Creating COBRA benefit export records

You can create two kinds of COBRA benefit export records:

  • The COBRA Occurrence Export creates records for the participant, the occurrence, the benefits plans in effect, and participant dependents. Occurrence-only processing must be selected on the benefits for the organization.

  • The COBRA Participant Benefit Export creates records for finalized benefits. Full-enrollment processing must be selected for the benefits setup for the organization.

Note: To define the COBRA processing option, see Creating benefits organizations.

To create and review COBRA benefits exports:

  1. To create or review the COBRA participant benefit export, select Benefits > Utilities > Interface > Export Records > COBRA Participant Benefit Export.
  2. Or select Administrator > Utilities > Interface > Benefits Interface > Export Records > COBRA Participant Benefit Export.
  3. To create or review the COBRA occurrence export, select Benefits > Utilities > Interface > Export Records > COBRA Occurrence Export.
  4. Or select Administrator > Utilities > Interface > Benefits Interface > Export Records > COBRA Occurrence Export.