Constraints for Enabling New Contacts as Eligible Dependents

Consider these guidelines when you enable participants to add newly added contacts as eligible dependents.

  • The plan configuration shouldn't have family member rules set up.
  • The life event should be in the Started status.
  • The life event shouldn’t be of type Unrestricted or Unrestricted Open.
  • The contact should be added after the creation date of the life event.
  • Contact relationship start date should be on or before the occurred date of the life event.
  • When you enable this feature, evaluate the life event and when the life event is in Started status, you need to add new contacts. If the newly added contact is eligible, you can see the contact for designation without backing out or reprocessing the life event.