Overview
This job aid shows employees how to add dependents to their benefits record.
Background
Use this job aid if you have started a Life Event and you need to add a new dependent to your CSU records.
To start a new life event see: Life Event Quick-start Guide.
Adding dependents does not enroll them into the benefit. You must also enroll your dependents into the benefits you want them to have.
Add Dependents (Expand to add dependents)
Use these procedures if you need to add a new dependent to your benefits.
Add dependent name and personal information
Step 1: On the Benefits Enrollment page, click the Medical tile to open enrollment options for that benefit.
- The benefit enrollment page opens.
Step 2: Click Add/Update Dependent.
Step 3: Confirm that the dependent does not already exist in the system. If the dependent is an ex-spouse or ex-domestic partner and needs to be changed back to spouse or domestic partner, contact your benefits office so they can make this update.
Step 4: Click Add Individual.
- The Add Individual Dependent/Beneficiary Information page opens.
Step 5: Click Add Name.
Step 6: Complete the required fields:
- First name
- Last name
The name must be the legal name (on the birth certificate) not the preferred name.
Step 7: Click Done.
Step 8: Confirm that the name is spelled correctly. Click the name to edit if it is incorrect.
Step 9: Complete the Personal Information section:
- Date of Birth is required
- Gender is required
- Relationship to Employee is required.
- Other fields are optional.
Step 10: Review the address information. Address defaults to your address.
By default, your dependent’s address is the same as yours. If your dependent lives at your address, skip this procedure. Use this procedure only if your dependent’s address is different from yours.
Step 1: Click the row to correct.
Step 2: Toggle the Same As Mine toggle to No. Editable address fields open.
Step 3: Complete the Address fields.
- Address 1, Address 2 and Address 3 are all for one address (example: apartment number).
- Do not exceed 30 characters on Address 1
- Do not exceed 30 characters combined for address 2 and 3.
- Do not use these fields for multiple addresses.
Step 4: Click Done.
- The address is corrected.
Add dependent’s National ID
Use this procedure to add your dependent’s National ID (Social Security Number in U.S.).
Step 1: Click Add National ID.
Step 2: Complete the National ID information.
Guidelines
- Primary is always set to Yes.
- National ID can be either Social Security Number (SSN) for US citizens or an Individual Taxpayer Identification Number (ITIN) for certain nonresident and resident aliens, their spouses, and dependents who cannot get an SSN.
- Dashes are unnecessary – the system adds them after you leave the field.
Step 3: Click Done.
The national ID is entered.
Save dependent information
At this point, you can add more dependents if applicable. If you have more dependents to add, restart the Add Dependents procedure.
When you are finished adding dependents, use this procedure to save your dependent information.
Step 1: Click Save at the top of the page.
Your dependent/beneficiary information is saved.
Step 2: Close the Dependent and Beneficiary Information page.
Your dependent is now added to your record.
What to do next
Add your new dependent to your benefits options. See: Enroll or Remove Dependents to or from Benefits.
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