How do I access my Benefits Summary

Using the Benefits Summary page

How do I view my benefits using the Benefits Summary page in Self Service?
What ID and password do I use to access Self Service?
How far back in my service with the University can I see my Benefits Data?
Can I print the Benefits Summary page?
Can I see FSA claims information on the Benefits Summary page?
I’m enrolled in Long Term Care but do not see it under my Benefits Summary.
My beneficiary’s personal information is not up-to-date or is missing information. How can I correct this?
My newborn child is not showing up under my health plan enrollment information. How can I correct this?
My beneficiaries for my 403(b) retirement savings plans are not displayed. How can I check to see if they are correct and up-to-date?
I am a new Hire. When I go to the Benefits Summary, I see no Benefits Listed. Why?
I am a new Hire. I have made some of my benefits elections, but not all. I have not yet submitted them online. When I go to the Benefits Summary, I expect to see the benefits I’ve already enrolled in, but they are not showing up. Why?

Using the Flex Spending Accounts page

Where is the FSA employer match displayed in my FSA Account Summary?
How can I tell if the Benefits Division has received my FSA claim?
I submitted a FSA claim to the Benefits Division and I don’t see that it’s been paid.

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How do I view my benefits using the Benefits Summary page in Self Service?
Sign into Self Service using your Net ID and password. The page is located by navigating: Self Service > Benefits > Benefits Summary. Enter the effective date of your benefits and then click the yellow Go button.

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What ID and password do I use to access Self Service?
Use your Net ID and password. This is the same ID and password that you use to access your University e-mail and Meeting Maker.

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How far back in my service with the University can I see my Benefits Data?
By changing the date within each benefits summary and clicking go, you may view your benefits including FSA claim information as far back as 1997.

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Can I see FSA claims information on the Benefits Summary page?
No, however, you can see this information on the Flex Spending Account page accessible in Self Service. The FSA page is located by navigated: Self Service > Benefits > Benefits Information > Flex Spending Accounts.

For more information regarding the Flex Spending Accounts page, see the section called “Using the Flex Spending Accounts page” below.

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I’m enrolled in Long Term Care but do not see it under my Benefits Summary.
Long Term Care Plan will not be displayed on the Benefits Summary. You may view this on your Pay Check underneath After Tax Deductions.

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My beneficiary’s personal information is not up-to-date or is missing information. How can I correct this?

If you currently have an open event in eBenefits: Open Enrollment or New Hire; change the beneficiary’s personal information online in Self Service. Then submit a completed and signed Beneficiary Designation form to the Benefits Division.

If do not have an open event; Please submit a completed and signed Beneficiary Designation form to the Benefits Division to change or update your designated beneficiary information.

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My newborn child is not showing up under my health plan enrollment information. How can I correct this?
Please submit a completed “Qualifying Family Status Enrollment” form to the Benefits Division with 31 days of the event to add your newborn to your health plan coverage.

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My beneficiaries for my 403(b) retirement savings plans are not displayed. How can I check to see if they are correct and up-to-date?
Access Fidelity or/and TIAA-CREF’s website, log into your account, and update this information through their web site. You can access these web sites by clicking the following links:

Fidelity Investments: https://nbacctopen.fidelity.com/

TIAA-CREF: http://enroll.tiaa-cref.org/northwestern/

The majority of the benefits for which a new hire is eligible become effective the first of the month after the employee is hired. For example, the benefits for someone hired on 6/12 will not be effective until July 1. When you come to the Benefits summary page, the date that defaults in is the current date. If the current date is prior to the effective date of your benefits, you won’t see anything. Change the date to the first of the month after your hire date and you will see the benefits in which you’ve enrolled.

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I am a new Hire. I have made some of my benefits elections, but not all. I have not yet submitted them online. When I go to the Benefits Summary, I expect to see the benefits I’ve already enrolled in, but they are not showing up. Why?

The Benefits Summary will not display your benefit elections until you have completed all elections and clicked on the Submit button within eBenefits and your elections are processed and finalized by the Benefits Division.

Using the Flex Spending Accounts page

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Where is the FSA employer match displayed in my FSA Account Summary?
The employer match portion of the FSA contribution is not displayed in the Benefits Self-Service feature. You may view the employer contribution to your FSA Dependent Care Account on your Pay Check underneath the Earnings section

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How can I tell if the Benefits Division has received my FSA claim?
Click on Flexible Spending Accounts and select the account for which the claim was made. View the status of your claim under Claim History. Click on the hyperlink of the date. Claims are displayed in descending date order.

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I submitted a FSA claim to the Benefits Division and I don’t see that it’s been paid.
FSA claims received by the Benefits Division by the 15th of a month are generally processed that month. Claims received after the 15th are processed the next month.

For more benefits related information, please visit the Benefits Division home page:

http://www.northwestern.edu/hr/benefits/