CHRS Knowledge Base

Update Benefits: Death of a Dependent

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Overview

This job aid shows benefits officers how to update an employee's benefits after the death of a dependent.

Background

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

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

CSU Benefits Administrator Tile

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

Review BAS Activity link

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

Plus button

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.
Entering data for a new BAS Event on the REview BAS Activity page

Step 4: Click Save.

Save button

Prepare the event

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

On-Demand Event Maintenance

Step 2: Search for the employee.

Employee search fields

Step 3: Select the employee.

Employee search result

Step 4: Confirm the correct event is open.

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

If the DEA event is not currently selected, click Event Status Update to select it.

Event Date, Class, and open for processing are highlighted

Step 5: Click Schedule/Prepare Activity.

Schedule, Prepare Activity

Step 6: Click OK.

OK button

Enter the date of death

Step 1: Click Election Entry.

Election Entry button

Step 2: Open the Dependents/Beneficiaries tab.

Dependents, Beneficiaries tab

Step 3: Click Change/Add Dependent Data.

Change, Add Depdent Data

Step 4: Click the Personal Profile tab.

Personal Profile

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

Select the dependent

Step 6: Enter the Date of Death.

Date of Death field

Step 7: Scroll down and then click OK.

OK button

Update Elections

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

In this scenario Use this procedure
Number of dependents goes from 1 to 0 Change option code to Employee Only
Number of dependents goes from 2 to 1 Change Option Code to Employee + 1
Number of dependents remains > 2 Remove Dependent without code change
Change option code to Employee Only

Step 1: Open the Option Election tab.

Option Election tab

Step 2: Click the Option Code lookup.

Option Code lookup

Step 3: Select the option for Employee Only.

option code employee only

Step 4: Confirm the option is for Employee Only.

Kaiser plan for Employee Only

Step 5: Click the minus button to remove the decedent.

Enroll All button
  • The dependent is removed from the list of Dependents/Beneficiaries

Step 6: Repeat this procedure for Dental and Vision plans if applicable.

For Vision, you do not need to change the option code - only remove the dependent.

Change Option Code to Employee + 1

Step 1: Open the Option Election tab.

Option Election tab

Step 2: Delete the decadent from the list of Dependents/Beneficiaries.

Minus button

Step 3: Click OK.

Delete current/selected rows from this page? The delete will occur when the transaction is saved.

Step 4: Click the Option Code lookup.

Option Code lookup

Step 5: Select the option for Employee + 1.

option code employee only

Step 6: Confirm the option is for Employee + 1.

Kaiser plan for Employee Only

Step 7: Repeat this procedure for Dental and Vision plans if applicable.

For Vision, you do not need to change the option code - only remove the dependent.

Remove Dependent without code change

Step 1: Open the Option Election tab.

Option Election tab

Step 2: Click the minus button to remove the decedent.

Minus button

Step 3: Click OK.

Delete current/selected rows from this page? The delete will occur when the transaction is saved.
  • The dependent is removed from the list of Dependents/Beneficiaries

Step 4: Repeat this procedure for Dental and Vision plans if applicable.

For Vision, you do not need to change the option code - only remove the dependent.

Enter Permitting Event Code

Step 1: Click the CSU PERM Event tab.

CSU PERM Event tab

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

Select the plan type

Step 3: Enter the information:

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

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

Finalize the Event

Step 1: Scroll down and then click OK.

OK button

Step 2: Select Finalize/Apply Defaults.

Finalize, apply defaults check box

Step 3: Click Validate/Finalize.

Validate, Finalize

Step 4: Click OK.

Confirmation process completed successfully

Step 1: Click CSU On Demand Printing

CSU On Demand Printing

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

Print buttons

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

You do not need to print the Medical form. This transaction automatically updates CalPERS. CalPERS sends the Medical form to the State Controller's Office.

End of Article

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