Use this task to enroll in benefits in UCPath.

Dashboard Navigation:

Health and Welfare > Enroll in Benefits

or

Menu Navigation:

Employee Actions > Health and Welfare > Enroll in Benefits

Note: This example uses sample images as seen on a computer. Sample images appear differently on a tablet or smartphone, but the steps remain the same.

Before you enroll in benefits, you must validate your identity. UCPath randomly displays one of the security questions set up on your profile. Click in the Security Question field.

For this example, click in the Who is your childhood best friend? field.

In this scenario, you will enroll yourself and your dependents in benefits eligible to a new hire.

Review the Benefits Enrollment page before you begin the enrollment task.

You elect your benefits when you are first eligible for benefits during the hire process, if you become newly eligible due to a job change and annually during the open enrollment process.

Click the scroll bar.

The Open Benefit Events section displays events for which you are eligible, such as the New Hire-Elective Benefits event that is Open in this example.

The New Hire-Elective Benefits page appears. You must complete your benefit elections within 31 days of eligibility.

To add Medical coverage, click the Edit button.

Click the scroll bar.

In the Select an Option section, choose your medical plan or waive coverage.

For this example click the Select Plan button for the Kaiser North option.

Click the scroll bar.

Dependents you already entered in UCPath appear in the Dependent list. In this example, no dependents appear. You can add or modify dependents during the enrollment process.

In this example, add your spouse and child.

Use the Dependent Personal Information page to enter key information for your dependent.

Enter the desired information into the First Name field. For this example, enter Rafa.

Click in the Last Name field.

Enter the desired information into the Last Name field. For this example, enter Hadjioannou.

Click in the Date of Birth field.

Click the scroll bar.

While the SSN filed is not required, you should enter the dependent's Social Security number, if it is known.

Enter the Social Security number in the SSN field with dashes between the digits. For this example, enter 123-13-3121.

Click the button to the right of the What Relationship do you have with this dependent? field.

Choose the dependent's relationship to you.

For this example, click the Spouse list item.

Click the scroll bar.

Click in the Phone field.

Enter the desired information into the Phone field. For this example, enter 5125559144.

Click the Save button.

A confirmation message appears.

Your spouse appears in the list. Now add a child as another dependent.

Click the Add a Dependent button.

Click in the First Name field.

Enter the desired information into the First Name field. For this example, enter Cada.

Click in the Last Name field.

Enter the desired information into the Last Name field. For this example, enter Hadjioannou.

Click in the Date of Birth field.

Click the scroll bar.

Enter the desired information into the SSN field. For this example, enter 137-97-3197.

Click the button to the right of the What Relationship do you have with this dependent? field.

Select the dependent's relationship to you.

For this example, click the Child (Biological or Adopted) list item.

Enter the desired information into the Phone field. For this example, enter 5125551100.

Click the Save button.

A confirmation message appears.

Details for the newly added dependent appear in the list. Click the Add a Dependent button to add another dependent or return to the enrollment event to enroll the dependents in coverage.

The Medical page appears again.

Let's proceed with this employee's enrollments. Click the check box next to the dependent's name.

For this example, click the Rafa Hadjioannou option.

Click the Save Changes button to submit your changes or click the Back button to make changes before saving.

Click the scroll bar.

To add Dental coverage, click the Edit button.

In the Select an Option section, choose your dental plan or waive coverage. For this example select the Delta Dental PPO option.

Click the scroll bar.

Previously entered dependents appear in the Dependent list but are not yet enrolled in the plan. If necessary, click the Add/Review Family Members button to create or modify dependents. For this example, enroll both dependents.

For this example, click the Rafa Hadjioannou option.

Continue to enroll dependents.

For this example, click the Cada Hadjioannou option.

After you complete all dental enrollments, click the Save and Continue button to submit your changes or click the Cancel Changes button to exit this page without saving your changes.

UCPath displays the details for your election, including the plan, the estimated pay period cost for the benefit election and the covered dependents.

Click the Save Changes button to submit your changes or click the Back button to make changes.

Click the scroll bar.

To add Vision coverage, click the Edit button.

In the Select an Option section, choose your vision plan or waive coverage.

For this example select the Vision Service Plan (VSP) option.

Click the scroll bar.

Previously entered dependents appear in the Dependent list but are not yet enrolled in the plan. If necessary, click the Add/Review Dependents button to create or modify dependents. For this example, enroll both dependents.

For this example, click the Rafa Hadjioannou option.

