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Administrator Guide
Last Updated: 2026-05-15
Steps: Set Up Standard Forms for Benefits

Steps: Set Up Standard Forms for Benefits

Security:
Manage: Standard Forms
 in the Benefits functional area. Ensure security groups have
Modify
 permission.
Configure the
SF 2810 Event
 business process default definition and security policy in the
Benefits
 functional area.
Access the
Configure Optional Fields
 task, select
Benefits
, and delete the row labeled
Federal
 for each option.
View and print an unofficial copy of these U.S. federal documents as a part of employee benefit events, including open enrollment and life change events:
  • Standard Form 2809 (Health Benefits Election).
  • Standard Form 2810 (Notice of Change in Health Benefits Enrollment)
  • Standard Form 2817 (Life Insurance Election) 
Employees can view and print these forms when they complete a benefit event, and administrators can review completed forms.
  1. Edit Business Processes.
    Add the
    SF 2810 Event
     business process as a step after the completion step in these business processes:
    • Change Benefits for Life Event
      .
    • Legal Name Change
      .
    • Hire
       (optional).
    • Termination
       (optional).
  2. Workday recommends you set up the alternate approval task to capture benefit event remarks on SF 2809 or SF 2817 as a part of the event's approval process.
  3. Access the
    Maintain FEGLI Codes
     task.
    Ensure insurance codes are mapped to the appropriate SF 50 code. You can find these combinations on SF 2817.
  4. Access the
    Maintain FEGLI Plan Mapping
     task.
    Map FEGLI plan types to your tenanted FEGLI insurance plans.
  5. Access the
    Maintain Benefit Coverage Types
     task.
    Open the
    Health Care Coverage Types
     section and ensure your FEHB coverage type has the
    Medical
     check box selected.
  6. Populate the
    Code
     field on your Pay Group with your payroll office identifier.
    This step populates the payroll office identifier section in SF 2809 and SF 2810. Run the
    View Pay Group
     report and navigate to your payroll office. Then select
    Organization
    Edit Name / Code
     from the related actions menu of the pay group. If you need to create a new pay group for a new payroll office, see Set Up Pay Groups.
  7. This step enables Workday to derive more information for specific sections in SF 2809 and SF 2810.
  8. This step enables SF 2809 to reflect marital status changes during a worker's enrollment event.
Workers can select the
View SF 2809
,
View SF 2810
, or
View SF 2817
 button after they complete a benefit event.
Benefit event data captured on Standard Forms are sent to OPM during scheduled integration runs.
To initiate a
SF 2810 Event
 event ad hoc, access the
Add SF 2810 - Change in Health Benefits Enrollment
 task.
To review a worker's completed Standard Forms, access the related actions menu of the worker's profile and select
Benefits
View Standard Forms
 .
To add remarks to a Standard Form or benefit event ad hoc, access a worker's Benefit Election History. Then from the related actions menu of a benefit event, select
Benefits
Update Event Remarks
.
To resend workers' SF 2809 and 2810 benefits data associated with a previously completed benefit event to OPM, access the
Resend Standard Forms
 task. You can resend this data regardless of benefit election changes. The data you select in this task will be queued for inclusion in the next scheduled integration run.