Dependents are people that can be covered by a plan such as a spouse or a child. If pet coverage is offered, then pets can also be added.

Beneficiaries are people or entities that can receive a benefit such as life insurance.

The "Dependents and Beneficiaries" will list any previously added dependents and/or beneficiaries.

From this page, you will see columns displaying:

• Dependent/Beneficiary/Trust/Pet Name
• SSN
• Birth Date
• Relationship
• Eligible for Dependent and/or Beneficiary
• Columns for selecting an entry/record.

Actions

From the "Dependents and Beneficiaries" screen, you can add any of the following from the Actions drop-down menu:

• Add Dependent
• Add Beneficiary
• Add Trust
• Add Pet
• Delete Selected Records

Add Dependent

• Use the Actions drop-down menu and click Add Dependent.

  

• Enter dependent information (Required fields are marked in RED. Required fields can be set up in Required Fields Overview).
  • First Name
  • Middle Name
  • Last Name
  • Suffix
  • Address is same as Employee - If unchecked, additional fields will appear to enter the address for the dependent.
  • SSN - Social Security Number
  • Relationship - The relationship between the dependent and the employee. When selecting the relationship, make sure that the relationship is valid to be considered a dependent (e.g. Spouse or Child).
  • Gender
  • Birth Date
  • Birth Location
  • Commitment Date - Frequently used to track commencement of domestic partnership or legal marriage dates.
  • Full Time Student, Part Time Student, Student Hours - Used to determine dependent benefit eligibility within benefit settings.
  • Tobacco User - Frequently used to drive benefit eligibility through eligibility rules.
  • Disabled - If enabled, Core HR will ignore dependent age rules and allow the dependent to be eligible for plans past their age restrictions.
  • Eligible Dependent - Designates the individual as someone who may be eligible to be enrolled in benefits. This will be enabled by default.
  • Eligible Beneficiary - Designates the individual to be eligible to be assigned as a beneficiary. This will be enabled by default.
  • Qualified Medical Child Support Order - Used for internal reporting/tracking only.
  • Household Member - Used for internal reporting/tracking only.

  

• Click Save when finished.

Add Beneficiary

• Use the Actions drop-down menu and click Add Beneficiary

  

• Enter beneficiary information (Required fields are marked in RED. Required fields can be set up in Required Fields Overview).
  • First Name
  • Middle Name
  • Last Name
  • Suffix
  • Address is same as Employee - If unchecked, additional fields will appear to enter the address for the dependent.
  • SSN - Social Security Number
  • Relationship - The relationship between the beneficiary and the employee. When selecting the relationship, it is suggested to specify a "Spouse" or "Child". If the relationship is not a "Spouse" or "Child", then you should select "Other". 
    
    • If "Spouse", "Child", and/or "Other" are not listed, they can be added through the "Field Value Setup" page. For assistance with this, you can refer to How to Setup a Spouse, Child, and Other Beneficiary
  • Gender
  • Birth Date
  • Birth Location
  • Commitment Date - Frequently used to track commencement of domestic partnership or legal marriage dates.
  • Full Time Student, Part Time Student, Student Hours - Used to determine dependent benefit eligibility within benefit settings.
  • Tobacco User - Frequently used to drive benefit eligibility through eligibility rules.
  • Disabled - If enabled, Core HR will ignore dependent age rules and allow the dependent to be eligible for plans past their age restrictions.
  • Eligible Dependent - Designates the individual as someone who may be eligible to be enrolled in benefits.
  • Eligible Beneficiary - Designates the individual to be eligible to be assigned as a beneficiary. This will be enabled by default.
  • Qualified Medical Child Support Order - Used for internal reporting/tracking only.
  • Household Member - Used for internal reporting/tracking only.

  

• Click Save when finished.

Add Trust

• Use the Actions drop-down menu and click Add Trust

  

• Enter trust information (Required fields are marked in RED. Required fields can be set up in Required Fields Overview).
  • Trust Name
  • Tax ID
  • Street 1
  • Street 2
  • City
  • State
  • Zip
  • Eligible Beneficiary - Designates the trustto be eligible to be assigned as a beneficiary. This will be enabled by default.

  

• Click Save when finished.

Add Pet

• Use the Actions drop-down menu and click Add Pet

  

• Enter pet information(Required fields are marked in RED. Required fields can be set up in Required Fields Overview).
  • Pet Name
  • Color
  • Species
  • Breed
  • Birth Date
  • Gender
  • Eligible Dependent (Pet Coverage Only) - Enabled by default.

  

• Click Save when finished.

Deleting Selected Records

• To delete a record, select the existing record with the checkbox(es) to the far right of the record.

  

• Use the Actions drop-down menu and click Delete Selected Records.

  

• You will see a modal like below to confirm the deletion of the selected records. Click Yes to confirm.