CUPE EWBT Benefits Plan Local Leader Webinars 1

Today’s agenda § § § Introduction How the transition works Enrolment process Registering for Group. Net Local and member support Questions regarding the enrolment process and what you can do to support your members 2

Introduction § Benefits for eligible CUPE education workers will be provided through the CUPE EWBT – an employee life and health trust (ELHT) § Ontario government will fund the CUPE EWBT via negotiated amount per FTE (full-time equivalent) employee, plus a reserve § CUPE EWBT will comprise more than 40, 000 members § Actives § Eligible retirees Our new benefits plan starts March 1, 2018 for permanent employees, as well as those casual or temporary employees previously eligible under their Collective Agreement. Retirees will transition no later than May 1, 2018. 3

Roles and responsibilities Who Role Key responsibilities CUPE EWBT Plan Sponsor • All aspects of the operations of the trust OTIP Plan Administrator • Maintains member information to support plan administration • Calculates monthly premiums and sales tax for covered members • Collects funding amounts from employers • Tracks and reports taxable premiums, issues T 4 A forms Great-West Life Insurance Carrier • Reviews and pays life, health and dental claims Chubb Insurance Carrier • Reviews and pays AD&D claims School Board Employer • Provides employee info to support benefits administration • Remits monthly employer contributions Plan Member Employee/ CUPE Member • Selects coverage level (single/family, optional life amounts) • Appoints beneficiary(ies) • Provides required information on covered dependants • Provides banking information for payment of member’s share of premiums and reimbursement of claims 4

The importance of good data • • What does OTIP need from the school boards? How is data transferred? Coding – Board codes versus OTIP codes Overview of common challenges 5

Data summary Information on: Provided by: Why? 1. Member Board Gather basic member info (name, address, date of birth, etc. ) 2. Position Board Provide additional details on scheduled hours, work status, annual earnings, etc. 3. Leave Board For members not captured in the “position” file, as additional information is needed for this group 4. Life coverage Board, insurer or administrator Establish initial supplemental life or optional life coverage available under the CUPE EWBT without evidence of insurability 5. Health/Dental coverage Insurer or administrator Determine current level of Health/Dental coverage 6. Dependant information Insurer Capture details on covered dependants (names, birthdates, etc. ) 7. “Not at work” Board Confirm if member is on Life waiver of premium, or confirm current Life amounts if no waiver is in place 8. Claims history Insurer Identify drug exceptions/prior authorized drugs 6

Enrolment process 7

Key dates and activity overview Date Activity Starting January 8 Welcome kits mailed February 5 to 19 Enrolment emails delivered to Board email; after enrolling, members can register for Group. Net for Plan Members March 1 Plan coverage goes live March 23 Enrolment period ends 8

Welcome kits § § § Welcome letter Q&A Benefits guide Fridge magnet Self addressed return envelope (for beneficiary form) 9

Enrolment email from OTIP § OTIP kicks off the benefits enrolment process § Members will receive an email with instructions on how and when to enrol 10

Registering on OTIP’s secure member login 11

Registering on OTIP’s secure member login 12

Registering on OTIP’s secure member login 13

Enrolling in My Benefits 14

Reviewing your family information 15

Reviewing your benefits information 16

Designating a beneficiary 17

Finalizing your coverage 18

After completing your enrolment § Members who select health coverage will have their benefits cards mailed to them. Card(s) should arrive within 10 business days after enrolment is completed. § Register for Group. Net for Plan Members, to submit and inquire about claims status and history for any claims incurred on or after March 1, 2018. 19

Connecting to Group. Net 20

Connecting to My Claims Step #1: Validate My Claims connection On the OTIP secure member site, enter your Plan Number and select Go to My Claims 21

Connecting to My Claims Step #2: GWL Connect Page Select Register now 22

Connecting to My Claims Step #3: Group. Net Registration Steps (3 pages) Validate registration details on Group. Net, then click on Submit Registration 23

Connecting to My Claims Step #4: Return to OTIP’s My Claims to validate the Group. Net connection You will need to close the Great-West Life registration page and return to www. otip. com/enrol Close this screen Log back in here 24

Connecting to My Claims Step #5: Validate connection between My Claims and Group. Net for Plan Members Enter your Great-West Life User Name and Password one last time, and click on Connect 25

Connecting to My Claims Moving forward, members will be taken directly from My Claims to the Group. Net home page 26

Group. Net for Plan Members 27

Local leader and member support 28

CUPE EWBT website § Refer members to www. cupe-ewbt. ca 29

OTIP and Great-West Life call centres • OTIP Benefits Services: Beginning February 5, extended call centre hours to help members during the enrolment process: § Monday to Friday: 8 a. m. – 8 p. m. § Saturday: 9 a. m. – 3 p. m. § Call 1 -866 -783 -6847 • Great-West Life: Dedicated CUPE EWBT line § Monday to Friday: 8 a. m. – 7 p. m. § Call 1 -866 -800 -8058 30

OTIP enrolment support § OTIP website at www. otip. com/enrolmenthelp § Includes enrolment video tutorials for benefits enrolment and connecting to Group. Net for Plan Members § Frequently asked questions (FAQs) 31

How you can help your members § There are many things you can do to help your membership during the transition period: § Remind members to keep their mailing address current with their Board to support future mailings from OTIP § Be familiar with the enrolment communication materials sent to your members § Reach out if you have questions § Refer your members to www. otip. com/enrolmenthelp for enrolment assistance 32

Local leader support § Assistance for local leaders to support enrolment, sent in early December § Template phone scripts to record for membership § Template emails to send to membership § Social media calendar with suggested tweets/Facebook posts § Lunchroom posters 33

Thank you 34