Overview
This job aid shows benefits officers how to print and optionally edit dependent verification forms for employees:
Print the Affidavit of Parent-Child Relationship Form
Step 1: Open the CSU Benefits Administrator tile.
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Step 2: Navigate to Update Dependent/Beneficiary.
- Employee/Dependent Information > Update Dependent/Beneficiary
Step 3: Search for the employee.
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- The employee Update Dependent/Beneficiary page opens.
Step 4: Open the CSU Dependent tab.
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Step 5: Use the arrow buttons to select the record for the Recognized Child.
- In this example, the recognized child’s name is literally “Recognized Child.” You will need to know the actual name of the recognized child to do this task.
Step 6: From the Action Taken menu, select Print Affidavit of PCR form.
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Step 7: Click Go!
- The completed form opens in another browser tab.
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Step 8: Click the Printer icon to print the form to PDF or to send to a paper printer.,
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Step 9: Close the browser tab when you are finished.
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Print the Domestic Partner Dependent Certification Form
Use this procedure to print the form. If you need to update the form first, complete the optional step.
Step 1: Open the CSU Benefits Administrator tile.
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Step 2: Navigate to Update Dependent/Beneficiary.
- Employee/Dependent Information > Update Dependent/Beneficiary
Step 3: Search for the employee.
- The employee Update Dependent/Beneficiary page opens.
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Step 4: Open the CSU Dependent tab.
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Step 5: Use the arrow buttons to select the record for the Domestic Partner.
- In this example, the domestic partner’s name is literally “Domestiq Partner.” You will need to know the actual name of the domestic partner to do this task.
Step 6: From the Action Taken menu, select Print Domestic Partner Cert.
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Step 7: Click Go!
- The completed form opens in another browser tab.
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Step 8: Click the Printer icon to print the form to PDF or to send to a paper printer.
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Step 9: Close the browser tab when you are finished.
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Edit the Affidavit of Parent-Child Relationship Form
Step 1: Open the CSU Benefits Administrator tile.
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Step 2: Navigate to Update Dependent/Beneficiary.
- Employee/Dependent Information > Update Dependent/Beneficiary
Step 3: Search for the employee.
- The employee Update Dependent/Beneficiary page opens.
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Step 4: Open the CSU Dependent tab.
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Step 5: Use the arrow buttons to select the record for the Recognized Child.
- In this example, the recognized child’s name is literally “Recognized Child.” You will need to know the actual name of the recognized child to do this task.
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Step 6: From the Action Taken menu, select Edit Affidavit of PCR form.
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Step 7: Click Go!
- The form opens in another browser tab.
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Step 8: Edit the fields on the form as necessary:
- Date of primary parental status
- Relationship to PCR Dependent
- First Name
- MI
- Last Name
- SSN
- Date of Birth
- Address1
- Address 2
- City
- State
- Zip Code
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Step 9: Click Save.
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Edit the Domestic Partner Dependent Certification Form
Use this procedure to print the form. If you need to update the form first, complete the optional step
Step 1: Open the CSU Benefits Administrator tile.
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Step 2: Navigate to Update Dependent/Beneficiary.
- Employee/Dependent Information > Update Dependent/Beneficiary
Step 3: Search for the employee.
- The employee Update Dependent/Beneficiary page opens.
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Step 4: Open the CSU Dependent tab.
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Step 5: Use the arrow buttons to select the record for the Domestic Partner.
- In this example, the domestic partner’s name is literally “Domestiq Partner.” You will need to know the actual name of the domestic partner to do this task.
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Step 6: Update the form:
- Insert a new Effective Dated Row.
- Confirm the Effective Date.
- Update the fields.
- If the Domestic Partner Dependent’s tax status changes, the employee fills out a paper DPDC form, submits it to the campus Benefits Office, and the campus Benefits Office staff updates Domestic Partner Dependent Certification form.
- Tax Dependent: Check this box only if the domestic partner is a Tax Dependent for the applicable tax year.
- Tax Year: Enter the tax year
- Certificate on File: Indicates supporting documentation was received.
- Certified By (Officer): This field is not required but can be used by Benefits Office staff to enter their name.
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Step 7: From the Action Taken menu, select Edit Domestic Partner Cert.
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Step 8: Edit the form as appropriate.
- Claim domestic partner for tax purposes OR
- Cancel Domestic partner for tax purposes
- Select Tax year
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Step 8: Click Save.
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End of Article
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