My Enrollment.
Step 2: Review the information on the Benefit Enrollment page.
What medical benefit do you have?
Remove dependents from your Medical Plan
- Use this procedure to remove dependents to your medical plan.
Step 1: On the Benefits Enrollment page, click the Medical tile to open enrollment options for that benefit.
- The benefit enrollment page opens.
Step 2: Clear the check the box to remove your dependent from the benefit.
Step 3: Click Done.
- You return to the Benefit Enrollment page.
What kind of Dental Plan do you have?
Remove dependents from your Dental Plan
- Use this procedure to remove dependents to your Dental plan.
Step 1: On the Benefits Enrollment page, click the Dental tile to open enrollment options for that benefit.
- The benefit enrollment page opens.
Step 2: Clear the check the box to remove your dependent from the benefit.
Step 3: Click Done.
- You return to the Benefit Enrollment page.
Step 4: Confirm that your benefit status is changed.
- Your Pay Period Cost might also change.
- The number of dependents and the Pay Period Cost also changed.
Remove dependents from your Vision plan at this time?
Remove dependents from Vision plan
Step 1: Click the Vision tile.
Step 2: Clear the check box to remove dependents from this plan.
Step 3: Click Done.
- You return to the Benefit Enrollment page.
Step 4: Confirm that your benefit status is changed.
Decrease your Flex Spending Health U.S. contribution?
Flex Spending Health U.S. is also known as Health Care Reimbursement Account (HCRA). The CSU Health Care Reimbursement Account (HCRA), a voluntary benefit for eligible employees, offers you the ability to pay for eligible out-of-pocket health care expenses with pretax dollars.
For more information about HCRA-2023.
HCRA Enrollment
Use this procedure to enroll in a Flex Spending Health - U.S.
Step 1: Click the Flex Spending Health - U.S. tile
Step 2: Click Select to select the Health Care Flex Spending option.
Step 3: Click Spending Account Worksheet.
Step 4: Complete the worksheet
- Enter the Annual Pledge value.
- Click Calculate.
Step 5: Click Done to close the worksheet.
Step 6: Click Done to close the Flex Spending - U.S. page.
Step 7: Confirm the updates shown on the Flex Spending Health - U.S. tile.
Decrease your Flex Spending Dependent Care contribution?
Flex Spending Dependent Care is also known as Dependent Care Reimbursement Account (DCRA). DCRA provides for the payment of certain dependent care expenses from the employee's pre-tax income, via a special tax-free account set up for this purpose.
For more information about DCRA.
DCRA Enrollment
Use this procedure to enroll in a Flex Spending Health - U.S.
Step 1: Click the Flex Spending Health - U.S. tile
Step 2: Click Select to select the Health Care Flex Spending option.
Step 3: Click Spending Account Worksheet.
Step 4: Complete the worksheet
- Enter the Annual Pledge value.
- Click Calculate.
Step 5: Click Done to close the worksheet.
Step 6: Click Done to close the Flex Spending - U.S. page.
Step 7: Confirm the updates shown on the Flex Spending Health - U.S. tile.
Describe this event type and when it applies
Watch video: Parent-Child Relationship
Watch this video before you begin.
Welcome page
IMPORTANT: If you are not currently enrolled in CSU benefits, do not use this event. Click Cancel and then contact your benefits office.
Step 1: Read the Welcome page.
- Read the Welcome page carefully.
- Note any supporting documents that you need to submit to the Benefits Office.
Step 3: Click Next.
Do you want to review your Benefits Summary?
Review Benefits Summary
Benefits Summary
The Benefits Summary step shows your current Benefits. Review this summary to help you decide what you want to change.
Step 1: Review the information on the Benefits Summary page.
Optional: Review Benefit Details
Step 1: Optional - Click any of the tiles to review benefit details including covered dependents.
Step 2: Click the X in the top right to close the benefit details page.
Do you want to see benefits summary for a different day?
For example, you might want to see what your benefits currently look like for next year, or you might want to see what you had before to help you decide.
Review Benefits Summary on a different day
Optional: See your benefits on a different date
You can see your benefits on a different date.
Step 1: Change the date.
Step 2: Click Refresh.
Use this feature to view your benefit enrollments on another date. For example, you can view upcoming changes that are not reflected in your current Benefits Summary.
Click Next
Click the Next button to go to the Start My Enrollment page.
Start Enrollment
After you start enrollment, you can select benefits for yourself, add dependents, and enroll dependents in your benefits. Not all benefit options are available for all life events.
Important: You cannot enroll in both medical plan and medical flex cash, nor can you enroll in both a dental plan and dental flex cash. If you need to remove one to choose the other, select the waive option.
Step 1: Click Start My Enrollment.
Step 2: Review the information on the Benefit Enrollment page.
Add Dependents
Enter info for your new dependent
Add dependent name and personal information
Step 1: On the Benefits Enrollment page, click the Medical tile to open enrollment options for that benefit.
- The benefit enrollment page opens.
Step 2: Click Add/Update Dependent.
Step 3: Click Add Individual.
- The Add Individual Dependent/Beneficiary Information page opens.
Step 4: Click Add Name.
Step 5: Complete the required fields:
- First name
- Last name
The name must be the legal name (on the birth certificate) not the preferred name.
Step 6: Click Done.
Step 7: Confirm that the name is spelled correctly. Click the name to edit if it is incorrect.
Step 8: Complete the Personal Information section:
- Date of Birth is required
- Gender is required
- Relationship to Employee is required.
- Other fields are optional.
Step 9: Review the address information. Address defaults to your address.
Add dependent’s National ID
Use this procedure to add your dependent’s National ID (Social Security Number in U.S.).
Step 1: Click Add National ID.
Step 2: Complete the National ID information.
Guidelines
- Primary is always set to Yes.
- National ID can be either Social Security Number (SSN) for US citizens or an Individual Taxpayer Identification Number (ITIN) for certain nonresident and resident aliens, their spouses, and dependents who cannot get an SSN.
