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Regular associates who are scheduled to work 20 hours or more per week on a year-round basis are eligible to receive benefits through H&R Block.

You may also enroll eligible dependents, including:

  • Your legal spouse
  • Domestic partners and their eligible dependents*
  • Your children until the end of the month in which they turn 26
  • Your children of any age who are dependent on you for support because of a physical or mental disability (subject to medical verification and company approval)

*Specific guidelines must be met; contact the People Center for more information.

When you enroll in your benefits, it is important to make your enrollment decisions carefully because you will not have another opportunity to enroll until the Open Enrollment period in the fall for the following year. The only other time you may make changes is if you experience a Qualified Life Event, such as:

  • Birth of a child
  • Adoption of a child
  • Marriage
  • Death of a covered family member
  • Divorce
Qualified Life Event

If you’ve experienced a Qualified Life Event, you must update your benefits with 45 days of the Life Event. If you do not complete the enrollment process within 45 days of the event, you will not be able to change your coverage until the next Open Enrollment period.

Learn more about how to enroll when you’ve experienced a Qualified Life Event here.

Dependent Documentation Requirements
  • What: Associates will need to submit proof of dependent status and if their spouse has access to other coverage when adding new dependents during Open Enrollment, as a new hire, or during a life event change. Dependents who do not meet eligibility requirements will not be eligible to continue coverage.
  • Why: It’s a best practice to avoid confusion about coverage and to control costs to require participants provide proof of their dependents’ relationships and it helps to provide a fair and competitive benefits package to associates.
  • How: It’s easy! You will upload acceptable verification documents through a secure online process on your benefits page in Workday. It can be as simple as uploading a picture of the document from your mobile phone.

If you want to review the eligibility requirements, you can access them in each plan’s Summary Plan Description in the Benefits Related Legal Documents page at DNA > Career & Development > Benefits > Medical, Dental & Vision.

Need assistance?

If you have questions about your benefits and benefits eligibility, please contact the People Center:

Important Note About Eligibility

The content of this website is specific to regular full-time and part-time associates and may not apply to seasonal and Kaiser associates.

Important Note About Claims and Appeals

The Health & Welfare Appeals Process Document provides general information you should know regarding your claims and appeal rights under HRB programs, including who is responsible for deciding your claims and appeals and where to find more information about how claims and appeals are processed. All determinations regarding your eligibility or enrollment under any HRB programs are made by the H&R Block Benefits Administration Committee or its delegate. H&R Block maintains the H&R Block Health and Welfare Plan, which consists of the medical, prescription drug, dental, vision, EAP, life (including basic, voluntary, spouse/domestic partner, child coverage), LTD, AD&D (including basic and voluntary), business travel accident, prepaid legal benefit, cafeteria plan (which includes the flexible savings account programs) and severance programs.