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Definition of Spouse

The opposite or same sex person to whom you are lawfully married as evidenced by a legally certified document of marriage or who has, for at least twelve months, been continuously living with you in a role like that of a marriage partner (common-law). Proof of cohabitation may be required.

Step One: Enter the Event Date 

Enter the event date – this is the date of your marriage or change to common-law status. If it has been more than 31 days from the qualifying life event date, contact benefits@ucalgary.ca.

Step Two: Update Personal Information 

When you enter benefits self-service for the marriage / common-law life event you will be asked to confirm the date of the event, then update or confirm your personal information including:

• name
• home and mailing address
• phone number
• emergency contact information
• banking information, including banking information on the Alberta Blue Cross secure member site.

The personal information can also be updated directly through self-service outside of life events by going to the my԰������ portal > All about me > My info. 

Documentation may be required to support your request to change personal information. Refer to the directive Personal Information Change Requests for details, including how to update your ԰������ employee user name display or contact information. 

Step Three: Benefit Enrolment 

Review/Update Dependent Data

Confirm all your dependents and beneficiaries and add any new dependents and/or beneficiaries. You will need to ensure that you enter the date of birth for all dependents and click the “Student” box as appropriate.

Health/Dental 

Click on the “Enrol” button for each benefit to ensure your dependents have been added. 

Flexible Credits and Spending Accounts

If you experience a qualified life event and change your health and dental options, your flex credits may be impacted. Excess credits allocated to your Spending Account(s) are granted on a “use it or lose it” basis. Credits may be adjusted and any unspent credits will be forfeited and replaced with a new pro-rated amount based on your new status.

If your life event doesn't result in a family status change and you elect to continue with the same health and dental option choices, your excess credits will remain as you previously allocate.

Life Insurance/Accidental Death and Dismemberment Insurance (AD&D)

Click on the “Enrol” button for each of these benefits to add your spouse as a beneficiary. You can allocate up to 100% of your benefit to any of the individuals listed on this page as either a primary or a secondary beneficiary. 

An important consideration for any beneficiaries under the age of 18 is to name a Trustee. You can do this on the paper form. The Trustee is responsible for the funds until the child reaches age 18 otherwise the funds will go to a Public Trustee.

Optional Insurances

At this time, you may choose to enrol or discontinue in any Optional Life Insurance, AD&D or Critical Illness. Ensure you confirm each benefit to elect or discontinue coverage. For more information regarding coverage, cost and evidence of insurability requirements, refer to the MaPS Benefits.

Pension Plan

To have your spouse named as your pension partner for UAPP click on the “Confirm” button to enter your pension information tab. Once in the pension tab scroll down to name your beneficiaries. Your spouse, if you have one, is automatically your pension beneficiary. You may designate a non-spousal beneficiary in the event you do not have a spouse at the time of your death. To properly populate the form, you MUST enter your spouse as 100% primary beneficiary. Secondary beneficiaries are used to designate your non-spousal beneficiaries only.

Once you have completed the benefit submission you need to print the Group Benefits - Beneficiary Designation form, and the UAPP Designation of Spouse and Non-Spouse Beneficiary. Please print off both forms, sign and send to HR via campus mail. The paper form with original signature is required and legally binding in the event of a claim. 

Step Four: Follow Instructions to Complete and Submit Life Event 

Once your submission is processed, you will receive new benefit ID cards within 4 – 6 weeks.

Other Considerations

Contact the  to notify of the change.

Birth/adoption is used when you have a new dependent child, either through birth or adoption.

While you are on maternity or parental leave, you will not have access to self service and will need to contact Human Resources to update your information by emailing benefits@ucalgary.ca. 

Step One: Enter the Event Date 

Enter the event date – this is the date of the adoption or the birth of the child. If it has been more than 31 days from the qualifying life event date, contact benefits@ucalgary.ca. The event date may not be the same as the date of birth of the child, in the case of an adoption. You will enter the date of birth of the child when you enter the Benefits Enrolment page.

Step Two: Benefit Enrolment 

Review/Update Dependent Data

Confirm all of your current dependents/beneficiaries and add your new dependent(s) and beneficiaries. You will need to ensure that you enter the date of birth for all dependents and click the “Student” box as appropriate.

