Open Enrollment Benefit Changes

This article goes over what steps need to be taken during the Open Enrollment period for users to make changes to their benefits or re-enroll in Flex Spending healthcare and dependent care reimbursement accounts.

If your employment status is not changing and you do not want to make changes to your current health, dental, and vision benefits, you do not need to participate in Open Enrollment to renew your existing benefits for the next year.

Flex Spending healthcare and dependent care reimbursement accounts must be renewed every year.

1. Log in to the campus portal and select Employee Homepage in the Titan Online widget.

View How Do I Access the Employee Homepage/Employee Self Service? for more details about accessing the Employee Homepage.

Titan Online widget

2. Click the Open Enrollment tile.

If the Open Enrollment period is active, you will see the enrollment deadline and a countdown on the tile.

If you see "No Enrollment Available At This Time" on the Open Enrollment tile, then you do not have an open benefits enrollment and cannot make changes to your benefits through the process outlined below. If you experienced a qualifying life event, you may modify your benefits through the CSU Life Events tile. View Life Events user guides on the Chancellor's Office CHRS Knowledge Base. Contact  [email protected] if you have any questions.

Employee Self-Service page

3. Read the information on the Welcome screen. Then, click Next to proceed.

This screen includes information about the enrollment deadline, coverage effective date, and changes you can make to your benefits.

Make sure to not click the Complete button until you have gone through all of the steps!

Open Enrollment welcome

4. You can view your benefits on the Benefits Summary page. The page will default to the current date, but you can enter another date and click Refresh to view your benefits as of another date. Click Review on a tile to view more details about that benefit. Click Next to proceed.

benefits summary page
  1. Enter a date and click Refresh to view your benefits as of that date. If you want to view your benefits as of the current date, leave the field as is.
  2. Click Review on a tile to reveal more details about the plan, plan provider, and dependents enrolled in that plan.
  3. Click Next when you've finished reviewing your benefits.

5. Make changes to your benefits and/or enroll in or renew your Flex Spending account(s) on the Benefits Enrollment page.

You cannot concurrently enroll in Medical or Dental benefits and have Flex Cash. You must waive the option that you do not choose.

If you have a Flex Spending Health or Flex Spending Dependent Care account, you need to renew your contributions every year.

Benefits Enrollment page

Select what you would like to do:

5.1. I would like to enroll in/renew my Flex Spending account(s).

5.1.1. Click a Flex Spending tile.

Benefits enrollment page

5.1.2. Select the Flex Spending option if not already selected.

flex spending health screen

5.1.3. Enter an amount for your annual pledge. Then, click Flexible Spending Account Worksheet to calculate your contributions.

contribution amount fields
  1. In the Annual Pledge field, enter how much you would like to contribute.
  2. Click Flexible Spending Account Worksheet to calculate your annual pledge based on the amount you will contribute from the year's remaining paychecks.

5.1.4. Use the Flexible Spending Account Worksheet to calculate your estimated contribution from your annual pledge or per pay period.

If you know how much you want to pay per year and want to know the breakdown per pay period, select Annual Pledge from the drop-down menu. Then, enter the amount of your annual pledge and click Calculate. Your Estimated Per Pay Period Contribution will update to tell you how much to contribute per month in order to meet the annual pledge amount. Click Done.

annual pledge worksheet
  1. From the Estimate Contribution from drop-down menu, select Annual Pledge.
  2. Enter your annual pledge amount in the Your New Annual Pledge field.
  3. Click Calculate.
  4. The amount of your estimated per pay period contribution will update showing the monthly contribution amount.
  5. Click Done to return to the Flex Spending page.

If you know how much you want to contribute per pay period and want to know the annual total, select Per Pay Period from the drop-down menu. Then, enter the amount of your estimated monthly contribution and click Calculate. Your New Annual Pledge amount will update to show the contribution for the year. Click Done.

per pay period worksheet
  1. From the Estimate Contribution from drop-down menu, select Per Pay Period.
  2. Enter the monthly amount you want to spend into the Estimated Per Pay Period Contribution field.
  3. Click Calculate.
  4. The amount of your new annual pledge will update to show the yearly contribution amount.
  5. Click Done to return to the Flex Spending page.

5.1.5. Click Done.

flex spending done

5.1.6. You will see a banner confirming that your plan has been updated and you will see the changes reflected on the tile. Repeat the steps above to make changes to other Flex Spending healthcare and dependent care reimbursement accounts as necessary.

flex spending plan updated
  1. At the top of the screen, a green banner will appear confirming that you updated your plan.
  2. The account tile will show the changed status and new plan.
  3. Click on another tile to make changes to that plan. Continue making changes as necessary.
5.2. I would like to make changes to my Medical, Dental, and/or Vision plan(s) and/or enrolled dependent(s).

If you are enrolled in flex cash and want benefits coverage, you will have to waive the flex cash before enrolling in a healthcare or dental plan. Likewise, you have to waive a benefits plan to avail of flex cash. Please note that you cannot waive vision benefits.

5.2.1. Click a tile to view the enrollment options for that benefit.

Medical tile

5.2.2. Add your dependents to the benefit. Then, select the benefit plan that you want to enroll in. Click Done to proceed.

The amounts listed on this page include the cost for enrolled dependents.

Medical benefit page
  1. Place a check next to the dependent(s) that you want to add to your benefit plan.
  2. If your dependent is not in the Dependents table, click Add/Update Dependent. View instructions on adding dependents.
  3. Click Select next to Waive to withdraw from the plan. For example, if you're enrolled in Medical benefits but want to enroll in Medical Flex Cash instead, waive the benefit first and then enroll in Flex Cash. 
    OR
  4. Click Select next to your preferred plan to switch to that plan.
  5. Click Done after you've reviewed your information and made all your selections.

5.2.3. You will see a banner confirming that your plan has been updated and you will see the changes reflected on the tile. Repeat the steps above to make changes to other benefits as necessary.

Benefits enrollment changed screen
  1. At the top of the screen, a green banner will appear confirming that you updated your plan.
  2. The benefit tile will show the changed status and new plan.
  3. Click on another tile to make changes to that plan. Continue making changes as necessary.

6. Click Submit Enrollment after you've made all necessary adjustments.

Submit enrollment button

7. Read the Benefits Alerts. Then, click Done.

benefits alerts

8. Click Next.

next button

9. Read the Electronic Signature Authorization statement. Place a check next to the statement agreeing with the above paragraph. Then, click Save.

Electronic Signature Authorization
  1. Check the box to agree to the terms outlined on the page.
  2. Click Save.

10. The bottom of the page will populate with your electronic signature. Click Next.

electronic signature
  1. Your electronic signature will populate with your User ID, Name, Date/Time Stamp, and IP Address.
  2. Click Next.

11. Read the summary and make note of what documents you need to provide to Total Wellness. Then, click Complete.

Provide applicable supporting documentation to the Total Wellness office by the Open Enrollment deadline.

summary page
  1. Note the supporting documentation that may be required of you.
  2. Click Complete.

12. Click Yes.

Mark action complete prompt

13. You will remain on the same screen until you exit. To close the Open Enrollment page, click the kebab (three dots) menu, then, click Home to return to your Employee Homepage.

return home
  1. Open the kebab (three dots) menu.
  2. Select Home.

Need More Help?

CSUF Benefits Open Enrollment website

For inquiries and assistance about your specific benefits account, contact Total Wellness at [email protected].

For technical assistance, contact the IT Help Desk at 657-278-7777 or [email protected].

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