Guided Enrollment




Start your enrollment from your BerniePortal Homepage by clicking either the blue “Make Elections” or “Begin Enrollment” button. (Options differ depending on enrollment status)

 

../../Screen%20Shot%202016-12-15%20at%205.46.00%20PM.png ../../Screen%20Shot%202016-12-15%20at%205.47.24%20PM.png

 

Upon entering the enrollment area, you’ll notice an enrollment progress tracker at the top of your page. Once you have completed a step, the tracker will move onto the next section. You may always return the previous step with the “back to previous step.”

 

../../Screen%20Shot%202017-04-03%20at%2010.52.06%20AM.png

 



Step 1 – Getting started


To begin, your employer may require you to answer some basic questions. Use the blank space below the question(s) to fill in your answer. If this isn’t your first time making elections with BerniePortal, you can download previously made elections for reference, then “Save and Continue.”

 

../../Screen%20Shot%202017-04-03%20at%2011.00.15%20AM.png

 


Step 2 – Dependents


Next, you will need to provide some spouse/dependent information. Start by toggling the on switch for dependents that you wish to cover. Make sure to provide legal names, correct birthdates, and social security numbers, and answer any dependent questions.

 

BernieTip: Add more dependents by clicking “Add Another” in the dependents section.

 

../../Screen%20Shot%202017-04-03%20at%2011.34.18%20AM.png

 


Step 3 – Elections



In Step 3, you’ll notice a benefits menu on the left, which tracks your plan election progress. Once you have made your election for that benefit type, a check mark will appear. You may return to that benefit and make changes to your election just by clicking on the benefit type.


BernieTip: Use the shopping cart on the right to keep track of your coverage costs.

../../Screen%20Shot%202017-04-03%20at%2012.16.16%20PM.png

 


“Select a plan”: 


Scroll through benefit types and explore each plan option by using the “select a plan” dropdown. It’s important to understand all that a plan has to offer, so make sure to review any accompanying material such as carrier videos or plan documents.

../../Screen%20Shot%202017-04-03%20at%2012.13.03%20PM.png

 

 

“Coverage Tiers”:  

 

Cost and coverage tiers will generate below based on the plan you have selected. If you choose to cover employee + spouse/dependent(s), you may select participating family members by selecting or deselecting the checkmark box next to each member.

../../Screen%20Shot%202017-04-03%20at%2012.25.25%20PM.png

 


“Previous Election”:

 

If you’ve made previous elections in BerniePortal, they will appear under each benefit type for reference.

../../Screen%20Shot%202017-04-03%20at%2012.25.41%20PM.png

 

 

Step 4 –Beneficiaries




BernieTip: If you did not elect any benefits that require the naming of beneficiaries, you’ll be taken straight to Step 5 – Confirm.

 

If you have chosen to participate in a plan that requires the naming of beneficiaries, you’ll be prompted to designate both primary and contingents. Toggle yes/no if you’d like beneficiaries to be the same for all policies.


 

“I want beneficiaries to be the same for all policies”: 


Provide the necessary beneficiary info. Select “Add another beneficiary” if necessary. Adjust the percentage that each beneficiary should receive by sliding the distribution button below to the desired percentage.

 

Perform the same for any contingent beneficiaries.

../../Screen%20Shot%202017-04-03%20at%201.00.05%20PM.png

 


“I don’t want beneficiaries to be the same for all policies”: 


A list of benefits that require the naming of beneficiaries will appear on the left. Navigate through each benefit providing necessary beneficiary info. Select “Add another beneficiary” if necessary. Adjust the percentage that each beneficiary should receive by sliding the distribution button below to the desired percentage.

 

Perform the same for any contingent beneficiaries.


../../Screen%20Shot%202017-04-03%20at%201.00.33%20PM.png

 



Step 5 - Confirm


Review your election sheet and complete any outstanding fields. Finally, use your mouse to sign the signature box and click “I Agree” to complete your enrollment.

 

FAQ: How do I make a change to my elections?


../../Screen%20Shot%202017-04-03%20at%201.08.48%20PM.png

 

Congratulations! You have successfully elected your benefits with BerniePortal. You may review your elections and costs whenever you want in the Homepage, or in more detail within your Benefits feature.

 

 Back to Employee Benefits




 RSS of this page