Accessing the Open Enrollment System

Once you have logged into Banner, select "Employee Menu" > "Benefits and Deductions Menu" > "Benefit Enrollment."

Select "Open Enrollment" from the list of options.

You will be directed to the "Open Enrollment Summary" page.

Changing Benefits Coverage

1. Select the  button on the "Open Enrollment Summary" page. Your current benefit elections will appear under the "Benefits Status" column.
   
2. Select the "Health" link under the "Group" heading to begin making changes to your coverage. You will be routed to the "Open Enrollment Group Detail" page:
   

3. Changes can be made to the following benefits in this system:
   
   

    Medical Insurance

    There are four possible reasons for making changes to your medical coverage:

   
   

    You want to switch between the Health Savings Account (HSA) and the Health Reimbursement Account (HRA)

   1. Select the medical plan option under which you are currently covered.
      
   2. Select .
      
      1. If you are switching from the HSA to the HRA, make sure to also stop your personal HSA contributions by going to the ""Health Savings Account Employee Contribution" link and selecting .
         
         
   3. Select the alternative medical plan option.
      
   4. Select the appropriate coverage level, then .
      
   5. When all changes to your other benefits have been made for all applicable benefits, follow the instructions on changing your dependent coverage.

    You want to add or drop dependents from your current coverage

    Adding dependents

   
   

   If your dependents are not already entered into Banner:

   1. Navigate to "Employee Menu" > Benefits and Deductions Menu" > "Personal Data."
      
      
      
   2. Select the link to add new dependents under the "Beneficiaries Information" section.
      
   3. Enter the requested information into the appropriate fields, then select .
      
      
      1. PLEASE NOTE: HR will need to create this record on your behalf, so it might take some time.

   To add dependents to your coverage:

   1. Once all of your dependents are entered into Banner, navigate to the Open Enrollment system (instructions above)
      
      
   2. Make the necessary coverage level changes to your medical plan and select .
      
   3. Once all of the necessary coverage level changes have been made for all applicable benefits, follow the instructions for changing dependent coverage.

    Dropping dependents

   1. Make the necessary coverage level changes to your medical plan and select
      
      
      
   2. Once all of the necessary coverage level changes have been made for all applicable benefits, follow the instructions for changing dependent coverage.

    You previously waived your medical coverage but would like to be on the plan for the upcoming year

   1. Select the medical plan option next to which you see "7-Waived."
      
      
      
   2. If you wish to begin coverage under this plan, select the appropriate coverage level choice and select .
      
   3. If you wish to begin coverage on the other medical plan, select and once you are back to the "Open Enrollment Group Detail" page, navigate to the other medical plan option.
      
      
      
   4. Select the appropriate coverage level, then .
      
   5. When all changes to your other benefits have been made, follow the instructions on changing your dependent coverage.

    You would like to waive your medical coverage for the upcoming year

   1. Select the medical plan under which you are already enrolled.
      
   2. Choose the "7-Waived" option and hit .
      
      
      
   3. If you are making contributions to the Health Savings Account (HSA), go to "Health Savings Account Employee Contribution" and select .
      
   4. When all changes to your other benefits have been made, follow the instructions on changing your dependent coverage.

   
   

   
   

    Dental & Vision Insurance

   1. Once you have selected the benefit, you will be routed to the "Open Enrollment Choice Detail" page. Your current plan will be already selected.
      
      
      
      
   2. If you would like to change your coverage level, select the corresponding radio button and select either or (whichever is present).
      
      
      
      
   3. When all changes to your other benefits have been made, follow the instructions on changing your dependent coverage.
    Health Savings Account (HSA) Personal Contributions

   If you need assistance calculating your maximum personal contribution amounts, please see the HSA Calculator.

   1. Select the "Health Savings Account Employee Contribution" link from the "Open Enrollment Group Detail" page.
      
   2. If you are currently making personal contributions to your HSA, that amount will appear in the "Employee Pay Period Amount" field:
      
      
      1. If you wish to change the contribution amount, change the amount in that field, and then select .
         
      2. If you wish to stop making personal contributions, select .
         
    Emeriti Personal Contributions

   
   

   1. Select the "Emeriti Employee Contribution" link from the "Open Enrollment Group Detail" page.
      
   2. If you are currently making personal contributions to the Emeriti program, that amount will appear in the "Employee Pay Period Amount" field:
      
      
      1. If you wish to change the contribution amount, change the amount in that field, and then select .
      2. If you wish to stop making personal contributions, select .
         
         
    Flexible Spending Accounts (FSA)

   There are three Flexible Spending Account options for you to pick from:

   • Healthcare Flexible Spending Account (can be used with the HRA, but not the HSA)
   • Limited Purpose FSA (for dental and vision expenses only - can be used with an HSA)
   • Dependent Care FSA (for dependent or elder care expenses - can have with either medical plan)

   1. Select the FSA option from the list of the "Open Enrollment Choice Detail" page.
   2. Enter the per-pay period amount that you would like to contribute into the "Employee Pay Period Amount" field:
      
   3. Select .
4. Once you have made all of the desired coverage changes, select the  button to take you back to the "Open Enrollment Summary" page. Your benefit elections will now show under the "Benefits Status" column. Make sure that everything looks correct!
   
5. Once you have verified that all of the changes have been made, select  to submit your election changes. 
   1. If you need to make changes to dependent coverage, continue on to the "Changing Dependent Coverage" section below.
   2. If you do not need to make any dependent changes, you have completed Open Enrollment!

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Changing Dependent Coverage

1. Once you have selected the  button, two more buttons will appear: the "Reopen Open Enrollment" button and the "Dependent Benefit Selection" button. Select the  button, which will take you to the "Dependent Benefit Selection Summary" page.
   
2. At the top of the page, you will see the "Beneficiaries and Dependents Information" section. The employee's name is listed first, and then any dependents that the employee may have, along with what benefits they are currently covered under.  This is showing your benefits AS OF THAT DAY, so any coverage changes made are not being reflected there yet.
   
3. The second section is entitled "Enroll Coverage and Allocations." This is where you will be able to select dependents to cover or drop. Any benefit that will allow you to cover dependents has a "Coverage Details" link next to it:
   
4. Select the "Coverage Detail" link next to the appropriate benefit to take you to the "Benefits Coverage" page. 
5. Select the checkbox under "Choose Benefit" for the correct dependent.
   1. If you are adding a dependent to your coverage, enter 07/01/2021 into the "Begin Date" field.
   2. If you are dropping a dependent from your coverage, enter 06/30/2021 into the "End Date" field.
      
6. Once your changes have been made for this benefit, select the  button to save. A message should show up that says "Successfully Updated" (see image below). Then, select to return to the main "Dependent Benefit Selection Summary" page.
   
   
7. When all of your dependents' information has been verified, each dependent's benefits coverage should be listed:
   
8. Select  at the bottom of the page to return to the main "Open Enrollment Summary" page.
9. If no other changes need to be made, you are now finished with Open Enrollment!

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What if I need to make changes after I've already submitted my Open Enrollment changes?

Once you have logged back in to Banner and navigated back to the Open Enrollment system (see directions above), select the  button and the system will allow you to go through the process again.

You can make changes to your Open Enrollment benefit elections through Friday, November 3, 2023.

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