Health/Dental

Click on the “Enrol” button for each benefit to ensure your dependents have been added. 

Flexible Credits and Spending Accounts

If you experience a qualified life event and change your health and dental options, your flex credits may be impacted. Excess credits allocated to your Spending Account(s) are granted on a “use it or lose it” basis. Credits may be adjusted and any unspent credits will be forfeited and replaced with a new pro-rated amount based on your new status.

If your life event doesn't result in a family status change and you elect to continue with the same health and dental option choices, your excess credits will remain as you previously allocate.

Life Insurance/Accidental Death and Dismemberment (AD&D) Insurance

Click on the “Enrol" button to enter your basic Life/AD&D insurance information tab. You can allocate up to a combined total of 100% of your benefit to any of the individuals listed on this page as either a primary or a secondary beneficiary. An individual can either be a primary or secondary beneficiary and both need to total to 100%. 

An important consideration for any beneficiaries under the age of 18, is to name a Trustee. You can do this on the paper form. The Trustee is responsible for the funds until the child reaches age 18 otherwise the funds will go to a Public Trustee.

Optional Insurances

At this time, you may choose to enrol or discontinue in any Optional Life Insurance, AD&D or Critical Illness. Ensure you confirm each benefit to elect or discontinue coverage. For more information regarding coverage, cost and evidence of insurability requirements, refer to the MaPS Benefits.

Pension Plan

To have your spouse named as your pension partner for UAPP click on the “Confirm” button to enter your pension information tab. Once in the pension tab scroll down to name your beneficiaries. Your spouse, if you have one, is automatically your pension beneficiary. You may designate a non-spousal beneficiary in the event you do not have a spouse at the time of your death. To properly populate the form, you must enter your spouse as 100% primary beneficiary.

Once you have completed the benefit submission you need to print the Group Benefits - Beneficiary Designation form, and the UAPP Designation of Spouse and Non-Spouse Beneficiary. Please print off both forms, sign and send to HR via campus mail. The paper form with original signature is required and legally binding in the event of a claim. 

Step Three: Follow Instructions to Complete and Submit Life Event 

Once your submission is processed, you will receive new benefit ID cards within 4–6 weeks.

Other Considerations

Contact the  to notify of the change.

At the time of legal separation, you may remove your spouse from your Health and Dental plans, as well as re-designate your beneficiary for your Life Insurance plan. You cannot remove your spouse as beneficiary of your pension plan until your divorce is finalized. Once your divorce is finalized, your former spouse is no longer eligible for coverage under the Health and Dental plan, or any Optional Spousal Life Insurance.

Step One: Enter the Event Date and Update Personal Information 

You will first be asked the event date – this is the date of the divorce or legal separation. If it has been more than 31 days from the qualifying life event date, contact benefits@ucalgary.ca.  

Update or confirm your personal information including:

• name, you can update this in the event if you are changing your name with your marriage or divorce
• home and mailing address
• phone number
• emergency contact information
• banking information, including banking information on the Alberta Blue Cross secure member site.

The personal information can also be updated directly through self-service outside of the benefits self-service by going to the my԰������ portal under All about me > My info. 

Documentation may be required to support your request to change personal information. Refer to the directive Personal Information Change Requests for details, including how to update your ԰������ employee username display or contact information. 

Step Two: Benefit Enrolment 

Review/Update Dependent Data

Confirm all of your current dependents/beneficiaries and update your spouse/common-law partner to ex-spouse/ex-common-law partner. You will need to ensure that you enter the date of birth for all dependents and click the “Student” box as appropriate. You cannot remove the ex-spouse from this list as it is required for historical purposes. Once you have changed the relationship to ex-spouse/ex-common-law partner they will no longer be eligible for benefits but will remain on the list of potential beneficiaries.

Health/Dental

Once your spouse/common-law partner has been updated to ex-spouse/ex-common-law partner, proceed to each benefit individual benefit by clicking on the “Enrol" button to ensure the correct dependents are covered under your extended health and dental benefits.  If your eligible dependents are not included on the list of dependents, return to the Review/Update Dependent data page to verify they are listed there, their relationship to you and their date of birth.

