Use this screen to establish the format of the notification letter(s) to be sent to the employees/ dependents. You can insert information into the letter as applicable, not only for the letter type, but also for the particular employee/ dependent. The required fields are Salutation, Body Text, and Closing.
You must initialize this screen before you print the notification letters.
Enter, or use Lookup to select, the 10-digit alphanumeric notification letter code for this record. This is a required field.
The description of the notification letter code will be displayed in the adjacent unlabeled field when you tab to the next field.
Use the options in this group box to determine the information you want to appear in the heading of the letter.
Select this checkbox to include the current date in this letter. This date will always be the date on which you print the letter in the Print Notification Letters screen in Costpoint Employee.
Select this checkbox to include the taxable entity address in this letter. If you select this checkbox, you must provide the taxable entity ID in the field to the right. You can enter the taxable entity ID or use Lookup to select one.
Select this checkbox to include the recipient's address in this letter. This will be the address set up in the Employee Cobra Dependents screen in Costpoint Employee.
Use the fields in this group box to enter the salutation and closing text you want to use in the notification letter.
Enter up to 25 alphanumeric characters in this field for the salutation of this letter. This is a required field. Examples of salutations:
Dear
To the Family of
Enter up to 25 alphanumeric characters in this field for the closing of this letter. This field is required. Examples of closings:
Sincerely
Respectfully
Use the options in this group box to determine what will be inserted into this letter.
Select this checkbox to include the Qualifying Event Description in this notification letter. When you enter the body text for this letter, insert "<1>" at the point where you want the Qualifying Event Description to print. This description will be taken from the Track COBRA Elections screen in Costpoint Employee at the time of printing.
Select this checkbox to include the Election Period End Date in this notification letter. When you enter the body text for this letter, insert "<2>" at the point where you want the Election Period End Date to print. This data will be taken from the Track COBRA Elections screen in Costpoint Employee at the time of printing.
Select this checkbox to include the Qualifying Event Date in this notification letter. When you enter the body text for this letter, insert "<3>" at the point where you want the Qualifying Event Date to print. This data will be taken from the Track COBRA Elections screen in Costpoint Employee at the time of printing.
Select this checkbox to include the Begin Coverage Date in this notification letter. When you enter the body text for this letter, insert "<4>" at the point where you want the Begin Coverage Date to print. This data will be taken from the Track COBRA Elections screen in Costpoint Employee at the time of printing.
Select this checkbox to include the End Coverage Date in this notification letter. When you enter the body text for this letter, insert "<5>" at the point where you want the End Coverage Date to print. This data will be taken from the Track COBRA Elections screen in Costpoint Employee at the time of printing.
Select this checkbox to include the Active/Decline Date in this notification letter. When you enter the body text for this letter, insert "<6>" at the point where you want the Accept/Decline Date to print. This data will be selected from the Track COBRA Elections screen in Costpoint Employee at the time of printing.
Select this checkbox to include the Terminating Event Description in this notification letter. When you enter the body text for this letter, insert "<7>" at the point where you want the Terminating Event Description to print. This description will be taken from the Track COBRA Elections screen in Costpoint Employee at the time of printing.
Select this checkbox to include the 14 Day Notification Date in this notification letter. When you enter the body text for this letter, insert "<8>" at the point where you want the 14 Day Notification Date to print. This data will be taken from the Track COBRA Elections screen in Costpoint Employee at the time of printing.
Select this checkbox to include the Total Premium in this notification letter. When you enter the body text for this letter, insert "<9>" at the point where you want the Total Premium to print. This data will be taken from the Track COBRA Elections screen in Costpoint Employee at the time of printing.
Select this checkbox to include the Months of Coverage in this notification letter. When you enter the body text for this letter, insert "<10>" at the point where you want the Months of Coverage to print. This data will be taken from the Track COBRA Elections screen in Costpoint Employee at the time of printing.
Enter the wording for this letter in this unlimited text field. Enter the wording in block letter form (left-aligned with double space between paragraphs) and insert the appropriate codes to include the information from above where it will apply. This text is required before saving.
An example of how a letter may be set up is as follows:
We have been notified of your <1> that occurred on <3>. You have until <2> to notify this department of your decision to accept or decline your COBRA benefits.
Translated: We have been notified of your separation that occurred on Jan 31, 2002. You have until March 31, 2002 to notify this department of your decision to accept or decline your COBRA benefits.
Changes to this screen update the following tables:
Notification Letter Setup - H_NOTIF_LET_SETUP
Notification Letter Codes - H_NOTIF_LETTER
.