Qualifying Life Events
Marriage
Marriage
Death of a Dependent
& Loss of Guardianship
Congratulations! The coming weeks and months will be a busy, exciting time for you and your spouse. This guide will help you through all you may want to change regarding your life at Wintrust. In addition, make sure to check out the resources provided by our Employee Assistance Program (including free will preparation).
Name Change
Name Change
Submit an update in Workday (Personal Information > Legal Name) along with a copy of your updated Social Security Card reflecting your new name
Submit a ticket via SNOW (Service Now) to request a change to your email and network credentials
Click to learn more
Click to learn more
Address Change (if applicable)
Address Change
Submit an update in Workday (Personal Information > Contact Information > Edit Address)
Click to learn more
Update Marital Status
Click to learn more
Update Benefits
Update Marital Status
Submit an update in Workday (Personal Information > Personal Information > Marital Status (edit icon)
Enter the effective date, marital status and attach a copy of your marriage certificate
Update Benefits
Submit a Marriage life event in Workday (Benefits> Benefits (under Change section) > Select Marriage event > enter Date of Marriage > attach marriage certificate)
Submit your updated benefit elections. A Benefits Partner will review and approve once submitted.
Update your beneficiaries (Workday for life insurance, John Hancock for 401K, paper beneficiary form for stock - email to myhr@wintrust.com)
Birth & Adoption
Divorce, Separation
& Annulment
Gained / Lost
Coverage
Adjust Filing Status & Tax Withholdings
Click to learn more
Adjust Bank Accounts & Direct Deposit Information (if applicable)
Click to learn more
Update Emergency Contact Information
Click to learn more
Adjust Filing Status & Tax Witholdings
Submit an update in Workday (Pay > Change Federal and State Withholding)
Adjust Bank Accounts & Direct Deposit Information
Submit an update in Workday (Pay > Payment Elections > Edit or Add
as applicable)
Update Emergency Contact Information
Submit an update in Workday (Personal Information > Emergency Contacts > Add or Edit as applicable)
Marriage
Click to learn more
Update Benefits
Report a Leave of Absence (if applicable)
Click to learn more
Click to learn more
Update Tax Witholdings
Birth, Adoption or Placement
for Adoption
This is an exciting and rewarding time for you! While it will pose a lot of new challenges and questions, being prepared can help ease many of the doubts and concerns common to new parents and allow you to enjoy the million precious moments as they occur. This section will take you through the information you'll want to consider as you welcome a new addition to your family. In addition, make sure to check out the Disability and Parent Leave and Family Care Resources sections on the Wintranet.
Update Benefits
Submit a Birth, Adoption or Placement for Adoption life event in Workday (Benefits> Benefits (under Change section) > Select Birth/Adoption event > enter Date of Birth/Adoption> attach a Birth certificate, hospital record of live birth or adoption paperwork)
Submit your updated benefit elections. A Benefits Partner will review and approve once submitted.
Update your beneficiaries (Workday for life insurance, John Hancock for 401K, paper beneficiary form for stock - email to myhr@wintrust.com)
Update Tax Witholdings
Submit an update in Workday (Pay > Change Federal and State Withholding)
Report Leave of Absence
You may need to submit an absence claim with our disability administrator. For more information, please contact myhr@wintrust.com.
Adjust Filing Status and Tax Withholdings
Click to learn more
Click to learn more
Update Emergency Contact Information
Click to learn more
Update Benefits
Losing a loved one is always difficult. Whether it’s an expected or unexpected death, the loss
of guardianship or foster child, you’ll experience a wide range of emotions and life changes.
This section provides you with information to help you confront some of the emotional and financial issues. In addition, make sure to check out the resources provided by our Employee Assistance Program.
Death of Dependent, Loss of Legal Guardianship or foster child
Update Benefits
Submit a ‘Death of dependent, loss of legal guardianship or foster child’ life event in Workday (Benefits> Benefits (under Change section) > Select event > enter Date of Death/Loss of Guardianship > attach a copy of death certificate or paperwork showing loss of legal guardianship or foster child
Submit your updated benefit elections. A Benefits Partner will review and approve once submitted.
