CHRS Knowledge Base

Employee Dependent Re-verification: Benefits Officer

Updated on

Overview

This job aid shows benefits officers how to manage employee dependent re-verification forms.

Background

  • CalPERS requires employees to re-verify their dependents who receive benefits at least once every three years.
  • ESS Employees can complete, print, and submit the form online.
  • View-Only eBenefits employees can bring the form and supporting documentation to their Benefits Office.
  • Event class and event due date fields are pre-populated.
  • Benefits officers print the form, enter a received date.
  • After the form is received, the form then moves to the Dependent Re-verification History page.

Step 1: Open the CSU Benefits Administrator tile.

CSU benefits administrator tile

Step 2: Navigate to CSU Dependent Verification.

  • Employee/Dependent Information > CSU Dependent Verification

Step 3: Enter search criteria and then click Search.

  • The search returns employees who have submitted the Dependent Re-verification Affidavit
search parameter fields
event codes and event dates fields

The Permitting Event Code and Event Dates are pre-populated.

Step 4: Click Print PDF.

  • The electronic form opens.
print PDF button

Step 5: On the electronic form, verify that the Employee Acknowledge checkbox is checked.

  • The box is checked if the employee completed the online form.
  • Scroll down to find the Employee Acknowledge check box.

The Employee Acknowledge check box must be checked. Do not print without this acknowledgment.

employee acknowledge check box

Step 6: If the box is checked, click Print PDF. The form opens as a PDF document in the browser.

employee acknowledge check box

Step 7: Click the print button on the browser PDF toolbar.

printer button

Step 8: Select the destination.

destination field

Step 9: Click Save or Print.

  • The button is either "Save" or "Print," depending on the destination you selected.
Save and Print buttons

Step 10: Close the tab with the PDF version of the form.

tabs and X button to close tab

Step 11: Click Exit.

exit button

Confirm Receive date for the re-verification affidavit

When you have received the form and supporting documentation you can confirm the received date. After you save this information, the dependent is no longer listed on this page.

Step 1: Enter the Received Date.

received date field

Step 2: Click Save.

  • The form is moved to the Dependent Re-verification History page. If you click Search again, the page does not display this row.
image of save button

Dependent Re-verification History page

If the PSR is not complete, you can edit the permitting code, event date, and received date from the Dependent Re-verification History page if corrections are needed.

Step 1: Open the CSU Benefits Administrator tile.

CSU benefits administrator tile

Step 2: Navigate to CSU Dependent Ver History.

  • Employee/Dependent Information > CSU Dependent Ver History

Step 3: Enter search criteria and then click Search.

search parameters

Step 4 Optional: Click the Correction check box to edit any of these fields:

  • Permitting Event Code
  • Event Date
  • Received Date
example of permitting code fields, event and received dates

Step 5 Optional:  Click Print PDF to print the form.

  • You can also reprint a PDF form in Dependent History for corrections.
  • After you click Print PDF, the printing steps are the same as on the CSU Dependent Verification page.
Print PDF button

If the form was already acknowledged and printed once, or if only the Received Date was corrected, you will receive an error message.

End of Article

0 Comments

Add your comment

This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.

Previous Article (job aid) Eligibility Override: Prepare to Create, Change, or End
Next Article (job aid) Enable New Hire benefits
Do you need an article? Contact Us