- Dashes are unnecessary – the system adds them after you leave the field.
Step 3: Click Done.
The national ID is entered.
Save dependent information
At this point, you can add more dependents if applicable. If you have more dependents to add, restart the Add Dependents procedure.
When you are finished adding dependents, use this procedure to save your dependent information.
Step 1: Click Save at the top of the page.
Your dependent/beneficiary information is saved.
Step 2: Close the Dependent and Beneficiary Information page.
Your dependent is now added to your record.
IMPORTANT: Adding dependents does not enroll them into the benefit. You must also enroll your dependents into the benefits you want them to have.
What medical benefit do you have?
Add dependents to your Medical Plan
- Use this procedure to add dependents to your medical plan.
Step 1: On the Benefits Enrollment page, click the Medical tile to open enrollment options for that benefit.
- The benefit enrollment page opens.
Step 2: Check the box to enroll your dependent in the benefit.
Step 3: Click Done.
- You return to the Benefit Enrollment page.
What kind of Dental Plan do you have?
Add dependents to your Dental Plan
- Use this procedure to add dependents to your Dental plan.
Step 1: On the Benefits Enrollment page, click the Dental tile to open enrollment options for that benefit.
- The benefit enrollment page opens.
Step 2: Check the box to enroll your dependent in the benefit.
Step 3: Click Done.
- You return to the Benefit Enrollment page.
Step 4: Confirm that your benefit status is changed.
- Your Pay Period Cost might also change.
- The number of dependents and the Pay Period Cost also changed.
Add dependents to vision care at this time?
Add dependents to Vision plan
Step 1: Click the Vision tile.
Step 2: Select the dependents to add.
Step 3: Click Done.
- You return to the Benefit Enrollment page.
Step 4: Confirm that your benefit status is changed.
Enroll in Flex Spending Health U.S. or increase your contribution?
Flex Spending Health U.S. is also known as Health Care Reimbursement Account (HCRA). The CSU Health Care Reimbursement Account (HCRA), a voluntary benefit for eligible employees, offers you the ability to pay for eligible out-of-pocket health care expenses with pretax dollars.
For more information about HCRA-2023.
HCRA Enrollment
Use this procedure to enroll in a Flex Spending Health - U.S.
Step 1: Click the Flex Spending Health - U.S. tile
Step 2: Click Select to select the Health Care Flex Spending option.
Step 3: Click Spending Account Worksheet.
Step 4: Complete the worksheet
- Enter the Annual Pledge value.
- Click Calculate.
Step 5: Click Done to close the worksheet.
Step 6: Click Done to close the Flex Spending - U.S. page.
Step 7: Confirm the updates shown on the Flex Spending Health - U.S. tile.
Enroll in Flex Spending Dependent Care or increase your contribution?
Flex Spending Dependent Care is also known as Dependent Care Reimbursement Account (DCRA). DCRA provides for the payment of certain dependent care expenses from the employee's pre-tax income, via a special tax-free account set up for this purpose.
For more information about DCRA.
DCRA Enrollment
Use this procedure to enroll in a Flex Spending Health - U.S.
Step 1: Click the Flex Spending Health - U.S. tile
Step 2: Click Select to select the Health Care Flex Spending option.
Step 3: Click Spending Account Worksheet.
Step 4: Complete the worksheet
- Enter the Annual Pledge value.
- Click Calculate.
Step 5: Click Done to close the worksheet.
Step 6: Click Done to close the Flex Spending - U.S. page.
Step 7: Confirm the updates shown on the Flex Spending Health - U.S. tile.
If you missed the deadline to enroll in benefits, your right to enroll (or add dependents) will be limited.
Watch video: Late Enrollment
Watch this video before you proceed.
Welcome page
Step 1: Read the Welcome page.
- Read the Welcome page carefully.
- Note any supporting documents that you need to submit to the Benefits Office.
Step 3: Click Next.
Do you want to review your Benefits Summary?
Review Benefits Summary
Benefits Summary
The Benefits Summary step shows your current Benefits. Review this summary to help you decide what you want to change.
Step 1: Review the information on the Benefits Summary page.
Optional: Review Benefit Details
Step 1: Optional - Click any of the tiles to review benefit details including covered dependents.
Step 2: Click the X in the top right to close the benefit details page.
Do you want to see benefits summary for a different day?
For example, you might want to see what your benefits currently look like for next year, or you might want to see what you had before to help you decide.
Review Benefits Summary on a different day
Optional: See your benefits on a different date
You can see your benefits on a different date.
Step 1: Change the date.
Step 2: Click Refresh.
Use this feature to view your benefit enrollments on another date. For example, you can view upcoming changes that are not reflected in your current Benefits Summary.
Click Next
Click the Next button to go to the Start My Enrollment page.
Start Enrollment
After you start enrollment, you can select benefits for yourself, add dependents, and enroll dependents in your benefits. Not all benefit options are available for all life events.
Step 1: Click Start My Enrollment.
Step 2: Review the information on the Benefit Enrollment page.
Do you need to add dependents?
If you are a new hire and you missed your 60 day window to qualify for your NEW event, you can use this event to add new dependents.
Add Dependents
Add dependent name and personal information
Step 1: On the Benefits Enrollment page, click the Medical tile to open enrollment options for that benefit.
- The benefit enrollment page opens.
Step 2: Click Add/Update Dependent.
Step 3: Confirm that the dependent does not already exist in the system. If the dependent is an ex-spouse or ex-domestic partner and needs to be changed back to spouse or domestic partner, contact your benefits office so they can make this update.
Step 4: Click Add Individual.
- The Add Individual Dependent/Beneficiary Information page opens.
Step 5: Click Add Name.
Step 6: Complete the required fields:
- First name
- Last name
The name must be the legal name (on the birth certificate) not the preferred name.
Step 7: Click Done.
Step 8: Confirm that the name is spelled correctly. Click the name to edit if it is incorrect.
