Changing retiree benefits

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

If a retiree's coverage changes, then do not change the retiree's benefit. You should stop the current benefit and re-add the retiree in the same plan with the new coverage. Re-adding the benefit provides an online audit trail of changes.

The retiree's benefit and invoicing will stop on the stop date entered. If you are specifying a past date and invoices have already been created, then specify any needed adjustment in Cash Entry (BN81.1). See Entering and manually applying payments.

You can automatically update retiree benefits when a plan's coverage or contributions change. See Plan maintenance: benefit plans. You can also automatically update retiree's benefits for benefits based on age. BN enrollment: maintain employee enrollments.

Changing a retiree's benefits

Access Retiree Benefit Entry (BN72.1).

Note: Use the Drill Around feature from the Retiree field to see a retiree's benefits.
After selecting the Company, Retiree, and specifying the As of Date, select the Inquire form function. The form displays all plans for which the retiree is eligible. Plans in which the retiree is enrolled will display on two separate lines. One line is denoted with an asterisk (*) to indicate enrollment; the other line is there to enter changes.
In the Stop field, specify the date to stop the retiree's coverage. The retiree's benefit and invoicing will stop on that date. If the retiree has dependents covered under the benefit, then the Benefits Administration application stops the dependent benefits.
Select the Change form function.
Add the benefit with new coverage and contribution for the retiree and the retiree's dependents.
Select the Change form function.

Related reports and inquiries


To	Use
Display retiree benefits	COBRA and Retiree Benefit Inquiry (BN77.1)
List retiree benefits	COBRA and Retiree Benefit Report (BN233)