Setting Up Spousal Life Insurance

This topic describes how to set up spousal life insurance for U.S. same-sex spouse.

Set up new dependent life plans and spousal life plans for U.S. same-sex spouse, to use benefit rates different from the existing spouse relationship.

1. Set up a dependent life plan. The following screenshot shows a sample dependent life plan KUDLSS.

   Image: Benefit Plan Table page

   This example illustrates the fields and controls on the Benefit Plan Table page.

   

   This plan uses a new Benefit Rate ID KUSSS in the benefit program.

   Image: Option page

   This example illustrates the fields and controls on the Option page.

   

2. Set up a spousal life plan. The following screenshot shows a sample spousal life plan KUSSL.

   Image: Benefit Plan Table page

   This example illustrates the fields and controls on the Benefit Plan Table page.

   

   This plan uses a new benefit rate ID KUSSS in the benefit program.

   Image: Benefit Program — Cost page

   This example illustrates the fields and controls on the Benefit Program — Cost page.

   

3. This new Rate Table ID KUSSS is using detail rates. Specify the tax adjustment using the Other Rates link on the Benefit Rates page.

   Image: Benefit Rates page

   This example illustrates the fields and controls on the Benefit Rates page.

   

   Image: Other Rates page

   This example illustrates the fields and controls on the Other Rates page.