Overview
This job aid shows Benefits Officers how enroll retirees into dental plans.
Enroll retiree in dental plan
Step 1: Open the Navbar button.
Step 2: Navigate to Menu > Benefits > Enroll in Benefits > CSU Retiree Dental Enrollment
Step 3: Search for the employee:
- Enter search criteria.
- Select Include History.
- Click Search.
The CSU Retiree Dental enrollment page opens.
Step 4: Complete the form:
- Enter the Benefit Plan.
- Enter the Permitting Event Code. The value is 166 for the initial retiree dental enrollment.
- Enter the Permitting Event Date: the date on which the permitting event occurred (for example, the employee's retirement date).
- Enter the Received Date: the date that Benefits Office received the completed dental enrollment form.
- Enter the Zip Code for the employee if different from the current value. If the Zip code is not in the PSR Cross Reference Zip Code table, refer to the Address Out-Of-State ZIP Code Errors job aid.
Do not select Exclude from PSR Interface.
Step 5: Click Save.
After you click Save, the fields are disabled. 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.
Step 6: Review the CSU PSR Status Update:
- 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.
- 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.
- Processed: This is the CSU PSR Status after successful processing by CalPERS.
- Error: This is the CSU PSR Status after a CSU or CalPERS processing error was encountered.
- 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.
Step 7: Click the Print Dental Form button to generate the Retiree Dental Form.
- The enrollment form opens in a separate tab.
Step 8: Close this tab when you are finished reviewing the form.
Enroll retiree dependent in dental plan
The CSU Retiree Dental Dependent Enrollment page is also used to enter retiree dental enrollments for dependents. 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.In
For this procedure, you start from the CSU Retiree Dental enrollment page already open with the employee that you just enrolled.
IMPORTANT: You cannot enter a new dependent on this page; you can select an existing dependent. Retirees need to contact their retirement plan to add new dependents after retirement.
Step 1: Enter the dependent's information in the Dependent Information area.
- Use the lookup to find the dependent.
- Enter the Zip code. The country field automatically updates with the Zip code.
- Optional: Click the Plus button to add another row.
Step 2: Click Save.
Step 3: Click the Print Dental Form button to generate the Retiree Dental Form.
After you click Save, the fields are disabled. 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.
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