Overview
Use this process to enter a Qualified Medical Child Support Order (QMCSO) for dependents when you need to add dependents and enroll them in benefit plans, and you do not have access to the On Demand Event Maintenance page.
Background
- The Perform Election Entry component uses BAS events.
- The BAS event must have:
- Event Status = Open
- Process Status = Prepared, Notified, or Re-enter
- Benefit plan options available for data entry
Enter for a Dependent via Perform Election Entry
Step 1: Click on the NavBar Icon > Menu > Benefits > Manage Automated Enrollment > Participant Enrollment > Perform Election Entry.
Step 2: Open the Perform Election Entry page.
Step 3: Enter the Schedule ID.
Step 4: Enter the Empl ID.
- The employee must have an open BAS event in the Schedule ID.
- The BAS event must have a Process Status of Prepared, Notified, or Re-enter.
Step 5: Confirm that Validate When Saved is checked.
- This is the default setting.
- It allows all field validations to be checked when you save.
Step 6: Use the Validate Elections button.
- Applies Benefits Administration System rules to the data you entered.
- Error messages display if corrections are needed.
Step 7: Ignore the Excess Credit Rollover To field.
Step 8: Save after completing your data entry in the Perform Election Entry component.
Step 9: Re-enter the applicable Schedule ID and EmplID to confirm. The employee must still have an open BAS event with a Process Status of Prepared, Notified, or Re-Enter.
Step 10: Click Search.
Step 11: Click the Option Election tab to continue
Step 12: Verify the correct benefit plan and coverage level is selected. If not, update the option code.
Step 13: Click on the Dependents / Beneficiaries tab, and then click on the Change/Add Dependent Data link.
Step 14: Locate the dependent(s). If the dependent(s) do not exist, add the dependent(s).
Step 15: To add the dependent(s), click once for each dependent to add on the button in the Dependent/Beneficiaries section.
A new blank effective-dated row appears and the Dependent/Beneficiary ID is automatically incremented by 1.
Step 16: Click on Edit Name to enter the dependent’s name. The Name page appears.
Step 17: Enter the dependent’s First Name and Last Name.
Step 18: Click OK.
Step 19: Then click on the Address tab.
Step 20: Enter the dependent’s address.
- If the dependent’s address is the same as the employee’s, check the Same Address as Employee box. The employee’s address will display automatically.
- If the dependent’s phone number is the same as the employee’s, check the Same as Employee box.
Step 21: Click on the Personal Profile tab. The Personal Profile page appears.
Step 22: Enter the dependent’s personal details
- The Dependent/Beneficiary Type field will auto-populate based on the Relationship to Employee.
To update Relationship to Employee, use the Personal History section to insert a new current row. If changing from Spouse/Domestic Partner to Ex-, first remove the employee from benefit plans, then make the Relationship change effective one day after the coverage change effective date so it prints correctly on the Medical enrollment form. Note: the dependent’s Marital Status Effective Date may differ from the coverage change date, but the employee’s Marital Status will remain accurate in Modify a Person. Always update the employee’s Marital Status (if applicable) before generating enrollment forms.
Step 23: Review the As of Date fields for Marital Status, Student, and Disabled. These fields only appear on the initial dependent row.
The Smoker and Smoker As of Date fields are not used in CHRS.
Step 24: Click on the Rider/Orders link to enter court orders for required benefit plan coverage (such as QMCSOs).
- While Riders/Orders are active, employees cannot drop dependents in eBenefits Employee Self Service.
- If Campus Benefits Staff try to drop a dependent with a QMCSO in On Demand Event Maintenance, a warning message will display.
Step 25: Enter a Riders/Orders row for each plan type where the order applies.
- Example: Plan Type 10 = Medical.
- If the order also applies to Dental and Vision, add rows for Plan Type 11 = Dental and Plan Type 14 = Vision.
Use the “+” button to add additional rows as needed.
Do not delete QMCSOs when ending or inactivating.
Step 26: Complete the required fields for each row:
- Plan Type: Click the Look Up icon and select the applicable plan type. (Required)
- Sequence Number: Start with 1 for the first row, then increase by 1 for each additional row. (Required)
- Start Date: Enter the court order/rider start date. (Required)
- End Date: Enter the court order/rider end date, if applicable. (Optional but recommended if known).
- State: Enter the state that issued the order/rider.
- Status: Select the applicable court order status. To inactivate a QMCSO, select Inactive.
- Exception Type: Select the applicable court order type from the dropdown list.
- Court Order Number: Enter the court order or rider number.
- Comment: Enter up to 254 characters. Keep comments factual and objective.
Step 27: Click the OK button to save the court order/rider information.
- After saving, a checkmark appears in the Riders/Orders Exists checkbox to indicate that the dependent has riders/orders on record.
Repeat this process for each plan type that requires a court order/rider row for the dependent.
Step 28: Click on the Option Election tab to add the dependent to the applicable benefit plans.
- You may click Enroll All to add all dependents, then remove those not applicable, or individually add the dependent.
If applicable, make sure the employee is dis-enrolled from Medical Flex Cash and/or Dental Flex Cash benefit plans before completing the QMCSO enrollment.
Step 29: Complete the enrollment by entering the applicable permitting event code on the CSU Perm Event tab.
Step 30: Finalize the enrollment.
End of Article
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