Configure Dependent and Beneficiary Designations

You can configure participant dependent or beneficiary designations at different levels.

Here's the list of levels:

• Option in plan

• Plan, if the plan doesn't have options

In the Plan Configuration work area:

1. Open the Configuring Allowable Dependent or Beneficiary Designees dialog box by clicking Create on one of the following locations.

   Location	Task to Open
   Create or edit page, Allowable Dependent or Beneficiary Designees section	Manage Benefit Options
   Create or edit Plan Eligibility page, Allowable Dependent or Beneficiary Designees tab	Manage Benefit Plan Details

2. Select the group relationship that you're defining designation requirements for. For example, select Family when you plan to add child, parent, nephew, and domestic partner relationship types.

3. Select the designation type, Dependent or Beneficiary.

   By default, benefits processing considers the following relationship types as personal relationships that you can designate as dependents.

   • Adopted child

   • Step child

   • Child

   • Domestic partner

   • Foster child

   • Domestic partner child

   • Spouse

4. Enter the minimum and maximum number of designees that this option or plan covers.

   Note: If the plan allows no designees, you enter 0 in both fields or select No Minimum and No Maximum. If you enter a minimum or maximum or both, the application ignores the Cover all eligible field even if set to Yes.

5. For options, in the Cover All Eligible field , select Yes to provide coverage to all designees who meet the eligibility profile criteria.

6. Add at least one relationship type that corresponds to the selected group relationship. For example, if you selected the group relationship Child, then you would add at least one of the following relationship types:

   • Adopted child

   • Step child

   • Child

   • Domestic partner child

   • Foster child

   You wouldn't add a relationship type of Nephew or Niece.