What to Do…
Certain circumstances or life events require specific action on your part in order to keep your records current and avoid any interruption or loss of benefits. The following checklists outline the steps you must take.
The events are grouped into the following categories:
This section also includes "Changing Coverage During the Year (Change-in-Status Events)", covering event-based rules.
Note
This section is intended to be a useful guide discussing some, but not all, situations that retirees and participants may experience. This is a summary only and benefits are governed by the terms of the respective plans themselves, not these summaries. Any inconsistencies will be governed by the terms of the plans.