Benefits Change Connection

Marriage

Getting married will allow you to make changes to your benefit plans outside of Open Enrollment.

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 the Change of Status form and 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 marriage 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

• Add your spouse or stepchildren to your IU dental plan.
• If you are not currently covered under the IU dental plan, enroll yourself and your spouse/children in the IU dental plan.
• Drop your dental coverage altogether, but only if you enroll in your spouse’s dental plan.
• Drop your currently covered children from your IU dental plan, but only if you enroll them in your spouse’s dental plan.

Medical plan

• Add your spouse or stepchildren to your current IU medical plan.
• If you are not currently covered under an IU medical plan, enroll yourself and your spouse/children in a medical plan.
• Drop your IU medical coverage altogether, but only if you enroll in your spouse’s medical plan.
• Drop your currently covered children from your IU medical plan, but only if you enroll them in your spouse’s plan.

Personal Accident Insurance plan

• Add or drop coverage.
• Increase or decrease the coverage level.

Tax Saver Benefit

Health Care:

• Increase election if consistent with change.
• Reduce election but only if it is consistent with change (e.g., if spouse adds employee to medical coverage with a lower deductible than employee currently has.)

Dependent Care:

• Add or increase coverage if the marriage creates or increases need for dependent care.
• Drop coverage if marriage decreases or removes need for dependent care. (i.e. spouse is not employed or has dependent care election on his or her employer's Plan)

(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.)

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You may also want to consider making changes to the plans listed below. Such changes do not require completion of a change of status form and can be done at any time.

Change Beneficiaries on Retirement and Insurance plans

• Change the beneficiaries on your base retirement and life insurance, as well as any other supplemental plans.

IU Tuition Benefit

• Spouses and dependents of full-time Academic and Staff employees are eligible for the IU Tuition Benefit.

IU Tax Deferred Account (formerly Tax Deferred Annuity Plan)

• Begin or stop IU Tax Deferred Account.

IU Retirement Savings Plan

• Begin or stop IU Retirement Savings Plan account.

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Forms and Publications

Change of Status form