{"id":25768,"date":"2025-04-14T13:36:26","date_gmt":"2025-04-14T17:36:26","guid":{"rendered":"https:\/\/www.rbcinsurance.com\/en-ca\/?page_id=25768"},"modified":"2025-06-03T14:20:26","modified_gmt":"2025-06-03T18:20:26","slug":"how-to","status":"publish","type":"page","link":"https:\/\/www.rbcinsurance.com\/en-ca\/group-benefits\/plan-administrator\/reference-guide\/how-to\/","title":{"rendered":"How To"},"content":{"rendered":"\n<div class=\"wp-block-rbc-resource-wrapper resourceWrapper tabListStickyWrapper pad-b-dbl mob-pad-b-dbl\">\n<div class=\"wp-block-group resourceWrapper__col-left tabListHeadings is-layout-flow wp-block-group-is-layout-flow\">\n<span class=\"rbc-yoast-breadcrum-span\"><span><a href=\"https:\/\/www.rbcinsurance.com\/en-ca\/\">Home<\/a><\/span><\/span>\n\n\n\n<h1 class=\"wp-block-heading\" id=\"h-how-to\">How To<\/h1>\n\n\n\n<p><span class=\"partial__border-bottom\">Guides on how to do just about anything as a plan administrator<\/span><\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-add-a-plan-member\"><a href=\"#h-add-a-plan-member\" class=\"jumpLink\">Add a Plan Member<\/a><\/h2>\n\n\n\n<ol class=\"wp-block-list  list-core-block second-level-inherit third-level-inherit\">\n<li>Select&nbsp;<strong>Add Plan Member<\/strong>&nbsp;from the home screen, or the left-hand menu bar.<\/li>\n\n\n\n<li>Choose the&nbsp;<strong>Billing Division<\/strong>&nbsp;(if applicable) and enter the&nbsp;<strong>Date of Hire<\/strong>.<\/li>\n\n\n\n<li>Enter Personal information and the Canadian Citizen\/Permanent Resident question.<\/li>\n\n\n\n<li>Choose the appropriate drop down for&nbsp;<strong>Extend Health coverage to and Extend Dental coverage to<\/strong>.<\/li>\n<\/ol>\n\n\n\n<div class=\"rbci-tw-alert bannerNotice\"><div class=\"wp-block-rbc-banner-notice rbc-banner-block-header-div default\"><div><p class=\"rbc-banner-block-header\"><strong>Note<\/strong><\/p><\/div><\/div><div class=\"rbc-banner-block-description-p \"><div class=\"buttonSection\">\n<p class=\"call-link\">If the plan contains life and disability-based benefits only, then choose&nbsp;<strong>single coverage<\/strong>&nbsp;for both health and dental.<\/p>\n\n\n\n<p>If the plan is eligible for dependent life coverage, you must answer&nbsp;<strong>\u201cYes\u201d<\/strong>&nbsp;to the dependent question.<\/p>\n\n\n\n<p>If the plan member would like to opt out of volume-based benefits, then a mandatory opt-out form must be completed and sent to the Administration Department.<\/p>\n<\/div><\/div><\/div>\n\n\n\n<p class=\"mar-l-hlf mob-mar-l-hlf\"><strong>Single Coverage:<\/strong>&nbsp;If the plan member has only life and disability, choose single coverage in both the health and dental drop-down lists.&nbsp;<em>(Note: If the plan member has dependent life, you must choose the family option in order to give the plan member dependent life coverage)<\/em><\/p>\n\n\n\n<p class=\"mar-l-hlf mob-mar-l-hlf\"><strong>Family Coverage:<\/strong>&nbsp;If the plan member has health and dental and eligible dependents, choose&nbsp;<strong>Plan Member, spouse, and dependents<\/strong>&nbsp;coverage in the health and dental drop-down lists.<\/p>\n\n\n\n<p class=\"mar-l-hlf mob-mar-l-hlf\"><strong>Waived Coverage:<\/strong>&nbsp;If the plan member already has health and\/or dental coverage and they want to waive their RBC health and\/or dental coverage, choose \u201cWaive Coverage\u201d from the applicable drop-down lists.<\/p>\n\n\n\n<ul class=\"wp-block-list  list-core-block second-level-inherit third-level-inherit\">\n<li><\/li>\n<\/ul>\n\n\n\n<p><\/p>\n\n\n\n<ol start=\"5\" class=\"wp-block-list  list-core-block second-level-inherit third-level-inherit\">\n<li>Confirm if waiving the&nbsp;<strong>Waiting Period<\/strong>\n<ul class=\"wp-block-list  list-core-block second-level-inherit third-level-inherit\">\n<li>Confirm that all conditions are met if waiving the waiting period (if applicable). Select&nbsp;<strong>Next<\/strong>.<\/li>\n<\/ul>\n<\/li>\n<\/ol>\n\n\n\n<ol start=\"6\" class=\"wp-block-list  list-core-block second-level-inherit third-level-inherit\">\n<li>Complete Personal, Contact Information, Employment and Earnings sections.<\/li>\n\n\n\n<li>Enter&nbsp;<strong>Dependent<\/strong>&nbsp;Information (if applicable)\n<ul class=\"wp-block-list  list-core-block second-level-inherit third-level-inherit\">\n<li>If the dependent is a spouse, provide the appropriate response to the&nbsp;<strong>\u2018Has other coverage\u2019<\/strong>&nbsp;question.<\/li>\n<\/ul>\n<\/li>\n\n\n\n<li>Enter the Health and or Wellness Spending Account contributions (if applicable).<\/li>\n\n\n\n<li>Review the information entered for accuracy and then click&nbsp;<strong>Submit<\/strong>.