WHAT TO DO WHEN STARTING AT ACLI

1. Meet with Kellie Croons to sign up for your benefits.
2. Set up your voice mail.
3. Get to know the staff.
4. Review ACLI’s Policies and Procedures.
5. Review Finance’s Policies & Procedures.
6. Need to learn more about insurance? Consider the LOMA program.

WHAT TO DO WHEN GETTING MARRIED

1. Send email to Kellie Croons to notify HR of the change.
2. Change Beneficiary Forms for Life Insurance and 401(k).
3. If your name has changed, you should notify Social Security.  Give copy of new social security card to HR.
4. Update Emergency Contact Form and send completed form to Kellie Croons.
5. Change tax forms and send completed forms to Andrew Baboyian.

Other things to think about:

1. You can add or remove your spouse from your health and dental insurance.*
2. You can sign up for or update your flexible spending account deductions.*
3. You can sign up for or update your Dependent Life Coverage.*

*You must make these changes within 30 days from the date of the change in status.

WHAT TO DO WHEN YOU MOVE

1. Send email to Kellie Croons to notify her of the new address, phone number and the effective date.
2. Kellie will notify Aetna, Kaiser, Metlife, Prudential and TASC, as applicable.
3. Update tax forms (if you move from one state/DC to another) and send completed form to Andrew Baboyian.
4. If you participate in the FSA, you can also update your address on-line at Discovery Benefits.

WHAT TO DO WHEN HAVING A BABY

1. Prior to having the baby, set up meeting with Kellie Croons to discuss disability and FMLA leave.
2. Send email to Kellie Croons to add child to Health and Dental (must be done within 30 days of child’s birth date).
3. Update beneficiary forms and send completed forms to Kellie Croons.
4. Update tax forms and send completed forms to Andrew Baboyian.

WHAT TO DO WHEN ADOPTING A CHILD

1. Prior to adoption, set up meeting with Kellie Croons to discuss adoption assistance.
2. Once adoption is official, send email to Kellie Croons and follow the same steps listed under “Have a Baby”.
3. For more information on adoption assistance, read the Adoption Assistance Policy.