Manually creating COBRA participants

  1. Select Benefits > Maintenance > COBRA Participants > By COBRA Participants.
  2. Click Create.
  3. 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
  4. Complete the personal information on the Main tab.
  5. Complete the information on the Dependents tab.
  6. 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.
  7. 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.
  8. 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.
  9. Click Save.
    On the Identification Numbers tab, the descriptions should match the descriptions in the employee documentation.