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The following instructions will walk you through increasing or decreasing the amount of life insurance coverage you have.

1. On the Workday homepage, clickÌýView All Apps to go toÌýBenefits and PayÌý³Ü²Ô»å±ð°ùÌýPersonal.

2. Click Benefit ElectionsÌýunder Benefits. Then click theÌýChange BenefitsÌýbutton

3. From theÌýChange ReasonÌýoptions, select Elect or Change Life Insurance.
4. For theÌýBenefit Event Date, enter the current date or a date in the future.

5. Click Submit without attaching anything to continue on to the dependent set up.

6. Click the Open option in the pop-up window.

7. °ä±ô¾±³¦°ìÌýLet's Get StartedÌýto continue on to update/view yourÌýtobacco use.Ìý

8. Review your tobacco use and clickÌýContinue.

9. Click Continue againÌýto go to the benefit plans page.Ìý

Note: No changes are completed at this point. If you navigate away from this task, it will be saved in your Workday inbox for you to complete and submit from there.

Change Life Insurance ElectionsÌý

The Basic Life plan include coverage up to 3x (1x basic and 2x-3x additional) your annual salary. The Optional Life plan includes coverage from 4x-6x your annual salary. Optional Spousal provides coverage to your spouse of up to $200,000 in the event of your death.Ìý

You must have additional 3x before selecting the optional plan.Ìý

10. Click Manage under the Basic Life plan.Ìý

11. Review your plan selections and clickÌýConfirm andÌýContinueÌýto go to the beneficiary screen.

Note: Additional coverage amounts can be updated after completing the 1x beneficiary screen.

12. Click the + in the beneficiary table to add additional beneficiaries or the - to remove them.
13. Click the menu prompt and select Add New Beneficiary (do not select Trust)if you have not set them up as a beneficiary yet, or Existing BeneficiaryÌýif you have already entered their information.Ìý

14. On the Add New Beneficiary screen, enter the following information:

• Relationship

• Name

• AddressÌý

• Phone number

For a Trust (i.e. minor child under 18), enter as follows:

• First Name: John Doe in trust for
• Last Name: Minor child full nameÌý

Note: All relationship/contact information should be for the adult trust. Each trust needs a separate record. If naming an Estate, First Name: Estate of; Last Name: John Doe

15. Once your beneficiary is listed, enter the Percentage amount.Ìý

Note: Percentages must equal 100 for each plan.

16. Repeat the process for any additional or secondary beneficiaries.Ìý

Note: Secondary beneficiaries are optional and can be listed as a back-up in case the primary beneficiary is deceased.

16. Click Save and repeat steps 12-16 for each life insurance plan elected.Ìý

Note: Beneficiaries and percentages must be the same across all Basic Life insurance plans, i.e. if 50/50 for basic life, additional basic life must be the same 50/50 split. Optional life beneficiaries will automatically default to the Basic life beneficiary designations.

18. If you are increasing or decreasing additional insurance (more than 1x coverage), select the menu lines in the coverage field to select your preferred coverage amount.Ìý

Note: Basic Life goes up to 3x (1x mandatory + up to 2x additional = 3x). You must max out the basic (i.e. select 3x) before electing the Optional plan. Optional coverage adds to the basic, i.e. 3x basic + 3x optional = 6x life insurance coverage total

19. If you are increasing beyond 3x coverage, click Manage or Enroll under the Optional Life plan on the main benefits page and repeat the process to update coverage amounts and add the same beneficiaries and percentages as your basic life plans.Ìý

Notes:

• You cannot waive 1X salary – it is paid 100% by UW. If you are not eligible for additional insurance, you will not see these options here. 2x and 3x life insurance premiums are partially paid by UW and partially employee paid.
• If you are electing to increase life insurance, you will need to complete an Evidence of Insurability form to be sent to Sun Life to determine eligibility. This form will come to your Workday inbox when you complete this benefit event change.

Review and SignÌý

20. Once changes have been made to all applicable plans, clickÌýReview and SignÌýat the bottom of the screen.Ìý

Note: Changes are not finalized until this step is completed.Ìý

21. Review your elections and benefiary designations and scroll down to select the I Agree checkbox.

22. Click Submit.
23. This next page presents a summary of your benefit elections for your reference only. You may choose to print or save this page or just clickÌýDone. Do not send this page to Human Resources.

INBOX TASKS

If you have elected to increase your Life Insurance, an Evidence of Insurability form will also be sent to your Workday inbox within a week of your update, along with a Beneficiary Designation form.

If you decreased your coverage, you will only be sent the Beneficiary Designation form (if beneficiaries have changed).

Note: All inbox tasks must be submitted in order to complete benefit changes.

Beneficiary Designation Form

24. Select the Review Documents task from your Workday inbox.
25. Click the PDF beneficiary document to print and sign. The originalÌýform with wet signatures needs to be sent to Human Resources in EC1 within 30 days.Ìý
26. Once printed, filled out and sent to Human Resources, EC1, check the I Agree check box and click Submit to finalize your benefit changes.Ìý

Note: You must click Submit on all inbox tasks when finished to complete your changes.Ìý

Evidence of Insurability (for increased life insurance only - must be sent to Sun Life within 60 days)Ìý

27. Select the Complete Evidence of Insurability task from your Workday inbox.
28. To download and print the form, navigate to your Profile by clicking theÌýprofile icon in the top right corner of the Workday screen and click View Profile.
29. Select the Personal menu option on the left.
30. Click the Documents sub-tab at the top of the resulting screen.
31. In the Uploaded Document section, click on the ‘Evidence of Insurability Form_uploaded’ form to download.
32. Complete the form and send it to Sun Life to the address listed on the form.
33. Once the form has been downloaded and mailed to Sun Life, click Submit on the inbox task to alert HR that this has been completed. They willÌýwatch for the approval to come in from Sun Life.