Life Events
Forms and resources for life events
41 resources in this category
Qualifying Life Event Checklist: Marriage
Update benefits after marriage including adding a spouse, changing coverage levels, and updating beneficiaries.
Qualifying Life Event Checklist: Divorce
Adjust benefits after divorce including removing a spouse, updating beneficiaries, and reviewing coverage needs.
Qualifying Life Event Checklist: Birth or Adoption
Add a new child to benefits after birth or adoption with enrollment deadlines and coverage options.
Qualifying Life Event Checklist: Death of Dependent
Update benefits after the death of a dependent including coverage changes, beneficiary updates, and claims.
Qualifying Life Event Checklist: Job Loss of Spouse
Add a spouse to your benefits when they lose their job-based coverage within the qualifying event window.
Qualifying Life Event Checklist: Moving or Relocation
Update benefits after relocating including network changes, plan availability, and provider verification.
Life Insurance Needs Analysis Worksheet
Calculate your life insurance needs based on income replacement, debts, education funding, and existing coverage.
Disability Insurance Comparison Worksheet
Compare short-term and long-term disability coverage including benefit amounts, waiting periods, and duration.
Wellness Program Participation Tracker
Track participation in employer wellness programs to earn incentives and premium discounts.
Health Risk Assessment Preparation Guide
Prepare for your employer health risk assessment with fasting requirements, medication lists, and health history.
Biometric Screening Preparation Checklist
Get ready for biometric screening with fasting guidelines, hydration tips, and what to expect during testing.
EAP Resource Guide
Learn about your Employee Assistance Program services including counseling, financial advice, and legal referrals.
Medicare Enrollment Guide for Aging Employees
Navigate Medicare enrollment while still employed including Part A, Part B, and coordination with employer coverage.
Medicare Supplement Comparison Worksheet
Compare Medicare supplement plans by coverage, premiums, and out-of-pocket costs for informed selection.
Retiree Benefits Transition Checklist
Transition from employer benefits to retiree coverage including Medicare enrollment, supplemental plans, and prescription coverage.
Voluntary Benefits Comparison Guide: Pet Insurance
Compare pet insurance options offered through your employer including coverage levels, premiums, and exclusions.
Voluntary Benefits Comparison Guide: Identity Theft Protection
Evaluate employer-offered identity theft protection plans by monitoring services, recovery support, and cost.
Voluntary Benefits Comparison Guide: Legal Plans
Review legal benefit plan options covering covered services, attorney networks, and cost-benefit analysis.
Voluntary Benefits Comparison Guide: Auto and Home Discounts
Compare group auto and home insurance discounts available through your employer against your current policies.
Benefits Cost Analysis Worksheet for HR
Analyze total benefits costs per employee including employer contributions, administration, and trend projections.
Benefits Survey Template for HR
Survey employees on benefits satisfaction, utilization, and preferences to guide plan design decisions.
Benefits Benchmarking Worksheet for HR
Benchmark your benefits package against industry standards using comparison data and competitive analysis.
Beneficiary Designation Review Checklist
Review and update beneficiary designations across all employer benefits including life insurance, 401k, and pension.
Job Change Benefits Transition Checklist
Manage the benefits gap when changing jobs with COBRA timing, 401k decisions, and new enrollment deadlines.
Dependent Aging Out of Coverage Guide
Plan for a dependent aging out of employer health coverage at age 26 with marketplace and COBRA options.
Critical Illness Insurance Evaluation Worksheet
Evaluate voluntary critical illness insurance based on family health history, coverage amounts, and existing savings.
Accident Insurance Evaluation Worksheet
Assess whether voluntary accident insurance makes sense based on your activity level, deductible, and emergency fund.
Hospital Indemnity Insurance Evaluation Worksheet
Evaluate hospital indemnity insurance value based on your health plan deductible and likelihood of hospitalization.
Flexible Work Arrangement Benefits Guide
Understand how remote work, hybrid schedules, and flexible hours affect your benefits and tax situations.
Group Life Insurance Coverage Evaluation Worksheet
Evaluate whether employer-provided group life insurance is sufficient or if supplemental coverage is needed.
Supplemental Life Insurance Application Worksheet
Determine optimal supplemental life insurance coverage amounts and complete evidence of insurability requirements.
AD&D Insurance Evaluation Worksheet
Evaluate accidental death and dismemberment insurance based on travel frequency, activity level, and existing coverage.
Dependent Life Insurance Evaluation Worksheet
Assess the need for dependent life insurance for your spouse and children with cost-benefit analysis.
Employee Discount Program Guide
Navigate employer discount programs for auto, home, travel, entertainment, and electronics purchases.
Benefits During Layoff Guide
Understand what happens to your benefits during a layoff including COBRA, severance packages, and 401k options.
Mid-Year Benefits Change Request Checklist
Submit a mid-year benefits change request with required documentation and qualifying event verification.
Survivor Benefits Checklist for Families
Claim survivor benefits after an employee's death including life insurance, retirement accounts, and COBRA.
Benefits Impact of Promotion Worksheet
Understand how a promotion or salary increase affects your benefits including life insurance, disability, and 401k match.
Domestic Partner Benefits Guide
Understand eligibility, tax implications, and enrollment procedures for domestic partner benefits coverage.
Benefits for Remote Workers Guide
Navigate benefits considerations for remote employees including multi-state tax issues, home office stipends, and network access.
International Assignment Benefits Checklist
Prepare benefits for international assignments including global health coverage, tax equalization, and repatriation.