BPP Replacement: Transition to New Unum Plans

(Effective January 1, 2009)

Key Implementation Activities

May / June / July / August / September
Adoption Agreement & Enrollments / Draft Adoption Agreement shared with Plan Sponsor / Updated Draft Adoption Agreement(s) shared with Plan Sponsor / Final Adoption Agreement & Enrollment Packet to Plan Sponsor / Adoption Agreement Period
(Plan Sponsors submit completed adoption agreement to General Board)
Employee Data Cleanup Period
(Plan Sponsor updates demographic information for applicable Employees on GBOPHB system)
Communications – Plan Sponsor / Plan Sponsor Conference Calls: 5/20 & 5/21
(OnBoard Express w/ Supporting Documents) / Plan Sponsor Conference Calls: 6/26 & 6/27
(OnBoard Express w/ Supporting Documents) / Final Adoption Agreement & Enrollment Packet to Plan Sponsor
Packet will also include “plan sponsor employee listing” from GBOPHB system to facilitate data clean-up
Plan Sponsor Conference Calls:
8/26 & 8/27
(OnBoard Express w/ Supporting Documents) / Adoption Agreement confirmation & approval (from GBOPHB)
Sample Communication Pieces for Plan Sponsor Use in Communicating to Participant’s
Plan Sponsor Conference Calls: 9/30 & 10/1
(OnBoard Express w/ Supporting Documents)
Communications – Participant
Communications – BPP Claimants / Existing BPP Claimant:
Initial overview of impact (or no impact) of transition to new Unum plans – their LTD benefit payments will continue, life coverage still in place, etc. (from General Board and/or Plan Sponsor)
Other

BPP Replacement: Transition to New Unum Plans

Key Implementation Activities

October / November / December / January ‘09 / February/March
Adoption Agreement & Enrollments / Lay LTD/Life & Clergy Supplemental Life
Enrollment Period
Plan sponsor makes changes to initial enrollment group automatically converted from BPP.
Communications – Plan Sponsor / Adoption Agreement confirmation & approval (from GBOPHB) / Early November:
Plan Sponsor Participant Enrollment Listing (Eligible’s & Ineligible’s)
Mid to Late November:
Plan Sponsor Confirmation of Plan Elections & Enrollments (On-line via CAMPUS) / Plan Sponsor Invoice for 1st Quarter: distributed by mid-December
October / November / December / January ‘09 / February/March
Communications – Participant / Lay LTD/Life & Clergy Supplemental Life Participant:
If necessary, “Heads-Up” regarding new Unum Plans, expectations, will be receiving communication directly from Unum, etc. (General Board via Plan Sponsor) / Lay LTD/Life & Clergy Supplemental Life Participant:
If necessary, Follow-up regarding new Unum Plans, expectations, will be receiving communication directly from Unum, etc. (General Board via Plan Sponsor)
CPP Participant: Optional Life Plan Overview & Enrollment Opportunity
(from General Board) / Lay LTD/Life & Clergy Supplemental Life Participant:
Confirmation of new plan coverage (incl. policy) + Optional Life Plan Enrollment Packet (from Unum)
CPP Participant: Optional Life Plan Enrollment Packet (from Unum) / Optional Life Eligible Participants:
Guaranteed Issue Enrollment Period (30 days)
“Reminder” communication: follow-upduring enrollment period
Communications – BPP Claimant / Existing BPP Claimant:
Follow-Up overview of transition expectations - how not impacted by transition to new Unum plans (from General Board and/or Plan Sponsor) / Existing BPP Claimant:
If necessary, final follow-up overview of transition expectations - how not impacted by transition to new Unum plans (from General Board and/or Plan Sponsor)
Other / Webex Demo/ Conference Call: CAMPUS Overview (for Plan Sponsor) / Webex Demo/ Conference Call: CAMPUS Overview (for Plan Sponsor)