How To Make Health Insurance Selection Changes
(Open Enrollment)

Please follow the instructions below to login and make your elections. You may use a computer, smartphone or tablet device. 

 

If you do not need to make changes to your insurance, you do not need to follow these steps.  

• Go to https://benefits.plansource.com
• Follow the instructions below for your Login ID and Password. You will be prompted to choose a new password.
  Note:  If you’ve previously logged in, you will still need to use these login instructions during Open Enrollment, as the system resets previous logins/usernames to the default.
• Login ID/Username Your username is the first initial of your first name, up to the first six letters of your last name, and the last four digits of your SSN.
• Password: Your initial password is your birthdate in the YYYYMMDD format.
  • Example #1: Taylor Williams, SSN: XXX-XX-1234, Birthdate: January 4, 1982
  • Login ID: jwillia1234, Password: 19820104
• On the homepage, click “Get Started” to begin.
• First, you’ll be asked to review and update your profile and ensure that all information listed about yourself, and dependents is correct.
  • You can then begin shopping for benefits!
  • Educational material about the specific plan type is available at the top of the page.
  • Plan choices are displayed on “cards,” which provide a brief summary of what is included in the plan.
  • Click a card to get more details about a specific plan.
• To select a plan, indicate which family members are covered by clicking “edit family covered” and select the card for each family member you’d like to add to the plan.
• Once all dependents are updated click “Next: Shop for Benefits” at the bottom of the page
• Click on the “+” next to Medical or the ” View and Change Plan” to the right of the page
• In the drop down make sure to click to select the new dependent(s) you want to add to your plan.
• Make sure the person is checked marked prior to closing the window or they will not be covered in
• the health insurance
• Once all dependents are selected, scroll down and click “Start Survey” on each of the statement boxes that have not been completed.
• Review and accept and confirm the statements.
  • To proceed you must acknowledge and accept each of the statements on this page.  If you have questions or concerns with any of the statements, please contact our office.
• Click “Review and Checkout” at the bottom of the page.
• If selections are correct click “Checkout” at the bottom of the page
• Click on the “Update Cart” button
• Review your selections again, once complete click “Review and Checkout” at the bottom of the page
• If selections are correct click “Checkout” at the bottom of the page
• Upload documents* for each dependent added to plan
• Click “Update Cart” to choose the plan.
• To finalize and save your choices, click “Checkout.”
  • You must complete the checkout process in order to be enrolled in benefits.
• You will then land on the Summary page that confirms you have completed the enrollment process.
  • You may download, email, or print the summary for your records.

Please note, this is a year-round portal, which allows you to visit frequently to confirm your benefits elections, update demographic information and/or make qualified life event changes. If you have questions, please contact your Benefits team at benefits@healthtrustmaff.org