View and make changes to your benefits in QuickBooks Workforce

If your employer uses QuickBooks Benefits Administration, you can make changes to your benefits in QuickBooks Workforce during certain event periods:

1. New hire or newly eligible – during your initial enrollment window
2. Open enrollment – the annual period your company sets for changes
3. Qualifying life event (QLE) – such as marriage, birth/adoption, or loss of other coverage
4. You’re enrolled or eligible for HSA or Commuter accounts
5. You’re enrolled or eligible for Voluntary Life / Disability coverage

If none of these apply, your options to make changes may be limited until the next open enrollment. Check with your admin. 

Change beneficiaries

1. Go to Benefits.
2. Select Manage benefits, then Make Changes
3. Select Update my beneficiaries.
4. Make applicable changes before selecting Done.

Change HSA / Commuter amounts

1. Go to Benefits.
2. Select Manage benefits, then Make Changes
3. Select Change my contributions for HSA
4. Make applicable changes before selecting Done.

Change Voluntary Life / Disability amounts

Mid year changes to Voluntary Life and Disability typically require Evidence of Insurancability and/or a Qualifying Life Event. You’ll need to complete all sections before submitting the change to your employer.

1. Go to Benefits.
2. Select Manage benefits.
3. Select the Actions icon next to the coverage you want to update, then Change Coverage.
4. Complete all sections, then select Save.

Add or remove coverage for yourself

Adding or removing coverage mid plan year requires a qualifying life event. Read more about QLEs here.

Step 1: Create qualifying life event

1. Go to Benefits.
2. Select Manage benefits, then Make Changes
3. Choose either Enroll in new benefits or Cancel my existing benefits
   1. Note, some options may not be available depending on your current enrollments.
4. Choose a reason for change, as well as when coverage should start.
5. Upload proof of change, such as a marriage certificate, loss of coverage, etc. 
6. Select Finish.

Step 2: Complete special enrollment

1. A special enrollment window will be created for you to make changes.

Add or remove dependents enrolled

Adding or removing dependent coverage mid plan year requires a qualifying life event. Read more about QLEs here.

Step 1: Create qualifying life event

1. Go to Benefits.
2. Select Manage benefits, then Make Changes
3. Choose either Add a dependent or Remove a dependent
   1. Note, some options may not be available depending on your current enrollments.
4. Choose a reason for change, as well as when coverage should start.
5. Upload proof of change, such as a marriage certificate, loss of coverage, etc. 
6. Select Continue.
7. If you selected Add a dependent, go to Step 2. Otherwise, go to Step 3.

Step 2: Add dependent information

1. Select Add a dependent.
2. Add name, gender, date of birth, SSN and address for your new dependent(s), then select Save.
   1. If you are adding a newborn and don’t have their SSN yet, select “I don’t have sdfasdf”
3. Select Continue.

Step 3: Update coverage

1. Choose what coverage your dependent(s) should be added to or removed from.
2. Select Finish.

When changes take effect

Your changes generally take effect:

• On a future date tied to your event (for example, date of birth, marriage date) or
• At the start of the next plan year (if made during open enrollment)

You should:

• Watch for updated payroll deductions on your paycheck.
• Expect updated ID cards from carriers when applicable.
• Review your benefit history to see future dated changes.

If coverage or ID cards don’t reflect your changes after the effective date, contact your HR/benefits admin.