[UCRDBR] UCPath - FSA Enrollment Process Change as of 10-01-2023

[Departmental Benefits Representatives]

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September 29, 2023

To:
Department Benefit Representatives
From:
Central HR Benefits Office on behalf of UC Office of the President
Re:
UCPath - FSA Enrollment Process Change as of 10-01-2023


DBRs please distribute this important information to your internal list serv.

To reduce the number of adjustments/corrections processed at the end of the year due to employees enrolling in FSA for 2023 and expecting the election to be effective in 2024, Self-Service Enrollments for FSA will be turned off from October 1 - December 31, 2023. All other benefit plans continue to be available through Self-Service.

Newly hired and newly benefit-eligible employees, and those experiencing a qualifying life event, with effective dates from October 1 to December 31, 2023, will not be able to make Flexible Spending Accounts (FSAs) enrollment elections or updates for the current plan year through the self-service portal. To enroll in FSA for the 2023 Calendar Year, an eForm or PDF form must be submitted.

Note:  FSA coverage is effective the first of the month following enrollment, subject to payroll deadlines. It is important to note that FSA contribution amount elections for new hire, newly-eligible or life event PIEs during this time will be deducted within the remaining pay periods of 2023. These enrollments do not rollover to the following plan year; therefore, to continue coverage an employee will need to make Open Enrollment elections for FSA for the 2024 plan year.

How to make 2023 FSA plan elections/updates after 10/01/2023

1) Benefits eForm

  *   You can access the eForm through the UCPath system at http://ucpath.universityofcalifornia.edu by following the steps below:
  *   Select the Forms Library on the menu to the left of UCPath Dashboard
  *   Select Access Forms. You will be automatically redirected to the Forms Library page.
  *   Under the corresponding Benefit category section, click on Benefits eForms: Submit New Form
  *   Elect your employment category under the Employee Benefit Category section.
  *   Click the Reason for Request drop-down menu and choose the corresponding request reason.
  *   In the section titled "Please Explain Why You Are Using This Form" enter the following: 2023 Flexible Spending Account Enrollment - Health FSA or DepCare FSA
  *   Navigate through the form to add new dependent(s) and make your enrollment updates.
  *   Agree to the Terms and Conditions and the signature acknowledgement.
  *   Once you are ready for UCPath to process your form, click the Submit button.

OR

2) Submit PDF Enrollment Form
If you are unable to access UCPath Online to submit a Benefits eForm, you can request the PDF version of the corresponding enrollment forms by visiting UCPath <http://ucpath.universityofcalifornia.edu/> (ucpath.universityofcalifornia.edu) and clicking on "Ask UCPath" to submit an inquiry.

An FSA 2023 End-of-Year Enrollment inquiry should include the following details:

Topic:             Benefits
Category:       Submit Form (select either Newly Eligible or Life Event)
Subject:          2023 Flexible Spending Account Enrollment - (Health FSA or DepCare FSA)
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