Life Journeys

Congratulations on growing your family! Follow these steps to welcome a new child into your home.

• Review the company’s leaves of absence information on DNA and sick leave and parental leave policies.
• Notify your manager of your return to work.
• Call New York Life (formerly CIGNA) at 888-842-4462 to begin processing your leave.
• Review H&R Block’s benefits for programs you may want to take advantage of, such as Cleo, WIN Fertility, Rethink or Dependent Care Flexible Spending Account (FSA).
• Get a Social Security number for your new child, if an application has not yet been submitted.
• Add your new child to your benefits coverage and make any other applicable benefit changes within 45 days of birth or adoption or placement in your home.
• Complete any required return to work forms.

Things to consider

• Update your life insurance beneficiary information.
• Update your retirement plan beneficiary information.
• Change your tax withholdings.
• Update your will. Get assistance from MetLife if you’re a member.
• Sometimes a big change can cause new feelings. Access up to 16 free counseling sessions through the mental health hub, Lyra.
• Get help understanding your benefits, resolve claims and billing issues, coordinate care and services, and arrange second opinions from a personal health advocate.

This is a qualified life event. When you experience a qualifying life event, such as adding a new child to your family, you have 45 days to make benefits changes related to your event. Visit Workday or call the People Center at 877-2CALLHR (877-222-5547) to adjust your benefits coverage.

Getting married is an exciting change in your life. Take the following steps to ensure this new phase with your new spouse or domestic partner begins smoothly.

• Update your personal information, if necessary, in Workday.
• If you’re changing your name, get a new Social Security card
• Order new business cards and new corporate credit card, if necessary.
• Change or update your benefits coverage within 45 days.
• Update your life insurance beneficiary information.
• Update your retirement plan beneficiary.
• Update your tax withholdings in Workday.
• Update your direct deposit, if necessary, in Workday.

Things to consider

• Update your will. Get assistance from MetLife if you’re a member.
• Sometimes a big change can cause new feelings. Access up to 16 free counseling sessions through the mental health hub, Lyra.
• Get help understanding your benefits, resolve claims and billing issues, coordinate care and services, and arrange second opinions from a personal health advocate.

This is a qualified life event. When you experience a qualifying life event, such as getting married, you have 45 days to make benefits changes related to your event. Visit Workday or call the People Center at 877-2CALLHR (877-222-5547) to adjust your benefits coverage.

H&R Block is here to support you, no matter what happens. Get to know what to do when dealing with divorce.

• Update your personal information, if necessary, in Workday.
• If you’re changing your name, get a new Social Security card.
• Order new business cards and new corporate credit card, if necessary.
• Change or update your benefits coverage within 45 days.
• Update your life insurance beneficiary information.
• Update your retirement plan beneficiary.
• Update your tax withholdings in Workday.
• Update your direct deposit, if necessary, in Workday.

Things to consider

• Update your will. Get assistance from MetLife if you’re a member.
• Sometimes a big change can cause new feelings. Access up to 16 free counseling sessions through the mental health hub, Lyra.
• Get help understanding your benefits, resolve claims and billing issues, coordinate care and services, and arrange second opinions from a personal health advocate.

This is a qualified life event. When you experience aqualifying life event, such as getting divorced, you have 45 days to make benefits changes related to your event. Visit Workday or call the People Center at 877-2CALLHR (877-222-5547) to adjust your benefits coverage..

When the unthinkable happens, H&R Block is here to help. These steps may be helpful as you navigate this difficult time.

• Review the company’s bereavement and personal leave policies.
• Update your benefits coverage, if necessary, within 45 days.
• Contact the Social Security Administration to end benefits received by the deceased (if disabled or retired) and to determine if benefits are available to the surviving spouse and dependent children.
• Call New York Life (formerly CIGNA) at 888-842-4462 to submit life insurance claims if you are the beneficiary.
• Update your life insurance beneficiary, if necessary.
• Update your retirement plan beneficiary, if necessary.
• Update your tax withholdings in Workday.
• Update your direct deposit, if necessary, in Workday.

Things to consider

• Update your will. Get assistance from MetLife if you’re a member.
• Sometimes a big change can cause new feelings. Access up to 16 free counseling sessions through the mental health hub, Lyra.
• Get help understanding your benefits, resolve claims and billing issues, coordinate care and services, and arrange second opinions from a personal health advocate.

This is a qualified life event. When you experience a qualifying life event, such as a death in your family, you have 45 days to make benefits changes related to your event. Visit Workday or call the People Center at 877-2CALLHR (877-222-5547) to adjust your benefits coverage..

Changing a role or getting a new job can be exciting! Get to know the steps to take to make your transition easier.

• Contact the People Center 877-2CALLHR (877-222-5547) for answers to questions you may have about your change in work status.
• Adjust your benefits coverage, if your eligibility for benefits has changed, within 45 days of your work status change.

Things to consider

• Sometimes a big change can cause new feelings. Access up to 16 free counseling sessions through the mental health hub, Lyra.
• Get help understanding your benefits, resolve claims and billing issues, coordinate care and services, and arrange second opinions from a personal health advocate.

