Marriage Checklist

 Things to Do
You are now eligible to change your existing medical and/or dental coverage. If medical/dental coverage is being paid on a pre-tax basis and you add a newly eligible dependent, premiums may continue on a pre-tax basis. Time
Within 30 days from date of marriage
More Info*  
Change your name (including your preferred name) Time
No Limit
  Do It*
Change your address and phone number, if applicable. Time
No Limit
  Do It*
You are eligible to enroll your spouse and/or his or her eligible family members for Long-term Care coverage even if you choose not to enroll yourself. Time
No Limit
More Info* Do It
You are now eligible to enroll your spouse in Group Universal Life. Time
Within 90 days from date of marriage
More Info* Do It
You are now eligible to enroll or increase your participation in a Health Care and/or Dependent Care Reimbursement Account. Time
Within 30 days from date of marriage
More Info Do It
Review your W-4 form election for federal/state/local tax withholding and change if appropriate. Time
No Limit
More Info Do It
Change your emergency notification contact information. Time
No Limit
  Do It
You are eligible to elect or change your beneficiary designations. Time
No Limit
More Info Do It
You also may want to update your records with the Social Security Administration. Time
No Limit
  Do It
You also may want to update your records with the California Department of Motor Vehicles Time
No Limit
  Do It
The Employee Assistance Program and LifeWorks are available to your new spouse and his or her dependent(s) starting on the date of your marriage. Time
No Limit
More Info Do It
Create/update your will. Time
No Limit
   
If you are changing your name and wish to change the way the shares in your book-entry account are registered, you must complete the Stock Transfer Form. Time
No Limit
More Info Do It