Human Resources

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• Affidavit of Eligible Spouse/Child Status
• Application/Affidavit to Establish Dependency by Guardianship
• Certification of Disabled Dependent Eligibility

Insurance Plans
Add or change beneficiaries for IU Basic Life Insurance, Supplemental Life Insurance, and/or Supplemental AD&D:

• Online at the Employee Center (select Benefits).
• Or download and complete a PDF of the Beneficiary Designation Form

Retirement Plans
To change the beneficiaries on your IU retirement plan account(s) contact the company directly.

• Fidelity Investments
• PERF
• TIAA

Health Savings Account (HSA)
Change the beneficiaries on your HSA at Nyhart IU Online Services.

• Statement of Facts Supporting Reasonable Cause of Drug or Alcohol Use by Employee
• Employee Authorization and Consent to Submit to Substance Abuse Testing
• Employee Refusal to Submit To Substance Abuse Testing
• Highlights of a Conditional Employment Agreement
• Request for Alcohol/Drug Screening (campus-specific form and procedures at Office of Insurance, Loss Control & Claims site)

• Authorization Form for Motor Vehicle Records Check (Office of Insurance, Loss Control & Claims)
• Use the eLink option for all background checks. If exceptional circumstances require manual entry, the following form must be reviewed and signed beforehand:
  Background Check Consent Statement
• Conflict of Interest Disclosure Statement
• Employee Referral Incentive Validation Form
• Employee Request/Written Authorization for Release of Personnel Files
• Essential and Marginal Job Functions Worksheet (Word doc)
• I-9 Form and Instructions
• Reasonable Accommodation Request and Documentation Form
• Request for Seasonal Employment of Temporary Employee (requires IU logon)
• Staff Position Posting Request (web form, goes to PeopleAdmin staff side)
• Telephone Reference Check (Bloomington campus)

Temporary Positions Employment Applications

• Application
• Use the eLink option for all background checks. If exceptional circumstances require manual entry, the following form must be reviewed and signed beforehand:
  Background Check Consent Statement
• Work History Supplement

Grievance

• Professional and Non-union Support and Service Staff
• Temporary Employees
• Bloomington and Northwest
  Support Staff
• Bloomington, IUPUI, and South Bend:
  Service Employees
• Bloomington, East, IUPUI, Kokomo, Northwest, South Bend, and Southeast
  Police Service Employees

Staff Report (Bloomington)

• Staff Report (Word doc, for long documents)
• Staff Report (PDF, for short documents)

Dental

• CIGNA Dental Claim Form

Medical

• Anthem Medical Claim Form (PPO HDHP and PPO $500 plans)
• IU Health Medical Claim Form (IU Health HDHP plan)
• IU Health Center Claim Form (student health insurance only)

Prescription

• Allergy Prescription Reimbursement Claim Form
• Prescription Reimbursement Claim Form
• Prescription Drug Mail Service Order Form

Leave for Development of Commercial Projects with a Non-University Entity

• Approval for a Leave for Development of Commercial Projects with a Non-University Entity

FMLA (Family and Medical Leave Act)

• Certification of Qualifying Exigency for Military Family Leave
• Certification for Serious Injury or Illness of Covered Service Member
• FMLA Definition of Serious Health Conditions
• FMLA Form 1 Leave Notice of Designation, Request, & Approval
• Essential and Marginal Job Functions Worksheet (Word doc)
• FMLA Form 2E Medical Certification for EMPLOYEE
• FMLA Form 2F Medical Certification for FAMILY
• FMLA Form 3 Intent to Return and Fitness for Duty/Medical Release
• Medical Recertification Request
• Tracking Sheet

Leave of Absence

• Leave of Absence (LOA) Request

Military Leaves

• Leaves for Military Families Employee's Request
• Verification of Military Service or Training

Paid Parental Leave

• Paid Parental Leave Request

Basic Life Insurance
Add or change beneficiaries online by submitting an Optional Benefit Change through the Employee Center (select Benefits) or download and complete the PDF.

