I’m Leaving Ancestry

Even if you’re leaving the team, you’ll always be part of the Ancestry family. We wish you all the best in your future endeavors. Here’s what you need to know to transition and/or terminate your Ancestry benefits.

You have 60 days from your COBRA notification date or coverage end date to enroll in COBRA. You have 30 days to elect and pay for life insurance continuation.

Payroll

You’ll receive a paycheck for the period up through your last day of employment on your last day. Your final check will be processed via direct deposit. You can request your final paycheck via payroll@ancestry.com. You’ll need to save or print any historical paychecks before your last day if you wish to retain them. A copy of your last paycheck will be sent to your personal email.

Change of Address and Contact Information

Please notify us promptly if you change your mailing address, so we can send future W-2 tax statements and other information to the correct address. The postal service will not forward W-2 forms. A personal email address is needed to ensure that you receive timely information about continuing benefit plans, legal updates, etc. Add this through Workday.

Business Expenses

If you have any outstanding business expenses, submit an expense reimbursement form, including the necessary receipts, to the company before your last day, if possible, but no later than 30 days after your last day. If your reimbursement request is authorized, complete, and approved by the company, you can expect to receive reimbursement within approximately two weeks after submission.

Medical, Dental, Vision, EAP, and Modern Health

You have 60 days from when your coverage with Ancestry ends to enroll in COBRA. The enrollment choices that you made for the current year will determine which type of COBRA coverage you (and your dependents) will be eligible for. You pay for COBRA coverage on a monthly basis. Find out how much COBRA coverage costs.

You may want to consider buying coverage through the health insurance marketplace. You could qualify for lower costs on your monthly premiums and lower out-of-pocket costs. You can learn more about many of these options at healthcare.gov.

Your medical, dental, and vision insurance coverage, EAP, and Modern Health will continue until the end of the calendar month in which your last day occurs. Approximately two weeks after the end of your benefit coverage, you’ll receive information about your right to continue your health insurance through COBRA, and how to enroll. If you do not receive this information, please contact UHC, our third-party COBRA Administrator, at 1-866-747-0048 or email customer service at COBRA_KYOperations@uhc.com.

If you’re enrolled in a UnitedHealthcare plan with an HSA, remember to manage your HSA. You may roll your balance into another HSA if you’re covered by a qualified High Deductible Health Plan, keep your account with Optum Bank, or close your account. Contact Optum Bank to learn more about these options.

Life and Disability Coverage

Your participation in the company-sponsored life insurance and disability benefits programs will terminate on your last day of employment. For life insurance, you have 31 days from termination to apply for conversion or portability of your life coverage. You may port supplemental (employee-paid) life coverage, and you may convert both supplemental (employee-paid) and basic life (employer-paid) coverage for yourself and your dependents. When you convert coverage, you are changing to an individual whole life policy that will accrue cash value over time. If you port coverage, the policy is a term life policy, similar to your group life policy. To port or convert your life coverage, contact The Standard at 1-800-628-8600 for the applicable form to be submitted. The Standard will issue you a quote to port or convert your coverage.

There is no portability or conversion option available for disability benefit programs.

Flexible Spending Accounts

If you have a balance in your Health Care or Dependent Care FSA, you may submit incurred expenses prior to your last day of employment for reimbursement. Depending on the amount of year-to-date contributions and the existing balance in your account, you may be eligible to continue your Health Care FSA through COBRA. For more information, contact UHC, our third-party COBRA Administrator, at 1-866-747-0048 or email customer service at COBRA_KYOperations@uhc.com.

Health Savings Account

If you have a balance in your HSA, this account will remain in your name, and the funds will be accessible to you for qualifying expenses. UHC or Optum Bank will assess a monthly fee following the end of your employment. These HSA funds can be rolled over to other plans. For more information, contact Optum Bank at 1-800-791-9361.

Voluntary Medical

Voluntary medical programs (accident, hospital indemnity, critical illness) can be continued. MetLife will send you details for continuing coverage. Contact them directly to request coverage. You’ll need to personally pay the premiums to keep your coverage in any of these plans. Contact MetLife at 1-800-438-6388 for full details on all the plans.

Legal Plan

The MetLife legal plans can be ported to a 30-month individual plan with coverage prepaid. Contact MetLife at 1-800-821-6400 to take this action.

Ancestry Subscriptions

Your employee subscription will continue for the duration of the annual period, which is 12 months from the time you last renewed it.

HistoryMakers

You’re encouraged to redeem any of your remaining HistoryMakers points on or before your last day of employment. If you still have unredeemed points after your last day, you’ll have 30 days to redeem them by going to ancestry.achievers.com/login. You may also email Achievers directly at memberexperience@achievers.com. Be sure to update your email address in your HistoryMakers profile if you intend to access the system after your last day of employment.

Savings and Retirement

If you’re participating in the 401(k) program, you have some options:

1. Depending on your account balance, you may be able to keep your Empower 401(k) account.
2. You may elect to take a distribution and have the funds sent directly to you. This may have significant tax implications. Please check with your tax advisor.
3. You may be able to transfer your balance to a new employer’s 401(k) plan. There may be limitations on when and how you may do this. Please check with your accountant or tax advisor or your new employer.
4. You may transfer your funds into a self-directed IRA. Check with your accountant or tax advisor or Empower.

Depending on your account balance, you may be subject to a force-out distribution in the upcoming months if no other action is taken. You’ll receive notification in the mail prior to the force-out distribution. If you have an outstanding loan against your 401(k) balance, you can repay the balance to avoid it being considered taxable income. Contact Empower Retirement Services at 1-844-465-4455 for more information.

Option Exercise

If you currently own any vested and exercisable options in Ancestry.com, LLC, you have a limited time to exercise them. The specific rules governing the expiration of the exercise periods are in the Stock Option Agreement(s) and Stock Plan(s) you received at the time the options were granted, but generally your options are exercisable for no more than 90 days after your employment termination date, unless the term or expiration date(s) on the face of your options agreement(s) occurs sooner.

You May Also Want To

• Use the Employee Assistance Program to deal with life’s challenges and manage your stress.
• Submit your fitness reimbursement requests.
• Take advantage of Ancestry’s discounts until you leave the company.
• If you’re at the Lehi office, use the fitness center through your last day of employment, as long as you still have your badge for access.
• Visit Workday to review your accrued and unused vacation time. You’ll be paid for this time in your final paycheck. Unused sick leave or holidays are not paid out.
• Apply for unemployment benefits, if applicable. Find out how to apply by consulting with your local unemployment office.