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Individual Plan Administration Guide For additional information please visit our website at http://www.unum.com/ or http://unum.com/Employers/. Table of Contents Ctrl + click to go directly to referenced

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How to fill out online plan administration tools

01

Step 1: Log in to the online plan administration tools using your username and password.

02

Step 2: Navigate to the 'Plan Administration' section.

03

Step 3: Select the specific plan you want to administer.

04

Step 4: Fill out the required fields, such as participant information, investment options, and contribution details.

05

Step 5: Double-check all the entered information for accuracy.

06

Step 6: Submit the completed form or save the changes, depending on the tool's interface.

07

Step 7: Review the confirmation or success message to ensure the submission was successful.

08

Step 8: Follow any additional prompts or steps if necessary.

09

Step 9: Log out of the online plan administration tools when finished.

Who needs online plan administration tools?

01

Online plan administration tools are beneficial for HR administrators and employers who manage retirement or benefit plans for their employees.

02

Individuals responsible for maintaining plan details, updating participant records, managing investments, and processing contributions can also benefit.

03

Any organization or company looking for an efficient and streamlined way to handle plan administration tasks can benefit from using these tools.

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