<\/li>\n<\/ol>\n\n\n\n<p><\/p>\n\n\n\n<p>The Plan Member has now been added, and a confirmation page will be generated. A new Plan Member ID number is created and displayed on the plan member record at the top of the page below their name.<\/p>\n\n\n\n<p>At this time, you can enter the&nbsp;<strong>Beneficiary<\/strong>&nbsp;information (if applicable), edit any Plan Member sections, as well as&nbsp;<strong>Pin<\/strong>&nbsp;the plan member, or Print the&nbsp;<strong>ID card<\/strong>.<\/p>\n\n\n\n<p><\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-add-a-dependent\"><a href=\"#h-add-a-dependent\" class=\"jumpLink\">Add a Dependent<\/a><\/h2>\n\n\n\n<ol class=\"wp-block-list  list-core-block second-level-inherit third-level-inherit\">\n<li>Within the Online Administration home page, search for the appropriate Plan Member using the&nbsp;<strong>search bar<\/strong>. Alternatively, select&nbsp;<strong>Search\/Edit Plan Member<\/strong>&nbsp;from the left menu bar.<\/li>\n\n\n\n<li>Scroll down to the&nbsp;<strong>Dependents<\/strong>&nbsp;Information section and select&nbsp;<strong>Add Dependent(s)<\/strong>.<\/li>\n\n\n\n<li>Complete the required fields, including&nbsp;<strong>First day of coverage<\/strong>&nbsp;and click&nbsp;<strong>Save<\/strong>&nbsp;or&nbsp;<strong>Add Another Dependent<\/strong>.<\/li>\n<\/ol>\n\n\n\n<div class=\"rbci-tw-alert bannerNotice\"><div class=\"wp-block-rbc-banner-notice rbc-banner-block-header-div default\"><div><p class=\"rbc-banner-block-header\">Note<\/p><\/div><\/div><div class=\"rbc-banner-block-description-p \"><div class=\"buttonSection\">\n<p class=\"call-link\">When adding a spouse with coverage under another plan, answer Yes to&nbsp;<strong>\u2018Has other coverage?\u2019<\/strong>&nbsp;by moving the toggle to&nbsp;<strong>Yes<\/strong>. Select if the spouse has&nbsp;<strong>Single<\/strong>&nbsp;or&nbsp;<strong>Family<\/strong>&nbsp;coverage under their own plan.<\/p>\n\n\n\n<p>If any of the dependent(s) are 18 years of age or older, you will be prompted to respond to a question confirming if the Dependent is&nbsp;<strong>In School<\/strong>.<\/p>\n<\/div><\/div><\/div>\n\n\n\n<ol start=\"4\" class=\"wp-block-list  list-core-block second-level-inherit third-level-inherit\">\n<li>If the new addition of dependents affects the family status (i.e. single to family), you will be required to update the following sections:&nbsp;<strong>Employment Information<\/strong>.<\/li>\n\n\n\n<li>Navigate to the&nbsp;<strong>Employment Information<\/strong>&nbsp;section.<\/li>\n\n\n\n<li>Click on&nbsp;<strong>Edit<\/strong>&nbsp;or double click on any field.<\/li>\n\n\n\n<li>Change the&nbsp;<strong>Family Status<\/strong>&nbsp;to&nbsp;<strong>Plan Member, Spouse, and Dependents<\/strong>.<\/li>\n\n\n\n<li>Enter the&nbsp;<strong>Effective Date<\/strong>.<\/li>\n\n\n\n<li>Click on&nbsp;<strong>Save<\/strong>.<\/li>\n<\/ol>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-adding-spending-account-contributions-health-and-or-wellness-spending-account\"><a href=\"#h-adding-spending-account-contributions-health-and-or-wellness-spending-account\" class=\"jumpLink\">Adding Spending Account Contributions (Health and or Wellness Spending Account)<\/a><\/h2>\n\n\n\n<ol class=\"wp-block-list  list-core-block second-level-inherit third-level-inherit\">\n<li>Within the&nbsp;<strong>Add Plan Member<\/strong>&nbsp;process, navigate to the section&nbsp;<strong>Spending Account(s)<\/strong>.<\/li>\n\n\n\n<li>Enter in the&nbsp;<strong>Contribution Amount(s)<\/strong>&nbsp;in the specific fields.<\/li>\n\n\n\n<li>Click&nbsp;<strong>Submit<\/strong>.<\/li>\n<\/ol>\n\n\n\n<div class=\"rbci-tw-alert bannerNotice\"><div class=\"wp-block-rbc-banner-notice rbc-banner-block-header-div default\"><div><p class=\"rbc-banner-block-header\">Note<\/p><\/div><\/div><div class=\"rbc-banner-block-description-p \"><div class=\"buttonSection\">\n<p class=\"call-link\">If the Plan Member is electing to direct Spending Account Contributions to their RRSP. Please enter $0.00 into the Contribution Amount(s) field.<\/p>\n<\/div><\/div><\/div>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-dependent-events\"><a href=\"#h-dependent-events\" class=\"jumpLink\">Dependent Events<\/a><\/h2>\n\n\n\n<p>When dependent management is available,&nbsp;<strong>Dependent Events<\/strong>&nbsp;allows you to review any new dependents added to your plan by your plan members, or any reinstatements made by your plan members through the plan member portal.<\/p>\n\n\n\n<p><\/p>\n\n\n\n<ol class=\"wp-block-list  list-core-block second-level-inherit third-level-inherit\">\n<li>Select&nbsp;<strong>Dependent Events<\/strong>&nbsp;from the left menu bar.