Defaults

These processing options specify the default information for processing enrollments.

1. Future Enrollment Status

Specify the value that you are using to indicate that a future enrollment record exists for the plan. The values that you enter in this processing option are not associated with a user-defined code (UDC) table.

For this processing option, future means that the actual plan enrollment date is greater, or later in the future, than the entered effective date. Values can be any three-digit alphanumeric status.

2. Mistaken Enrollment Status

Specify the UDC 08/ES for the enrollment status assigned to mistaken enrollments. If you leave this processing option blank, the system displays an error message when you select the Mistaken Enrollment option on the Enrollment with Eligibility form.

3. Ending Enrollment Status

Specify the UDC 08/ES for the enrollment status that you want to assign to enrollments that have ended. If you leave this processing option blank, the system displays an error message when you select the Stop - Auto Dt/Sts (stop - automatic date and status) option on the Enrollment with Eligibility form.

4. Ending Enrollment Status

Specify the UDC 08/ES that affects enrollments in only those plans for which you enter an ending date in either the Plan Master form (P08320) or the Plans within Categories form (P08351). For example, a flexible spending account plan might have an ending date because employees must re-enroll in the plan each year. Specify the UDC 08/ES for the ending enrollment status assigned to enrollments in these plans. The system assigns the ending enrollment status when you enroll the employee in the plan.

5. Ending Enrollment Status

Specify the UDC 08/ES assigned to enrollments that have ended because of a rate change to a plan or option.

The system checks for plan and option rate change as of the effective date entered. If there is a rate change, the system verifies the existence of DBA history for the plan or option. If DBA history exists, the processing option ends the enrollment. A new enrollment and new Employee DBA Instruction records with the new rates are created. If no DBA history exists, the existing Employee DBA Instruction records are replaced with the new rates.

6. Enrollment Event Code

Specify the three-character code that represents a qualifying life event, such as marriage.

7. Call Enrollment Event Form

Specify whether to call the form that is used to enter the enrollment event code and event date. Values are:

0: Do not call the form.

1: Call the form.

8. Plan/Option Description

Specify the field from which to retrieve the description. Values are:

0: Retrieve the description from the Plan/Option Description field in the F08320 table or the F083202 table.

1: Retrieve the description from the Self Service Description field in the F08320B table.