Contents of the Dependents/Beneficiaries Screen
Use the fields and options to configure the Dependents/Beneficiaries Screen.
Identification
This group box displays the employee's name.
| Field | Description |
|---|---|
| View Inactive Individuals/Hide Inactive Individuals | Click this button to display/hide your inactive dependents/beneficiaries. This button is only visible if you are viewing Dependent/Beneficiary data in table-view. |
| Active | Select this checkbox if the dependent/beneficiary record is in Active status. If your company allows benefit elections via this product's open enrollment and/or life event processes, setting the individual to Active will allow you to assign that person as a dependent or beneficiary, where applicable. |
| 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 | Enter the Social Security Number or government ID of the individual. |
| Relationship | From the drop-down list, select individual's relationship to you. Note: Once a new Dependent/Beneficiary record is saved, this field cannot be edited as the information may have already been sent to an insurance provider. |
| Other Relationship | If Other was selected from the Relationship drop-down list, populate this field with a short description of the relationship. Note: Once a new Dependent/Beneficiary record is saved, this field cannot be edited as the information may have already been sent to an insurance provider. |
| Type | Use these options to indicate whether the individual is a beneficiary, dependent, or both. If your company allows benefit elections via this product's open enrollment and/or life event processes, this setting will be used to determine which individuals are eligible to be assigned as dependents for insurance coverage, plan beneficiaries or both. |
| Gender | Use these options to specify the individual's gender. You may select Not Applicable if specifying a beneficiary that's a charity, trust, or your estate. Note: Once a new Dependent/Beneficiary record is saved, this field cannot be edited as the information may have already been sent to an insurance provider |
| Date of Birth / Agreement | Enter the birth date or date of legal agreement. Note: Once a new Dependent/Beneficiary record is saved, this field cannot be edited as the information may have already been sent to an insurance provider. |
| Student | Select this checkbox if the individual is a student. Note: Once a new Dependent/Beneficiary record is saved, this field cannot be edited as the information may have already been sent to an insurance provider. |
| Handicapped | Select this checkbox if the individual is handicapped. Note: Once a new Dependent/Beneficiary record is saved, this field cannot be edited as the information may have already been sent to an insurance provider. |
| Same Address as Employee | Select this checkbox if the dependent/beneficiary's mailing address is the same as yours. If you select this checkbox, the address fields will be disabled and populated with your address. |
| Address Line 1 | Enter the dependent/beneficiary's street address. |
| Address Line 2 | If needed, enter the second line of the dependent/beneficiary's address. |
| Address Line 3 | If needed, enter the third line of the dependent/beneficiary's address. |
| City | Enter the city. |
| State/Province | Click  to select the state/province. |
| Postal Code | Enter the postal code. If your employer requires postal codes to be entered in a specific format, you'll see the format displayed to the right. |
| Postal Code Format | If your employer requires postal codes to be entered in a specific format, this field will show you the format. For example, if your employer requires entry of the postal plus-four codes, then you would see #####-#### in the postal code formatting field. |
| Country | Click to select the country. |
| Home Phone | Enter up to 25 alphanumeric characters for the dependent/beneficiary's home phone number. |
| Home Phone Format | If your employer requires phone numbers to be entered in a specific format, this field will show you the format. |
| Office Phone | Enter up to 25 alphanumeric characters for the dependent/beneficiary's office phone number. |
| Office Phone Format | If your employer requires phone numbers to be entered in a specific format, this field will show you the format. |