<\/li>\n\n\n\n<li>Enter the start and end date ranges if needed (dates are automatically defaulted to the last 10 days).<\/li>\n\n\n\n<li>Click on&nbsp;<strong>Search<\/strong>.<\/li>\n\n\n\n<li>Plan member data and dependent data are shown in the results along with the process date of when the plan member made the change.<\/li>\n<\/ol>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-mass-transactions\"><a href=\"#h-mass-transactions\" class=\"jumpLink\">Mass Transactions<\/a><\/h2>\n\n\n\n<ol class=\"wp-block-list  list-core-block second-level-inherit third-level-inherit\">\n<li>Click on&nbsp;<strong>Mass Transactions<\/strong>&nbsp;on the left-hand side menu. This view will display the dashboard of Mass Transaction events Completed or in Progress.<\/li>\n\n\n\n<li>To see specific details on any previous Mass Transactions, select the appropriate row and click on&nbsp;<strong>View<\/strong>.<\/li>\n<\/ol>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-create-a-new-mass-transaction\"><strong>Create a New Mass Transaction<\/strong><\/h3>\n\n\n\n<ol class=\"wp-block-list  list-core-block second-level-inherit third-level-inherit\">\n<li>Click&nbsp;<strong>Create New Mass Transaction<\/strong>.<\/li>\n\n\n\n<li>Select the&nbsp;<strong>Type of Change<\/strong>&nbsp;from the drop down.<\/li>\n\n\n\n<li>Enter the search criteria such as: Billing Division, Status, Class and click on&nbsp;<strong>Search<\/strong>.<\/li>\n\n\n\n<li>Select the plan members you want from the search results:<\/li>\n\n\n\n<li>From the hamburger menu,&nbsp;<strong>Select all<\/strong>&nbsp;on current page will place a check mark next to each plan member and will display the number of records selected.<\/li>\n\n\n\n<li><strong>Select all # records<\/strong>&nbsp;will include every plan member across multiple pages and will provide the total number of records selected.<\/li>\n\n\n\n<li>Click on&nbsp;<strong>Unselect all<\/strong>&nbsp;to remove the check mark next to each plan member. Click on&nbsp;<strong>Confirm<\/strong>&nbsp;in the pop-up confirmation message.<\/li>\n\n\n\n<li>Or click on specific plan members. A check mark will show which plan members you have chosen.<\/li>\n\n\n\n<li>Once you have selected all the plan members needed, select&nbsp;<strong>Next<\/strong>.<\/li>\n\n\n\n<li>Enter the effective date and complete any additional information needed to complete the transaction and select&nbsp;<strong>Next<\/strong>.<\/li>\n\n\n\n<li>Review the information and select&nbsp;<strong>Confirm Change<\/strong>. The mass transaction has been submitted and will be processed automatically. Completion of the changes will be monetarily delayed depending on the number of transactions requested.<\/li>\n\n\n\n<li>Click on&nbsp;<strong>View Status<\/strong>&nbsp;to go back to the dashboard to check the progress of the request or click on&nbsp;<strong>Make Another Change<\/strong>.<\/li>\n<\/ol>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-upload-mass-transaction\"><strong>Upload Mass Transaction<\/strong><\/h3>\n\n\n\n<ol class=\"wp-block-list  list-core-block second-level-inherit third-level-inherit\">\n<li>Within the&nbsp;<strong>Mass Transactions<\/strong>&nbsp;menu, select&nbsp;<strong>Upload Mass Transaction<\/strong>.<\/li>\n\n\n\n<li>Click on&nbsp;<strong>Choose File<\/strong><\/li>\n\n\n\n<li>Attach the file to be sent for processing or drag and drop the file.<\/li>\n\n\n\n<li>Click&nbsp;<strong>Upload File<\/strong>.<\/li>\n\n\n\n<li>Click&nbsp;<strong>Complete<\/strong>.<\/li>\n<\/ol>\n\n\n\n<div class=\"rbci-tw-alert bannerNotice\"><div class=\"wp-block-rbc-banner-notice rbc-banner-block-header-div default\"><div><p class=\"rbc-banner-block-header\">Note<\/p><\/div><\/div><div class=\"rbc-banner-block-description-p \"><div class=\"buttonSection\">\n<p class=\"call-link\">When uploading a Mass Transaction through file transfer, it will not be displayed in the dashboard.<\/p>\n<\/div><\/div><\/div>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-modify-or-correct-an-error-to-existing-information\"><a href=\"#h-modify-or-correct-an-error-to-existing-information\" class=\"jumpLink\">Modify or correct an error to existing information<\/a><\/h2>\n\n\n\n<ol class=\"wp-block-list  list-core-block second-level-inherit third-level-inherit\">\n<li>Select&nbsp;<strong>&#8216;Search\/Edit Plan Member&#8217;<\/strong>.<\/li>\n\n\n\n<li>Search for the appropriate Plan Member.<\/li>\n\n\n\n<li>Navigate to the section you wish to modify or correct and click on&nbsp;<strong>Edit<\/strong>&nbsp;to update the information.