Benefits Forms & Documents

To view and manage your benefits, log into the University portal (http://www.yale.edu/portal) and click “My Benefits.”

Enrollment/Eligibility Forms

Claims Forms

Plan Documents & Notices

  • Summary Plan Descriptions
  • Summary of Benefits and Coverage (SBC) Information Notices
  • Plan Annual Reports for various benefit programs

Other Forms & Information

  • Medical comparison charts
  • Information: Workers’ compensation and long-term care
  • Resources and Guides
  • Retirement Checklist