Contents of the Dependents/Beneficiaries Screen

Use the fields and options to configure the Dependents/Beneficiaries Screen.

Identification

This group box displays the employee's name.

Field	Description
View Inactive Individuals/Hide Inactive Individuals	Click this button to display/hide your inactive dependents/beneficiaries. This button is only visible if you are viewing Dependent/Beneficiary data in table-view.
Active	Select this checkbox if the dependent/beneficiary record is in Active status. If your company allows benefit elections via this product's open enrollment and/or life event processes, setting the individual to Active will allow you to assign that person as a dependent or beneficiary, where applicable.
First Name	Enter the first name of the individual.
Middle Name	Enter the middle name of the individual. This field is optional.
Last Name	Enter the last name of the individual.
SSN / Government ID	Enter the Social Security Number or government ID of the individual.
Relationship	From the drop-down list, select individual's relationship to you. Note: Once a new Dependent/Beneficiary record is saved, this field cannot be edited as the information may have already been sent to an insurance provider.
Other Relationship	If Other was selected from the Relationship drop-down list, populate this field with a short description of the relationship. Note: Once a new Dependent/Beneficiary record is saved, this field cannot be edited as the information may have already been sent to an insurance provider.
Type	Use these options to indicate whether the individual is a beneficiary, dependent, or both. If your company allows benefit elections via this product's open enrollment and/or life event processes, this setting will be used to determine which individuals are eligible to be assigned as dependents for insurance coverage, plan beneficiaries or both.
Gender	Use these options to specify the individual's gender. You may select Not Applicable if specifying a beneficiary that's a charity, trust, or your estate. Note: Once a new Dependent/Beneficiary record is saved, this field cannot be edited as the information may have already been sent to an insurance provider
Date of Birth / Agreement	Enter the birth date or date of legal agreement. Note: Once a new Dependent/Beneficiary record is saved, this field cannot be edited as the information may have already been sent to an insurance provider.
Student	Select this checkbox if the individual is a student. Note: Once a new Dependent/Beneficiary record is saved, this field cannot be edited as the information may have already been sent to an insurance provider.
Handicapped	Select this checkbox if the individual is handicapped. Note: Once a new Dependent/Beneficiary record is saved, this field cannot be edited as the information may have already been sent to an insurance provider.
Same Address as Employee	Select this checkbox if the dependent/beneficiary's mailing address is the same as yours. If you select this checkbox, the address fields will be disabled and populated with your address.
Address Line 1	Enter the dependent/beneficiary's street address.
Address Line 2	If needed, enter the second line of the dependent/beneficiary's address.
Address Line 3	If needed, enter the third line of the dependent/beneficiary's address.
City	Enter the city.
State/Province	Click to select the state/province.
Postal Code	Enter the postal code. If your employer requires postal codes to be entered in a specific format, you'll see the format displayed to the right.
Postal Code Format	If your employer requires postal codes to be entered in a specific format, this field will show you the format. For example, if your employer requires entry of the postal plus-four codes, then you would see #####-#### in the postal code formatting field.
Country	Click to select the country.
Home Phone	Enter up to 25 alphanumeric characters for the dependent/beneficiary's home phone number.
Home Phone Format	If your employer requires phone numbers to be entered in a specific format, this field will show you the format.
Office Phone	Enter up to 25 alphanumeric characters for the dependent/beneficiary's office phone number.
Office Phone Format	If your employer requires phone numbers to be entered in a specific format, this field will show you the format.