Change Benefits for a Life Event (QLE)

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Quick Reference Guide

Objective or Task

Submit a qualifying life event in Workday and update benefit elections allowed for that event.

Before You Begin

  • You have access to Workday.
  • You experienced a qualifying life event.
  • You have required documentation available if applicable.
  • You understand that only certain benefits can be changed based on the event type.

Instructions

Start the Qualifying Life Event Process

  1. Enter Change Benefits in the Workday search bar and select the task.
  2. Select the appropriate Life Event reason from the Change Reason section.
    • The Benefits Allowed to Change Anytime option is only for employees eligible to change LTD Buy Up coverage.
  3. Enter the Date the life event occurred.
  4. Upload required documentation in the Attachments section if applicable.
  5. Select Submit to continue.

Change Benefit Elections

  1. Open your Workday Inbox.
  2. Select the Change Benefit Elections task.
  3. Select Let’s Get Started.
  4. On the Change Benefits page, select Manage or Enroll for each benefit card.
  5. Review available plans and select Select or Waive as appropriate.
  6. Select Confirm and Continue.

Update Dependents and Accounts

  1. For Medical, Dental, or Vision benefits, add or remove eligible dependents as needed.
  2. For Flexible Spending Accounts, select Enroll or Manage and choose the plan.
  3. Enter the Per Paycheck or Annual contribution amount if required.
  4. For Insurance benefits, select coverage levels as applicable and continue.

Add or Update Beneficiaries

  1. Add at least one Beneficiary for required life insurance plans.
  2. Enter beneficiary names and allocate percentages totaling 100 percent.
  3. Add additional beneficiaries or trusts if needed.
  4. Select Save for each insurance benefit card.

Review and Submit

  1. Select Review and Sign.
  2. Review benefit selections, dependents, and beneficiaries.
  3. Review the legal notice and select I Accept.
  4. Select Submit to confirm benefit changes.
  5. Select View Benefits Statement to review or print your confirmation.

Outcome

Your qualifying life event benefit change is submitted for review, and approved changes take effect according to benefit plan rules.

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