Edit Dependents/Beneficiaries

When you select the Edit Dependent/Beneficiary button, you will be taken to the Edit Dependents/Beneficiaries screen.  You can edit your dependent/beneficiary information on this page.

General

First Name

This field displays the first name of the dependent/beneficiary.

Middle Name

This field displays the middle name of the dependent/beneficiary.

Last Name

This field displays the last name of the dependent/beneficiary.

SSN / Government ID

This field displays the dependent/beneficiary's social security number or government ID.

Relationship

This field displays the relationship of the dependent/beneficiary to you.

If you access the Dependents/Beneficiaries screen from the menu, this field will be disabled.

Other Relationship

In this field, you can edit the other relationship of the dependent/beneficiary to you. This field will be enabled if you select "Other" in the Relationship drop-down box.

If you select "Other" in the Relationship drop-down box, the Other Relationship field will be required. If you do not enter a value, the system will display the following message: "Other Relationship is required when "Other" is selected as the Relationship."

If you access the Dependents/Beneficiaries screen from the menu, this field will be disabled.

Gender

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

If you access the Dependents/Beneficiaries screen from the menu, this field will be disabled.

Type

Select the appropriate radio button:  Dependent & Beneficiary, Beneficiary Only, or Dependent Only.

If you access the Dependents/Beneficiaries screen from the menu, this field will be disabled.

Status

Select the Student and Handicapped checkboxes, if applicable, for the dependent/beneficiary.

If you access the Dependents/Beneficiaries screen from the menu, these radio buttons will be disabled.

Date of Birth / Agreement

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

If you access the Dependents/Beneficiaries screen from the menu, this field will be disabled.

Address

Same Address as Employee

Select this checkbox if the dependent/beneficiary’s mailing address is the same as yours.  

The Address fields will be disabled if the Same Address as Employee checkbox is selected.

Changes to employee address should be made from Address/Telephone information.

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 a 25-character, alphanumeric city for the dependent/beneficiary.

State/Province

Use the drop-down box to select the state/province of the address entered/displayed on the screen.  The valid values are the states/provinces 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 shall be entered on the screen (if the code is validated per the setup in the Self Service Configuration screen).

Country

Use the drop-down box to select the country that coincides with the address entered/displayed on the screen.  The valid values are the countries set up in Costpoint.  If you change the Country field, the State/Province drop-down box will repopulate with valid values.

Telephone

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

Select this button to return to the Dependents/Beneficiaries screen (no changes saved).

Reset

Select this button to reset any changes made and return to what was in the system when you first entered the screen (before making any changes).

Save

Select this button to save any changes to the database and return to the Dependent/Beneficiaries screen, which will display the updated record.