Benefits Edit Dependents-Beneficiaries Screen

You can update your dependent/beneficiary information through Self-Service.

General

Field Description
First Name

Enter the first name of the dependent/beneficiary.

Middle Name

Enter the middle name of the dependent/beneficiary.

Last Name

Enter the last name of the dependent/beneficiary.

SSN/Government ID

Enter the dependent/beneficiary's Social Security number or government ID.

Relationship

Use this drop-down list to select the relationship of the person (Husband, Wife, Son, Daughter, and so on) to you.

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.

Gender

Select the gender of the dependent/beneficiary from the drop-down list.

Type

Select the appropriate description for this person: Dependent Only, Beneficiary Only, or Dependents/Beneficiaries.

Status

Select the Student or Handicapped check box, or both, if applicable.

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.

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 Self-Service  > Employee Information  > Address/Phone.

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

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.

Postal Code

Enter up to a 10-character, alphanumeric postal code for the dependent/beneficiary.

Postal Code Formatting

This field shows how the postal code should be entered on the screen, if you are required to use a specific format. Format rules are set up on the Self Service Configuration screen.

Country

Use the drop-down list 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.

Telephone

Field Description
Home

Enter up to 25 alphanumeric characters for the dependent/beneficiary's home telephone information.

Office

Enter up to 25 alphanumeric characters for the dependent/beneficiary's business telephone information.

Cancel

Click Cancel to return to the Dependents/Beneficiaries screen without saving any changes.

Reset

Click Reset to undo any changes that you have made.

Save

Click Save to save any changes and to return to the Dependents/Beneficiaries screen, which will display the updated record.