Family Status Changes
Family status changes are - Marital Changes (Marriage, Divorce, Legal Separation, Annulment, or Death of Spouse) or Dependent Changes (Birth, Adoption, Placement of Adoption, or Death of Dependent)
Forms that must be completed as a result of a marital status change are:
- Personal Data Form
- W-4 changes can be done online at www.rochester.edu/people
All name changes require proof, such as a copy of your marriage certificate, divorce decree, license or Social Security card with the new name. (NOTE: Retirement companies require a marriage certificate or divorce decree.)
| Health Care Plans | To add or remove your spouse/dependent child(ren) from your Health Care Plan, you will need to complete the Enrollment/Change Form and return it to the Benefits Office within 30 days of the date of the qualifying family status change. |
| Dental Assistance Plan | To add or remove your spouse/dependent child(ren) from your Dental Plan, you will need to complete the Enrollment/Change Form and return it to the Benefits Office within 30 days of the date of the qualifying family status change. |
| Flexible Spending Accounts (FSAs) |
To enroll in or make changes to the FSA program, you will need to
complete the
Enrollment/Change Form
. The enrollment/change will be effective as of the date of the
qualifying family status change.
Currently enrolled: You have 30 days from the date of the qualifying family status change to make any necessary changes to your FSA. Not currently enrolled: You have 30 days from the date of the qualifying family status change to enroll in the FSA program. |
| University-Paid Basic Term Life Insurance | Changes to beneficiary designations can be done online at http://www.securianlife.com/logon . Forms are available by contacting Securian Life at 1-800-941-2192 or e-mail lifebenefits@securian.com . |
|
Group Universal Life (GUL) Insurance
Group Optional Term Life (GOTL) Insurance Dependent Term Life Insurance |
Changes to beneficiary designations can be done online at
http://www.securianlife.com/logon
. Forms are available by contacting Securian Life at 1-800-941-2192 or
e-mail
lifebenefits@securian.com
.
Note: Within 90 days of a qualifying family status change, you may enroll in or increase your GUL/GOTL and Dependent Term Life insurance online at http://www.securianlife.com/logon . Forms are available by contacting Securian Life at 1-800-941-2192 or e-mail lifebenefits@securian.com . |
| Retirement Program |
To change your name and/or the beneficiaries listed on your
University of Rochester Retirement Program investment account at TIAA-CREF,
you will need to complete the applicable Beneficiary Designation Form(s).
*Please note that under federal law, you are required to list your spouse at least 50% primary beneficiary, unless (s)he waives that right. |
| Tuition Benefits | Your spouse and/or dependent children may be eligible for tuition benefits . |
Many forms are
available online
.
Any forms not available online can be obtained by contacting the Benefits
Office (Medical Center Room G-8011) at 585-275-2084 or
benefitoffice@hr.rochester.edu
.