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 3: 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 4: 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.

• Class: DEA
• Event date is correct
• Event Status: Open for Processing

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