Step 9: Complete the Personal Information section:
- Date of Birth is required
- Gender is required
- Relationship to Employee is required.
- Other fields are optional.
Step 10: Review the address information. Address defaults to your address.
Add dependent’s National ID
Use this procedure to add your dependent’s National ID (Social Security Number in U.S.).
Step 1: Click Add National ID.
Step 2: Complete the National ID information.
Guidelines
- Primary is always set to Yes.
- National ID can be either Social Security Number (SSN) for US citizens or an Individual Taxpayer Identification Number (ITIN) for certain nonresident and resident aliens, their spouses, and dependents who cannot get an SSN.
- Dashes are unnecessary – the system adds them after you leave the field.
Step 3: Click Done.
The national ID is entered.
Save dependent information
At this point, you can add more dependents if applicable. If you have more dependents to add, restart the Add Dependents procedure.
When you are finished adding dependents, use this procedure to save your dependent information.
Step 1: Click Save at the top of the page.
Your dependent/beneficiary information is saved.
Step 2: Close the Dependent and Beneficiary Information page.
Your dependent is now added to your record.
IMPORTANT: Adding dependents does not enroll them into the benefit. You must also enroll your dependents into the benefits you want them to have.
Enroll in a medical plan?
Select a Medical Plan
Follow these instructions to select a medical plan.
Step 1: On the Benefits Enrollment page, click the Medical tile to open enrollment options for that benefit.
- The benefit enrollment page opens.
Step 2: (Optional) Review your options:
- Open the ESS Handbook Medical to see CSU Employee resources information on a separate browser tab. You can close this tab when you finish reading the information.
- Click the Information icon for a short overview of benefit costs.
- Click Overview of All Plans to open a cost breakdown of all plans for comparison.
Step 3: Click the Select button select a different medical plan. The Select button switches to a check mark.
Do you need to add dependents to your plan?
Add dependents to your Plan
- Use this procedure to add dependents to your medical plan.
Step 1: Check the box to enroll your dependent in the benefit.
Click Done
Step 4: Click Done.
Your health plan tile reflects the changes.
- Current and New plans shown.
- Green check mark + Changed
- Pay period cost
Enroll in a Dental plan?
Select a Dental Plan
Follow these instructions to select a dental plan.
Step 1: On the Benefits Enrollment page, click the Dental tile to open enrollment options for that benefit.
- The benefit enrollment page opens.
Step 2: (Optional) Review your options:
- Open the ESS Handbook Dental to see CSU Employee resources information on a separate browser tab. You can close this tab when you finish reading the information.
- Click the Information icon for a short overview of benefit costs.
- Click Overview of All Plans to open a cost breakdown of all plans for comparison.
Step 3: Click the Select button select a different medical plan. The Select button switches to a check mark.
Do you need to add dependents to your plan?
Add dependents to your Plan
- Use this procedure to add dependents to your medical plan.
Step 1: Check the box to enroll your dependent in the benefit.
Click Done
Step 4: Click Done.
Your health plan tile reflects the changes.
- Current and New plans shown.
- Green check mark + Changed
- Pay period cost
Add your dependent to vision care at this time?
Add dependents to your Vision plan
Step 1: Click the Vision tile.
Step 2: Select the dependents to add.
Step 3: Click Done.
- You return to the Benefit Enrollment page.
Step 4: Confirm that your benefit status is changed.
Describe this event type and when it applies
Watch video
Welcome page
Step 1: Read the Welcome page.
- Read the Welcome page carefully.
- Note any supporting documents that you need to submit to the Benefits Office.
Step 3: Click Next.
Do you want to review your Benefits Summary?
Review Benefits Summary
Benefits Summary
The Benefits Summary step shows your current Benefits. Review this summary to help you decide what you want to change.
Step 1: Review the information on the Benefits Summary page.
Optional: Review Benefit Details
Step 1: Optional - Click any of the tiles to review benefit details including covered dependents.
Step 2: Click the X in the top right to close the benefit details page.
Do you want to see benefits summary for a different day?
For example, you might want to see what your benefits currently look like for next year, or you might want to see what you had before to help you decide.
Review Benefits Summary on a different day
Optional: See your benefits on a different date
You can see your benefits on a different date.
Step 1: Change the date.
Step 2: Click Refresh.
Use this feature to view your benefit enrollments on another date. For example, you can view upcoming changes that are not reflected in your current Benefits Summary.
Click Next
Click the Next button to go to the Start My Enrollment page.
Start Enrollment
After you start enrollment, you can select benefits for yourself, add dependents, and enroll dependents in your benefits. Not all benefit options are available for all life events.
Important: You cannot enroll in both medical plan and medical flex cash, nor can you enroll in both a dental plan and dental flex cash. If you need to remove one to choose the other, select the waive option.
Step 1: Click Start My Enrollment.
Step 2: Review the information on the Benefit Enrollment page.
What medical benefit do you have?
Your current benefits affect your choices.
- If you have a medical plan, you can add dependents or choose a different plan or both.
- If you have medical flex cash, you can waive it to select a medical plan.
- If you have no medical plan, you can enroll in a medical plan.
Change your medical plan?
Select a Medical Plan
Follow these instructions to select a medical plan.
Step 1: On the Benefits Enrollment page, click the Medical tile to open enrollment options for that benefit.
- The benefit enrollment page opens.
Step 2: (Optional) Review your options:
- Open the ESS Handbook Medical to see CSU Employee resources information on a separate browser tab. You can close this tab when you finish reading the information.
- Click the Information icon for a short overview of benefit costs.
- Click Overview of All Plans to open a cost breakdown of all plans for comparison.
Step 3: Click the Select button select a medical plan. The Select button switches to a check mark.
Do you need to add dependents to your plan?
Add dependents to your Plan
- Use this procedure to add dependents to your medical plan.
Step 1: Check the box to enroll your dependent in the benefit.
Step 2: Click Done.
