Qualifying Event
When an employee experiences a qualifying event (i.e. marriage/divorce, birth of a child, loss/gain of dependent, becoming a citizen, involuntary loss of coverage), BerniePortal can record that change and open the individual’s account to make election changes.
To process a Qualifying Event:
- Select the "Employees" tab in the top navigation menu.
- Locate the employee who has a qualifying event, hover over their action wheel, and select “Qualifying Event.”
- Proceed to “unfreeze” the employees benefit elections by clicking “Okay.”
- Once an employee is opened for “Qualifying Event” they will show as “Awaiting Elections” status.
- Employees will be prompted to enter the date and reason for the Qualifying Event upon enrollment.
- If the employee is eligible to enroll in both Prior Offer and Current Offer plans based on their effective date, the employee will be prompted for two enrollments (Prior Offer and Current Offer). Want to learn more about Prior Offer? Check out these articles:
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