We know that life can change quickly.

H&R Block has resources to help you as you navigate through life’s changes. Below are some things to think about and resources for you and your family. Some of these are qualifying events, which may impact your benefits. If you have one of these events, you have 45 days to change your benefits in Workday.

New child (birth, adoption, or surrogacy)

New child (birth, adoption, or surrogacy)

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

Things to consider

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 (or new domestic partnership)

Getting married (or new domestic partnership)

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.

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.

Getting divorced (or legally separated, ending a partnership)

Getting divorced (or legally separated, ending a partnership)

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

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..

Death in the family

Death in the Family

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

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..

Change in work status (e.g., to part-time or full-time, seasonal to regular)

Change in work status (e.g., to part-time or full-time, seasonal to regular)

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

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.

Loss or gain of benefit coverage(you or a dependent)

Loss or gain of benefit coverage (you or a dependent)

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.

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.

Moving

Moving

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.

Leaving the company

Leaving the company

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.

Retirement

Retirement

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.

Serious illness

Serious illness

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.

Leave of absence

Leave of absence

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

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.

Injury at work

Injury at work

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.