Obtain EOI Benefit Documents from Employees

Modified on Wed, 3 May, 2023 at 2:36 PM

This article explains how to enable the option to require documents for individual coverage levels in premium-based benefit plans. This is useful if your company requires supporting documents from employees when they make benefit selections during enrollment (such as marriage licenses for proof of spousal relationships or birth certificates for dependents).

Configure Employee Required Documents for Benefit Selections

For premium-based benefit plans, employees can be required to submit evidence of insurability (EOI) documents. Upon an individual coverage level selection, the employee will need to upload appropriate documents (birth certificate, marriage license, etc.) during either open enrollment, new hire enrollment and/or a life change event.

Navigation: Admin > Profiles/Policies > Benefits > Plans

Select the Benefit Plan Name (in blue) to be updated.
For EOI requirements on the entire plan:
1. Navigate to EOI Settings in the Benefit Plan widget.
2. Check the appropriate EOI settings.
For EOI requirements only on specific coverage selections:
1. Navigate to the appropriate Coverage Level.
2. Check the appropriate EOI settings.
Select Save.

Important: It is beneficial to provide information on the EOI requirements on the Instructions tab for each specific enrollment type. This helps to ensure employees understand which documents to upload during their selections. Instructions are configured in the Benefit Profile for Open Enrollment and New Hire Enrollment or on the Life Change Event Type for Life Change Enrollments.

Note: Upon selection of the plan or coverage level during enrollment, the employee will be prompted to enter the required documents.