Defining Certifications for Enrollment in a Plan

You use the Certifications window to define a certification that is required or preferred for enrollment in a plan.

  1. Select the Certification Type you require or prefer in order for a participant to enroll in this plan.

  2. Select a Certification Required to specify when you require this Certification Type in order for a participant to enroll in this plan following this life event.

  3. Check the Required field if failure to provide this Certification Type suspends enrollment in this plan.

  4. Save your work.