Forms Used to Set Up Maximum Coverage Increase Limits

Form Name

FormID

Navigation

Usage

Work With Plan Master

W08320B

Benefits Administration Setup (G08BB4), Plan Master

Click Select.

Select an indemnity benefit plan.

Plan Master

W08320A

Premium/Coverage tab

Click Cancel.

Review the information.

Work With Plan Master

W08320B

Select Allowed Increment from the Row menu.

Select a benefit plan.

Allowed Increment

W085574B

Click OK.

Enter values.

If you want to create limit rules only at the benefit plan level, this step ends the procedure. If you want to create limit rules at a more specific level, then continue with these steps.

Work With Benefit Groups

W08350A

Benefits Administration Setup (G08BB4), Categories by Benefit Group

Click Select.

Display existing employee benefit groups.

Categories By Benefit Group

W08350B

Select Assign Plans from the Row menu.

Select an indemnity benefit plan record such as Life Insurance Benefits.

Plans Within Categories

W08351B

Select Allowed Increment from the Row menu.

Select an employee benefit plan.

Allowed Increment

W085574B

Click OK.

Complete the Maximum Increase Amount field under Open Enrollment.

Plans Within Categories

W08350B

Click OK.

Save the new values.