Long Term Disability (LTD) Insurance

• Claim Packet
• LTD Enrollment/Change/Termination Form (PDF)
• Medical History Statement to provide Evidence of Insurability:
  • Indiana Residents
    
  • Michigan Residents
  • AR, CO, DC, KY, LA, NJ, NY, OH, PA, TN Residents
  • All Other States Residents

Supplemental Accidental Death & Dismemberment (AD&D)

• Add or change beneficiaries online at the Employee Center (select Benefits) or download and complete the PDF.
• Supplemental AD&D Claim Packet (PDF)

Supplemental Life Insurance

• Add or change beneficiaries online at the Employee Center (select Benefits) or download and complete the PDF.
• Supplemental Life Insurance Enrollment / Change / Termination Form
• Medical History Statement to provide Evidence of Insurability:
  • Indiana Residents
    
  • Michigan Residents
  • AR, CO, DC, KY, LA, NJ, NY, OH, PA, TN Residents
  • All Other States Residents

Life Events Changes

• Life Events Changes (select Benefits)
  • Instructions

Personal Profile Forms

• Change Form, Personal Data
  Update personal information already on file (legal name, marital status, SSN, etc.)
• Personal Profile Form (ED)
  Must be completed by the newly hired employee
• Personal Profile Form (PS)
  For the employee to identify prior work experience, professional education, licenses etc.

PERF

• See the INPRS web site for PERF forms

Salary Deferral Agreements
Enroll in a supplemental retirement plan or change your contribution amount/type by submitting an Optional Benefit Change through the Employee Center (select Benefits), or by submitting a paper form:

• IU 457(b) Retirement Plan
• IU Tax Deferred Account (TDA)

Beneficiaries
To add or change beneficiaries contact the company(ies) directly:

• Fidelity Investments
• PERF
• TIAA (legacy accounts only)

• Employee Recognition Award Plan
• Employee Referral Incentive Validation Form
• Incentive Pay or Commission Plan
• Position Description Form
• Request for Reconsideration of Position Classification (Word doc)

Health Savings Account (HSA)

• 2020 HSA Enrollment/Change Form
• Change beneficiaries by logging on to your Nyhart account

Tax Saver Benefit (TSB) Plan

• TSB Healthcare and Dependent Care Claim form
• Dependent Care Flexible Spending Account Worksheet
• Direct Deposit Authorization/Termination form

See the qualified Life Events changes page about making changes to your plan

See the Student Health Insurance web pages for forms specific to each plan

• Online IU Tuition Benefit Enrollment Form
        Also available as a PDF: 2019-20 Academic Year
• IUHS Tuition Waiver Form

• Service Positions on Bloomington Campus:
  Unsafe Working Conditions (Also available as a Word doc)

• SupportLinc Flyer (PDF)

Dental

• IU Dental Plan
  • Booklet (1/20)
  • Summary (1/20)

Medical Care

• IU Health HDHP
  • Booklet (1/20)
  • Summary (1/20)
  • SBC (1/20)
    
• Anthem PPO HDHP
  • Booklet (1/20)
  • Summary (1/20)
  • SBC (1/20)
    
• Anthem PPO $500 Deductible
  • Booklet (1/20)
  • Summary (1/20)
  • SBC (1/20)
    
• Blue Retiree Plan
  • Booklet (1/20)
  • Summary (1/20)
    

Prescription Benefit

• Booklet (2019)

Vision Wear Benefit

• Anthem Blue View Vision (Anthem medical plans)
  • Summary (2020)
• Anthem Blue View Vision (IU Blue Retiree members)
  • Summary (2020)
• EyeMed Vision Plan (IU Health medical plan)
  • Summary (2020)

Group Life Insurance Plan

• Booklet (2020)

Long-Term Disability Insurance Plan (LTD Plan)

• Booklet (2020)

Supplemental Life Insurance

• Booklet (2020)

Supplemental AD&D

• Booklet (2020)

Base Retirement Plans

• IU Retirement Plan
  • Plan Document (4/16)
• Retirement & Savings Plan
  • Plan Document (1/20)
• PERF Member Handbook (link goes to state government site)

Supplemental Retirement Plans

• IU Tax Deferred Account Plan
  • Booklet (1/20)
    
• IU 457(b) Retirement Plan
  • Booklet (1/20)

Legacy Plans

• IU 18/20 Retirement Plan
  • Booklet (10/14)
• IU Replacement Retirement Plan
  • Booklet (4/16)
• IUSERP
  • Booklet (4/16)

Health Savings Account (HSA)

• Booklet (1/19)

IU Tax Saver Benefit Plan (TSB Plan)

• Booklet (1/19)
• Summary (1/19)

IU Tuition Benefit Plan

• Booklet (1/18)
• Highlights (2/17)