Benefits Self ServiceBenefits Self ServiceThis presentation walks you through enrolling into

benefits using Benefits Self Service.

Navigating This PresentationNavigating This PresentationHow do you move forward?

• This presentation uses audio. Be sure to turn your volume up as you view this presentation.

• At the bottom of your screen, there are a set of controls that can be used to navigate through the presentation.

Before You BeginBefore You Begin

• With the help of an institution Benefit Administrator and the UW System benefits information website (www.wisconsin.edu/hr/benefits/), research your available benefits options prior to beginning your enrollments.

• Have all of your enrollment information on hand – this includes your benefits choices and dependent information such as social security numbers, dates of birth, and tax status. Dependent information should be entered using all capital letters.

• You should expect to spend up to one hour completing your benefits enrollment.

• Thoroughly read each screen that you are presented with.

• Know your institution login and password for accessing your My UW System Portal.

• It is recommended to complete your benefits enrollment in one sitting.

• Remember – The ability to enroll in benefits through self service is available for 30 days. Some plans may have a longer enrollment window and require paper application forms, however. Be sure to consult with your Benefit Administrator.

Things to know as you begin your enrollment

Logging into the PortalLogging into the Portal

• Accessed through My UW System Portal (my.wisconsin.edu)

• Upon accessing the Portal, choose your institution and enter your login information.

Logging into the PortalLogging into the Portal

• Once you have entered the portal, locate your Benefit Information section on the screen.

• Click the Benefits Enrollment link to begin the enrollment process.

Beginning the enrollment processBeginning the enrollment process• The Benefits Enrollment

screen appears. There is information on this screen that you should read through.

• You are prompted to begin the enrollment process by clicking Select.

• The Event Status column lets you know whether or not you have finished with this process. If the status is Open or Submitted, you may continue making selections.

Making Your Benefits ChoicesMaking Your Benefits Choices

• Your Enrollment Summary screen will appear, and by default all plans will be set to Waive for current and new coverage.

• To begin making yourchoices, click the Editbutton next to the plan you wish to enroll in.

Making Your Benefits ChoicesMaking Your Benefits Choices

• A list of available plans will be displayed, along with coverage levels and costs for that plan.

• To make a choice, select the radio button next to the plan you wish to enroll in. You can also find out more information about the plan by clicking the linked plan name.

• Once you have made your choice, scroll to the bottom of the page.

Adding Dependents To Your BenefitsAdding Dependents To Your Benefits

• At the bottom of the page, you can now add dependents if you need to.

• If you don’t need to add dependents click the Continue button and click here to continue this presentation.

• Click the Add/Review Dependents button.

• On the next screen, click the Add a dependent link.

Adding Dependents To Your BenefitsAdding Dependents To Your Benefits• Enter the information for this

dependent, paying close attention to the required fields marked with an asterisk (*).

• Be sure to use capital letters when entering information.

• Scroll to the bottom of the screen and click the Save button. You are brought back to the dependent information screen. Click Return to Dependent Summary to continue.

• If you wish to add more dependents, click Add a dependent again.

• If you are finished, click the Return to Event Selection link.

Adding Dependents To Your BenefitsAdding Dependents To Your Benefits

• You are brought back to the Plan Selection screen. The plan you previously selected will still be selected.

• Scroll to the bottom of the page. You will see the dependents that you have entered listed there.

• To enroll a dependent into this plan, click the checkbox for that dependent.

• Click Continue.

Making Your Benefits ChoicesMaking Your Benefits Choices

• A summary page of your enrollment choice will be displayed, including the choice of plan you made, the coverage level, your estimated monthly cost, and a notes section indicating effective dates for coverage and deductions, or other important information.

• If your choice is acceptable, clickthe OK button

• If you wish to make any changes,click the Edit button to return tothe plan selection screen.

Submitting Your ChoicesSubmitting Your Choices

• After you have finished making your benefits elections, you are ready to submit your choices.

• Scroll to the bottom of the screen. There you will see cost information regarding your benefits choices.

• Click the Submit button to proceed.

Submitting Your ChoicesSubmitting Your Choices• You are presented with a second

confirmation screen, ensuring that you are satisfied with your choices.

• If you would like to change any of your selections, click the Cancel button to return to the selection screen.

• If you are ready to submit, click the Submit button. Your selections are not finalized until you have clicked this second Submit button.

• You will be able to check your enrollments the next day through the My UW System Portal.

Benefits Self ServiceBenefits Self ServiceFor assistance with your benefits enrollments, or

questions regarding self service, please contact your institution Benefit Administrator.