Certain life events such as getting married or adding a new child to your family, are considered Qualifying Life Events (QLEs) and can affect your Lineage benefits. QLEs are a change in your life that qualifies you to update your benefits enrollment before the next Open Enrollment. When you experience a QLE, you have 30 days from the event to make benefits changes related to your event. Learn about different QLEs and what you may want to consider and do as you navigate life’s changes.
If you have a Qualifying Life Event, benefit changes must be made in Workday within 30 days.
Note: You can apply for a Qualifying Life Event (QLE) in Workday with the appropriate documentation. If you fail to begin the process within 30 days, you will not be able to make changes to your benefits until the next annual Open Enrollment period. Any retroactive benefit deduction payments, if applicable, will be collected on the pay date following the approval of the business process in Workday.
We will not accept enrollments after the 30-day window or enrollments that have been submitted without proper documentation.
Please note: If you have a dependent, Dependent Verification Services will reach out to verify your family members’ eligibility. You will be asked to provide documentation such as marriage and/or birth certificates. If backup documentation is not provided by the deadline provided, your dependent(s) will be removed from coverage and premiums will not be refunded.
Congratulations! What an exciting time for you and your family. Use the checklist below to guide you through important actions you may want to take.
- Review the company’s leave policies.
- Notify your manager about the timing of your leave.
- Call 1-844-537-5300 Or email benefits@onelineage.com to begin processing your leave.
- Review Lineage’s benefits for programs you may want to take advantage of, such as child care resources through the EAP or a Flexible Spending Account (FSA).
- Get a Social Security number for your new child, if an application has not yet been submitted.
- Add your new child to your benefits coverage and make any other applicable benefit changes within 30 days of birth or adoption or placement in your home.
- Consider updating your life insurance beneficiary information.
- Consider updating your retirement plan beneficiary information.
- Change your tax withholdings
- Update your will. Get assistance from MetLife if you’re a member. Access code for MetLife website: Legal20.
- Consider connecting with a Morgan Stanley advisor for long-term financial planning assistance preparing for your child’s education and other new expenses.
- Call 1-844-537-5300 if you have any questions about your health benefits.
- Notify your manager of your return to work and discuss flexible working arrangements.
- Complete any required return to work forms.
- Access free, confidential counseling through the Employee Assistance Program (EAP). Access code for EAP: lineage.
This is a Qualifying Life Event (QLE). When you experience a QLE, such as adding a new child to your family, you have 30 days to make benefits changes related to your event. Please notify your Human Resources Representative or initiate the Life Event in Workday within 30 days of the QLE, even if you don’t yet have the appropriate documentation. Submit all documents to benefits@onelineage.com or attach to the Life Event in Workday. When you add a new family member, the effective date of the change will be the date of the event.
Congratulations on tying the knot! Use the checklist below to guide you through important actions you may want to take at this time.
- Update your personal information, if necessary, in Workday.
- If you’re changing your name, get a new Social Security card.
- Change or update your benefits coverage within 30 days.
- Update your life insurance beneficiary information.
- Update your 401(k) beneficiary information.
- Consider connecting with a Morgan Stanley advisor for long-term financial planning assistance and consulting to help you and your spouse achieve your financial goals.
- Update your tax withholdings in Workday.
- Update your direct deposit, if necessary, in Workday.
- Update your will. Get assistance from MetLife if you’re a member. Access code for MetLife website: Legal20.
This is a Qualifying Life Event (QLE). When you experience a QLE, such as getting married, you have 30 days to make benefits changes related to your event. Please notify your Human Resources Representative or initiate the Life Event in Workday within 30 days of the QLE, even if you don’t yet have the appropriate documentation. Submit all documents to benefits@onelineage.com or attach to the Life Event in Workday.
As you navigate this new chapter of your life, use the checklist below to guide you through important actions you may want to take.
- Update your personal information, if necessary, in Workday.
- If you’re changing your name, get a new Social Security card.
- Change or update your benefits coverage within 30 days.
- Update your life insurance beneficiary information.
- Update your retirement plan beneficiary information.
- Consider connecting with a Morgan Stanley advisor for long-term financial planning assistance and consulting to help you with things such as updating your budget, reviewing your retirement savings strategy and more.
- Update your tax withholdings in Workday.
- Update your direct deposit, if necessary, in Workday.
- Update your will. Get assistance from MetLife if you’re a member. Access code for MetLife website: Legal20.
- Access free, confidential counseling through the Employee Assistance Program (EAP). Access code for EAP: lineage.
This is a Qualifying Life Event (QLE). When you experience a QLE, such as getting divorced, you have 30 days to make benefits changes related to your event. Please notify your Human Resources Representative or initiate the Life Event in Workday within 30 days of the QLE, even if you don’t yet have the appropriate documentation. Submit all documents to benefits@onelineage.com or attach to the Life Event in Workday.
We are very sorry for your loss and extend our deepest condolences to you and your family. Use the checklist below to guide you through important actions you may want to take at this time.
- Access free, confidential counseling through the Employee Assistance Program (EAP). Access code for EAP: lineage.
- Review the company’s bereavement and personal leave policies.
- Update your benefits coverage, if necessary, within 30 days.
- Contact the Social Security Administration to end benefits received by the deceased (if disabled or retired) and to determine if benefits are available to the surviving spouse and dependent children.
- Submit life insurance claims if you are the beneficiary.
- Update your life insurance beneficiary, if necessary.
- Update your retirement plan beneficiary, if necessary.
- Update your tax withholdings in Workday.
- Update your direct deposit, if necessary, in Workday.
- Update your will. Get assistance from MetLife if you’re a member. Access code for MetLife website: Legal20.
This is a Qualifying Life Event (QLE). When you experience a QLE, such as a death in your family, you have 30 days to make benefits changes related to your event. Please notify your Human Resources Representative or initiate the Life Event in Workday within 30 days of the QLE, even if you don’t yet have the appropriate documentation. Submit all documents to benefits@onelineage.com or attach to the Life Event in Workday.
When your work status at Lineage changes, you might need to change your benefits, too. Use the checklist below to guide you through important actions you may want to take at this time.
- Contact the Alight Benefit Coaches at 1-844-537-5300 for answers to questions you may have about your change in work status.
- Adjust your benefits coverage, if your eligibility for benefits has changed, within 30 days of your work status change.
- Access free, confidential counseling through the Employee Assistance Program (EAP). Access code for EAP: lineage.
This is a Qualifying Life Event (QLE). When you experience a QLE, such as a change in your work status, you have 30 days to make benefits changes related to your event. Please notify your Human Resources Representative or initiate the Life Event in Workday within 30 days of the QLE, even if you don’t yet have the appropriate documentation. Submit all documents to benefits@onelineage.com or attach to the Life Event in Workday.
Gaining or losing health insurance can occur for many reasons, such as turning age 26 when you are no longer eligible for coverage on a parent’s plan or adding/dropping coverage on a spouse’s plan. Use the checklist below to guide you through important actions you may want to take at this time.
- Enroll in Lineage benefits coverage, if necessary, within 30 days of the loss of other benefits coverage.
- Access free, confidential counseling through the Employee Assistance Program (EAP). Access code for EAP: lineage.
This is a Qualifying Life Event (QLE). When you experience a QLE, such as gaining or losing other benefits coverage, you have 30 days to make benefits changes related to your event. Please notify your Human Resources Representative or initiate the Life Event in Workday within 30 days of the QLE, even if you don’t yet have the appropriate documentation. Submit all documents to benefits@onelineage.com or attach to the Life Event in Workday.