When an employee's dependent dies, you must make the changes to the employee's benefits. There is no self-service procedure for employees to do change their own benefits. 

• Create the DEA event
• Prepare the event
• Update Elections
• Enter Permitting Event Code
• Finalize the Event
• Print Forms

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

Step 2: Navigate to Enroll in Benefits > Review BAS Activity.

Step 3: Click the Plus button to add a new row.

Step 4: Create a new Death Event:

1. Use the Lookup to find the Employee ID.
2. Select the DEA event class.
3. Enter the event date. The event date must be the date of death.

Step 5: Click Save.

Step 1: Navigate to Enroll in Benefits > On-Demand Event Maintenance.

Step 2: Search for the employee.

Step 3: Select the employee.

Step 4: Confirm the correct event is open. If there is more than one activity, click the Show Activity button and select which activity you need to process. Confirm the following fields are correct:

• Class: DEA
• Event date is correct
• Event Status: Open for Processing
• Activity Date is correct
• Prepare button is enabled

Step 5: Click Schedule/Prepare Activity.

Step 6: Click OK.

Step 1: Click Election Entry.

Step 2: Open the Dependents/Beneficiaries tab.

Step 3: Click Change/Add Dependent Data.

Step 4: Click the Personal Profile tab.

Step 5: Use the arrow buttons to select the decedent.

Step 6: Enter the Date of Death.

Step 7: Scroll down and then click OK.

The procedure to follow depends on whether the option code changes after the death of the dependent.

Step 1: Click the CSU PERM Event tab.

Step 2: Use the arrow buttons to select the Plan Type to enter the Permitting Event Code for.

Step 3: Enter the information:

1. Select the Permitting Event Code.
2. Enter the HBO Rec'd Date (the date that you received notification).

Step 4: Select the next plan type (if applicable) and repeat this procedure until both medical and dental plans have been updated.

• For dental: enter the dental permitting event code 27 for the death of a spouse or DP, or 26 for the death of a child.

Step 1: Scroll down and then click OK.

Step 2: Select Finalize/Apply Defaults.

Step 3: Click Validate/Finalize.

Step 4: Click OK.

Step 1: Click CSU On Demand Printing

Step 2: Click the Print button to print the Medical and Dental forms.

Step 3: Inspect the forms to ensure the information is correct.

Step 4: Print applicable forms to send to the State Controller's Office:

• Dental
• Flex Cash
• Flex Spending

End of Article