Enrollment Codes with Descriptions for Standard and Advanced Benefits (Doc ID 733407.1)

Last updated on APRIL 15, 2024

Applies to:

Purpose

When you define enrollment requirements for a compensation object, you select from enrollment codes that limit the participant's enrollment options based on whether they are currently enrolled in the compensation object.

You can select enrollment codes for a program, plan in program, plan not in program, and option in plan. You can also select enrollment codes for specific life events for each compensation object.

For each plan not in program, you can select a default enrollment code that determines how the system processes an enrollment when a participant fails to make an election. Similarly, you can specify default enrollment codes for programs, plans in programs, and plan types in programs to determine default enrollment after specific life events. You can also select a default enrollment code for options in plans to specify when the option is the default based on a new or existing enrollment.

Note: In Standard Benefits, the default enrollment is displayed on the enrollment window but you need to save the election to enroll the participant.
In Advanced Benefits, default enrollments are made automatically when you run the Default Enrollments process.

Scope

You can select from the enrollment codes and default enrollment codes listed below, or you can create a formula-based rule to define your own requirements.

Details

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