PRINT NOTIFICATION LETTERS

Use this screen to print the notification letters for the employees and dependents. You can send notifications individually or jointly to the family. You can also specify the name and title of the representative sending the letter.

Run this screen any time after entering information in the Notification Letter Setup (Costpoint COBRA Administration) and Track COBRA Elections screens.

Notification Letter

Enter, or use Lookup to select, the 10-character alphanumeric code for the notification letter you want to print. The description will display to the right of this field when you tab to the next field. This is a required field.

Employee

Enter, or use Lookup to select, the employee ID for the employee to whom this record applies. The employee's name will display to the right of this field after you tab over to the next field. This is a required field.

Qualifying Event

Enter, or use Lookup to select, the 10-character alphanumeric qualifying event code that pertains to this record. The qualifying event description will display to the right of this field after you tab over to the next field. This field is required.

Print Letter For

Use the radio buttons in this group box to specify whether you want to print a single letter that includes all dependents, or a letter to a specific dependent.

Employee and Family

Select this radio button to print the letter for all active dependents. This would normally be a letter that is addressed to the employee and his family (as in "Family of John Smith").

Employee Dependent

Select this radio button to print the letter for an individual dependent who must be an active COBRA participant.

Select Dependent

This group box is enabled if you selected the Employee Dependent radio button in the Print Letter For group box.

Dependent SSN

Enter, or use Lookup to select, the dependent's social security number, if you have elected to print the letter for Employee Dependent. The dependent's name will display to the right of this field. This is a required field if you selected the Employee Dependent radio button.

Sender Info

Use the fields in this group box to enter the name and title of the author. The author will be identified on the letter.

Employee

Enter, or use Lookup to select, the employee ID of the author sending this letter. This is a required field.

Name

The name of the author will default; however, you can change the way it appears on the letter. This is a required field.

Title

Enter up to 25 alphanumeric characters identifying the author's title, as it should appear on this letter. This is a required field.

Print Type

Use the radio buttons in this group box to specify whether you want to print a test letter, which will show the format of the letter without valid data, or the final letter.

Print Test

Select this radio button to print a test letter, which will show the format of the letter without valid data.

Print Letter

Select this radio button to print the actual letter with all valid data.

Report Sources