- You return to the Benefit Enrollment page.
Your health plan tile reflects the changes.
- Current and New plans shown.
- Green check mark + Changed
- Pay period cost
Step 1: Click Done.
Your health plan tile reflects the changes.
- Current and New plans shown.
- Green check mark + Changed
- Pay period cost
Add dependents to your existing plan?
Add dependents to your Medical Plan
- Use this procedure to add dependents to your medical plan.
Step 1: On the Benefits Enrollment page, click the Medical tile to open enrollment options for that benefit.
- The benefit enrollment page opens.
Step 2: Check the box to enroll your dependent in the benefit.
Step 3: Click Done.
- You return to the Benefit Enrollment page.
Select a medical plan?
Waive Medical Flex Cash
You must waive Medical Flex Cash to enroll in a Medical plan.
Step 1: Click the Medical Flex Cash tile.
Step 2: Click to Select the Waive option.
Step 3: Click Done.
Select a Medical Plan
Follow these instructions to select a medical plan.
Step 1: On the Benefits Enrollment page, click the Medical tile to open enrollment options for that benefit.
- The benefit enrollment page opens.
Step 2: (Optional) Review your options:
- Open the ESS Handbook Medical to see CSU Employee resources information on a separate browser tab. You can close this tab when you finish reading the information.
- Click the Information icon for a short overview of benefit costs.
- Click Overview of All Plans to open a cost breakdown of all plans for comparison.
Step 3: Click the Select button select a medical plan. The Select button switches to a check mark.
Do you need to add dependents to your plan?
Add dependents to your Plan
- Use this procedure to add dependents to your medical plan.
Step 1: Check the box to enroll your dependent in the benefit.
Step 2: Click Done.
- You return to the Benefit Enrollment page.
Step 1: Click Done.
Your health plan tile reflects the changes.
- Current and New plans shown.
- Green check mark + Changed
- Pay period cost
Select a medical plan?
Select a Medical Plan
Follow these instructions to select a medical plan.
Step 1: On the Benefits Enrollment page, click the Medical tile to open enrollment options for that benefit.
- The benefit enrollment page opens.
Step 2: (Optional) Review your options:
- Open the ESS Handbook Medical to see CSU Employee resources information on a separate browser tab. You can close this tab when you finish reading the information.
- Click the Information icon for a short overview of benefit costs.
- Click Overview of All Plans to open a cost breakdown of all plans for comparison.
Step 3: Click the Select button select a medical plan. The Select button switches to a check mark.
Do you need to add dependents to your plan?
Add dependents to your Plan
- Use this procedure to add dependents to your medical plan.
Step 1: Check the box to enroll your dependent in the benefit.
Step 2: Click Done.
- You return to the Benefit Enrollment page.
Your health plan tile reflects the changes.
- Current and New plans shown.
- Green check mark + Changed
- Pay period cost
Step 1: Click Done.
What kind of Dental Plan do you have?
Your current benefits affect your choices.
- If you have a dental plan, you can select a plan, add dependents or both.
- If you have dental flex cash, you can waive it to select a dental plan.
- If you have no dental plan, you can enroll in a dental plan.
Change your dental plan?
Select a Dental Plan
Follow these instructions to select a dental plan.
Step 1: On the Benefits Enrollment page, click the Dental tile to open enrollment options for that benefit.
- The benefit enrollment page opens.
Step 2: (Optional) Review your options:
- Open the ESS Handbook Dental to see CSU Employee resources information on a separate browser tab. You can close this tab when you finish reading the information.
- Click the Information icon for a short overview of benefit costs.
- Click Overview of All Plans to open a cost breakdown of all plans for comparison.
Step 3: Click the Select button select a different medical plan. The Select button switches to a check mark.
Do you need to add dependents to your plan?
Add dependents to your Plan
- Use this procedure to add dependents to your medical plan.
Step 1: Check the box to enroll your dependent in the benefit.
Step 2: Click Done.
- You return to the Benefit Enrollment page.
Your Dental plan tile reflects the changes.
- Current and New plans shown.
- Green check mark + Changed
- Pay period cost
Step 1: Click Done.
Select a dental plan?
Waive Dental Flex Cash
You must waive Dental Flex Cash to enroll in a Dental plan.
Step 1: Click the Medical Flex Cash tile.
Step 2: Click to Select the Waive option.
Step 3: Click Done.
Select a Dental Plan
Follow these instructions to select a dental plan.
Step 1: On the Benefits Enrollment page, click the Dental tile to open enrollment options for that benefit.
- The benefit enrollment page opens.
Step 2: (Optional) Review your options:
- Open the ESS Handbook Dental to see CSU Employee resources information on a separate browser tab. You can close this tab when you finish reading the information.
- Click the Information icon for a short overview of benefit costs.
- Click Overview of All Plans to open a cost breakdown of all plans for comparison.
Step 3: Click the Select button select a different medical plan. The Select button switches to a check mark.
Do you need to add dependents to your plan?
Add dependents to your Plan
- Use this procedure to add dependents to your medical plan.
Step 1: Check the box to enroll your dependent in the benefit.
Step 2: Click Done.
- You return to the Benefit Enrollment page.
Step 1: Click Done.
Select a dental plan?
Select a Dental Plan
Follow these instructions to select a dental plan.
Step 1: On the Benefits Enrollment page, click the Dental tile to open enrollment options for that benefit.
- The benefit enrollment page opens.
Step 2: (Optional) Review your options:
- Open the ESS Handbook Dental to see CSU Employee resources information on a separate browser tab. You can close this tab when you finish reading the information.
- Click the Information icon for a short overview of benefit costs.
- Click Overview of All Plans to open a cost breakdown of all plans for comparison.
Step 3: Click the Select button select a different medical plan. The Select button switches to a check mark.
Do you need to add dependents to your plan?
Add dependents to your Plan
- Use this procedure to add dependents to your medical plan.
