Manually creating COBRA participants
- Select Benefits > Maintenance > COBRA Participants > By COBRA Participants.
- Click Create.
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Specify this information:
- COBRA Participant
- This field is automatically populated.
- Resource
- If the Resource number is selected and Dependent number
is not selected, it means that the COBRA participant was an employee and:
- Address information is populated from the employee record
- All the current dependents are created for that resource
- Any identification numbers for this employee are created
- Dependent
- If the Dependent number exists, it must be related to a
Resource number. This indicates that the COBRA participant was a dependent and:
- Address information is populated from the dependent record
- If the dependent is a spouse, then all existing dependents are created
- Any identification numbers for the dependent are created
- Complete the personal information on the Main tab.
- Complete the information on the Dependents tab.
- On the Dependents tab, click Create Participant. This is another way to create a COBRA participant for a dependent. For example, in a divorce the spouse becomes the COBRA participant. If a dependent loses coverage due to age, the dependent becomes the COBRA participant. Some default values automatically populate for specific fields.
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Specify this information:
- COBRA Occurrence
- Create occurrence records for the participant. This is the occurrence, such as Divorce, in which the spouse becomes a COBRA participant. No enrollment records are created
- COBRA Enrollment
- Create occurrence records and enrollment records. This is the occurrence, such as a divorce, in which the spouse becomes a COBRA participant. This also creates the COBRA enrollment records.
- Occurrence Date
- Specify the date of occurrence.
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On the Occurrence tab, specify
this information:
- Type
- Occurrence event. The occurrence or occurrences that exist for this COBRA participant, for example, Termination, Divorce, Loss of Coverage, or COBRA Open Enrollment
- Date
- Specify the date of the occurrence.
- Coverage End
- Specify the date that benefit coverage ends.
- Employer
- Specify the date on which the employee notified the employer of the occurrence.
- COBRA Participant
- Specify the date on which the employer notified the COBRA administrator of the occurrence.
- Benefit Election
- Specify the date benefits are elected.
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Click Save.
On the Identification Numbers tab, the descriptions should match the descriptions in the employee documentation.