Paylocity Enrollment Instructions – Step-by-step instructions to enroll in benefits.
Paylocity Password Reset – Steps to reset your Paylocity Password.
Confirmation Statement – Instructions for an employee to access their benefit elections and costs. This is provided when an employee asks what coverages they have, or if they are uncertain of enrollment.
Upload Benefits Documentation – Instructions for somebody to upload documentation to benefits account. Documentation is required for life events, and in a lot of cases, the employee sends the documentation directly to us to upload. In this instance, you can let the employee know that they must follow the steps in this document to upload the documentation.
Qualifying Life Event – Overview of Life Event enrollment process, enrollment instructions, and documentation upload instruction. This is provided to employees when they request to enroll as a result of a life event.
- You must request Life Event changes within 31 days of the event.
Enrolling in Medicare? Complete Section A of CMS – L564, and send to [email protected]
HSA Mid-Year Change – Instructions to update an HSA election. This is provided when somebody needs assistance making a change to their HSA election.
Life Insurance Beneficiary Changes– Instructions to change your Life Insurance Beneficiary
401k Beneficiary Change – Instructions change your 401k beneficiary. This can get updated by calling (800) 876-9557.
- If you are married and designate somebody other than your spouse, you will need to complete a notarized spousal consent form. This document will populate when requesting the changes online.
401k Deferral Change – Instructions for an employee to change their 401k contribution. Employees can update this by calling (800) 876-9557. If they do not have a phone number on file, you will need to update this in the BOK account.
401k E-Statement Access – Instructions to request 401k E-Statement
401K Asset Allocation – Instructions for an employee to change their 401k asset lineup. Employees can update this by calling (800) 876-9557.
401K Rollover Form – Accompany your rollover check with completed form to BOK.
Access your 1095-C – Instructions to access your 1095-C