Step 1: Check the box to enroll your dependent in the benefit.
Step 2: Click Done.
- You return to the Benefit Enrollment page.
Step 1: Click Done.
Add dependents to vision care at this time?
Add dependents to Vision plan
Step 1: Click the Vision tile.
Step 2: Select the dependents to add.
Step 3: Click Done.
- You return to the Benefit Enrollment page.
Step 4: Confirm that your benefit status is changed.
Increase your contribution to Flex Spending Health U.S.?
Flex Spending Health U.S. is also known as Health Care Reimbursement Account (HCRA). The CSU Health Care Reimbursement Account (HCRA), a voluntary benefit for eligible employees, offers you the ability to pay for eligible out-of-pocket health care expenses with pretax dollars.
For more information about HCRA-2023.
Change HCRA amount
Use this procedure to enroll in a Flex Spending Health - U.S.
Step 1: Click the Flex Spending Health - U.S. tile
Step 2: Click Spending Account Worksheet.
Step 3: Complete the worksheet
- Enter the Annual Pledge value.
- Click Calculate.
Step 4: Click Done to close the worksheet.
Step 5: Click Done to close the Flex Spending - U.S. page.
Step 6: Confirm the updates shown on the Flex Spending Health - U.S. tile.
Increase your contribution to Flex Spending Dependent Care?
Flex Spending Dependent Care is also known as Dependent Care Reimbursement Account (DCRA). DCRA provides for the payment of certain dependent care expenses from the employee's pre-tax income, via a special tax-free account set up for this purpose.
For more information about DCRA.
Change DCRA Contribution
Use this procedure to change your contribution to Flex Spending Dependent Care.
Step 1: Click the Flex Spending Dependent Care tile.
Step 3: Click Spending Account Worksheet.
Step 4: Complete the worksheet
- Enter the Annual Pledge value.
- Click Calculate.
Step 5: Click Done to close the worksheet.
Step 6: Click Done to close the Flex Spending - U.S. page.
Step 7: Confirm the updates shown on the Flex Spending Health - U.S. tile.
If you gained external coverage, you can reduce or remove Benefits that you no longer need.
Watch video
Welcome page
IMPORTANT: If you are not currently enrolled in CSU benefits, do not use this event. Click Cancel and then contact your benefits office.
Step 1: Read the Welcome page.
- Read the Welcome page carefully.
- Note any supporting documents that you need to submit to the Benefits Office.
Step 3: Click Next.
Do you want to review your Benefits Summary?
Review Benefits Summary
Benefits Summary
The Benefits Summary step shows your current Benefits. Review this summary to help you decide what you want to change.
Step 1: Review the information on the Benefits Summary page.
Optional: Review Benefit Details
Step 1: Optional - Click any of the tiles to review benefit details including covered dependents.
Step 2: Click the X in the top right to close the benefit details page.
Do you want to see benefits summary for a different day?
For example, you might want to see what your benefits currently look like for next year, or you might want to see what you had before to help you decide.
Review Benefits Summary on a different day
Optional: See your benefits on a different date
You can see your benefits on a different date.
Step 1: Change the date.
Step 2: Click Refresh.
Use this feature to view your benefit enrollments on another date. For example, you can view upcoming changes that are not reflected in your current Benefits Summary.
Click Next
Click the Next button to go to the Start My Enrollment page.
Start Enrollment
After you start enrollment, you can select benefits for yourself, add dependents, and enroll dependents in your benefits. Not all benefit options are available for all life events.
Important: You cannot enroll in both medical plan and medical flex cash, nor can you enroll in both a dental plan and dental flex cash. If you need to remove one to choose the other, select the waive option.
Step 1: Click Start My Enrollment.
Step 2: Review the information on the Benefit Enrollment page.
What medical benefit do you have?
Do you want to waive your medical plan?
Waive medical plan
Step 1: Click the Medical Tile.
Step 2: Select the Waive option.
Step 3: Click Yes.
Step 4: Click Done.
What kind of Dental Plan do you have?
Do you want to waive your dental plan?
Waive dental plan
Step 1: Click the Dental Tile.
Step 2: Select the Waive option.
Step 4: Click Done.
Remove your dependent to vision care at this time?
Remove dependents from your Vision plan
Step 1: Click the Vision tile.
Step 2: Deselect the dependents to remove.
Step 3: Click Done.
- You return to the Benefit Enrollment page.
Step 4: Confirm that your benefit status is changed.
Decrease your Flex Spending Health U.S. contribution?
Flex Spending Health U.S. is also known as Health Care Reimbursement Account (HCRA). The CSU Health Care Reimbursement Account (HCRA), a voluntary benefit for eligible employees, offers you the ability to pay for eligible out-of-pocket health care expenses with pretax dollars.
For more information about HCRA-2023.
HCRA Enrollment
Use this procedure to enroll in a Flex Spending Health - U.S.
Step 1: Click the Flex Spending Health - U.S. tile
Step 2: Click Select to select the Health Care Flex Spending option.
Step 3: Click Spending Account Worksheet.
Step 4: Complete the worksheet
- Enter the Annual Pledge value.
- Click Calculate.
Step 5: Click Done to close the worksheet.
Step 6: Click Done to close the Flex Spending - U.S. page.
Step 7: Confirm the updates shown on the Flex Spending Health - U.S. tile.
Decrease your Flex Spending Dependent Care contribution?
Flex Spending Dependent Care is also known as Dependent Care Reimbursement Account (DCRA). DCRA provides for the payment of certain dependent care expenses from the employee's pre-tax income, via a special tax-free account set up for this purpose.
For more information about DCRA.
DCRA Enrollment
Use this procedure to enroll in a Flex Spending Health - U.S.
Step 1: Click the Flex Spending Health - U.S. tile
Step 2: Click Select to select the Health Care Flex Spending option.
Step 3: Click Spending Account Worksheet.
Step 4: Complete the worksheet
- Enter the Annual Pledge value.
- Click Calculate.
