Change in Marital Status

• Change your last name and address on file with Phillips 66 through HR Connections at 1-855-480-6634.
• Update your personal information through your local Social Security Administration office and Department of Motor Vehicles.

Life changes can be stressful. Lyra Mental Health and Well-Being Resources has information and online tools to assist you during this time.

• Consider contacting Lyra Mental Health and Well-Being Resources.

The changes available to you, and the deadline for making changes, depend on your situation.

• See the Status Changes chart.
• Find details on eligible status changes in the Summary Plan Descriptions.
• Review Dependent Eligibility & Verification for dependent eligibility guidelines.

If your spouse has employer-provided coverage, compare plans to see which coverage you are now eligible for and best suits your needs. If you have children, whose employer plan will cover them going forward as dependents?

• See Medical Benefit Options, Dental Option and Vision Option for plan information.

Consider if you'll need to contribute or increase contributions to the Health Care and Dependent Care FSAs. If you participate in the HDHP with HSA medical option, consider if you'll need to increase or decrease contributions to the Health Savings Account (keep in mind that the IRS annual limits is different for individuals and families)

• See Flexible Spending Plan.

Consider if you need to elect spouse life or AD&D insurance.

• See Life Insurance and AD&D Insurance for plan information.

With a growing family, you may want to re-evaluate your saving and investing strategy.

• See Savings.
• Consider participating in financial well-being webinars offered periodically through our financial partners.

With any change in marital status, it's a good idea to ensure your beneficiary designations are current.

• Make your life and AD&D insurance and pension plan beneficiary designations on Phillips 66 Benefits Center.
• Make your Phillips 66 Savings Plan beneficiary designations.
• Make your HSA beneficiary designation on the Bank of America site.
• See the US Benefits Beneficiary Guide

• Update your W-4 with your marital status and any personal tax changes through My HR Tools.

• Consider participating in Goldman Sachs Ayco Financial Coaching. See Goldman Sachs Ayco Financial Coaching FAQs.

The Qualified Order Center provides resources to help you through this process.

• Visit the Qualified Order Center.