The Plan Member Secure Site

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The Plan Member Secure Site
Key features that will help you manage your benefits plan
Here are the topics we will review
 Accessing the site
 Signing-in
 I have previously registered for the Plan Member Secure Site
 I have not registered for the Plan Member Secure Site
 I have not registered for the Plan Member Secure Site and I am a retiree
 Completing a family status change
 Adding a dependant
 Enrolling for optional benefits
 Adding Coordination of Benefits information
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I have previously registered for the site
 When you visit
www.manulife.ca/planmember after
May 1, 2014, you will need to use:
 your new plan number,
 your plan member certificate
number and
 your password.
 Your plan number and plan member
certificate number are printed on
your new benefits card.
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 These numbers identify you as a
member of the uOttawa plan.
 If you have forgotten your
password, you will need to create
a new one.
 You can also check off
“remember me” to save the plan
numbers in your browser.
 You can use the site to check on
the status of your claims.
I have not registered for the site
 If you haven’t registered to use the
Plan Member Secure Site, Manulife
will send you information explaining
how to access the site.
You will need to use:
 your new plan number,
 your plan member certificate number,
 your temporary password.
 Shortly after May 1, 2014 all active
plan members who have not yet
registered will automatically receive
an e-mail with instructions.
 For anyone hired after May 1,
invitations to register for the site will
be part of benefits enrolment
communications.
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 Your plan number and plan
member certificate number are
printed on your new benefits
card.
 These numbers identify you as a
member of the uOttawa plan.
 You will need to create a
password.
 You can also check off
“remember me” to save the plan
numbers in your browser.
 You can use the site to check on
the status of your claims.
I have not registered for the site and I am a retiree
 If you are a retiree and haven’t
 These numbers identify you as a
registered to use the Plan Member
member of the uOttawa plan.
Secure Site as of May 1st, 2014,
Manulife will send you a paper letter  You will need to create a
password.
with all of the numbers and
instructions to access your account.  You can also check off
You will need to use:
“remember me” to save the plan
numbers in your browser.
 your new plan number,
 your plan member certificate
number
 You can use the site to check on
 your temporary password.
 Personal and dependant
 Your plan number and plan member
certificate number are outlined in the
letter.
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the status of your claims.
information updates must be
done by uOttawa.
Signing in to the Plan Member Secure Site
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Learning Centre
Explore the learning centre to find out key plan dates. You
can also view tutorials about the site.
Quick Links on the right hand side of the screen give you
access to frequently used site features.
There is also a tutorial available for Online Claims
Submission. Visit the Online Claims Submission page to
view.
Other tutorial topics include: search my claims, claims
forms, administration forms, direct deposit and plan
member brochures. Visit each page to view.
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Full screen
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Completing a family status change
You can complete family status changes by choosing Enrol/re-enrol or
Manage my plan from the Quick Links menu.
Family status changes include:
 Birth or adoption of a child
 Change in marital status
 Change in spouse’s coverage under another plan
 Change in eligibility of dependants
In this example, we will highlight some of the key actions to add a
dependant child.
You can see the dependants already listed in your records.
Choose the “Add Child” button.
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Adding a dependant
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Adding a dependant
Fill in all of the details for the dependant record and press
“Submit.”
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Adding a dependant
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Adding a dependant
The dependant you just added will now be listed on your
record.
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Adding a dependant
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Enrolling for Optional Coverage
You can also purchase additional Optional Life coverage for
you, your spouse, or your dependant children.
Choose Enrol/re-enrol or Manage my plan from the Quick
Links menu.
In this example, we will add 30 units of Optional Life
coverage.
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Purchasing Optional Coverage
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Purchasing Optional Coverage
The site does all cost calculations for your payroll
deductions and presents any additional declarations or
forms that you must complete to finish adding the
coverage.
In this example, we will see a non-smoker declaration.
Next, the site will ask us to review our options. An alert
appears next to any items where additional form
information must be completed.
After reviewing all alerts, you will be ready to submit your
choices. Print your coverage choices for your records.
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Purchasing Optional Coverage
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Purchasing Optional Coverage
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Purchasing Optional Coverage
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Purchasing Optional Coverage
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Purchasing Optional Coverage
The site will show you the beneficiary information we have
on record and any time sensitive forms we need you to
print, complete and send in.
You will also have the chance to print a statement reflecting
your new coverage.
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Purchasing Optional Coverage
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Purchasing Optional Coverage
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Purchasing Optional Coverage
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Coverage statement
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Updating coordination of benefits information
You can get back up to 100% of eligible expenses if you
coordinate claims with your spouse’s plan.
First, you can review the other coverage information we
have on your record.
Next, you can update this information on the site.
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Update other coverage information
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Update other coverage information
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For more information
When you have questions
about using the website,
contact Manulife:
1-800-268-6195
When you have questions
about benefits eligibility:
Call Human Resources at
613-562-5832
Or
E-mail
infohr@uOttawa.ca
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