Enrolling Retirees

Note: Retiree benefits are entered and maintained on one form.

Enroll a retiree in benefit plans. The Retiree Benefit Entry form displays all plans for which the retiree is eligible. If the retiree is currently enrolled in a benefit, that benefit displays first, followed by all plans.

For retirees to enroll in a plan, the Retirees Covered field in the Eligible tab of Benefit Plan (BN15.1) must be Yes. In addition, retirees must be in the Retirees Employee Group, if one was selected, in Benefit Plan (BN15.1) to be eligible for a plan. Defining a primary benefit plan

To enroll retirees

Access Retiree Benefit Entry (BN72.1).

Note: The select list for the Retiree field includes all employees because retiree records are in Employee (HR11). Defining an employee group for retirees and entering it on the Eligible tab of Benefit Plan (BN15) prevents an active employee from being enrolled in error as a retiree.
After selecting the Company, Retiree, and typing the As of Date, select the Inquire form function. The form displays all plans for which the retiree is eligible. If the retiree is currently enrolled in a benefit, that benefit displays first, followed by all plans according to plan code.
Use the following guidelines to enter field values:

Start

Type the date that benefit coverage begins for the retiree. If you leave this field blank, the As of date defaults.

Note: The benefit start date determines when premium invoicing begins for the retiree. When Invoice Edit (BN180) is run for a period which includes this date, an invoice is created for the retiree.

Stop

Type a stop date to stop the retiree's coverage. Premium invoicing stops after this date.

Opt

If the Coverage Type field in Benefit Plan (BN15.1) is Coverage Options for this plan, select the coverage option the retiree wants.

Coverage

Use this field for plans that offer coverage as an amount.

See field help for more information.
Select the Change form function.