Self Service Enrollment – Choose Your Benefits Medical Dental Vision Life 401(k) IRA 457 Health Savings Account

Logging in to Peoplesoft and navigating to Online Enrollment 11 Open your internet browser Navigate to the log in screen by entering in the address bar 2 Enter your User ID into the User ID field. User IDs are the same as your LFUCG network ID, but must be typed in ALL CAPITAL LETTERS. If you do not have an LFUCG network ID, your user ID will be your Employee ID number with a leading zero, to make it 6 digits. Enter your password into the password field. Remember that passwords are case sensitive. Click sign in or hit enter on your keyboard. 3 Once logged on, you will be directed to the PeopleSoft homepage where you can click the Self Service menu item. 4 On the new page, click on Benefits then click on Benefits Enrollment

Navigating to Online Enrollment, continued Jane Doe 6 You will now see the Benefits Enrollment screen showing what you are allowed to access. To begin the enrollment process, simply click on the yellow SELECT button. 6

Jane Doe 7 The resulting page is your Benefits Enrollment Summary page. On this page, you’ll be able to view your current plan elections, what plan types are available to you, and the rates for each plan. Enrolling in Your Benefit Selections

Enrolling in Your Benefit Selections, continued 8 If you’d like to Make Changes for the new plan year, simply click on the yellow Edit button next to the respective plan. This will open the election page and display the plans and rates for that plan. 8

Enrolling in Your Benefit Selections, continued Jane Doe 9 You will need to read the information on the resulting page carefully and completely and then scroll down to view your options for medical insurance. It is on this page that your will choose your health plan by select the circular radial button next to your plan choice. Click here to select

Selecting or Adding a Spouse or Dependents 10 Your coverage level, for example, Employee Only, Employee+Spouse, Employee + Children, or Family, will be chosen for you automatically as you select the dependents you wish to cover. 11 To add, review or edit your dependents on file, scroll down to the bottom and click the Add/Review Dependents button Select to enroll Click to add dependents

Selecting or Adding a Spouse or Dependents, continued On the resulting page, you will need to enter Spouse, Dependent or Beneficiary information. Be sure to enter this information completely and accurately, paying special attention to date of births and social security numbers. Once finished, scroll down and click the yellow save button.

Jane Doe Selecting or Adding a Spouse or Dependents, continued Click Here You will be returned to your Dependent/Beneficiary Summary. Here you will be able to view the changes you made. Once you have finished editing and reviewing changes to your beneficiaries and dependents, click Return to Event Selection.

Click here to enroll the new dependent 14 Enrolling a spouse or dependent 14 You will be return to the enrollment page, for this example, it is the Medical Insurance enrollment page. At the bottom of this screen, you can see the changes you have made to your dependents. In this example, we have added an additional child. To enroll the dependent for coverage click the box next to their name. Next, click on continue to store your medical plan choice.

Jane Doe Confirming in your benefit selection 1515 The resulting page will be a confirmation page. This page displays the plan you chose, the level of coverage, the price of that coverage and the covered dependents. Please read and review this page carefully. If you find that you need to make changes, click edit. If your choices appear correct click ok. Your selection will be saved and you will be directed back to the enrollment summary page.

Review changes made Reviewing Your Benefit Selections 1616 Upon returning to your enrollment summary you will be able to see the changes made to medical insurance. For this example, you can see that the current enrollment indicates an Employee Only HSA 2 product and the new choice for the next plan year is shown as PPO 1 Employee plus Spouse. You are now ready to enroll or make changes to any other products of your choosing by clicking the yellow EDIT button next to that product.

Reviewing Your Benefit Cost Supplement & Tobacco Credit, if applicable Benefit Pool Your Costs Click Submit After selecting all of your benefits choices, take a look at the bottom of the Enrollment Summary page. As you select and make changes to your benefits, your costs will update. These amounts are per pay period. Please note that your benefit pool is shown as Credits, and if applicable, your supplement and tobacco credit are listed under Employer. Also note, that selections and changes you make to 401K, 457, or IRA will not be reflected in your costs. Once you have made all your selections, click SUBMIT.

Jane Doe Submitting Your Benefit Selections Click here to Submit 1818 Read the resulting page carefully and completely. If you need to make additional changes, click cancel and you will be returned to the Enrollment Summary page. However, if you have completed your selections, click the yellow submit button.

Jane Doe Submitting Your Benefit Selections, continued Click OK Next you will see a confirmation of your benefit selections being submitted for the next Plan Year. Click OK.

Status has changed to SUBMITTED Jane Doe Confirming submittal of your benefits enrollment You will be taken back to your Benefit Enrollment page, which now shows your status as SUBMITTED. You have successfully completed your Benefits Enrollment for the next plan year.