Continue to enroll dependents.

For this example, click the Cada Hadjioannou option.

After you complete all vision enrollments, click the Save and Continue button to submit your changes or click the Cancel Changes button to exit this page without saving your changes.

UCPath displays the details for your election, including the plan, the estimated pay period cost for the benefit election and the covered dependents.

Click the Save Changes button to submit your changes or click the Back button to make changes.

Click the scroll bar.

To add Legal Services, click the Edit button.

In the Select an Option section, choose your legal services plan or waive coverage.

For this example select the ARAG Legal option.

Click the scroll bar.

Previously entered dependents appear in the Dependent list but are not yet enrolled in the plan. If necessary, click the Add/Review Dependents button to create or modify dependents. For this example, enroll both dependents.

For this example, click the Rafa Hadjioannou option.

Continue to enroll dependents.

For this example, click the Cada Hadjioannou option.

After you complete all legal services enrollments, click the Save and Continue button to submit your changes or click the Cancel Changes button to exit this page without saving your changes.

Click the Save Changes button to submit your changes or click the Back button to make changes.

Click the scroll bar.

To add Supplemental Life coverage, click the Edit button.

Click the scroll bar.

In the Select a Plan section, choose your supplemental life plan or waive coverage.

For this example, click the Supplemental Life 1x Annual (85,000) button.

Click the Continue button to submit your changes or click the Cancel button to exit this page without saving your changes.

After you complete all supplemental life selections, click the Save Changes button to submit your changes or click the Back button to make changes.

Click the scroll bar.

Click the scroll bar.

To add Basic Dependent Life coverage, click the Edit button.

Click the scroll bar.

In the Select an Option section, choose to enroll in the plan or accept the default option to not enroll in Basic Dependent Life.

For this example, click the Basic Dependent Life ($5,000) button.

Click the Continue button to submit your changes or click the Cancel button to exit this page without saving your changes.

UCPath displays the details for your election, including the plan, the estimated pay period cost for the benefit election and the covered dependents.

Click the Save Changes button to submit your changes or click the Back button to make changes.

Click the scroll bar.

To add Supp Dependent Life - Spouse coverage, click the Edit button.

Click the scroll bar.

In the Select a Plan section, choose your dependent life plan or waive coverage.

For this example, click the Expanded Dep Life-Spouse 0.5X ($43,000) button.

Click the Continue button to submit your changes or click the Cancel button to exit this page without saving your changes.

Click the Save Changes button to submit your changes or click the Back button to make changes.

Click the scroll bar.

Click the scroll bar.

To add Supp Dependent Life - Child coverage, click the Edit button.

In the Select an Option section, choose to enroll in the plan or accept the default option to not enroll in expanded dependent life.

For this example, click the Expanded Dep Life-Child 10K ( $10,000) button.

Click the scroll bar.

Click the Continue button to submit your changes or click the Cancel button to exit this page without saving your changes.

UCPath displays the details for your election, including the plan, the estimated pay period cost for the benefit election and the covered dependents.

Click the Save Changes button to submit your changes or click the Back button to make changes.

Click the scroll bar.

Click the scroll bar.

To add Employee & Dependent AD&D coverage, click the Edit button.

Click the scroll bar.

In the Select a Plan section, choose your coverage level or waive coverage.

For this example, click the AD & D Family button.

Click the scroll bar.

Click the button to the right of the Coverage Amount field.

Select your coverage amount.

For this example, click the $10,000 list item.

Click the scroll bar.

Click the Continue button to submit your changes or click the Cancel button to exit this page without saving your changes.

Click the Save Changes button to submit your changes or click the Back button to make changes.

Click the scroll bar.

Review the Voluntary ShortTerm Disability plan information before you make your selection.

In the Select a Plan section, choose to enroll in the plan or accept the default option to not enroll in Voluntary ShortTerm Disability.

For this example, click the Voluntary Shortterm Disability button.

Click the Continue button to submit your changes or click the Cancel button to exit this page without saving your changes.

UCPath displays the details for your election, including the plan and the estimated pay period cost for the benefit election.

Click the Save Changes button to submit your changes or click the Back button to make changes.

Click the scroll bar.

Click the scroll bar.

To add Voluntary Long-Term Disability, click the Edit button.

Review the voluntary long-term disability plan information before you make your selection.

In the Select a Plan section, choose to enroll in the plan or accept the default option to not enroll in Voluntary Long Term Disability2.

For this example, click the Voluntary LongTerm Disability2 button.

