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Forms & Tools

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Forms


2013 Benefits Open Enrollment Form
 (pdf) - One form to enroll in the core benefits programs offered to employees working 20+ hours a week.

2013 Joint Program Student - Benefits Open Enrollment Form (pdf)

2013 Postdoctoral Scholar/Fellow - Benefits Enrollment Form (pdf)

2013 Healthcare Flexible Spending Account (HC-FSA) Enrollment Form (pdf) - form required by Benefit Strategies (third-party FSA administrator) to enroll in the Healthcare FSA.

Domestic Partner Affidavit (pdf) - Required to add your Domestic Partner to coverage.

Domestic Partner Form (pdf) - Required to discontinue your Domestic Partner's coverage.

2013 HIRD Form (pdf) - Health Insurance Responsibility Disclosure (HIRD) form is required from every employee who declines to enroll in WHOI's medical plan or the "Premium Only" Section 125 Plan.  A new form is required every year if waiving medical coverage.


403(b) Defined Contribution Retirement Plan (DC Plan) - Beneficiary Designation Form

Defined Benefit Retirement Plan (DB Plan) - Beneficiary Form

Direct Deposit Form - Benefit Strategies (for Healthcare FSA) 



Tools


Dependent Care Flexible Spending Account (DC-FSA) Worksheet
 - useful tool to help you determine your annual Dependent Care FSA contribution.  When establishing a DC-FSA, employees should also consider any Dependent Care Subsidy benefits they may be eligible for.

IRS Publication 502- Medical & Dental Expenses for use in preparing your tax returns.

IRS Publication 503 - Child & Dependent Care Expenses for use in preparing your tax returns.

Employee Online - Provides the ability to review and make certain changes to personnel records including changes to medical and dental benefits. Should you need a password please complete the online request form.

Massachusetts Health Care Reform - Human Resources website explaining the Massachusetts Health Care Reform Act.

Blue Cross Blue Shield of Massachusetts - link to the official BCBS of Massachusetts website.

Blue Cross Blue Shield - PPO Provider Directory - to find a doctor or hospital in the PPO National Network (useful for out-of-New England members).

Delta Dental of Massachusetts - link to the official Delta Dental website.

Flexible Spending Account (FSA) Informational Sheet - explains the benefits of pre-tax savings with Flexible Spending Accounts and how the reimbursement process works. 

Healthcare Flexible Spending Account (HC-FSA) Worksheet (pdf) - useful tool to help you determine your annual Healthcare FSA contribution.

Last updated: October 1, 2012
 


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