Contents Dependents/Beneficiaries Screen

Screen Fields

Field Description
Add Dependent/Beneficiary

This button will display if you access the Dependents/Beneficiaries screen from either the Life Events or Benefits Enrollment process. It does not appear when you access the screen from the menu. Select the Add button to launch the Add Dependents/Beneficiaries screen, where you can enter new information.

Edit Dependent/Beneficiary

This button displays only for active records. To edit a row, select the check box to the left of the row and select this button to access the Edit Dependents/Beneficiaries screen.

View Inactive/Active

When you are in the active Dependents/Beneficiaries screen (Active Dependents/Beneficiaries is the table heading), the View > Inactive button displays above the table. Select it to access the inactive Dependents/Beneficiaries table.

When you are in the inactive Dependents/Beneficiaries screen (Inactive Dependents/Beneficiaries is the table heading), the View > Active button displays above the table. Select it to open the active Dependents/Beneficiaries table.

Check box

To edit the row for a particular dependent/beneficiary, select the check box to the left of the row in which the dependent/beneficiary's name appears. Then click the Edit Dependent/Beneficiary button.

Name

The Name column contains a hyperlink when you are viewing Active Dependents/Beneficiaries records. When you select the hyperlink, the Edit Dependents/Beneficiaries screen displays, as if you had selected the Edit > Dependent/Beneficiary button above the table.

Relationship

This field displays the dependent/beneficiary's relationship to you.

SSN / Government ID

This field displays the dependent/beneficiary's Social Security Number or government ID.

Gender

This field displays the gender of the dependent/beneficiary.

Date of Birth / Agreement

This field displays the date of birth (or date of legal agreement/document) of the dependent/beneficiary.

Type

This field displays "Dependent, Beneficiary, or Dependent > & > Beneficiary.

Inactivate/Activate
Note:

The Inactivate/Activate button will not display if you access the screen from the menu.

If you are viewing the active Dependents/Beneficiaries table, the Inactivate button will display. If you select it and dependent or beneficiary information exists for the dependent/beneficiary, a screen will display in which you can confirm or cancel your decision to clear the dependents/beneficiary’s coverage.

If you are viewing the inactive Dependent/Beneficiaries table, the Activate button will display. Click the button to assign to a benefit plan in the Life Event or Open Enrollment process.