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Indiana University

Benefits Change Connection

Divorce or Legal Separation

Following a divorce or an annulment, you will be able to--and in certain cases, you must--make changes to benefit plans outside of Open Enrollment.

If your former spouse or stepchildren are enrolled in the IU dental plan and/or medical plan, they are no longer eligible and you must remove them.

Personal Data Change Form

For changes to marital status, name, address and emergency contact.

To make changes to any of the plans listed immediately below, you will need to complete Step 1 the Change of Status form and Step 2 the subsequent personalized benefit enrollment form. Step-by-step instructions appear on the respective plan pages below. You must make the change within 30 days of the divorce or annulment date.

A copy of the marriage certificate, and if you are dropping IU coverage, documenation of enrollment in your spouse's plan(s)will be required.

 Dental plan

Medical plan

Personal Accident Insurance plan

Tax Saver Benefit

Health Care:

  • Decrease election if consistent with change.

Dependent Care:

  • Add or increase coverage if the divorce creates or increases need for dependent care.
  • Drop or decrease coverage if the divorce decreases or eliminates the need for dependent care.

(Consistency rule is satisfied if change corresponds with change of status that affects either eligibility for coverage under Plan or eligibility of expenses under applicable IRS regulations.)




You may also want to consider changing your designated beneficiary for applicable plans. Such changes 1 do not require completion of a change of status form and 2 can be done at any time.

 Change Beneficiaries on Retirement and Insurance plans

IU Retirement Savings Plan 457(b)

IU Tax Deferred Account (TDA) formerly IU Tax Deferred Annuity Plan

 

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