Evidence of Insurability

Trigger:

Weekly monitoring of Insurability Monitor

  

Business Process Procedure Overview

For certain coverage options in the Cancer health plan and levels of coverage in the Term Life Insurance plan, employees are required to provide medical documents to the plan provider to prove insurability.   The amount of coverage an employee receives may be reduced or suspended until EOI (Evidence of Insurability) is proven.   The Insurability Monitor allows you to complete several tasks:

· Monitor employees who have outstanding Evidence of Insurability (EOI)

· Approve insurability for coverage electd.

· Stop participation and close pending records for employees who have not provided EOI within the grace period.

The plan providers will contact the BEST Support Center via electronic file when EOI has been determined. A report will be generated and the Benefit Administrator will release the pending coverage for payroll processing, or in some instances will stop participation if the plan provider has denied the insurability or if the employee has not provided the documents within the allowable grace period. 

This report should be run periodically, weekly preferred, and before payroll processing.

 

 

 

 

 

Access Transaction:

 

Via Menu Path

SAP menu >> Human Resources >> Personnel Management >> Benefits >> HRBEN0004 - Insurability

Via Transaction Code

HRBEN0004

 

 

 

Procedure:

 

SAP Easy Access

1. Update the following required and optional fields:

Field Name

Description

R/O/C

Values

Command

White alphanumeric box in upper left corner used to input transaction codes

R

Enter value in Command.

Example: HRBEN0004

2. Click Enter button.

Evidence of Insurability

3. Update the following required and optional fields:

Field Name

Description

R/O/C

Values

Benefit area

This will always be US

R

Enter value in Benefit area.

Example: NC

Information: 

The Insurability Monitor can be ran for one employee or everyone assigned to your area.  To select the monitor for one employee, enter the employee's personnel number in the personnel number field, before executing.

 

4. Click Execute (F8) button.

Insurability: Overview

5. Click Insurability proven button.

Information:  To document a benefit plan as proven, check the plan line item and click Insurability proven.

Insurability: Overview

6. Click Stop participation button.

Information:  If insurability has been denied or is not received within the grace period, check the box for the plan under the employee's name and hit the Stop participation button at the top.

Evidence of insurability

7. Click Continue (Enter) button.

Insurability: Overview

8. Click Display (F2) button.

Information:  To display the data within any insurance plan, highlight the plan line item and click Display.

Display Insurance Plans

9. Click the Plan data tab button.

Display Insurance Plans

10. Click the Administration tab button.

Display Insurance Plans

11. Click the Insurance cov. tab button.

Display Insurance Plans

12. Click the Costs tab button.

Display Insurance Plans

13. Click the Beneficiaries tab button.

14. Click Back (F3) button.

Insurability: Overview

15. Click Display (F2) button.

Information:  To display data behind a benefit plan, highlight the plan name and click Display.  In this example we will display a health plan.

Display Health Plans

16. Click the Plan data tab button.

Display Health Plans

17. Click the Administration tab button.

Display Health Plans

18. Click the Costs tab button.

Display Health Plans

19. Click the Dependents tab button.

Display Health Plans

20. Click the Additional data tab button.

21. Click Back (F3) button.

Insurability: Overview

22. Click Back (F3) button.

Evidence of Insurability

23. Click Back (F3) button.

24. The system task is complete.