Dependent List


This lesson covers the step of reviewing and adding new dependents or editing existing dependents during the Open Enrollment process.


Steps:

  1. Next you will review your dependent list.

     

    Click the Next >> button.

    Step 1
  2. On the Dependent List screen your previous dependents will be listed.  If you did not have any dependents in the past the dependent list will say NONE.

     

    This is where you can edit past dependents by clicking on their name, or you can add new dependents.  In this lesson we are going to add a dependent.

    Step 2
  3. To add a dependent click the Add New Dependent button.

    Step 3
  4. Click in the Name - First, Middle, Last field.

    Step 4
  5. Enter the desired information into the Name - First, Middle, Last field. Enter "John".

    Step 5
  6. Press [Tab].

    Step 6
  7. Enter the desired information into the Name - First, Middle, Last field. Enter "Allen".

    Step 7
  8. Press [Tab].

    Step 8
  9. Enter the desired information into the Name - First, Middle, Last field. Enter "Doe".

    Step 9
  10. Press [Tab].

    Step 10
  11. Press [Tab].

    Step 11
  12. The Tax ID field is where you will enter your dependent's social security number.  In this lesson we are going to use a generic number.  When you go through the Open Enrollment process be sure to have your dependents social security numbers on hand.

    Step 12
  13. Enter the desired information into the Tax ID field. Enter "111111111".

     

    DO NOT USE "111111111" when you are going through the Open Enrollment process in the live system.  Use your dependents real social security numbers.

    Step 13
  14. Click the Next >> button.

    Step 14
  15. On this screen you can enter your dependent's address.  If it is the same as yours you can click the Same as Employee button.

     

    Click the Same as Employee button.

    Step 15
  16. Your address populates the address fields.

    Step 16
  17. Click the Next >> button.

    Step 17
  18. On this screen you select the gender, relationship with you, and birth date of your dependent. 

     

    Here you will also indicate whether or not they are a student, employed, or disabled.  If none of these apply you can leave them blank.

    Step 18
  19. Click the Male option.

    Step 19
  20. Click the Relationship list.

    Step 20
  21. Click the CHILD/STEP CHILD list item.

    Step 21
  22. Click in the Date of Birth field.

    Step 22
  23. Enter the desired information into the Date of Birth field. Enter "8/17/2000".

    Step 23
  24. Click the Next >> button.

    Step 24
  25. The dependent we entered, John Doe, is listed.  You can add additional dependents if you have them by clicking the Add New Dependent button.  In this lesson, however, we are just adding the one.

    Step 25
  26. To edit a dependent simply click on their name and edit the appropriate fields.  In this lesson we will not edit the one we just entered. 

    Step 26
  27. After reviewing, adding, and/or editiing your dependents click the Next >> button.

    Step 27

You have completed the Dependent List lesson.

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