Update your beneficiaries (Workday for life insurance, John Hancock for 401K, paper beneficiary form for stock - email to myhr@wintrust.com)
Adjust filing status and tax withholdings
Submit an update in Workday (Pay > Change Federal and State Withholding)
Update emergency contact information
Submit an update in Workday (Personal Information > Emergency Contacts > Add or Edit as applicable)
Contact MYHR (myhr@wintrust.com)
File a Life Insurance Claim (if applicable)
Life happens and our benefits are here to support you when it does. If you experience any of the following qualifying life events, please reach out to MYHR (myhr@wintrust.com) within 30 days from the event date. If you don’t reach out within 30 days, the next time you’ll be able to enroll will be Open Enrollment for a January 1st effective date the following year.
Click for required documents
Marriage
Click for required documents
Birth & Adoption
Click for required documents
Death of Dependent & Loss of Guardianship
Click for required documents
Divorce, Separation & Annulment
Click for required documents
Gained Coverage
Click for required documents
Lost Coverage
You can navigate all the changes associated with your qualifying life event below. For step-by-step instructions on how to process a life event in Workday, please click here.
Click to learn more
Update Benefits
Click to learn more
Update Marital Status
Address Change (if applicable)
Click to learn more
Adjust Filing Status & Tax Withholdings
Click to learn more
Update Emergency Contact Information
Click to learn more
Adjust Bank Accounts & Direct Deposit Information (if applicable)
Click to learn more
Click to learn more
Name Change
Divorce
When going through a divorce, there are several changes to consider when it comes to your benefits and other HR-related items as outlined in this section. In addition, this can be a stressful and often challenging time so make sure to check out the additional resources available through our Employee Assistance Program.
Update Emergency Contact Information
Submit an update in Workday (Personal Information > Emergency Contacts > Add or Edit as applicable)
Adjust Bank Accounts & Direct Deposit Information
Submit an update in Workday (Pay > Payment Elections > Edit or Add
as applicable)
Adjust Filing Status & Tax Witholdings
Submit an update in Workday (Pay > Change Federal and State Withholding)
Update Benefits
Update your ex-spouse’s dependent record (Benefits > Dependents); you will need to change them from a spouse to ex-spouse before you can make any changes to your benefits coverage.
Once the dependent record is updated, you will have a new message in your inbox allowing you to make changes to your benefits.
Submit your updated benefit elections. A Benefits Partner will review and approve once submitted.
Update your beneficiaries (Workday for life insurance, John Hancock for 401K, paper beneficiary form for stock - email to myhr@wintrust.com)
Update Marital Status
Submit an update in Workday (Personal Information > Personal Information > Marital Status (edit icon)
Enter the effective date, marital status and attach a copy of your divorce decree or court-issued divorce/separation paperwork
Address Change
Submit an update in Workday (Personal Information > Contact Information > Edit Address)
Name Change
Submit an update in Workday (Personal Information > Legal Name) along with a copy of your updated Social Security Card reflecting your new name
Submit a ticket via SNOW (Service Now) to request a change to your email and network credentials
Document REquired
Marriage certificate
Documents REquired
Birth certificate, hospital record of live birth or adoption paperwork
Documents REquired
Copy of death certificate or paperwork showing loss of legal guardianship or
foster child
Documents REquired
Divorce decree, finalized separation or annulment paperwork
Documents REquired
Letter indicating the type of coverage gained along with the effective date
Documents REquired
COBRA notice or letter from individual’s previous employer on company letterhead including the type of coverage lost along with the effective date
Click to learn more
Update Benefits
If you or one of your dependents gains or loses coverage on another plan, you can add or remove coverage mid-year.
Gained/Lost Other Coverage
Update Benefits
Submit a Gained Other Coverage or Lost Other Coverage life event in Workday (Benefits> Benefits (under Change section) > Select event > enter the appropriate date > attach a letter indicating the type of coverage gained/lost and the effective date (this should be either a COBRA notice, or a letter from the employer/insurance company)
Submit your updated benefit elections. A Benefits Partner will review and approve once submitted.
Birth & Adoption
Gained / Lost
Coverage
Divorce, Separation
& Annulment
Death of a Dependent
& Loss of Guardianship
