Use the Add Dependents/Beneficiaries screen to set up or modify the dependents and beneficiaries associated with your benefit plans, such as medical and life insurance.
General
| Field | Description |
|---|
| First Name |
Enter the first name of the dependent/beneficiary.
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| Middle Name |
Enter the person's middle name.
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| Last Name |
Enter the person's last name.
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| SSN/Government ID |
Enter the person's Social Security number or government ID number.
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| Relationship |
Use this drop-down list to select the relationship of the person to you (Husband, Wife, Son, Daughter, and so on).
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| Other Relationship |
This field is enabled and required when you select Other from the Relationship drop-down list. Use it to enter a relationship different from any of the choices in the Relationship drop-down list.
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| Gender |
Select the gender of the person from the drop-down list.
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| Type |
Select the appropriate description for this person:Dependent Only, Beneficiary Only, or Dependents/Beneficiaries.
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| Status |
Select the Student or Handicapped check box, or both, if applicable.
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| Date of Birth/Agreement |
Use the calendar lookup to select the date of birth (or the date of a legal agreement/document, such as an adoption agreement) of the dependent/beneficiary.
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Address
| Field | Description |
|---|
| Same Address as Employee |
Select this check box when the dependent/beneficiary's mailing address is the same as yours. The address fields will be disabled.
If you need to update your address, go to .
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| Street 1 |
Enter up to a 30-character, alphanumeric street address, line 1, for the dependent/beneficiary.
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| Street 2 |
Enter up to a 30-character, alphanumeric street address, line 2, for the dependent/beneficiary.
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| Street 3 |
Enter up to a 30-character, alphanumeric street address, line 3, for the dependent/beneficiary.
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| City |
Enter up to 25 alphanumeric characters for the dependent/beneficiary's city.
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| State/Province |
Use the drop-down list to select the state/province for the address. The valid values for states/provinces are set up in Costpoint for the selected country.
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| Postal Code |
Enter up to a 10-character, alphanumeric postal code for the dependent/beneficiary.
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| Postal Code Formatting |
A display shows how the postal code should be entered, if you are required to use a specific format. Format rules are set up on the Self Service Configuration screen.
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| Country |
Use the drop-down list to select the country. 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 box will repopulate with valid values based on the country selected.
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Telephone
| Field | Description |
|---|
| Home |
Enter up to 25 alphanumeric characters for the dependent/beneficiary's home telephone.
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| Office |
Enter up to 25 alphanumeric characters for the dependent/beneficiary's business telephone.
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| Cancel |
Select Cancel to return to the Dependents/Beneficiaries screen without saving any changes.
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| Reset |
Select Reset to undo any changes that you have made.
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| Save |
Select Save to save changes and return to the Dependents/Beneficiaries screen, which will display the updated record.
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