Step 5: Click Done to close the worksheet.
Step 6: Click Done to close the Flex Spending - U.S. page.
Step 7: Confirm the updates shown on the Flex Spending Health - U.S. tile.
Update Medical Flex Cash
For Birth events, you can change your Medical Flex Cash amount.
Step 1: On the Benefits Enrollment page, click a tile to open enrollment options for that benefit.
Step 2: Select an option.
Step 3: Enter Non_CSU Insurance Information:
- Toggle Coverage through Another Subscriber.
- Enter Medical Subscriber social security number (if applicable).
- Enter Medical Carrier.
- Enter Policy Number.
Step 4: Click Done.
Update Dental Flex Cash
For Birth events, you can change your Dental Flex Cash amount.
Step 1: On the Benefits Enrollment page, click a tile to open enrollment options for that benefit.
Step 2: Select an option.
Step 3: Enter Non_CSU Insurance Information:
- Toggle Coverage through Another Subscriber.
- Enter Dental Subscriber social security number (if applicable).
- Enter Dental Carrier.
- Enter Policy Number.
Step 4: Click Done.
Your dependent has lost external coverage, so you can add that person to your benefits.
Watch video
Watch this video before you proceed.
Welcome page
Step 1: Read the Welcome page.
- Read the Welcome page carefully.
- Note any supporting documents that you need to submit to the Benefits Office.
Step 3: Click Next.
Do you want to review your Benefits Summary?
Review Benefits Summary
Benefits Summary
The Benefits Summary step shows your current Benefits. Review this summary to help you decide what you want to change.
Step 1: Review the information on the Benefits Summary page.
Optional: Review Benefit Details
Step 1: Optional - Click any of the tiles to review benefit details including covered dependents.
Step 2: Click the X in the top right to close the benefit details page.
Do you want to see benefits summary for a different day?
For example, you might want to see what your benefits currently look like for next year, or you might want to see what you had before to help you decide.
Review Benefits Summary on a different day
Optional: See your benefits on a different date
You can see your benefits on a different date.
Step 1: Change the date.
Step 2: Click Refresh.
Use this feature to view your benefit enrollments on another date. For example, you can view upcoming changes that are not reflected in your current Benefits Summary.
Click Next
Click the Next button to go to the Start My Enrollment page.
Start Enrollment
After you start enrollment, you can select benefits for yourself, add dependents, and enroll dependents in your benefits. Not all benefit options are available for all life events.
Important: You cannot enroll in both medical plan and medical flex cash, nor can you enroll in both a dental plan and dental flex cash. If you need to remove one to choose the other, select the waive option.
Step 1: Click Start My Enrollment.
Step 2: Review the information on the Benefit Enrollment page.
Do you need to add a new dependent to the system?
Add Dependents
Enter info for your new dependent.
Add dependent name and personal information
Step 1: On the Benefits Enrollment page, click the Medical tile to open enrollment options for that benefit.
- The benefit enrollment page opens.
Step 2: Click Add/Update Dependent.
Step 3: Confirm that the dependent does not already exist in the system. If the dependent is an ex-spouse or ex-domestic partner and needs to be changed back to spouse or domestic partner, contact your benefits office so they can make this update.
Step 4: Click Add Individual.
- The Add Individual Dependent/Beneficiary Information page opens.
Step 5: Click Add Name.
Step 6: Complete the required fields:
- First name
- Last name
The name must be the legal name (on the birth certificate) not the preferred name.
Step 7: Click Done.
Step 8: Confirm that the name is spelled correctly. Click the name to edit if it is incorrect.
Step 9: Complete the Personal Information section:
- Date of Birth is required
- Gender is required
- Relationship to Employee is required.
- Other fields are optional.
Step 10: Review the address information. Address defaults to your address.
Add dependent’s National ID
Use this procedure to add your dependent’s National ID (Social Security Number in U.S.).
Step 1: Click Add National ID.
Step 2: Complete the National ID information.
Guidelines
- Primary is always set to Yes.
- National ID can be either Social Security Number (SSN) for US citizens or an Individual Taxpayer Identification Number (ITIN) for certain nonresident and resident aliens, their spouses, and dependents who cannot get an SSN.
- Dashes are unnecessary – the system adds them after you leave the field.
Step 3: Click Done.
The national ID is entered.
Save dependent information
At this point, you can add more dependents if applicable. If you have more dependents to add, restart the Add Dependents procedure.
When you are finished adding dependents, use this procedure to save your dependent information.
Step 1: Click Save at the top of the page.
Your dependent/beneficiary information is saved.
Step 2: Close the Dependent and Beneficiary Information page.
Your dependent is now added to your record.
IMPORTANT: Adding dependents does not enroll them into the benefit. You must also enroll your dependents into the benefits you want them to have.
What medical benefit do you have?
Add dependents to your Medical Plan
- Use this procedure to add dependents to your medical plan.
Step 1: On the Benefits Enrollment page, click the Medical tile to open enrollment options for that benefit.
- The benefit enrollment page opens.
Step 2: Check the box to enroll your dependent in the benefit.
Step 3: Click Done.
- You return to the Benefit Enrollment page.
What kind of Dental Plan do you have?
Add dependents to your Dental Plan
- Use this procedure to add dependents to your Dental plan.
Step 1: On the Benefits Enrollment page, click the Dental tile to open enrollment options for that benefit.
- The benefit enrollment page opens.
Step 2: Check the box to enroll your dependent in the benefit.
Step 3: Click Done.
- You return to the Benefit Enrollment page.
Step 4: Confirm that your benefit status is changed.
- Your Pay Period Cost might also change.
- The number of dependents and the Pay Period Cost also changed.
Add dependents to vision care at this time?
Add dependents to Vision plan
Step 1: Click the Vision tile.
Step 2: Select the dependents to add.
Step 3: Click Done.
- You return to the Benefit Enrollment page.
Step 4: Confirm that your benefit status is changed.
