Costpoint Online Help

Using the Help Search

Part III Covered Individuals Subtask

Use the Part III - Covered Individuals subtask to list covered individuals which can either be an employee or a dependent.

Individual Type

Use these options to indicate whether the covered individual type is an Employee or a Dependent.

Field	Description
Employee	Select this option if the covered individual type is employee.
Dependent	Select this option if the covered individual type is dependent.
Dependent Name	If this record is used to indicate a covered dependent, then enter, or click to select, the Dependent. Dependents are entered in the Manage Employee Dependents/Beneficiaries screen and must have a type of Dependent or Both in that screen to be entered here.
Social Security Number (SSN)	If this record is used to indicate a covered dependent and a Social Security Number is assigned to the dependent in the Manage Employee Dependents/Beneficiaries screen, then this field will be populated with the dependent’s SSN. Otherwise, if the Individual Type is Employee, then this field will be populated with the employee’s SSN from the Manage Employee Information screen. If SSN Suppression is selected for the logged-in User, then only the last four digits of the SSN will be displayed. The other values will be shown as x (example: xxx-xx-1234).
Date of Birth	If this record is used to indicate a covered dependent and a Social Security Number is not assigned to the dependent in the Manage Employee Dependents/Beneficiaries screen, this field loads the dependent’s Date of Birth. If the individual type is Employee, then this field will not be populated since the Social Security Number (SNN) field will always display a value for employees.
Covered All 12 Months	Use this check box to indicate whether the individual (employee or dependent) was covered under employer provided self-insured coverage for the entire calendar year. If this check box is selected, the individual month check boxes will be disabled.
Months of Coverage (January - December)	Select the appropriate check boxes to indicate whether the individual (employee or dependent) was covered under employer provided self-insured coverage for the month. These check boxes can only be selected if the Covered All 12 Months check box is not selected for the individual.

JavaScript must be enabled in order to use this site.Please enable JavaScript in your browser and refresh the page.

Part III Covered Individuals Subtask

Use the Part III - Covered Individuals subtask to list covered individuals which can either be an employee or a dependent.

Individual Type

Use these options to indicate whether the covered individual type is an Employee or a Dependent.

Field	Description
Employee	Select this option if the covered individual type is employee.
Dependent	Select this option if the covered individual type is dependent.
Dependent Name	If this record is used to indicate a covered dependent, then enter, or click to select, the Dependent. Dependents are entered in the Manage Employee Dependents/Beneficiaries screen and must have a type of Dependent or Both in that screen to be entered here.
Social Security Number (SSN)	If this record is used to indicate a covered dependent and a Social Security Number is assigned to the dependent in the Manage Employee Dependents/Beneficiaries screen, then this field will be populated with the dependent’s SSN. Otherwise, if the Individual Type is Employee, then this field will be populated with the employee’s SSN from the Manage Employee Information screen. If SSN Suppression is selected for the logged-in User, then only the last four digits of the SSN will be displayed. The other values will be shown as x (example: xxx-xx-1234).
Date of Birth	If this record is used to indicate a covered dependent and a Social Security Number is not assigned to the dependent in the Manage Employee Dependents/Beneficiaries screen, this field loads the dependent’s Date of Birth. If the individual type is Employee, then this field will not be populated since the Social Security Number (SNN) field will always display a value for employees.
Covered All 12 Months	Use this check box to indicate whether the individual (employee or dependent) was covered under employer provided self-insured coverage for the entire calendar year. If this check box is selected, the individual month check boxes will be disabled.
Months of Coverage (January - December)	Select the appropriate check boxes to indicate whether the individual (employee or dependent) was covered under employer provided self-insured coverage for the month. These check boxes can only be selected if the Covered All 12 Months check box is not selected for the individual.