The myTrust portal gives you access to personalized information about claims, enrollment, all your WEA Trust benefits.

Employee Status and Plan Changes

Employee Status and Plan Changes

Reporting Employee Status And Plan Changes How To Answered

When employees experience a change listed in this section and want to modify their coverage it is important that you report all changes to us as soon as you know. Don’t ask or rely on the employee to report the change.

For additional information, please review the Eligibility and Coverage section of your policy. You can view your policy online

How do I report changes?

Check the chart below to see if you need an Enrollment Form a Transmittal Report or both. 
  • When an Enrollment Form is necessary, please have the employee complete the form. Check to see that the form has been completed accurately.
  • Send the Enrollment Form and/or Transmittal Report to the Trust as soon as they’re completed. NOTE: If you are reporting terminations, we need to receive the information within 30 days.
  • If the change requires underwriting (evidence of insurability), submit the Enrollment Form and completed Evidence of Insurability form at the same time.

Coverage will not be in effect until we have notified the applicant. DO NOT make payments or apply credits for changes until they appear on the invoice. It may take a month for them to show.

Type of Change
Enrollment Form Needed
Transmittal Report Needed
Comment/Document

Address Changes

No

No

Employer or subscriber may call us with this information.

Adoption

Yes

No

Date placed for adoption.

Benefit Level---STD

Yes

No

STD Evidence of insurability form for higher benefits.

Death

No

Yes

Employer or subscriber may call us with this information.

Dependent Child Changes

No

No

Employer or subscriber may call us with this information.

Disability

No

Yes

Employer or subscriber may call us to request the initial disability forms for claims.

Divorce*

No

No

Employer or subscriber may call us with this information.

Domestic Partner**

Yes

No

Domestic Partner Designee form must be completed.

Layoff

No

Yes


Leave of Absence

No

Yes


Legal Ward

Yes

No

Employer or subscriber to provide copies of legal court documents.

Loss of Coverage

Yes

No

A Loss of Health Coverage and/or Dental Proof of Loss form must be completed by the employer sponsoring the prior coverage or the prior insurance carrier.

Marriage

Yes

No


Medicare Eligibility

No

Yes

Employer or subscriber may send us a copy of the Medicare card.

Name Change

Yes

No


Occupation Change

Yes

Yes

An Enrollment Form is necessary if the change in occupation creates eligibility for plan(s).

Reduction or Increase in Hours Worked

No

Yes

Include new hours and effective date on Transmittal Report.

Resignation, Nonrenewal, or Discharged Employees

No

Yes


Retirement***

No

Yes

If the employee was not covered by the WEA Trust prior to retirement, an Enrollment Form is required within 30 days of retirement.

Salary Level Changes

No

Yes

Disability plan.

Transfer of Coverage

Yes

Yes


Waiver of Premium/Changes****

No

Yes


* Unless there is a name change, then an Enrollment Form should be completed.
** Applies only to groups with the Domestic Partner Option Benefit Provision.
*** Applies only to groups with Retiree Continuation.
**** Applies only to groups with Waiver of Premium Benefit.

Customer Service

800-279-4000

Our professional and courteous customer service staff is ready to answer your call, Monday through Friday - 7:30 a.m. to 5:00 p.m.

Email Us Today
Customer Service