Prepare for Your Benefits Enrollment
Your benefits review only happens once a year, so it’s important to go over your existing benefits and learn if any new options are available.
When life changes, your benefits should too.
Choosing your benefits should never be a "one and done" deal. From big moments like marriage or children to the everyday routines like doctor appointments or baseball tournaments, every change can influence the coverage you need.
Meeting with Your Account Manager
During your meeting, your account manager will review any current benefits you might have, as well as talk through life changes you have experienced or anticipate in the next year. They can make recommendations to help you select the benefits that make the most sense for your situation. This meeting also gives you the opportunity to ask questions specific to your needs.
1. What expenses do you have planned this year?
Think about the dental, medical, and vision expenses you had last year and whether you're planning for more this year. Think through each of these potential expenses and how much money you will need to set aside to afford them. Use the savings calculator to estimate how much you could save if your contributions or premiums are deducted from your paycheck pre-tax.
2. What's changed in your life?
Did you get married or divorced? Have or adopt a baby? Experience a loss? Life changes may affect the amount of coverage you should choose.
3. How can you prepare for the future?
Think about your plans for the upcoming year. Is there anything you can plan for now? If you're not sure, write down your questions to talk through with your account manager.
What to Bring to Your Appointment
Depending on your enrollment, you may be required to provide your and your dependents' Social Security Numbers.
Watch to Learn More
Contact your employer or account manager to learn more about your upcoming enrollment.