Creating documents manually to stop the benefits of COBRA participants
You can create documents manually to notify COBRA participants that their benefits are stopped.
- Select Benefits > Maintenance > COBRA Participants > By COBRA Participants.
- Select a COBRA participant.
-
Select a COBRA participant's benefit plan on the
Enrolled tab.
You must select a COBRA participant's benefit plan with a current, future, or historical time frame.
- Click the More Actions icon.
- Click Stop.
-
Specify this information:
- Stop Date
- Specify the date to use in stopping the benefits.
- Benefit Reason
- Specify the benefit reason code to use for stopping the benefits.
- Email Template
- Specify the template to use in notifying the COBRA participant that is affected of stopping the benefits.
- Remarks
- Provide remarks to show in the document.Note: Remarks are saved in the documents only if
ParticipantBenefit.Remarks
is specified in the mail merge field. - Document Template
- Specify the template to use for the document that is saved with the enrollment.
- Document Template - Employee
- Specify the document template to use for the document that is saved on the profile.
- Click Submit.