Increase your contribution to Flex Spending Health U.S.?
Flex Spending Health U.S. is also known as Health Care Reimbursement Account (HCRA). The CSU Health Care Reimbursement Account (HCRA), a voluntary benefit for eligible employees, offers you the ability to pay for eligible out-of-pocket health care expenses with pretax dollars.
For more information about HCRA-2023.
Change HCRA amount
Use this procedure to enroll in a Flex Spending Health - U.S.
Step 1: Click the Flex Spending Health - U.S. tile
Step 2: Click Spending Account Worksheet.
Step 3: Complete the worksheet
- Enter the Annual Pledge value.
- Click Calculate.
Step 4: Click Done to close the worksheet.
Step 5: Click Done to close the Flex Spending - U.S. page.
Step 6: Confirm the updates shown on the Flex Spending Health - U.S. tile.
Increase your contribution to Flex Spending Dependent Care?
Flex Spending Dependent Care is also known as Dependent Care Reimbursement Account (DCRA). DCRA provides for the payment of certain dependent care expenses from the employee's pre-tax income, via a special tax-free account set up for this purpose.
For more information about DCRA.
Change DCRA Contribution
Use this procedure to change your contribution to Flex Spending Dependent Care.
Step 1: Click the Flex Spending Dependent Care tile.
Step 3: Click Spending Account Worksheet.
Step 4: Complete the worksheet
- Enter the Annual Pledge value.
- Click Calculate.
Step 5: Click Done to close the worksheet.
Step 6: Click Done to close the Flex Spending - U.S. page.
Step 7: Confirm the updates shown on the Flex Spending Health - U.S. tile.
Your dependent has recently gained benefits. Use this opportunity to reduce or remove benefits.
Watch video
Welcome page
Step 1: Read the Welcome page.
- Read the Welcome page carefully.
- Note any supporting documents that you need to submit to the Benefits Office.
Step 3: Click Next.
Do you want to review your Benefits Summary?
Review Benefits Summary
Benefits Summary
The Benefits Summary step shows your current Benefits. Review this summary to help you decide what you want to change.
Step 1: Review the information on the Benefits Summary page.
Optional: Review Benefit Details
Step 1: Optional - Click any of the tiles to review benefit details including covered dependents.
Step 2: Click the X in the top right to close the benefit details page.
Do you want to see benefits summary for a different day?
For example, you might want to see what your benefits currently look like for next year, or you might want to see what you had before to help you decide.
Review Benefits Summary on a different day
Optional: See your benefits on a different date
You can see your benefits on a different date.
Step 1: Change the date.
Step 2: Click Refresh.
Use this feature to view your benefit enrollments on another date. For example, you can view upcoming changes that are not reflected in your current Benefits Summary.
Click Next
Click the Next button to go to the Start My Enrollment page.
Start Enrollment
After you start enrollment, you can select benefits for yourself, add dependents, and enroll dependents in your benefits. Not all benefit options are available for all life events.
Step 1: Click Start My Enrollment.
Step 2: Review the information on the Benefit Enrollment page.
What medical benefit do you have?
Remove dependents from your Medical Plan
- Use this procedure to remove dependents to your medical plan.
Step 1: On the Benefits Enrollment page, click the Medical tile to open enrollment options for that benefit.
- The benefit enrollment page opens.
Step 2: Clear the check the box to remove your dependent from the benefit.
Step 3: Click Done.
- You return to the Benefit Enrollment page.
What kind of Dental Plan do you have?
Remove dependents from your Dental Plan
- Use this procedure to remove dependents to your Dental plan.
Step 1: On the Benefits Enrollment page, click the Dental tile to open enrollment options for that benefit.
- The benefit enrollment page opens.
Step 2: Clear the check the box to remove your dependent from the benefit.
Step 3: Click Done.
- You return to the Benefit Enrollment page.
Step 4: Confirm that your benefit status is changed.
- Your Pay Period Cost might also change.
- The number of dependents and the Pay Period Cost also changed.
Remove your dependent to vision care at this time?
Remove dependents from your Vision plan
Step 1: Click the Vision tile.
Step 2: Deselect the dependents to remove.
Step 3: Click Done.
- You return to the Benefit Enrollment page.
Step 4: Confirm that your benefit status is changed.
Decrease your Flex Spending Health U.S. contribution?
Flex Spending Health U.S. is also known as Health Care Reimbursement Account (HCRA). The CSU Health Care Reimbursement Account (HCRA), a voluntary benefit for eligible employees, offers you the ability to pay for eligible out-of-pocket health care expenses with pretax dollars.
For more information about HCRA-2023.
HCRA Enrollment
Use this procedure to enroll in a Flex Spending Health - U.S.
Step 1: Click the Flex Spending Health - U.S. tile
Step 2: Click Select to select the Health Care Flex Spending option.
Step 3: Click Spending Account Worksheet.
Step 4: Complete the worksheet
- Enter the Annual Pledge value.
- Click Calculate.
Step 5: Click Done to close the worksheet.
Step 6: Click Done to close the Flex Spending - U.S. page.
Step 7: Confirm the updates shown on the Flex Spending Health - U.S. tile.
Decrease your Flex Spending Dependent Care contribution?
Flex Spending Dependent Care is also known as Dependent Care Reimbursement Account (DCRA). DCRA provides for the payment of certain dependent care expenses from the employee's pre-tax income, via a special tax-free account set up for this purpose.
For more information about DCRA.
DCRA Enrollment
Use this procedure to enroll in a Flex Spending Health - U.S.
Step 1: Click the Flex Spending Health - U.S. tile
Step 2: Click Select to select the Health Care Flex Spending option.
Step 3: Click Spending Account Worksheet.
Step 4: Complete the worksheet
- Enter the Annual Pledge value.
- Click Calculate.
Step 5: Click Done to close the worksheet.
Step 6: Click Done to close the Flex Spending - U.S. page.