Click the Continue button to submit your changes or click the Cancel button to exit this page without saving your changes.

UCPath displays the details for your elections, including the plan and the estimated pay period cost for the benefit election.

Click the Save Changes button to submit your changes or click the Back button to make changes.

Click the scroll bar.

Click the scroll bar.

To add Flex Spending - Health, click the Edit button.

Click the scroll bar.

In the Select an Option section, choose to enroll in the plan or accept the default option to not enroll in Health FSA.

For this example, click the Health FSA button.

Click in the Annual Contribution Amount field.

Notice the minimum and maximum amounts listed above the field. Remember that the amount entered in this field is the annual amount, not the pay period amount.

Click the Continue button to submit your changes or click the Cancel button to exit this page without saving your changes.

UCPath displays the details for your election, including the estimated pay period cost and the date the election will take effect.

Click the Save Changes button to submit your changes or click the Back button to make changes.

Click the scroll bar.

Return to the Current Enrollment Summary page and edit your benefits choices.

Click the Back button.

Click the scroll bar.

The error stated you cannot select both Basic Dependent Life and Expanded Dependent Life - Spouse. Also, you cannot select both Basic Dependent Life and Expanded Dependent Life - Child.

For this example, waive basic coverage and keep the expanded coverage.

Select the No, I do not want to enroll option to waive coverage.

Click the Save Changes button.

Click the scroll bar.

Click the Submit button.

Click the OK button to submit your changes or click the Cancel button to exit this page without saving your changes.

A confirmation message appears.

The Current Enrollment Summary section displays your current elections for all eligible plan types. At time of hire, most elections default to Waive.

Click the Edit button for each benefit plan to make your benefit choices. As you make selections, the Before Tax and After Tax columns at the top of the page display your costs associated with the election for that plan.

If you need information about the medical plans before you make your selection, click the links to watch the Overview and Comparison of Medical Plans video or to use the interactive Medical Plan Chooser tool.

Use the Enroll Your Family Members section to cover dependents with the selected plan.

Use the calendar to enter the dependent's date of birth. For this example, the date will be entered for you.

The Gender field defaults to Male. Update the gender, if necessary.

The address for the dependent defaults to your address. Deselect the Same Address as Employee check box if you need to enter a different address for the dependent.

For this example, do not change the address.

Use the calendar to enter the dependent's date of birth. In this example, the date will be entered for you.

Click in the SSN field.

Update the gender, if necessary. For this example, accept the default.

Deselect the Same Address as Employee check box if you need to enter a different address for the dependent. For this example, accept the default address.

Click in the Phone field.

UCPath displays the details for your election, including the plan, the estimated pay period cost for the benefit election and the covered dependents.

The Current Enrollment Summary page appears again. The details for your medical election have been updated.

If you need information about the dental plans before you make your selection, click the links to watch the overview video or review the UC Delta Dental site.

The Current Enrollment Summary page appears again. The details for your dental election have been updated.

If you need information about the vision plans before you make your selection, click the link to read the overview or, for more detailed plan information, click the here link.

The Current Enrollment Summary page appears again. The details for your vision election have been updated.

If you need information about the legal services plan before you make your selection, click the here link to see an overview or click the plan website link.

UCPath displays the details for your election, including the plan, the estimated pay period cost for the benefit election and the covered dependents.

The Current Enrollment Summary page appears again. The details for your legal services election have been updated.

Notice that the system has also automatically enrolled you in the Optum Behavioral Health plan because you enrolled in a medical plan. The Edit button is not available for this plan type.

If you need information about the supplemental life plans before you make your selection, click the links to see the overview on UCnet or review the UC benefits booklet.

The Current Enrollment Summary page appears again. The details for your supplemental life election have been updated.

If you need information about the dependent life plans before you make your selection, click the links to see the overview on UCnet or review the UC benefits booklet.

Your dependents appear in the Your Covered Dependents list. Notice that the Covered check box is selected for all eligible dependents. If necessary, clear the check box for one or more dependents or click the Add/Review Dependents button to create or modify dependents.

If you need information about the supplemental dependent life - spouse plans before you make your selection, click the links to see the overview on UCnet or review the UC benefits booklet.

Your dependents appear in the Your Covered Dependents list. Notice that the Covered check box is selected for eligible dependents. If necessary, clear the check box for one or more dependents or click the Add/Review Dependents button to create or modify dependents.

UCPath displays the details for your election, including the plan and the estimated pay period cost for the benefit election.