<\/li>\n\n\n\n<li>When the information has been successfully updated, choose the&nbsp;<strong>Effective Date<\/strong>&nbsp;and click&nbsp;<strong>Save<\/strong>.<\/li>\n<\/ol>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-print-an-id-card\"><a href=\"#h-print-an-id-card\" class=\"jumpLink\">Print an ID Card<\/a><\/h2>\n\n\n\n<ol class=\"wp-block-list  list-core-block second-level-inherit third-level-inherit\">\n<li>Within the Online Administration home page, search for the appropriate Plan Member using the&nbsp;<strong>search bar<\/strong>. Alternatively, select&nbsp;<strong>Search\/Edit Plan Member<\/strong>&nbsp;from the left menu bar.<\/li>\n\n\n\n<li>Click on the&nbsp;<strong>ID card<\/strong>&nbsp;icon from the right side of the Plan Members Name section.<\/li>\n\n\n\n<li>The&nbsp;<strong>Plan Member ID<\/strong>&nbsp;card will be displayed. Click on&nbsp;<strong>Print<\/strong>.<\/li>\n<\/ol>\n\n\n\n<p><\/p>\n\n\n\n<p>If you require a replacement ID Card, please contact your&nbsp;<a href=\"mailto:admin@groupinsurance.rbc.com\" data-dig-id=\"LP-25768-2b35d09b\" data-dig-category=\"LP\" data-dig-action=\"link click\" data-dig-label=\"RBC Insurance Administrative Support team\" class=\"rbc-link-format\">RBC Insurance Administrative Support team<\/a>.<\/p>\n\n\n\n<div class=\"rbci-tw-alert bannerNotice\"><div class=\"wp-block-rbc-banner-notice rbc-banner-block-header-div default\"><div><p class=\"rbc-banner-block-header\">Note<\/p><\/div><\/div><div class=\"rbc-banner-block-description-p \"><div class=\"buttonSection\">\n<p class=\"call-link\">ID cards are automatically generated when you add a plan member, add a dependent, terminate a dependent or change the last name or first name of a plan member or dependent.<\/p>\n<\/div><\/div><\/div>\n\n\n\n<div class=\"wp-block-rbc-file-list fileList\">\n<p><strong>Contact information mentioned<\/strong><\/p>\n\n\n\n<ul class=\"wp-block-rbc-list\">\n<li class=\"wp-block-rbc-list-item\">\n<p><a class=\"rbc-link-format email-link\" data-icon-class=\"email-link\" href=\"mailto:admin@groupinsurance.rbc.com\" data-dig-id=\"LP-25768-017240d0\" data-dig-label=\"RBC Insurance Administrative Support team\" data-dig-action=\"link click\" data-dig-category=\"LP\">admin@groupinsurance.rbc.com<\/a><\/p>\n<\/li>\n<\/ul>\n<\/div>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-reinstate-a-plan-member\"><a href=\"#h-reinstate-a-plan-member\" class=\"jumpLink\">Reinstate a Plan Member<\/a><\/h2>\n\n\n\n<ol class=\"wp-block-list  list-core-block second-level-inherit third-level-inherit\">\n<li>Search for the&nbsp;<strong>Not Active<\/strong>&nbsp;plan member.<\/li>\n\n\n\n<li>Click on&nbsp;<strong>Reinstate<\/strong>&nbsp;icon on the right side of the Plan Member name section.<\/li>\n\n\n\n<li>Reinstate all dependents or select specific dependents who will be reinstated with the plan member.<\/li>\n\n\n\n<li>Enter the&nbsp;<strong>Effective Date<\/strong>&nbsp;of the reinstatement.<\/li>\n\n\n\n<li>Click on&nbsp;<strong>Reinstate<\/strong>.<\/li>\n\n\n\n<li>Confirmation message displays. If you wish to proceed with the reinstatement, click on&nbsp;<strong>Confirm<\/strong>. If you do not, click on&nbsp;<strong>Cancel<\/strong>.<\/li>\n\n\n\n<li>Does the reinstatement change the family status of the plan member? If yes, navigate to the&nbsp;<strong>Coverage Info<\/strong>&nbsp;section.\n<ul class=\"wp-block-list list-core-block second-level-inherit third-level-inherit is-style-alphabetical-list\">\n<li class=\"mar-l-hlf mob-mar-l-hlf\">Click on&nbsp;<strong>Edit<\/strong>&nbsp;or double click on any field to open the fields for entry.<\/li>\n\n\n\n<li class=\"mar-l-hlf mob-mar-l-hlf\">For Health Benefits, change the&nbsp;<strong>Coverage Level<\/strong>&nbsp;by selecting from the drop down.<\/li>\n\n\n\n<li class=\"mar-l-hlf mob-mar-l-hlf\">Enter the&nbsp;<strong>Effective Date<\/strong>.<\/li>\n\n\n\n<li class=\"mar-l-hlf mob-mar-l-hlf\">Click on&nbsp;<strong>Save<\/strong>.<\/li>\n<\/ul>\n<\/li>\n\n\n\n<li>Navigate to the&nbsp;<strong>Employment Information<\/strong>&nbsp;section.\n<ul class=\"wp-block-list list-core-block second-level-inherit third-level-inherit is-style-alphabetical-list\">\n<li class=\"mar-l-hlf mob-mar-l-hlf\">Click on&nbsp;<strong>Edit<\/strong>&nbsp;or double click on any field.<\/li>\n\n\n\n<li class=\"mar-l-hlf mob-mar-l-hlf\">Change the&nbsp;<strong>Family Status<\/strong>.<\/li>\n\n\n\n<li class=\"mar-l-hlf mob-mar-l-hlf\">Enter the&nbsp;<strong>Effective date<\/strong>.<\/li>\n\n\n\n<li class=\"mar-l-hlf mob-mar-l-hlf\">Click on&nbsp;<strong>Save<\/strong>.