Prepare for Your Enrollment

Your benefits review only happens once a year. Take the time to review your current benefits and explore new options that might fit your needs. 

 

When life changes, your benefits should too.

Choosing your benefits should never be a "one and done" deal. From big moments like marriage or having children to everyday routines like medical check-ups, every change can impact the coverage you need.

Meeting with Your Account Manager

Get ready for your upcoming meeting! Your account manager will take you through your current benefits and discuss any life changes you've gone through or expect in the coming year. They'll provide personalized recommendations to help you choose the best benefits for your needs. This meeting is also your chance to ask any specific questions you have, like the following:

  • What expenses do you have planned this year? 
  • What's changed in your life? 
  • How can you prepare for the future? 

What to Bring to Your Appointment

Driver's License

Bank Information for Direct Deposit

Beneficiary Information

Depending on your enrollment, you may be required to provide your and your dependents' Social Security Numbers.

Questions? 

Contact your employer or account manager to learn more about your upcoming enrollment.