The Current Enrollment Summary page appears again. The details for your supplemental dependent life - spouse election have been updated.

If you need information about the supplemental dependent life - child plans before you make your selection, click the links to see the overview on UCnet or review the UC benefits booklet.

Your dependents appear in the Your Covered Dependents list. Notice that the Covered check box is selected for eligible dependents. If necessary, clear the check box for one or more dependents or click the Add/Review Dependents button to create or modify dependents.

The Current Enrollment Summary page appears again. The details for your supplemental dependent life - child election have been updated.

If you need information about the employee and dependent accidental death and dismemberment plans before you make your selection, click the rate chart online link, click the here link for general plan information or click the link to review the UC benefits booklet.

Your dependents appear in the Your Covered Dependents list. Notice that the Covered check box is selected for all eligible dependents. If necessary, click the Add/Review Dependents button to create or modify dependents.

To add Voluntary ShortTerm Disability coverage, click the Edit button.

The Current Enrollment Summary page appears. The details for your voluntary shortterm disability election have been updated.

The Current Enrollment Summary page appears. The details for your voluntary long term disability election have been updated.

If you need information about the flex spending - health plans before you make your selection, click the UCnet health FSA overview, review the UC benefits booklet or the plan's website links.

After you complete all benefit selections, click the Submit button at the bottom of the Current Enrollment Summary section to finalize your choices. After you submit your choices, you cannot change your selections.

If you receive any errors or warnings, review the message and correct your errors.

In this example, there are conflicts with dependent life coverages.

Click the Continue button.

Click the scroll bar.

The New Hire-Elective Benefits event is submitted.

Some medical plans require that you specify a primary care provider. This is an example of the Choose a Primary Care Provider ID section so that you can see the fields, but it is not required for this enrollment example.

Some dental plans require that you specify a primary care provider. This is an example of the Choose a Primary Care Provider ID section so that you can see the fields, but it is not required for this enrollment example.

You are automatically enrolled in Basic Disability coverage. The Edit button is not available for this plan.

Enter the desired information into the Security Question field.

For this example, enter Molly.

Your answer appears as a series of dots.

If you answer the question correctly, UCPath displays the Benefits Enrollment page, and you can enroll in benefits.

If you answer incorrectly, an error message appears. You have three attempts to answer this question correctly. After three incorrect answers, UCPath displays the Security Questions Setup page. You must provide your date of birth and the last four digits of your Social Security number to validate your identity and then update your security questions and answers.

The Submit Benefit Choices page appears. Review the Terms and Conditions, as well as the HIPAA Statement Confirmation.

Click the By checking this box I accept the above Terms and Conditions option.

Click the Submit button.

The newly entered dependents appear in the Dependent list but are not yet enrolled in coverage.

Note: UC requires all faculty, staff and retirees who enroll family members in their medical, dental and/or vision insurance plans to complete the Family Member Eligibility Verification (FMEV) process with UC's third-party vendor. This involves submitting documentation to confirm their family members' eligibility for coverage.

Continue to enroll dependents.

For this example, click the Cada Hadjioannou option.

After you complete all medical enrollments, click the Save and Continue button to submit your changes or click the Cancel Changes button to exit this page without saving your changes.

You have enrolled in benefits.

A confirmation email is sent to the primary email address on your account. You can identify your primary email address under Employee Actions > Personal Information > Personal Information Summary.

Enter the desired information into the First Name field. For this example, enter a valid value e.g. Rafa.

Enter the desired information into the Last Name field. For this example, enter a valid value e.g. Hadjioannou.

Enter the Social Security number in the SSN field with dashes between the digits. For this example, enter a valid value e.g. 123-13-3121.

For this example, click the Spouse list item.

Enter the desired information into the Phone field. For this example, enter a valid value e.g. 5125559144.

Enter the desired information into the First Name field. For this example, enter a valid value e.g. Cada.

Enter the desired information into the Last Name field. For this example, enter a valid value e.g. Hadjioannou.

Enter the desired information into the SSN field. For this example, enter a valid value e.g. 137-97-3197.

Enter the desired information into the Phone field. For this example, enter a valid value e.g. 5125551100.

lick the $10,000 list item.

Notice the minimum and maximum amounts listed above the field. Remember that the amount entered in this field is the annual amount, not the pay period amount.

Click in the SSN field.

Click in the Phone field.

Enter the desired information into the Security Question field.

For this example, enter a valid value e.g. Molly.