Life Events

 Qualified Life Events

During the year, you cannot make changes to your benefits unless you have a Qualified Life Event. If you do not make changes to your benefits within 30 days of the Qualified Life Event, you will have to wait until the next annual Open Enrollment period to make changes (unless you experience another Qualified Life Event).

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Getting Married

Congratulations! Whether you’re just starting the planning process, or you just got back from your honeymoon, here’s how your marriage affects your benefits.

You have 30 days from the date of your marriage to enroll in or make changes to your benefits.

 

Add Your New Spouse and/or Stepchildren to Your Benefits

  • Update your benefits coverage to include any new additions. You must act within 30 days of the date of your marriage –no changes occur automatically! You can do this by calling the FC Benefits Center at 855-547-8508
  • Review your life insurance coverage and beneficiary information.
  • Review your retirement plan and beneficiary information.

Update Your Personal Information in ADP Benefit Portal

  • Update your address
  • Update your tax withholdings
  • Update your direct deposit information
  • Update your beneficiaries if necessary
  • If your name has changed, provide your updated Social Security card to People Services.
Getting Divorced or Legally Separated

Ending your relationship can affect your benefits coverage. You have 30 days from the date of your divorce or legal separation to enroll in or make changes to your benefits. If you are removing a former spouse from your benefits, coverage will terminate on the date of your divorce or legal separation. Update your insurance by calling the FC Benefits Center at 855-547-8508.

 

Update Your Personal Information in ADP Benefit Portal

  • Update your address
  • Update your tax withholdings
  • Update your direct deposit information
  • Update your beneficiaries if necessary
  • If your name has changed, provide your updated Social Security card to People Services.
Having or Adopting A child

Congratulations on your new addition! Your FranklinCovey benefits can pave the way for a smooth transition.

Before Your New Addition Arrives

Arrange for Your Time Off

  • Notify your manager of your good news at least 30 days (or as soon as possible) before you anticipate beginning a leave of absence.
  • Notify People Services and your manager as soon as possible but no later than 30 days prior to your leave.
  • Review the Leave of absence information here.
  • Begin processing your Leave of Absence by contacting People Services.

After Your New Addition Arrives

Add Your New Child to Your Benefits

  • Update your benefits coverage to include your new addition. You must act within 30 days of the birth, adoption, or placement–no changes occur automatically!
  • Call the FC Benefits Center at 855-547-8508 to start the process of adding your child to your benefits.
  • Get a Social Security number for your new addition and report to the Benefits team asap if you are adding your child to your benefits.

Arrange for Your Return to Work

When your return-to-work date is approaching:

  • Contact your manager.
  • Reach out to People Services and complete any required return to work forms.
Newly Hired

Welcome to FranklinCovey – we’re glad you’re here! To make sure you cover all of your bases and get the most from all that FranklinCovey has to offer, here are a few steps to help you settle into your new role.

What to Do on Day One

Complete your onboarding activities in ADP Benefit Portal and be sure to:

  • Sign applicable employee agreements.
  • Set up direct deposit.
  • Complete federal and state withholding election forms.

What to Do in the First Few Weeks

You have 30 days from your date of hire to enroll in benefits. This website provides an overview of health and financial security benefits available to you as an eligible employee.

Review Your Eligibility

Click here for benefit eligiblity.

You may also elect coverage for your dependents, including:

  • Your legal spouse or qualified domestic partner
  • Children under the age of 26, regardless of student, dependency, or marital status
  • Children who are past the age of 26 and are fully dependent on you for support due to a mental or physical disability, and who are indicated as such on your federal tax return

Do Your Research

  • Explore this website to learn about your FranklinCovey benefits.
  • Read through the Documents and Resources page to learn more about how the different medical plans work.

Enroll in Benefits

You have 30 days from your date of hire to enroll in these benefits: Medical, Dental, Vision, Health Savings Account (HSA), Voluntary Life/AD&D insurance.

Failure to enroll in the 30-day window will be considered voluntary waiver of benefits. You will only be enrolled in company-provided benefits (i.e Basic Life and AD&D insurance).

Leave of Absence

Taking a Leave of Absence

Sometimes life brings changes that require you to take extended time away from work. To make the transition easier for you, here are some steps to take before, during, and after your leave of absence.

Notify FranklinCovey and Review Your Options

  • Notify your manager and People Services of your expected absence.
  • Review FranklinCovey’s leave policies here

Get Support

  • Use the Employee Assistance Program (EAP) for free, confidential, and professional counseling for you and your household members.
If You Leave FranklinCovey

Life brings opportunities, which may lead to a change in employment. To make the departure from FranklinCovey easier for you, here are a few steps to take before and after you leave the company.

Arrange for Your Departure

Notify your manager of your expected departure with a written resignation letter.

Confirm with People Services your correct mailing address.

Make decisions about your ongoing benefits coverage

  • Your medical, dental and vision benefits end on the last day of the month following your termination.

You can continue certain health benefits if you enroll in COBRA coverage within 60 days. You are responsible for paying 100% of the benefits cost, plus an administrative fee.

Loss of or Access to New Coverage

If you, your spouse or your dependent experiences a life event that causes a loss or gain of coverage, you may be eligible to enroll in FranklinCovey benefits outside of the Open Enrollment period. Examples include:

  • A spouse’s employment begins or ends
  • A dependent’s eligibility status changes due to age or employment

If you have questions contact the FC Benefits Center at (855) 547-8508 or [email protected].

Qualified Life EventDocumentation Needed
Change in marital statusMarriage
Divorce/Legal Separation
Death
Copy of marriage certificate
Copy of divorce decree
Copy of death certificate
Change in number of dependentsStep-child
Death
Copy of birth certificate plus a copy of the marriage certificate between employee and spouse
Copy of death certificate
Change in employmentChange in your eligibility status (i.e., full time to part time)
Change in spouse’s benefits or employment status
Notification of increase or reduction of hours that changes coverage status
Notification of spouse’s employment status that results in a loss or gain of coverage