This chapter provides an overview of dependent and beneficiary information and discusses how to:
Enter dependent and beneficiary information.
Enter dependent and beneficiary comments.
Update benefits certifications.
(USF) Designate beneficiaries for a final check.
Terminate dependent enrollments or beneficiary status.
Enter court orders and spousal waivers.
Accurate dependent and beneficiary information—name, address, birth date, gender, and relationship—helps ensure that benefit claims are quickly and correctly processed.
By setting up dependent and beneficiary information, you can:
Simplify benefit enrollment for dependents and beneficiaries.
Review data and print reports.
Additionally, requirements such as a Qualified Medical Child Support Order (QMCSO) and Qualified Domestic Relations Order (QDRO) mandate that employees provide benefits to dependents and beneficiaries. When you enter a court order, the system checks whether a court order is tied to an employee record. If the system finds a court order, it checks whether any changes are allowed to the benefit enrollments. If changes are not allowed, then a warning appears.
When you set up dependent and beneficiary information, you need an employee identification number. So you need to enter employee administration data—personal information, compensation allowances, and job data—first.
You can view basic human resources information for employees by using personnel administration components such as Personal Data and Job Data in PeopleSoft Enterprise Human Resources or by viewing the Review HR/Job/Payroll Data page in the Manage Base Benefits business process. Employees can review, update, and add their own dependent and beneficiary information using the PeopleSoft Enterprise eBenefits application pages.
See Also
Reviewing Enrollments and Benefit Calculations
Reviewing Dependent and Beneficiary Information
You enter dependent and beneficiary information in the Dependent Information (DEPEND_BENEF) component of PeopleSoft Enterprise Human Resources Administer Workforce and is fully documented in the PeopleSoft Enterprise Human Resources 9.1 PeopleBook: Administer Workforce.
See Also
Tracking Dependent and Beneficiary Data
Comments that you enter about dependents and beneficiaries are for your use only; they are not used by the system.
Page Name |
Definition Name |
Navigation |
Usage |
BENEFIT_COMMENTS |
Benefits, Employee/Dependent Information, Record Dep/Ben Comments, Record Dep/Ben Comments |
Enter notes about a dependent or beneficiary. |
Access the Record Dep/Ben Comments page.
Action Date |
Enter the date on which the comment becomes or became effective. |
Comments By |
Enter your name or the name of the person providing the information. |
This section discusses how to update employee benefit certifications.
Page Name |
Definition Name |
Navigation |
Usage |
BN_CERTIF_PARTC |
Benefits, Employee/Dependent Information, Maintain Certifications, Maintain Certifications |
Updating employee benefit certifications. |
Access the Maintain Certifications page (Benefits, Employee/Dependent Information, Maintain Certifications, Maintain Certifications).
Certificate ID |
Enter the ID that represents a certificate created in the Certification Definition page. |
Status |
Select Active or Inactive. |
Plan Type |
Select from all available plan types for a participant's assigned benefit program with an associated certificate. |
Effective Date |
A date the system uses to calculate the length of time from this initial start date of a certificate. |
Expiration Date |
An informational field that you can use to enter the expiration date of the certificate. |
Value |
Enter the minimum value to allow to consider the certificate as complete or valid. |
Certificate Maximum Value |
Displays the maximum value of the certificate as defined in the Certificate Definition. |
Dependent/Beneficiary ID |
Select from all available dependents or beneficiaries for the participant. |
You can designate dependents or beneficiaries to receive an employee's final check in the event that the employee dies. This page is for informational purposes only; the system does not use the data entered on this page for benefits processing.
This section discusses how to specify beneficiaries for a final check.
Page Name |
Definition Name |
Navigation |
Usage |
GVT_FIN_CHK_BEN |
Benefits, Employee/Dependent Information, Assign Final Check Beneficiary, Assign Final Check Beneficiary |
Specify dependents or beneficiaries to receive an employee's final check. |
Access the Assign Final Check Beneficiary page (Benefits, Employee/Dependent Information, Assign Final Check Beneficiary, Assign Final Check Beneficiary).
Percent of Benefit and Flat Amount |
Enter a flat amount or percentage for the beneficiary to receive from the final paycheck. The total percentage for all beneficiaries should equal 100, unless you have contingent beneficiaries. The sum of the flat amounts cannot be greater than the paycheck. |
Excess |
If flat amounts are used, select to designate a beneficiary to receive any excess funds. |
Contingent |
Select if this dependent or beneficiary is not a primary beneficiary. Amounts attributed to contingent beneficiaries must also add up to 100 percent. |
Remember that you enroll dependents and assign beneficiaries when you enroll employees. To terminate a dependent enrollment or beneficiary status, you must enter a row of data with the termination date (just as you do with employees). You make these changes on the enrollment page for the benefit in question, such as the Life & AD/D Benefits page. You do not make the changes in the Update Dependent/Beneficiary component.
If you try to delete dependent/beneficiary records on benefit enrollment pages that have court orders applied to them, the system informs you that the dependent or beneficiary has a court order that provides a legal right to benefit coverage.
Warning! If you delete dependent and beneficiary data using the Update Dependent/Beneficiary component, you'll destroy history. After you change enrollment data, the fact that the dependent or beneficiary data is available on the Update Dependent/Beneficiary component won't matter. In fact, it must remain to provide correct historical information.
Spouses, ex-spouses, and children of employees may have court orders that provide them with a legal right to benefit coverage from those employees. In addition, certain benefit plans may require that a spouse have a required minimum coverage amount.
You enter court orders on the Dependent/Beneficiary Riders page, and minimal spousal amounts on the Benefit Plan Table.
To track court-ordered benefits, print the Court Ordered Coverage Audit report.
See Also