Costpoint Online Help

Dependents and Beneficiaries Tab

Use the Dependents and Beneficiaries tab to manage your dependents and beneficiaries information.

You can access this tab on the Benefits Enrollment screen or the Life Events/New Hires screen.

Note: If you add beneficiaries or dependents, or make changes to existing records, the modifications are not reflected on other tabs until you save your changes.

Contents

Field Description
View Inactive Individuals/Hide Inactive Individuals

Click this button to display/hide inactive dependents/beneficiaries.

Active

When you add a new dependent or beneficiary, this check box displays as selected by default. If you want to deactivate an existing record, clear the check box to indicate that the dependent or beneficiary is no longer active.

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

This field displays the dependent/beneficiary's social security number or government ID.

Relationship

From the drop-down list to select the relationship of the dependent/beneficiary to you. Valid options are:

  • Husband
  • Son
  • Stepson
  • Wife
  • Daughter
  • Stepdaughter
  • Other
Other Relationship

In this field, you can enter the other relationship of the dependent/beneficiary to you. This field is enabled when you select Other from the Relationship drop-down.

Type

Select the dependent type option. Valid options are:

  • Dependent & Beneficiary
  • Beneficiary Only
  • Dependent Only
Gender

Select the gender of the dependent/beneficiary from the drop-down list.

Birth / Agreement Date

This field displays the date of birth (or the date of a legal agreement/document, such as an adoption agreement) of the dependent/beneficiary.

Student

Select this check box if the dependent/beneficiary is a student that may be eligible for coverage.

Handicapped

Select this check box if the dependent/beneficiary is handicapped that may be eligible for coverage.

Same Address as Employee

Select this check box when the dependent/beneficiary's mailing address is the same as yours.

Street 1

Enter up to a 30-character, alphanumeric street address, line 1, for the dependent/beneficiary.

Street 2

Enter up to a 30-character, alphanumeric street address, line 2, for the dependent/beneficiary.

Street 3

Enter up to a 30-character, alphanumeric street address, line 3, for the dependent/beneficiary.

City

Enter up to 25 alphanumeric characters for the dependent/beneficiary's address city.

State/Province

Click to select the state/province for the address entered/displayed on the screen. The valid values the states/provinces set up in Costpoint for the selected country.

Postal Code

Enter up to a 10-character, alphanumeric postal code for the dependent/beneficiary.

Postal Code Format

This field shows acceptable format of the value that you enter in the Postal Code field. This is based on the Postal Format option selected on the Configure Self Service Settings screen.

Country

Click to select the country for the address entered/displayed on the screen. The valid values are the countries set up in Costpoint. If you make a different selection in the Country field, the State/Province drop-down box will repopulate with valid values based on the country selected.

Home Telephone

Enter up to 25 alphanumeric characters for the dependent/beneficiary's home telephone information.

Home Format

This field displays the acceptable format for the value that you enter in the Home Telephone field. This is based on the Phone Format option selected on the Configure Self Service Settings screen.

Office Telephone

Enter up to 25 alphanumeric characters for the dependent/beneficiary's business telephone information.

Home Format

This field displays the acceptable format for the value that you enter in the Office Telephone field. This is based on the Phone Format option selected on the Configure Self Service Settings screen.

Subtasks

Subtask Description
Current Benefits Click this link to display the benefits assigned to the dependents and beneficiaries of the employee.
Life Event Elections Click this link to display the life  elections of the dependents and beneficiaries of the employee.