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Benefits Retiree Dental Enrollment Process Guide

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CHRS Benefits Retiree Dental Enrollment User Guide

Last Revised: 08/08/22

REVISION CONTROL

Document Title: CHRS Benefits Retiree Dental Enrollment User Guide

Author: Sande Meith

File Reference: CHRS Benefits Retiree Dental Enrollment User Guide

Revision History

Revision Date Revised By Summary of Revisions Section(s) Revised
9/8/21 Sande Meith Initial Draft All
8/8/22 Sande Meith Updated for PTools 8.59 All

Review / Approval History

Review Date Reviewed By Action (Reviewed, Recommended or Approved)
Click here to enter Review Date Click here to enter Reviewer Click here to enter Reviewed, Recommended or Approved

In addition to this guide, users can review the following CMS baseline design specification documents and also the following user guide:

  • CHRS Benefits PSR Interface User Guide

CSU Retiree Dental Enrollment for Employee

The CSU Retiree Dental Enrollment page is used to enter the initial retiree dental enrollments for CSU retirees. This page is only used for the initial Retiree Dental Enrollment (applies to the initial Retiree Dental Enrollment for staff and Faculty Early Retirement Program (FERP) participants). Any updates to the enrollment (i.e., changes to the dental plan, personal data changes for the employee, etc.) must be processed manually by contacting CalPERS.

Initial dental enrollments that were not entered in CHRS prior to retirement require manual intervention by CalPERS.

Navigation: Click on the NavBar Icon,

NavBar icon

then click on Menu > Benefits > Enroll in Benefits > CSU Retiree Dental Enrollment

Screenshot of CSU RETIREE DENTAL ENROLLMENT panel.

Processing Steps

  1. Enter the Empl ID or other search criteria.
  2. Select the Include History checkbox.
  3. Click the Search button.
Screenshot of CSU RETIREE DENTAL panel for individual.
  1. The CSU Retiree Dental Enrollment page appears.
  2. Enter the Benefit Plan. Use the magnifying glass to search for the available dental plans. Select the appropriate plan from the list of active plan options displayed. The Benefit Plan information entered on this page is independent of any previous dental enrollment information recorded in the health benefits pages in CHRS.
  3. Enter the applicable Permitting Event Code. The Permitting Event Code of 166 is for the initial retiree dental enrollment. Only permitting event codes valid for retiree dental enrollment processing appear in the search list:
  4. Enter the Permitting Event Date, which is the date on which the permitting event occurred (for example the employee’s Retirement Date).
  5. Enter the Received Date, which is the date on which the Benefits Office received the employee’s completed Dental enrollment election form.
  6. Enter the Zip Code provided by the employee if different from the one that appears. Note that the Zip Code Type defaults to Personal.
  7. The County automatically populates based on the Zip Code.
  8. Do not select the Exclude from PSR Interface checkbox.
  9. Click the Save button to save the page. Data entry fields are greyed out upon saving.
Screenshot of CSU RETIREE DENTAL.
  1. The CSU PSR Status updates, along with the CSU PSR Status Date, Election Entry Date, Last Modified By and Last Modified Date.
    1. Non Sent: This CSU PSR Status means that the record has not yet been sent to CalPERS. This is the transaction status prior to running the CSU PSR Outbound Interface process.
    2. Submitted: This CSU PSR Status is the transaction status after the CSU PSR interface has run and extracted the record onto the CSU PSR Outbound Interface process.
    3. Processed: This is the CSU PSR Status after successful processing by CalPERS.
    4. Error: This is the CSU PSR Status after a CSU or CalPERS processing error was encountered.
    5. Manual: This CSU PSR Status denotes that the transaction was in error status however the Ignore Error or Error Resolved checkbox was manually selected to resolve the issue on the CSU PSR Errors page.
  2. Click the Print Dental Form button to generate the Retiree Dental Form.
  3. If you need to make an enrollment change and reprint the retiree dental form, select the Correction Required checkbox to re-open the greyed out data entry fields, make your changes, click on Save and then reprint the retiree dental form.

Enter Retiree Dental Enrollment for Dependent

The CSU Retiree Dental Dependent Enrollment page is also used to enter retiree dental enrollments for dependents. The Employee ID/record is used to gain access to the dependent entry page. A Retiree Dental Enrollment entry for an employee is required at the same time as the employee in order to initiate a Retiree Dental Enrollment for a dependent.

Processing Steps

  1. Follow the steps above to access the CSU Retiree Dental Dependent Enrollment page.
  2. Follow the entry instructions for the data as noted in the Enter Retiree Dental Enrollment for Employee.
  3. After entering the employee, go do the Dependent Information section on the page.
Screenshot of DEPENDENT INFORMATION panel
  1. Enter the dependent information. Note that you cannot enter a new dependent on this page; you can select an existing dependent. Retirees need to contact their retirement plan to add a new dependents after retirement.
  2. Click on the
Plus sign

sign to add a row to enroll more than one dependent.

  1. Enter the Zip Code provided by the employee if different from the one that appears. Note that the Zip Code Type defaults to Personal.
  2. The County automatically populates based on the Zip Code.
  3. Do not select the Exclude from PSR Interface checkbox.
  4. Click the Save button to save the page. Data entry fields are greyed out.
  5. Click the Print Dental Form button to generate the Retiree Dental Form.
  6. If you need to make a change, select the Correction Required checkbox to re-open the greyed out data entry fields, make your changes, click on Save and then reprint the retiree dental form.

Workarounds

Issue Workaround
Employee retires and moves out of state. If the effective date of change of address is while they are an Active employee, PSR errors out due to the zip code. The fix for out of state zip does not work for Retiree Dental.
  • 9.2 Option 1: Create a Service Now ticket for CMS-Benefits and request a configuration update in CHRS: click on the NavBar Icon , then click on Menu > Set Up HCM > CSU Product Related Setup > CSU Benefits Setup > CSU PSR XRF Table. Provide the proper zip code and to enter Out of State as the county.
  • 9.2 Option 2: This error remains but the data can be updated by making the new address entry in CalPERS. If no access to CalPERS, have the employee call CalPERS directly to complete the address change.
  • 9.2 Option 3: The Benefits Office can call or log into CalPERS to update information.
Workaround for Retiree Dental enrollments to avoid PSR errors.
  • 9.2 Option 1: The Benefits Office can call or log into CalPERS to update information. If you have access in CalPERS you must make the entry into CalPERS. If you have access to PIMS you can see if the separation has happened. The entry must be performed prior to the separation being finalized. If no access, follow the instructions on Retiree Enhanced Dental Processing Instructions and Sample STD 692R.pdf for form submission via fax.

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