<\/li>\n<\/ul>\n<\/li>\n<\/ol>\n\n\n\n<div class=\"rbci-tw-alert bannerNotice\"><div class=\"wp-block-rbc-banner-notice rbc-banner-block-header-div default\"><div><p class=\"rbc-banner-block-header\">Note<\/p><\/div><\/div><div class=\"rbc-banner-block-description-p \"><div class=\"buttonSection\">\n<p class=\"call-link\">The plan admin portal limits retroactive reinstatements to 6 months. For reinstatements beyond 6 months, contact your&nbsp;<a href=\"mailto:admin@groupinsurance.rbc.com\" data-dig-id=\"LP-25768-aa5c3553\" data-dig-category=\"LP\" data-dig-action=\"link click\" data-dig-label=\"RBC Insurance Administrative Support team\" class=\"rbc-link-format\">RBC Insurance Administrative Support team<\/a>.<\/p>\n<\/div><\/div><\/div>\n\n\n\n<div class=\"wp-block-rbc-file-list fileList\">\n<p><strong>Contact information mentioned<\/strong><\/p>\n\n\n\n<ul class=\"wp-block-rbc-list\">\n<li class=\"wp-block-rbc-list-item\">\n<p><a href=\"mailto:admin@groupinsurance.rbc.com\" data-dig-id=\"LP-25768-311ea2c7\" data-dig-category=\"LP\" data-dig-action=\"link click\" data-dig-label=\"RBC Insurance Administrative Support team\" class=\"rbc-link-format email-link\" data-icon-class=\"email-link\">admin@groupinsurance.rbc.com<\/a><\/p>\n<\/li>\n<\/ul>\n<\/div>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-reinstate-a-dependent\"><a href=\"#h-reinstate-a-dependent\" class=\"jumpLink\">Reinstate a Dependent<\/a><\/h2>\n\n\n\n<ol class=\"wp-block-list  list-core-block second-level-inherit third-level-inherit\">\n<li>Search for the&nbsp;<strong>Active<\/strong>&nbsp;plan member.<\/li>\n\n\n\n<li>Navigate to the&nbsp;<strong>Dependents<\/strong>&nbsp;section.<\/li>\n\n\n\n<li>Click on the ellipsis (&#8230;) beneath the&nbsp;<strong>Action<\/strong>&nbsp;column, for the dependent you wish to reinstate and click on&nbsp;<strong>Reinstate<\/strong>. A&nbsp;<strong>Reinstate Dependent<\/strong>&nbsp;section displays.<\/li>\n\n\n\n<li>Enter&nbsp;<strong>Effective Date<\/strong>.<\/li>\n\n\n\n<li>Click on&nbsp;<strong>Reinstate<\/strong>.<\/li>\n\n\n\n<li>Confirmation message displays.\n<ul class=\"wp-block-list list-core-block second-level-inherit third-level-inherit is-style-alphabetical-list\">\n<li class=\"mar-l-hlf mob-mar-l-hlf\">If you wish to proceed with the reinstatement, click on&nbsp;<strong>Confirm<\/strong>.<\/li>\n\n\n\n<li class=\"mar-l-hlf mob-mar-l-hlf\">If you do not, click on&nbsp;<strong>Cancel<\/strong>.<\/li>\n<\/ul>\n<\/li>\n\n\n\n<li>Does reinstating this dependent change the family status of the plan member? If yes, navigate to the&nbsp;<strong>Coverage Info<\/strong>&nbsp;Section.\n<ul class=\"wp-block-list list-core-block second-level-inherit third-level-inherit is-style-alphabetical-list\">\n<li class=\"mar-l-hlf mob-mar-l-hlf\">Click on&nbsp;<strong>Edit<\/strong>&nbsp;or double click on any field to open the fields for entry.<\/li>\n\n\n\n<li class=\"mar-l-hlf mob-mar-l-hlf\">For Health Benefits, change the&nbsp;<strong>Coverage Level<\/strong>&nbsp;by selecting from the drop-down menu.<\/li>\n\n\n\n<li class=\"mar-l-hlf mob-mar-l-hlf\">For Life and Disability benefits, change the&nbsp;<strong>Coverage Level<\/strong>&nbsp;by selecting from the values.<\/li>\n\n\n\n<li class=\"mar-l-hlf mob-mar-l-hlf\">Enter the&nbsp;<strong>Effective Date<\/strong>.<\/li>\n\n\n\n<li class=\"mar-l-hlf mob-mar-l-hlf\">Click on&nbsp;<strong>Save<\/strong>.<\/li>\n<\/ul>\n<\/li>\n\n\n\n<li>Navigate to the&nbsp;<strong>Employment Information<\/strong>&nbsp;section.\n<ul class=\"wp-block-list list-core-block second-level-inherit third-level-inherit is-style-alphabetical-list\">\n<li class=\"mar-l-hlf mob-mar-l-hlf\">Click on&nbsp;<strong>Edit<\/strong>&nbsp;or double click on any field.<\/li>\n\n\n\n<li class=\"mar-l-hlf mob-mar-l-hlf\">Change the&nbsp;<strong>Family Status<\/strong>.<\/li>\n\n\n\n<li class=\"mar-l-hlf mob-mar-l-hlf\">Enter the&nbsp;<strong>Effective date<\/strong><\/li>\n\n\n\n<li class=\"mar-l-hlf mob-mar-l-hlf\">Click on&nbsp;<strong>Save<\/strong>.<\/li>\n<\/ul>\n<\/li>\n<\/ol>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-remit-self-admin-invoice\"><a href=\"#h-remit-self-admin-invoice\" class=\"jumpLink\">Remit Self Admin Invoice<\/a><\/h2>\n\n\n\n<ol class=\"wp-block-list  list-core-block second-level-inherit third-level-inherit\">\n<li>On the left menu tab, select&nbsp;<strong>\u2018Self Admin Invoices\u2019<\/strong>.<\/li>\n\n\n\n<li>Search for an invoice for the earliest billing period that has a status of \u2018Remittance Required\u2019. (Note: if more than one outstanding invoice exists, please complete the earliest outstanding invoice first.)<\/li>\n\n\n\n<li>Click on&nbsp;<strong>Complete Invoice<\/strong>&nbsp;for the corresponding invoice.