Screen image of this step

If there are dependents listed in the grid, be sure to look for the one you want to enter. If he/she already exists in the grid, there is no need to create a new/duplicate record. Write down the number in the Dep./Ben. Address field and use it for any further entry involving this dependent/beneficiary.


Note: Enter a separate row for each dependent/beneficiary and each Plan ID to which he/she is to be attached. For example, a person may be the dependent for medical, dental and vision insurance AND the beneficiary for 4 different life insurance plans = 7 rows in the grid for this dependent/beneficiary.

Next Step

Table of Contents  Topic Overview