Add Dependents/Beneficiaries

Select the Add Dependents/Beneficiaries button above the Active Dependents/Beneficiaries table to access the Add Dependents/Beneficiaries screen, in which you can add your new dependent/beneficiaries information.

General

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 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 is enabled when you select "Other" from 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 in this case, the system will display the following message: "Other Relationship is required when "Other" is selected as the Relationship."

Gender

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

Type

Select the appropriate radio button:  Dependent Only, Beneficiary Only, or Dependents/Beneficiaries.

Status

Select the Student or the Handicapped checkbox, or both, if applicable.

Date of Birth/Agreement

Use 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

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.