<\/li>\n\n\n\n<li>Enter all product and tax details for the billing period and then click&nbsp;<strong>Submit<\/strong>. (Note: any entered data will be lost if&nbsp;<strong>\u2018Cancel\u2019<\/strong>&nbsp;is selected)<\/li>\n\n\n\n<li>If the net premium submitted varies significantly from the net premium for the previous period, you will be required to provide a&nbsp;<strong>Reason<\/strong>&nbsp;for the difference.<\/li>\n\n\n\n<li>If a correction to any of the submitted data is required, click&nbsp;<strong>Return to Data Entry<\/strong>&nbsp;and go back to Step 4. Otherwise, click&nbsp;<strong>Approve<\/strong>&nbsp;to continue with the submission of premium information for the period.<\/li>\n\n\n\n<li>Remittance is now complete; a confirmation page will be generated with one of the following statuses:\n<ul class=\"wp-block-list list-core-block second-level-inherit third-level-inherit is-style-alphabetical-list\">\n<li class=\"mar-l-hlf mob-mar-l-hlf\"><strong>Pending Verification:<\/strong>&nbsp;if the net premium submitted varies significantly from the previous period.<\/li>\n\n\n\n<li class=\"mar-l-hlf mob-mar-l-hlf\"><strong>Approved:<\/strong>&nbsp;if there are no issues with your remittance and your payment has already been applied.<\/li>\n\n\n\n<li class=\"mar-l-hlf mob-mar-l-hlf\"><strong>Payment Pending:<\/strong>&nbsp;if there are no issues with your remittance and your payment has not yet been applied or received.<\/li>\n<\/ul>\n<\/li>\n<\/ol>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-terminate-a-plan-member\"><a href=\"#h-terminate-a-plan-member\" class=\"jumpLink\">Terminate a Plan Member<\/a><\/h2>\n\n\n\n<ol class=\"wp-block-list  list-core-block second-level-inherit third-level-inherit\">\n<li>Search for the Plan Member.<\/li>\n\n\n\n<li>Click on the&nbsp;<strong>Terminate<\/strong>&nbsp;icon on the right side of the Plan Member name section. A&nbsp;<strong>Terminate plan member<\/strong>&nbsp;section displays.<\/li>\n\n\n\n<li>Enter the first date without coverage in the date field and provide a reason for termination.<\/li>\n\n\n\n<li>Answer if the plan member is deceased and if they have survivors on the plan.<\/li>\n\n\n\n<li>Click on&nbsp;<strong>Terminate<\/strong>.<\/li>\n\n\n\n<li>Confirmation message displays.\n<ul class=\"wp-block-list list-core-block second-level-inherit third-level-inherit is-style-alphabetical-list\">\n<li class=\"mar-l-hlf mob-mar-l-hlf\">If you wish to proceed with the termination, click on&nbsp;<strong>Confirm<\/strong>.<\/li>\n\n\n\n<li class=\"mar-l-hlf mob-mar-l-hlf\">If you do not, click on&nbsp;<strong>Cancel<\/strong>.<\/li>\n<\/ul>\n<\/li>\n<\/ol>\n\n\n\n<p><\/p>\n\n\n\n<p>Surviving spouse coverage will continue under the existing Plan Member ID number \u2013 cheques, ID cards, and correspondence will be issued in the name of the surviving spouse. The deceased plan member\u2019s name will continue to be displayed on the billing.<\/p>\n\n\n\n<div class=\"rbci-tw-alert bannerNotice\"><div class=\"wp-block-rbc-banner-notice rbc-banner-block-header-div default\"><div><p class=\"rbc-banner-block-header\">Note<\/p><\/div><\/div><div class=\"rbc-banner-block-description-p \"><div class=\"buttonSection\">\n<p class=\"call-link\">The system will only process the termination of a plan member 3 months retroactive to the current date.<\/p>\n\n\n\n<p class=\"call-link\">Plan administrators will receive a premium refund for a terminated plan member equal to the lesser of: Total claims paid for the member OR premiums paid for that plan member since termination. (up to 3 months)<\/p>\n<\/div><\/div><\/div>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-terminate-a-dependent\"><a href=\"#h-terminate-a-dependent\" class=\"jumpLink\">Terminate a Dependent<\/a><\/h2>\n\n\n\n<ol class=\"wp-block-list  list-core-block second-level-inherit third-level-inherit\">\n<li>Search for the active Plan Member.<\/li>\n\n\n\n<li>Navigate to the&nbsp;<strong>Dependents<\/strong>&nbsp;section.<\/li>\n\n\n\n<li>Click on the ellipsis (&#8230;) beneath the&nbsp;<strong>Action<\/strong>&nbsp;Column for the dependent you wish to terminate and click on&nbsp;<strong>Terminate<\/strong>. A&nbsp;<strong>Terminate dependent<\/strong>&nbsp;card displays.<\/li>\n\n\n\n<li>Enter the first date without coverage.<\/li>\n\n\n\n<li>Click on&nbsp;<strong>Terminate<\/strong>.<\/li>\n\n\n\n<li>Confirmation message displays.\n<ul class=\"wp-block-list list-core-block second-level-inherit third-level-inherit is-style-alphabetical-list\">\n<li class=\"mar-l-hlf mob-mar-l-hlf\">If you wish to proceed with the termination, click on&nbsp;<strong>Confirm<\/strong>.<\/li>\n\n\n\n<li class=\"mar-l-hlf mob-mar-l-hlf\">If you do not, click on&nbsp;<strong>Cancel<\/strong>.