Step 7: Confirm the updates shown on the Flex Spending Health - U.S. tile.
You just want to drop some or all of your dependents for any reason.
Watch video
Watch this video before you proceed.
Welcome page
Step 1: Read the Welcome page.
- Read the Welcome page carefully.
- Note any supporting documents that you need to submit to the Benefits Office.
Step 3: Click Next.
Do you want to review your Benefits Summary?
Review Benefits Summary
Benefits Summary
The Benefits Summary step shows your current Benefits. Review this summary to help you decide what you want to change.
Step 1: Review the information on the Benefits Summary page.
Optional: Review Benefit Details
Step 1: Optional - Click any of the tiles to review benefit details including covered dependents.
Step 2: Click the X in the top right to close the benefit details page.
Do you want to see benefits summary for a different day?
For example, you might want to see what your benefits currently look like for next year, or you might want to see what you had before to help you decide.
Review Benefits Summary on a different day
Optional: See your benefits on a different date
You can see your benefits on a different date.
Step 1: Change the date.
Step 2: Click Refresh.
Use this feature to view your benefit enrollments on another date. For example, you can view upcoming changes that are not reflected in your current Benefits Summary.
Click Next
Click the Next button to go to the Start My Enrollment page.
Start Enrollment
After you start enrollment, you can select benefits for yourself, add dependents, and enroll dependents in your benefits. Not all benefit options are available for all life events.
Important: You cannot enroll in both medical plan and medical flex cash, nor can you enroll in both a dental plan and dental flex cash. If you need to remove one to choose the other, select the waive option.
Step 1: Click Start My Enrollment.
Step 2: Review the information on the Benefit Enrollment page.
What medical benefit do you have?
Remove dependents from your Medical Plan
- Use this procedure to remove dependents from your medical plan.
Step 1: On the Benefits Enrollment page, click the Medical tile to open enrollment options for that benefit.
- The benefit enrollment page opens.
Step 2: Clear the check the box to remove your dependent from the benefit.
Step 3: Click Done.
- You return to the Benefit Enrollment page.
What kind of Dental Plan do you have?
Remove dependents from your Dental Plan
- Use this procedure to remove dependents to your Dental plan.
Step 1: On the Benefits Enrollment page, click the Dental tile to open enrollment options for that benefit.
- The benefit enrollment page opens.
Step 2: Clear the check the box to remove your dependent from the benefit.
Step 3: Click Done.
- You return to the Benefit Enrollment page.
Step 4: Confirm that your benefit status is changed.
- Your Pay Period Cost might also change.
- The number of dependents and the Pay Period Cost also changed.
Remove dependents from vision care at this time?
Remove dependents from your Vision plan
Step 1: Click the Vision tile.
Step 2: Deselect the dependents to remove.
Step 3: Click Done.
- You return to the Benefit Enrollment page.
Step 4: Confirm that your benefit status is changed.
Submit Enrollment
Step 1: Ensure that you have made all of the Benefits changes that you want.
Step 2: Click Submit Enrollment.
Step 3: Click Done.
Step 3: Click Next.
Dependent/Beneficiary Coverage
The Dependent/Beneficiary Coverage Summary step includes Dependent coverage forms and summary information. Print the forms that you previously completed from this page so that you can present these forms, along with your other supporting documents, to the Benefits office to complete your enrollments. Skip this step if you did not complete these forms on your life event transaction.
Review summary information
Step 1: Review the information on the Dependent and Beneficiary Coverage Summary page.
Step 2: Optional: To see benefit coverage for your dependents on a different date, change the date and then click Go. Use this feature to view your dependent benefit enrollments on another date. For example, you can view upcoming changes that are not reflected in your current Benefits Summary.
Dependent Re-verification Affidavit
Did you receive a notice from CalPERS that this form is required?
Complete the Dependent Re-verification Affidavit
Complete this form only if you receive a notification from CalPERS that this form is required.
This form should be printed, completed and submitted in person to the campus benefits office only when you have been notified by CalPERS of the need to verify your dependent(s)’ eligibility for benefits. Dependents include your spouse, registered domestic partner, natural born child, adopted child, stepchild, or the child of your registered domestic partner. This dependent verification of benefits eligibility process is conducted once every three years for most dependents.
Step 1: Click Dependent Re-verification Affidavit.
Step 2: Read the form carefully.
Step 3: Verify the dependent information in Section B:
- Dependent Benef
- Dependent EffDt
- Dependent Name
- Relationship
- Date of Birth
Step 4: Click the check box to acknowledge the statement.
Step 5: Optional: click Print PDF to print a PDF version of the form.
Step 6: Click Save.
Did you complete any forms for this event?
Print completed forms
Step 1: If you completed any of the forms shown on this page, click the link to the form, then click the Print button to print the form.
- You must take these forms to your Benefits office before they can process your benefits.
Step 2: Click Next to go to Electronic Signature Authorization.
Electronic Signature
Electronic Signature Authorization
Step 1: Read the information on this page.
Step 2: Optional: Click the Disclosure and Privacy Notices link to review the Disclosure and Privacy information. The Disclosures and Privacy Notices open in a separate browser tab. You can close the tab when you are done reviewing.
Step 3: Select the check box to agree to the statements.
Step 4: Click Save.
Authorization step is complete. You have electronically signed the life event transaction.
Step 5: Click Next.
Summary
Review your steps and then click Complete.
Summary
Use this procedure to Complete and close your life event.
IMPORTANT: If you do not complete your life event:
- The event remains open.
- The event might not be processed.
- You cannot open another life event.
Step 1: Complete the tasks on the Summary page:
- Note the supporting documents that you need to send to the Benefits office.
- Review the steps that you completed.
- Click Complete to complete your life event and close the life event guide.
- The life event closes.
Step 2: Submit your documentation. Your new benefits will not be processed until all applicable supporting documents are received. Use MOVEit to submit documentation securely electronically, or go to your campus Benefits office in person to turn in paper documents.