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To remove yourÌýex-spouse/common law partnerÌýfrom your benefit plan(s), complete the following processes:

• Update your beneficiary and/or dependentÌýrelationship to 'Ex-Spouse/Common Law' Ìý
• Update benefit elections

Update existing beneficiary and/or dependentÌýrelationship to 'Ex-Spouse/Common Law'

1. Navigate to your profile by clicking the profile icon and selectingÌýView Profile.

2. SelectÌýBenefitsÌýfrom the menu on the left and click theÌýMy BeneficiariesÌýsubtab at the top of the resulting screen.

1. Click theÌýEditÌýbutton associated with your former spouse's name.
2. Click the edit icon in theÌýRelationshipÌýsection to update the relationship to Ex-Spouse/Common Law.

5. Once updated, clickÌýSubmitÌýat the bottom of the screen and repeat for the dependent record if applicable. Once complete, follow the instructionsÌýbelowÌýto remove your former spouse/common law partnerÌýas a dependent under your health and/or dental benefits.Ìý

Note: Updating the relationship does not remove them from your benefit plan. You must complete the next steps to remove them to your health and/or dental plan(s).Ìý

Complete the Divorce/Dissolution of Common Law PartnershipÌýbenefit event to remove your ex-spouse fromÌýyour benefit plan(s):Ìý

1. On the Workday homepage, clickÌýView All AppsÌýto go toÌýBenefits and PayÌýunderÌýPersonal.

2. Click Benefit ElectionsÌýunder Benefits. Then click theÌýChange BenefitsÌýbutton

3. From theÌýChange ReasonÌýoptions,Ìýselect Divorce/Dissolution of Common Law Partnership.
4. Click the Calendar icon to enter the date your ex-spouse should be removed from your benefit plans.

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

Note: If you select Save for Later, or navigate away from this task prior to completion, this task will be saved in your Workday inbox for you to complete.

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

7. ClickÌýLet'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.

Health care elections

10. Click ManageÌýunder the Extended Health Care plan.ÌýNOTE: Part time employees have the option to waive Extended Health Care and Dental but must provide proof of alternate coverage

11. Click Confirm and Continue to go to the dependents screen.

12. Uncheck the check box beside your ex-spouse/common law partner's name to unselect them.

13. Click Save.Ìý
14. If you also have dental coverage, dependents will default to the same as those entered in the Extended Health Care plan, unless you are a part-time employee with the option to waive.Ìý

Note: The same dependents should be listed under both health and dental plans.Ìý

Insurance elections

15. If decreasingÌýinsurance electionsÌýor updating beneficiaries, click Manage under the Basic Life plan.Ìý

16. Review your plan selections and clickÌýConfirm andÌýContinueÌýto go to the beneficiary screen.
17. Click the + in the beneficiary table to add additional beneficiaries or the - to remove them.
18. 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

19. 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

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

Note: Percentages must equal 100 for each plan.

21. 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.

22. Click Save and repeat steps 17-21 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 1x basic life, additional basic life must be the same 50/50 split. Optional Life beneficiaries will automatically default to the Basic Life beneficiary designations.Ìý

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

Retirement savings elections

24. If updating pension beneficiaries, click Manage under the Pension plan.Ìý

25. Click Confirm andÌýContinue to proceed to the pension beneficiary designation screen.

Note: You are only eligible to waive if you are under age 35. Employees not eligible for the pension plan will not have the option to elect. You cannot waive once you have elected to join the pension plan.Ìý

26. Click the + in the beneficiary table to addÌýbeneficiaries or the - to remove them.
27. Click the menu prompt and select Add New Beneficiary (do not select Trust)Ìýif you have not set them up as a beneficiary yet, or Existing BeneficiaryÌýif you have already entered their information.Ìý

28. 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

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

Note: Percentages must equal 100 for each plan.

30. Repeat the process for any additional or secondary beneficiaries.ÌýIf you are splitting pension value for family law requirements, please contact pensions@uwaterloo.ca.Ìý

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

31. Once changes are complete, click Save.Ìý

Review and Sign

32. Once changes have been made to all applicable plans, click Review and Sign at the bottom of the screen.Ìý

33. Review your changes and scroll down to select the I Accept checkbox.

34. Click Submit.
35. 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 click Done. Do not send this page to Human Resources.

Inbox Tasks

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

Update Marital Status

36. Select the Update Marital Status task and click the Change My Personal Information button to navigate to the Change Personal Information page.

37. Click the Edit icon in the Marital Status section to update your marital status.

38. Click Submit to return your Workday inbox.
39. Click Submit on the Update Marital Status task in the inbox.

Beneficiary Documents and Declaration of Marital Status forms

A Declaration of Marital status form will be sent, along with beneficiary designation forms if you have made beneficiary changes.Ìý

Note: Wet signatures are required for legal purposes for any beneficiary changes. Navigate to your Workday inbox to find the Review Documents tasks as well as a final task to update Coordination of benefits.

40. Print and fill out the Declaration of Marital Status form. An electronic copy can be emailed to hrhelp@uwaterloo.ca, or if you also need to send in beneficiary designation forms, the completed forms can be mailed together to Human Resources in EC1.ÌýÌý
41. 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
42. Once sent, click I Agree andÌýSubmit at the bottom of each inbox form task to complete your benefit changes. Make sure to repeat this process for all Review DocumentÌýtasksÌýin your inbox as applicable - there should be no tasks left in your inbox when you are done.Ìý

Note: Pension and Life Insurance each have their own beneficiary designation forms. The forms will only be sent to you if you make a beneficiary change to the associated plan.

Provide proof of alternate benefit coverage (part time only)

If you are a part time employee and have waived Health or Dental coverage you must provide proof of alternate coverage

43. Click the Update your AlternateÌýBenefits Coverage (Part Time Employee)Ìýinbox task.
44. Follow the on-screen instructions (repeated in more detail below) to navigate to your worker profile and update your coordination of benefits (whether or not your ex-spouse has their own benefit plan that you are covered under as well).
45. Click theÌýprofile icon and selectÌýView Profile.

46. Select the Actions button under your name and hover over Additional Data to select Edit Effective-Dated Custom Object.

47. Enter the date benefits became effective in the Effective Date field and click OK.

Note: This is typically your date of divorce/separation.

48. ClickÌýthe Edit Additional Data option on the pop-up window.

49. Indicate the alternate benefits coverage provider and policy numberÌýfor each of the waived benefit plans:

Note: If the pop-up window is no longer on the screen, the Alternate Benefits Coverage (Part Time Employee) task will be in your inbox. Complete and submit from there.Ìý

50. Once complete, click Submit.
51. Navigate back to your Workday inbox toÌýSubmit the Update your AlternateÌýBenefits Coverage (Part Time Employee)Ìý inbox task to complete your changes.