Dependents and Beneficiaries Tab

Use the Dependents and Benefits tab to manage 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, your modifications will not reflect 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 If you want to deactivate an existing record, clear the check box to indicate that the dependent or beneficiary is no longer active.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, select the relationship of the dependent/beneficiary to you. Valid options are: Husband Son Stepson Wife Daughter Stepdaughter Other
Other Relationship	If you select Other from the Relationship drop-down list, enter your relationship to the dependent/beneficiary.
Type	Select the dependent type option. Valid options are: Dependent and 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 list 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.
Benefit Enrollment Elections	Click this link to display the benefit enrollment elections of the dependents and beneficiaries of the employee.
Instructions	Click this link to view special instructions for using this tab from your benefits administrator.