ADDRESS

If you did not select the Same Address as Employee checkbox in the main screen, use this subtask to enter address and telephone number information for this dependent/beneficiary. This information differs from the employee record.

You will enter dependent/beneficiary information primarily when hiring a new employee and when employees request additions or changes. You must enter all of the dependent/beneficiary information before you can assign either to a benefit plan.

Employee

This field displays the code or ID number for the employee. The unlabeled field to the right displays the name of the employee for whom you are recording dependent/beneficiary information. Both of these fields are non-editable.

Dependent/Beneficiary Name

This field displays the Display Name as it appears on the main screen.

Address

Use the fields in this group box to enter the dependent's/beneficiary's mailing address if you did not select the Same Address as Employee checkbox in the main screen. If you selected the Same Address as Employee checkbox, all fields in this group box will default with the employee's address information from the Address subtask of the Basic Employee Info screen, and cannot be changed.

Line 1 - Line 3

Enter up to three lines of street address information excluding city, state/province, country, and postal code. You can enter up to 30 alphanumeric characters on each line. These fields are optional.

City

Enter the employee's city. You can enter up to 25 characters in this optional field.

State/Province

Enter, or use Lookup to select, the state abbreviation/province code for the employee in this optional field.

Country

Enter, or use Lookup to select, the employee's country code (for example, USA) in this field. This is an optional field.

Postal Code

Enter the employee's zip code or postal code. This is an optional field.

Phone

Use this group box to enter telephone number information for this dependent/beneficiary.

Home

Enter the area code and home telephone number, in any format, for this dependent/ beneficiary. This is an optional field.

Work

If this dependent/beneficiary has a work telephone number, enter the area code and telephone number, in any format, in this field. This is an optional field.