CHRS Knowledge Base

Update Dependent to Ex

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Overview

This job aid shows you how to update a spouse or domestic partner’s status after an employee’s divorce or termination of domestic partnership life event.

Background

When an employee divorces or dissolves a domestic partnership, the spouse or domestic partner becomes an ex-spouse or ex-domestic partner. A Benefits officer must update the dependent information in the system to reflect this change.

When to use this procedure:

  • After Employee new Divorce/Termination of Domestic Partnership BAS events.
  • After you have changed the employee’s marital status.
  • After you have removed the dependent from benefit plans.
  • After the life event has been finalized by CSUBAS.

Update Dependent to Ex

Step 1: Click the Benefits Administrator tile on your CSU Administrator Home page.

screenshot of CSU Benefits administrator tile

Step 2: Ensure that you are on the Update Dependent/Beneficiary page

screenshot of Update Dependent button

Step 3: Enter search criteria and then click Search.

  • If the search returns only one result, the Update Dependent/Beneficiary page opens. Otherwise, select the employee to open the page.
screenshot of find employee search page

Step 4: Click Include History.

screenshot of  history button

Step 5: Open the Personal Profile page.

screenshot of  profile tab button

Step 6: Find the row that shows the Spouse or Domestic Partner.

screenshot of  personal probile pages

Step 7: In the Personal History section, click Plus to add an effective dated row.

screenshot of  Plus button

Step 8: Update the Personal History fields:

  1. Effective Date
  2. Relationship to Employee
  3. Marital Status

If you are changing the Relationship to Employee from a Spouse or Domestic Partner to an ex-spouse or ex-domestic partner follow these guidelines, make the change after you remove the dependent from benefit plans.

  • Effective Date: Make the effective-date at least one day after the coverage change effective date so the correct Relationship to Employee value prints on the Medical enrollment form.
    • Example: An employee becomes divorced effective 3/21/23.
    • The spouse has benefits coverage through 3/31/23.
    • Effective 4/1/23, the former spouse is no longer eligible for benefits coverage.
    • You need to insert a row effective dated to 4/2/23. If you we set the effective date 3/21/23, the former spouse would lose benefits coverage through 3/31/23, which is not correct.
  • Relationship to Employee: Select one of the following options:
    • ExSpouse if the dependent was a spouse
    • ExDomestic Partner if the dependent was a Domestic Partner
  • Marital Status: Select current the marital status of the dependent.
screenshot of history page

Step 9: Click Save.

screenshot of  save button

End of Article

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