This is a qualified life event. When you experience a qualifying life event, such as a change in your work status, you have 45 days to make benefits changes related to your event. Visit Workday or call the People Center at 877-2CALLHR (877-222-5547) to adjust your benefits coverage.

Did your spouse or dependent experience a change in work status? Learn how to add or remove them from your H&R Block benefits coverage.

• Enroll in H&R Block benefits coverage, if necessary, within 45 days of the loss of other benefits coverage.

Things to consider

• Sometimes a big change can cause new feelings. Access up to 16 free counseling sessions through the mental health hub, Lyra.
• Get help understanding your benefits, resolve claims and billing issues, coordinate care and services, and arrange second opinions from a personal health advocate.

This is a qualified life event. When you experience a qualifying life event, such as gaining or losing other benefits coverage, you have 45 days to make benefits changes related to your event. Visit Workday or call the People Center at 877-2CALLHR (877-222-5547) to adjust your benefits coverage.

Follow these steps to prepare for your next adventure in life.

• Update your personal information in Workday.
• Change your benefits, if necessary due to living in a different coverage area, within 45 days of your move.
• Visit your medical plan’s website to find health care providers in your new location.
• Update your corporate credit card billing address, if necessary.
• Update your state tax withholding information, if necessary, in Workday.

This may be a qualified life event, if you are moving to or from a location where different medical plans are available. When you experience a qualifying life event, such as moving your residence, you have 45 days to make benefits changes related to your event. Visit Workday or call the People Center at 877-2CALLHR (877-222-5547) to adjust your benefits coverage.

We wish you well in your future endeavors and are here to help make your transition easier.

• Notify your manager.
• Return all company property.
• Make decisions about your ongoing benefits coverage. You can expect to receive COBRA information mailed to you at home after your benefits coverage ends.
• Call New York Life (formerly CIGNA) at 888-842-4462 to convert your supplemental life insurance to an individual policy, if desired.
• Contact the People Center at 877-2CALLHR (877-222-5547) to confirm date and amount of final paycheck.
• Contact your retirement plan administrator, Fidelity, to learn about your options.

This is a qualified life event. After you’ve left the company and are no longer eligible for H&R Block benefits, you are eligible to enroll in other coverage, such as COBRA coverage or your spouse’s benefits. Ask your spouse’s employer for their enrollment process and deadline.

Congratulations! Follow these steps as you prepare to transition to the next phase of your life.

• Notify your manager.
• Learn about your options for receiving Social Security benefits, if eligible.
• Apply for Medicare, if eligible. Health Advocate has resources to help you transition to Medicare.
• Decide when and how to access retirement savings.
• Call New York Life (formerly CIGNA) at 888-842-4462 to convert supplemental life insurance to individual policy, if desired.
• Contact the People Center at 877-2CALLHR (877-222-5547) to confirm date and amount of final paycheck.

This is a qualified life event. After you’ve retired, you may be eligible for Medicare and/or Social Security benefits. Learn more on the Social Security website. You may also have the option of enrolling in other coverage, such as COBRA coverage or your spouse’s benefits. Ask your spouse’s employer for their enrollment process and deadline.

If you or a loved one is ill, the last thing you want to worry about is benefits. Learn how H&R Block can help and what you need to do.

• Get help managing your condition. If you’re on the Anthem medical plan, there are several care condition programs to help you.
• Review sick, disability and caregiver leave policies.
• Notify your manager of your expected absence.
• If you anticipate not being able to work, contact New York Life at 800-732-1603 regarding FMLA and/or Short Term Disability coverage.

Things to consider

• Get legal support for living wills or other documents. Contact MetLife if you’re a member.
• Sometimes a big change can cause new feelings. Access up to 16 free counseling sessions through the mental health hub, Lyra.
• Get help understanding your benefits, resolve claims and billing issues, coordinate care and services, and arrange second opinions from a personal health advocate.

This is not a qualified life event. You are not able to change your benefits coverage due to this event.

If you need to take a leave, you have support. Learn more about your options and how H&R Block can support you.

• Review sick, disability, parental and caregiver leave policies.
• Notify your manager of your expected leave.
• Call New York Life (formerly CIGNA) at 888-842-4462 to begin processing your leave.

Things to consider

• Sometimes a big change can cause new feelings. Access up to 16 free counseling sessions through the mental health hub, Lyra.
• Get help understanding your benefits, resolve claims and billing issues, coordinate care and services, and arrange second opinions from a personal health advocate.

This is not a qualified life event. You are not able to change your benefits coverage due to this event.

• Notify your manager immediately and discuss time off options with your manager.
• Review Workers’ Compensation policy.
• Review the company’s disability and leave of absence policies.

Things to consider

• Sometimes a big change can cause new feelings. Access up to 16 free counseling sessions through the mental health hub, Lyra.
• Get help understanding your benefits, resolve claims and billing issues, coordinate care and services, and arrange second opinions from a personal health advocate.

This is not a qualified life event. You are not able to change your benefits coverage due to this event.