Add Dependents/Beneficiaries

If you are accessing the Dependents/Beneficiaries screen from within a Life Event or Benefits Enrollment process, you can select the Add Dependent/Beneficiary button to open the Add Dependents/Beneficiaries screen, where you can add new dependent/beneficiary information.

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 number.

Relationship

Use this drop-down box to select the relationship of the dependent/beneficiary to you.

Other Relationship

In this field, you can enter 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."

Gender

Use this drop-down box to select the gender of the dependent/beneficiary.

Type

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

Status

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

Date of Birth / Agreement

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

Address

Same Address as Employee

Select this checkbox when the dependent/beneficiary's mailing address is the same as yours.  

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 display field will show how the postal code should 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 of 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.