Transfer Dependent-Beneficiary to New Agency - Transferring Agency Lesson


In this lesson you will learn the steps to take to transfer a dpendent/beneficiary to a new agency when one of your employees is transferring from your agency to another.


Steps:

  1. Click the NIS State of Nebraska link.

    Step 1
  2. Click the Human Resources/Payroll - Agencies link.

    Step 2
  3. Click the Benefits Administration link.

    Step 3
  4. Click the Attach Dependent/Beneficiary to Plan link.

    Step 4
  5. Enter the employee's address book number in the Employee Identification field in the Header.  

     

    Enter "4874666" into the Employee Identification field.

    Step 5
  6. Click the Find button.

    Step 6
  7. Click the Select button.

    Step 7
  8. Choose the dependent/beneficiary by clicking the check box next to the record.

     

    Note: You may see the dependent/beneficiary listed more than once if they are enrolled in more than one plan.  If that is the case you only need to check one check box for them.

    Step 8
  9. Click the Row button.

    Step 9
  10. Click the Dep/Ben Entry menu.

    Step 10
  11. Click the Form button.

    Step 11
  12. Click the Dep/Ben Address menu.

    Step 12
  13. Click in the Business Unit field.

    Step 13
  14. Enter "S001234567" into the Business Unit field.

    Step 14
  15. The S (S 00 1234567) represents and distinguishes this business unit from all others, and tells you right away it is an HR SBU.

     

    The 00 (S 00 1234567) indicates no specific agency assignment.

     

    The 1234567 (S 00 1234567) makes it easy to enter the last seven digits of the number without counting zeros.

    Step 15
  16. Click the OK button.

    Step 16
  17. Click the OK button.

    Step 17
  18. You can repeat these steps if there are additional dependents/beneficiaries that need to be transferred.

     

    If you are finished click the Cancel button.

    Step 18
  19. Click the Close button.

    Step 19

Table of Contents  Start Topic