<\/li>\n<\/ul>\n<\/li>\n\n\n\n<li>Does terminating this dependent change the family status of the Plan member? If yes, navigate to the&nbsp;<strong>Coverage Information<\/strong>&nbsp;section.\n<ul class=\"wp-block-list list-core-block second-level-inherit third-level-inherit is-style-alphabetical-list\">\n<li class=\"mar-l-hlf mob-mar-l-hlf\">Click on&nbsp;<strong>Edit<\/strong>&nbsp;or double click on any field to open the fields for entry.<\/li>\n\n\n\n<li class=\"mar-l-hlf mob-mar-l-hlf\">For Health Benefits, change the&nbsp;<strong>Coverage Level<\/strong>&nbsp;by selecting from the drop down.<\/li>\n\n\n\n<li class=\"mar-l-hlf mob-mar-l-hlf\">Enter the&nbsp;<strong>Effective Date<\/strong>.<\/li>\n\n\n\n<li class=\"mar-l-hlf mob-mar-l-hlf\">Click on&nbsp;<strong>Save<\/strong>.<\/li>\n<\/ul>\n<\/li>\n\n\n\n<li>Navigate to the&nbsp;<strong>Employment Information<\/strong>&nbsp;section.\n<ul class=\"wp-block-list list-core-block second-level-inherit third-level-inherit is-style-alphabetical-list\">\n<li class=\"mar-l-hlf mob-mar-l-hlf\">Click on&nbsp;<strong>Edit<\/strong>&nbsp;or double click on any field.<\/li>\n\n\n\n<li class=\"mar-l-hlf mob-mar-l-hlf\">Change the&nbsp;<strong>Family Status<\/strong>.<\/li>\n\n\n\n<li class=\"mar-l-hlf mob-mar-l-hlf\">Enter the&nbsp;<strong>Effective date<\/strong>.<\/li>\n\n\n\n<li class=\"mar-l-hlf mob-mar-l-hlf\">Click on&nbsp;<strong>Save<\/strong>.<\/li>\n<\/ul>\n<\/li>\n<\/ol>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-transfer-a-plan-member-between-billing-divisions\"><a href=\"#h-transfer-a-plan-member-between-billing-divisions\" class=\"jumpLink\">Transfer a Plan Member between Billing Divisions<\/a><\/h2>\n\n\n\n<ol class=\"wp-block-list  list-core-block second-level-inherit third-level-inherit\">\n<li>Select&nbsp;<strong>\u2018Search\/Edit Plan Member.\u2019<\/strong><\/li>\n\n\n\n<li>Search for the appropriate Plan Member.<\/li>\n\n\n\n<li>Navigate to the&nbsp;<strong>Employment Information<\/strong>&nbsp;section.<\/li>\n\n\n\n<li>Click on Edit<\/li>\n\n\n\n<li>Select the appropriate Billing Division from the&nbsp;<strong>Billing Division<\/strong>&nbsp;drop down menu.<\/li>\n\n\n\n<li>Enter the&nbsp;<strong>Effective Date<\/strong>&nbsp;of the change.<\/li>\n\n\n\n<li>Click&nbsp;<strong>Save<\/strong>.<\/li>\n<\/ol>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-transaction-summary\"><a href=\"#h-transaction-summary\" class=\"jumpLink\">Transaction Summary<\/a><\/h2>\n\n\n\n<p>This feature allows you to review all updates and changes made by&nbsp;<strong>you<\/strong>&nbsp;within the past seven years. You can search by transaction type, by specific date ranges or pertaining to a specific plan member record. It is a great way to see the history of transactions made over time.<\/p>\n\n\n\n<p><\/p>\n\n\n\n<ol class=\"wp-block-list  list-core-block second-level-inherit third-level-inherit\">\n<li>Click on&nbsp;<strong>My Transaction Summary<\/strong>&nbsp;from the left menu bar.<\/li>\n\n\n\n<li>Enter the search criteria such as, Start and End date ranges, transaction type or Plan Member ID number.<\/li>\n\n\n\n<li>Click&nbsp;<strong>Search<\/strong>. A list of plan member records with the transactions performed are displayed.<\/li>\n<\/ol>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-view-booklets-and-contracts\"><a href=\"#h-view-booklets-and-contracts\" class=\"jumpLink\">View Booklets and Contracts<\/a><\/h2>\n\n\n\n<ol class=\"wp-block-list  list-core-block second-level-inherit third-level-inherit\">\n<li>Click on&nbsp;<strong>Booklets\/Contracts<\/strong>&nbsp;from the left menu bar.<\/li>\n\n\n\n<li>A listing of&nbsp;<strong>Booklets, Contracts and Administrative Letters<\/strong>&nbsp;will be displayed.<\/li>\n\n\n\n<li>Choose the applicable menu bar and click&nbsp;<strong>View<\/strong>&nbsp;to open.<\/li>\n<\/ol>\n\n\n\n<p><\/p>\n\n\n\n<p>You can easily toggle between&nbsp;<strong>English<\/strong>&nbsp;and&nbsp;<strong>French<\/strong>&nbsp;Booklets (if applicable.)<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-view-billings\"><a href=\"#h-view-billings\" class=\"jumpLink\">View Billings<\/a><\/h2>\n\n\n\n<ol class=\"wp-block-list  list-core-block second-level-inherit third-level-inherit\">\n<li>Click on&nbsp;<strong>View Billings<\/strong>&nbsp;from the left menu bar.<\/li>\n\n\n\n<li>Select the&nbsp;<strong>Bill Type<\/strong>&nbsp;you wish to view. (if applicable)\n<ul class=\"wp-block-list list-core-block second-level-inherit third-level-inherit is-style-alphabetical-list\">\n<li class=\"mar-l-hlf mob-mar-l-hlf\"><strong>List Billed\/Budgeted ASO<\/strong><\/li>\n\n\n\n<li class=\"mar-l-hlf mob-mar-l-hlf\"><strong>Claims Based Billing (In arrears)<\/strong><\/li>\n<\/ul>\n<\/li>\n\n\n\n<li>Select the&nbsp;<strong>Month<\/strong>&nbsp;and&nbsp;<strong>Year<\/strong>.