Flexible Credits and Spending Accounts

If you experience a qualified life event and change your health and dental options, your flex credits may be impacted. Excess credits allocated to your Spending Account(s) are granted on a “use it or lose it” basis. Credits may be adjusted and any unspent credits will be forfeited and replaced with a new pro-rated amount based on your new status.

If your life event doesn't result in a family status change and you elect to continue with the same health and dental option choices, your excess credits will remain as you previously allocate.

Life Insurance/Accidental Death & Dismemberment Life (AD&D) Insurance

Click on the “Enrol” button for each of these benefits to update your beneficiaries or to remove your ex-spouse/common-law partner as a beneficiary. Your ex-spouse/common-law partner will remain on the list, but you do not have to allocate any portion of your life insurance to them. You can allocate up to 100% of your benefit to any of the individuals listed on this page as either a primary or a secondary beneficiary.

An important consideration for any beneficiaries under the age of 18 is to name a Trustee. You can do this on the paper form. The Trustee is responsible for the funds until the child reaches age 18 otherwise the funds will go to a Public Trustee.

Optional Insurances

At this time, you may choose to enrol or discontinue in any Optional Life Insurance, AD&D or Critical Illness. Ensure you confirm each benefit to elect or discontinue coverage. For more information regarding coverage, cost and evidence of insurability requirements, refer to the MaPS Benefits.

Be sure to discontinue coverage for your spouse under any current optional coverages otherwise deductions will continue.

Pension Plan

To have your spouse named as your pension partner for UAPP click on the “Confirm” button to enter your pension information tab. Once in the pension tab scroll down to name your beneficiaries.  Your spouse, if you have one, is automatically your pension beneficiary. You may designate a non-spousal beneficiary in the event you do not have a spouse at the time of your death. To properly populate the form, you must enter your spouse as 100% primary beneficiary. Secondary beneficiaries are used to designate your non-spousal beneficiaries only. 

Once you have completed the benefit submission you need to print the Group Benefits - Beneficiary Designation form, and the UAPP Designation of Spouse and Non-Spouse Beneficiary. Please print off both forms, sign and send to HR via campus mail. The paper form with original signature is required and legally binding in the event of a claim. 

Step Three: Follow Instructions to Complete and Submit Life Event 

Once your submission is processed, you will receive new benefit ID cards within 4-6 weeks.

Other Considerations

Contact the  to notify of the change.

If your spouse has had a significant gain or loss of benefit coverage, you may have the ability to make new option choices to ensure you have appropriate coverage for yourself and your family. You will be required to provide proof of your spouse’s coverage change to benefits@ucalgary.ca.

Step One: Enter the Event Date 

Enter the date coverage was changed.

Step Two: Benefit Enrolment 

Review/Update Dependent Data

Confirm all of your dependents and beneficiaries and update as necessary. You will need to ensure that you enter the date of birth for all dependents and click the “Student” box as appropriate.

Health/Dental

Confirm each benefit to ensure your dependents are covered. 

Flexible Credits and Spending Accounts

If you experience a qualified life event and change your health and dental options, your flex credits may be impacted. Excess credits allocated to your Spending Account(s) are granted on a “use it or lose it” basis. Credits may be adjusted and any unspent credits will be forfeited and replaced with a new pro-rated amount based on your new status.

If your life event doesn't result in a family status change and you elect to continue with the same health and dental option choices, your excess credits will remain as you previously allocate.

Life Insurance/Accidental Death and Dismemberment (AD&D) Insurance

Click on the “Enrol" button for each of these benefits to add your spouse as a beneficiary. You can allocate up to 100% of your benefit to any of the individuals listed on this page as either a primary or a secondary beneficiary.

An important consideration for any beneficiaries under the age of 18 is to name a trustee. You can do this on the paper form.  The Trustee is responsible for the funds until the child reaches age 18 otherwise the funds will go to a Public Trustee.

Optional Insurances

At this time, you may choose to enrol or discontinue in any Optional Life Insurance, AD&D or Critical Illness. Ensure you confirm each benefit to elect or discontinue coverage. For more information regarding coverage, cost and evidence of insurability requirements, refer to the MaPS Benefits.

