Overview
This job aid shows Benefits Officers how to print enrollment forms on demand for individuals from two locations. The State Controller’s Office requires these forms to process benefits eligibility.
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Print forms from Health Benefits
- HBD-12, SCO Form 692, SCO Flex Cash Medical and Dental Forms
- Print FSA enrollment forms from Spending Accounts
- Print enrollment forms from On-Demand Event Maintenance
Reminder:
- Do not print enrollment forms until CSUBASDL has finalized employee self-service (ESS) BAS Events or non-ESS BAS events have been manually finalized.
Print Medical form from Health Benefits
Use this procedure to find and print medical and dental and flex cash forms for an employee.
Step 1: Open the CSU Benefits Administrator tile.
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Step 2: Navigate to Health Benefits.
- Review Employee Benefits > Health Benefits
Step 3: Enter search criteria for the employee.
- Name: Enter first name [space] last name.
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Step 4: Click Search.
- If only one employee is returned, the Health Benefits page opens. Otherwise, select an employee to continue.
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Step 5: In the Plan Type section, select the row with the plan type to print.
- Valid Plan types include 10, 11, 1Y and 1Z.
- In this example, row 1 is for medical forms.
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Step 6: In the Coverage section, select the effective dated row for the coverage interval.
- In this example, only one row exists, so the control is inactive.
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Step 7: Open the CSU Hlth Perm Evnt tab.
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Step 8: In the Permitting Event section, select the row with the applicable Permitting Event Code.
Step 9: Click Print.
- The form prints in PDF format on a new browser tab
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Print FSA enrollment forms from Spending Accounts
Step 1: Open the CSU Benefits Administrator tile.
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Step 2: Navigate to Spending Accounts.
- Review Employee Benefits > Spending Accounts
Step 3: Enter search criteria for the employee.
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Step 4: Click Search.
- If only one employee is returned, the Health Benefits page opens. Otherwise, select an employee to continue.
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Step 5: In the Plan Type section, select the row with the plan type to print.
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Step 6: In the Coverage section, select the effective dated row for the coverage interval.
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- In this example, only one row exists, so the control is inactive.
Step 7: Open the CSU FSA Perm Evnts tab.
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Step 8: In the Permitting Event section, select the row with the applicable Permitting Event Code.
- In this example, only one row exists, so the control is inactive.
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Step 9: Click Print.
- The form prints in PDF format on a new browser tab.
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Step 10: Verify
- Compare the monthly contribution amount on the form to the monthly contribution amount located on the spending accounts page for each plan type.
- If amounts are incorrect or blank
- Use correction mode
- Enter the monthly contribution amount.
Print enrollment forms from On-Demand Event Maintenance
Use this procedure when you select enrollment options for an employee and then need to print the forms immediately.
Step 1: Open the CSU Benefits Administrator tile.
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Step 2: Navigate to On-Demand Event Maintenance.
- Enroll in Benefits > On-Demand Event Maintenance
Step 3: Enter search criteria for the employee.
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Step 4: Click Search.
- If only one employee is returned, the On-Demand Event Maintenance page opens. Otherwise, select an employee to continue.
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Step 5: Process the employee’s benefits enrollment for the applicable BAS event.
- The reason to print the form from On-Demand Event Maintenance is that you have just entered enrollment options for an employee and then need to print the enrollment forms.
- Select the BAS event.
- Select enrollment options for the employe.
- Finalize the event.
- For more information about this step, review Finalize BAS events with ODEM.
Step 6: Open the CSU On Demand Printing tab.
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Step 7: Click Print.
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