Benefits/Payroll Staff Only

This password-protected site is for employees of the A&M System working in Benefit Partner, Retirement Partner, Human Resources, Benefits Administration, or Wellness roles.

Benefit Partner Handbook & Procedure Manual

The Benefit Procedures Manual is a reference for The Texas A&M University System member Human Resources/Payroll offices. The manual is produced by the System Benefits Administration and is available online by section.

Benefit Partner’s Handbook

Benefits Procedure Manual by Sections

Benefit Processor Handbook Archives

The issue date of each procedure is shown at the bottom of the page. Revised procedures supersede all earlier versions of those procedures. We want this manual to be a useful resource and training tool for Benefit Partners.

If you have suggestions and/or questions about the manual, please address them to:

Director, Benefits Administration
System Benefits Administration
Moore/Connally Bldg., 5th Floor
301 Tarrow St.
College Station, TX 77840
Campus Mail Stop 1117
Phone: (979) 458-6330
Fax: (979) 458-6247
Email: sba-support@tamus.edu

Additional information on benefits and other human resources programs is available on the System Human Resources Office web site.

Forms and Checklists

Workstation Notice of Death (For Life and Accidental Death & Dismemberment)
MetLife LTD Employee (Pre 9-1-2011)
MetLife LTD Physician (Pre 9-1-2011)
Beneficiary Designation Form
ORP Disability APP
BCBS Transitional Form
Off-Cycle Eligibility Update Request
65 Plus Plan Opt-Out Form
Vendor Portal View Only Access
Grandchild Certification Form
Benefits Eligibility Questions – HR 114
Retiree Checklist

SBA –  Insurance Billing Department
TRS Form
ACH Form

 

Workday Help
Wellness Coordinator Resources

For wellness resources visit the Wellness Coordinator Resource page.

Resources and Information

Resources
A&M Care Plans Additional Programs Guide
Emergency Military Leave Information
HIPAA Privacy Act Disclosure Log
Legislative Q&As – (SGIP Elig. & Retirement Rules)
Primary/Secondary Benefit Plans
SGIP Eligibility Date Chart FY24
Benefits Deduction Calendar – Summer
Affordable Care Act (ACA) Help

Texas State Agency Websites
Alphabetical List of Texas State Agencies and Institutions
Texas Government Information – University of Texas Libraries
Texas Higher Education Data

Blue Cross and Blue Shield Information
BCBS and TAMUS Program Eligibility Chart
TAMUS Wellness Incentive Inquiry Flow
BCBSTX Glossary

Express Scripts
Formulary and Exclusion Sample Member Notification Letters

COMPSYCH COMMUNICATION MATERIALS
WEBID: TAMUS (Must click “Register” then enter the Employer WEBID on first access)
Active Employees
Retirees
Active – Life Event Specific

2019 ComPsych GuidanceResources Training Catalog Descriptions
Short List
Full Catalog

Archived
Archived Annual Enrollment Booklets
Archived Summary of Benefits and Coverage
Archived Premium Information

Benefit Partner Meetings

Benefit Partner Meetings – 3rd Thursday of Every Month

  • Benefit Partner Meeting – 04/21/2022: PDF  |  Webex
  • Benefit Partner Meeting – 06/16/2022: PDF | Webex
  • Benefit Partner Meeting – 07/21/2022: PDF | Webex
  • Benefit Partner Meeting – 08/18/2022: PDF | Webex
  • Benefit Partner Meeting – 09/15/2022: PDF | Webex
  • Benefit Partner Meeting – 10/27/2022: PDF | Webex
  • Benefit Partner Meeting – 11/17/2022: PDF | Webex
  • Benefit Partner Meeting – 12/15/2022: PDF | Webex
  • Benefit Partner Meeting – 01/19/2023: PDF | Webex
  • Benefit Partner Meeting – 02/16/2023 : PDF | Webex
  • Benefit Partner Meeting – 03/21/2023 : PDF | Webex
  • Benefit Partner Meeting – 04/20/2023 : PDF | Webex
  • Benefit Partner Meeting – 05/18/2023 : PDF | Webex
  • Benefit Partner Meeting – 06/15/2023 : PDF | Webex
  • Benefit Partner Meeting – 07/27/2023 : PDF | Webex
  • Benefit Partner Meeting – 08/17/2023 : PDF | Webex
  • Benefit Partner Meeting – 09/21/2023 : PDF | Webex
  • Benefit Partner Meeting – 10/19/2023 : PDF | Webex
  • Benefit Partner Meeting – 11/15/2023 : PDF | Webex
  • Benefit Partner Meeting – 12/12/2023 : PDF | Webex
  • Benefit Partner Meeting – 1/18/2024 : PDF | Webex
  • Benefit Partner Meeting – 2/15/2024 : PDF | Webex
  • Benefit Partner Meeting – 3/21/2024 : PDF | Webex
  • Benefit Partner Meeting – 4/18/2024 : PDF | Webex
Retirement Program Information

Vendor Information

ORP Specific Information

IRC Limits

Retirement Forms

Prior ORP Participation Acknowledgment Form (HR 11)

ORP Salary Reduction Acknowledgment/Change of Vendor (HR 14)

TDA Salary Reduction Agreement/Change of Vendor Form (HR 17)

Retirement Vendor “Brown Bag Menu”

Shared Services Documents

Acknowledgement of Employee Retirement
This form is currently used by TAMU to attach the EPA upon a person’s retirement who is, “in fact”, benefit eligible, to distinguish them from a person who “claims” to be retiring but is, “in fact”, just terminating and is not a benefit-eligible retiree.”

Beneficiary Notification Letter

Departmental Summary Insurance Request Letter

International Coverage Letter

Leave Information

Marketplace Letters

Miscellaneous

Retiree Coverage Reinstatement Letter Samples

TRS annuity confirmation request