Supporting Documentation
If you change your benefit elections due to a qualifying event, you must provide supporting documentation as shown below. Except as noted, all documentation must be submitted within 60 days (30 for New Hire Event) of the qualifying event date.
Qualifying Events & Documentation Required
Birth/Adoption
You must submit a copy of one of the following documents within 60 days of your child's birth/adoption: child's birth certificate*; Birth Verification Letter from the hospital/birthing center; a court order awarding custody or guardianship, if applicable; or evidence of adoption, if applicable. You must also provide your child's social security number or tax identification number within 60 days of the child's birth/adoption date. Your name or your spouse/partner's name must be listed on the child's birth certificate or birth letter.
*If the child is newly born or adopted and you do not have an official birth certificate you may provide temporary documentation, such as a copy of the mother's hospital discharge paperwork, with the birth/adoption event. You must provide the official Birth Certificate or Verification of Birth Letter from the hospital within 60 days of the child's birth/adoption.
Voluntary Insurances
None required. (To enroll in Spouse or Child Life coverage, dependent documentation is required)
Death of Dependent
Copy of dependent's death certificate, obituary or police accident report.
Divorce/Dissolution of Partnership
Spouse: Copy of divorce decree signed by a judge, including pages with the names of the associate and spouse, divorce date and judge's signature. Pages related to the division of marital assets and custody arrangements are not required.
Domestic Partner: Copy of Domestic Partner Termination Affidavit signed and notarized.
Gains Eligibility
Copy of documentation of associate's or dependent's enrollment in another employer's benefit plan (medical, dental, vision or flexible spending account), Medicare or Medicaid plan. Examples include: annual enrollment paperwork from another employer that shows enrollment period start and end dates; written confirmation of enrollment in another employer's benefit plan (medical, dental, vision or flexible spending account) with associate's or dependent's name and effective date; or letter from Medicare or Medicaid that shows the name of the associate or dependent and the enrollment effective date.
Loses Eligibility
Copy of documentation of associate's or dependent's loss of coverage in another employer's benefit plan (medical, dental, vision or flexible spending account), including termination of employment, end of COBRA coverage, or loss of coverage in a Medicare or Medicaid plan. Examples include: annual enrollment paperwork from another employer that shows enrollment period start and end dates; written confirmation of loss of coverage in another employer's benefit plan (medical, dental, vision or flexible spending account) with associate's or dependent's name and effective date; or letter from Medicare or Medicaid that shows the name of the associate or dependent and the coverage loss effective date.
Marriage/Enrolling a Domestic Partner
Spouse: Copy of an official marriage certificate provided within 60 days of your marriage date and a copy of your spouse's birth certificate, passport, driver's license, or some other government-issued document that shows his or her date of birth. You must also provide your spouse's social security number or tax identify number within 60 days of your marriage date.
Domestic Partner: Documentation required to enroll your Domestic partner may be found here.
PLEASE NOTE: If you marry your covered domestic partner, you must submit a Marriage Change Benefits request in Workday within 60 days of the marriage to ensure your benefits are updated correctly. Changing the relationship status on your dependent’s profile alone does not update your benefit coverage.
Other Qualifying Events
Submit a Workday Help case by choosing "Benefits" in the case type dropdown for information. Create a case in Workday Help and select the "HR Benefits" case type.
Repay Premiums
Evidence that your outstanding premiums were paid.