<\/li>\n\n\n\n<li>Click on&nbsp;<strong>Search<\/strong>.<\/li>\n\n\n\n<li>When billings are by billing division, each will display separately. Click on the PDF of the bill to view.<\/li>\n<\/ol>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-waiving-waiting-period\"><a href=\"#h-waiving-waiting-period\" class=\"jumpLink\">Waiving Waiting Period<\/a><\/h2>\n\n\n\n<ol class=\"wp-block-list  list-core-block second-level-inherit third-level-inherit\">\n<li>Within the&nbsp;<strong>Add Plan Member<\/strong>&nbsp;section, confirm you wish to waive the waiting period by switching the toggle to Yes. Acknowledge that the criteria are met and select&nbsp;<strong>Next<\/strong>&nbsp;to process.<\/li>\n\n\n\n<li>If you select&nbsp;<strong>Yes<\/strong>&nbsp;to waive a waiting period, you will receive a pop up with criteria that must be met.<\/li>\n\n\n\n<li>If the Plan Member does not meet the criteria, you can change the response to NO and the waiting period will apply.<\/li>\n\n\n\n<li>If you confirm that the Plan Member meets the criteria for Waiving the Waiting period, choose&nbsp;<strong>Next<\/strong>&nbsp;and the coverage will begin on the date of hire.<\/li>\n<\/ol>\n<\/div>\n\n\n\n<div class=\"wp-block-group resourceWrapper__col-right is-layout-flow wp-block-group-is-layout-flow\">\n<div class=\"wp-block-rbc-tabs-list tabsList\"><p class=\"tabsList__heading\">On this page<\/p><div class=\"tabsList__wrapper\"><button class=\"selectDropdown__button\" aria-haspopup=\"listbox\" aria-expanded=\"false\"><span class=\"selectDropdown__title\">Add a Plan Member<\/span><span class=\"selectDropdown__chevron\"><\/span><\/button><ul class=\"tabsList__items selectDropdown__list\"><li class=\"selectDropdown__list__item tabsList__item selected\"><a href=\"#h-add-a-plan-member\">Add a Plan Member<\/a><\/li><li class=\"selectDropdown__list__item tabsList__item \"><a href=\"#h-add-a-dependent\">Add a Dependent<\/a><\/li><li class=\"selectDropdown__list__item tabsList__item \"><a href=\"#h-adding-spending-account-contributions-health-and-or-wellness-spending-account\">Adding Spending Account Contributions (Health and or Wellness Spending Account)<\/a><\/li><li class=\"selectDropdown__list__item tabsList__item \"><a href=\"#h-dependent-events\">Dependent Events<\/a><\/li><li class=\"selectDropdown__list__item tabsList__item \"><a href=\"#h-mass-transactions\">Mass Transactions<\/a><\/li><li class=\"selectDropdown__list__item tabsList__item \"><a href=\"#h-modify-or-correct-an-error-to-existing-information\">Modify or correct an error to existing information<\/a><\/li><li class=\"selectDropdown__list__item tabsList__item \"><a href=\"#h-print-an-id-card\">Print an ID Card<\/a><\/li><li class=\"selectDropdown__list__item tabsList__item \"><a href=\"#h-reinstate-a-plan-member\">Reinstate a Plan Member<\/a><\/li><li class=\"selectDropdown__list__item tabsList__item \"><a href=\"#h-reinstate-a-dependent\">Reinstate a Dependent<\/a><\/li><li class=\"selectDropdown__list__item tabsList__item \"><a href=\"#h-remit-self-admin-invoice\">Remit Self Admin Invoice<\/a><\/li><li class=\"selectDropdown__list__item tabsList__item \"><a href=\"#h-terminate-a-plan-member\">Terminate a Plan Member<\/a><\/li><li class=\"selectDropdown__list__item tabsList__item \"><a href=\"#h-terminate-a-dependent\">Terminate a Dependent<\/a><\/li><li class=\"selectDropdown__list__item tabsList__item \"><a href=\"#h-transfer-a-plan-member-between-billing-divisions\">Transfer a Plan Member between Billing Divisions<\/a><\/li><li class=\"selectDropdown__list__item tabsList__item \"><a href=\"#h-transaction-summary\">Transaction Summary<\/a><\/li><li class=\"selectDropdown__list__item tabsList__item \"><a href=\"#h-view-booklets-and-contracts\">View Booklets and Contracts<\/a><\/li><li class=\"selectDropdown__list__item tabsList__item \"><a href=\"#h-view-billings\">View Billings<\/a><\/li><li class=\"selectDropdown__list__item tabsList__item \"><a href=\"#h-waiving-waiting-period\">Waiving Waiting Period<\/a><\/li><\/ul><\/div><\/div>\n<\/div>\n<\/div>\n\n\n\n<p><\/p>\n\n\n\n<p><\/p>\n\n\n\n<p><\/p>\n","protected":false},"excerpt":{"rendered":"","protected":false},"author":203,"featured_media":0,"parent":23167,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"templates\/resources.php","meta":{"_acf_changed":false,"footnotes":""},"class_list":["post-25768","page","type-page","status-publish","hentry"],"acf":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO Premium plugin v27.3 (Yoast SEO v27.3) - 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