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
• Print the Domestic Partner Dependent Certification Form
• Edit the Affidavit of Parent-Child Relationship Form
• Edit the Domestic Partner Dependent Certification Form

Step 1: Open the CSU Benefits Administrator tile.

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.

Step 4: Open the CSU Dependent tab.

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.

Step 7: Click Go!

• The completed form opens in another browser tab.

Step 8: Click the Printer icon to print the form to PDF or to send to a paper printer.,

Step 9: Close the browser tab when you are finished.

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.

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.

Step 4: Open the CSU Dependent tab.

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.

Step 7: Click Go!

• The completed form opens in another browser tab.

Step 8: Click the Printer icon to print the form to PDF or to send to a paper printer.

Step 9: Close the browser tab when you are finished.

Step 1: Open the CSU Benefits Administrator tile.

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.

Step 4: Open the CSU Dependent tab.

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 Edit Affidavit of PCR form.

Step 7: Click Go!

• The form opens in another browser tab.

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

Step 9: Click Save.

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.

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.

Step 4: Open the CSU Dependent tab.

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: Update the form:

1. Insert a new Effective Dated Row.
2. Confirm the Effective Date.
3. 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.

Step 7: From the Action Taken menu, select Edit Domestic Partner Cert.

Step 8: Edit the form as appropriate.

• Claim domestic partner for tax purposes OR
• Cancel Domestic partner for tax purposes
• Select Tax year

Step 8: Click Save.

End of Article