Pension Plan

To have your spouse named as your pension partner for UAPP click on the “Confirm” button to enter your pension information tab. Once in the pension tab scroll down to name your beneficiaries. Your spouse, if you have one, is automatically your pension beneficiary. You may designate a non-spousal beneficiary in the event you do not have a spouse at the time of your death. To properly populate the form, you MUST enter your spouse as 100% primary beneficiary. Secondary beneficiaries are used to designate your non-spousal beneficiaries only. 

Once you have completed the benefit submission you need to print the Group Benefits - Beneficiary Designation form, and the UAPP Designation of Spouse and Non-Spouse Beneficiary. Please print off both forms, sign and send to HR via campus mail. The paper form with original signature is required and legally binding in the event of a claim. 

Step Three: Follow Instructions to Complete and Submit Life Event 

Once your submission is processed, you will receive new benefit ID cards within 4–6 weeks.

Other Considerations

Contact the  to notify of the change.

A family status change means that when you update your dependent information you will move from family to couple or single level coverage or from single to couple or family coverage.  It is most often used to when your dependent child reaches age 21 and is no longer a student. Refer to this guide to update overage dependents.

If your family status does not change you should use the Dependent/Beneficiary Update event. For example, when you want to remove a dependent child who is over age 21 but you still have other dependents you would remain in family coverage.

Definition of Dependents

Spouse - the opposite or same sex person to whom you are lawfully married as evidenced by a legally certified document of marriage or who has, for at least 12 months, been continuously living with you in a role like that of a marriage partner (common-law). Proof of cohabitation may be required.

Child - eligible dependents include unmarried, unemployed dependent children, under the age of 21. Children between ages 21 - 24 are eligible if attending an accredited educational institution, college, or university, on a full-time basis. Children of a common-law spouse are eligible if they are living with you.

Step One: Enter the Event Date 

Enter the date of the event.

Step Two: Benefit Enrolment 

Review/Update Dependent Data

Confirm your dependents and beneficiaries. You will need to ensure that you enter the date of birth for all dependents and click the “Student” box as appropriate. To remove an overage dependent, unclick the “Student” box and update their status to "Adult Child". The child will remain under your list of beneficiaries but will not be an eligible dependent for benefits.

Health/Dental

Confirm each benefit to ensure the correct dependents are covered. 

Flexible Credits and Spending Accounts

If you experience a qualified life event and change your health and dental options, your flex credits may be impacted. Excess credits allocated to your Spending Account(s) are granted on a “use it or lose it” basis. Credits may be adjusted and any unspent credits will be forfeited and replaced with a new pro-rated amount based on your new status.

If your life event doesn't result in a family status change and you elect to continue with the same health and dental option choices, your excess credits will remain as you previously allocate.

Life/Accidental Death and Dismemberment (AD&D) Insurance

Click on the “Enrol” button for each of these benefits to update your beneficiaries. You can allocate up to 100% of your benefit to any of the individuals listed on this page as either a primary or a secondary beneficiary.

An important consideration for any beneficiaries under the age of 18 is to name a Trustee. You can do this on the paper form. The Trustee is responsible for the funds until the child reaches age 18 otherwise the funds will go to a Public Trustee.

Optional Insurances

At this time, you may choose to enrol or discontinue in any Optional Life Insurance, AD&D or Critical Illness. Ensure you confirm each benefit to elect or discontinue coverage. For more information regarding coverage, cost and evidence of insurability requirements, refer to the MaPS Benefits.

Pension Plan

To have your spouse named as your pension partner for UAPP click on the “Confirm” button to enter your pension information tab. Once in the pension tab scroll down to name your beneficiaries. Your spouse, if you have one, is automatically your pension beneficiary. You may designate a non-spousal beneficiary in the event you do not have a spouse at the time of your death. To properly populate the form, you MUST enter your spouse as 100% primary beneficiary. Secondary beneficiaries are used to designate your non-spousal beneficiaries only. 

Once you have completed the benefit submission you need to print the Group Benefits - Beneficiary Designation form, and the UAPP Designation of Spouse and Non-Spouse Beneficiary. Please print off both forms, sign and send to HR via campus mail. The paper form with original signature is required and legally binding in the event of a claim. 

Step Three: Follow Instructions to Complete and Submit Life Event 

Once your submission is processed, you will receive new benefit ID cards within 4-6 weeks.

Other Considerations

Contact the  to notify of the change.