Examples of Family Status Changes

and Supporting Documentation.

Marriage

What changes can you make? § add new spouse to your current medical and dental coverage; § increase the amount allotted to Medical FSA; § start coverage for spouse under your current life insurance; § change life/retirement beneficiaries (can be done at any time).

What documentation is required? · A copy of your marriage license or certificate.

Divorce

What changes should you make? § remove ex-spouse from current medical and dental coverage; § cancel life insurance coverage on ex-spouse; § change life/retirement beneficiaries (can be done at any time).

What documentation is required? · A copy of the first and last page of divorce decree; OR · A copy of the letter from the attorney or judge.

Birth/adoption of dependent

What changes can you make? § add newborn to your current medical and dental coverage; § increase the amount allotted to Medical FSA; § enroll in Dependent Care FSA subject to IRS guidelines; § start coverage for newborn under your current life insurance; § change life/retirement beneficiaries (can be done at any time).

What documentation is required? · A copy of Confirmation of Birth letter from the hospital; OR · A copy of the birth certificate; OR · A copy of the adoption papers.

Loss of dependent’s eligibility (dependent turns 26, graduates, gets married, or turns 19 and is not a full-time student)

What changes should you make? § remove dependent from current medical and dental coverage. § cancel dependent’s life insurance coverage.

What documentation is required? Not required.

Loss of other coverage by spouse

What changes can you make? § add spouse/covered eligible dependents to your current medical and dental coverage; § enroll in medical and dental coverage on self if previously covered by spouse’s policy.

What documentation is required? · A copy of a letter from spouse’s employer/ insurance company stating termination of coverage, effective date, and who was covered.

Enrollment in other coverage

What changes can you make? § drop your current medical and/or dental coverage.

What documentation is required? · A letter from spouse’s employer/ insurance company showing new coverage effective date. · OR a copy of your new insurance card (must show effective date of coverage).

Important: Letters from employers, judges, attorneys, hospitals, or doctors must be on official letterhead or stationary of the person or company verifying the change.