Defining Enrollment Requirements for Not in Program Plans

You use the Plan Enrollment Requirements window to define special enrollment requirements for plans that you do not associate with a program.

arrow icon   To define enrollment requirements for a not in program plan:

  1. Query the plan for which you are defining enrollment requirements in the Plan field.

    The current status of the plan is displayed. For a definition of the plan statuses, see Defining a Benefits Plan.

  2. With the General tab and the Plan tab selected, select the Not in Program tabbed region.

  3. For Advanced Benefits users, select a Default Enrollment Code or Rule to define how the system processes enrollments when a participant fails to make an election.

    See: Enrollment Codes

    Note: If an option in this plan is the default option, you must still select this plan as the default plan.

  4. Save your work.