Define Benefit Recipients By Plan#

Benefit Recipients are the contacts that are associated with an employee's coverage under the benefit plan.

They are usually dependents, beneficiaries or bond owners.

‘Define Benefit Recipients By Plan’ data is maintained on the P2K_BE_BENEFIT_RECIPIENTS table.

Plan

Plan is a unique user-defined code that identifies the plan to the organization. Plan_Code is a mandatory 16-character alphanumeric field you must manually enter.

Description

This field provides a user-defined description of the benefit plan. Description is an optional 50-character alphanumeric field you may manually enter.

Participation Rule

This field indicates whether participation in a benefit plan or coverage is mandatory or optional. The participation rule on the plan definition is used as a default entry to the benefit schedule. Only the participation rule from the benefit schedule is enforced. Participation_Rule is an optional fixed lexicon (X_PARTICIPATION_RULE).

Last Remittance Date

This is the date this plan was last remitted to the insurance carrier (or reconciled for internal plans). Each time the remittance process is run, this date is updated by the system to reflect the latest date processed. When a user runs remittances for a time period, the system checks that there are no missing remittance periods since the last run. Last_Remit_Date is an optional date field that is system updated, but may be user altered.

Policy #

This field provides the insurance policy number assigned by the insurance carrier. Policy_Number is an optional 30-character alphanumeric field you may manually enter.

Name

This is the last and first name used by the contact. First_Name is a mandatory 50-character alphanumeric field you must either manually enter or use the LOV (F9). Last_Name is a mandatory 50-character alphanumeric field you must either manually enter or use the LOV (F9).

Gender

This indicates whether the contact is male or female. Gender defaults in once the Name is selected.

Relation

This field describes the relationship of a person to the employee or user with whom they are associated. Relation defaults in once the Name is selected.

Benefit %

This field provides the percentage of dependent coverage or beneficiary amount for this plan. Benefit_Percent is an optional 5-digit numeric field that you may manually enter.

Start Date

This is the date from which dependent coverage or beneficiary status starts. Start_Date is a mandatory date field you must manually enter.

End Date

This is the date after which dependent coverage or beneficiary status ends. End_Date is a mandatory date field you must manually enter.

Bond Participation

If this is a bond plan and this benefit recipient is participating in the plan then what is their part (owner, co-owner, etc.)? Bond_Participation is an optional fixed lexicon (X_BOND_PARTICIPATION).