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My Contacts #

The My Contacts screen allows you to record those individuals and institutions whose name and contact information you would like to provide to your company.

The contacts listed may include your emergency numbers, spouse, dependent, medical facility, etc. At the top of the screen, your contacts are listed by the following fields:

• First Name
• Last Name
• Phone #
• Ext.
• Emergency
• Dependent

The Emergency and Dependent fields will display ‘Yes’ if your contact has been accordingly designated as either an Emergency Contact or Dependent as indicated in the Contact Type section of this screen.

By clicking on one of the contacts listed, you will be able to see further details about that contact in the following fields.

Contact Details#

First Name

This field displays the first name of your contact. (Mandatory)

Last Name

This field displays the surname of your contact. (Mandatory)

Gender

This field displays your contact’s gender.

Address 1

This field displays the contact’s address (street or rural route or concession #).

Address 2

This field displays the second line of contact’s address. This field may display the PO Box # or special delivery instructions.

City

This field displays the city, district or township for your contact’s address.

State, Country

This displays the state and country of your contact’s address.

Zip/Postal Code

This field displays the zip or postal code for your contact’s address.

U.S.A.:Zip Code 55426

Canada:Postal Code M1M 1M1

Relation

This field displays the relationship between you and your contact.

e.g. Spouse, Son, Niece, etc.

Date of Birth

This is the date of birth of your contact and is used for tax and benefit purposes and not usually needed for business contacts.

Phone #

This field displays your contact’s main phone number.

Ext.

This field displays the phone extension of your contact, if applicable.

Alt Phone #

This field displays an alternative phone number for your contact, if applicable.

Alt Phone Ext.

This field displays the alternate phone number extension for your contact, if applicable.

Cellular #

This field displays the cellular phone number for your contact.

Email

This is the contact’s email address.

List Multiple Contact Types#

Contact Type

This section allows you to indicate if the contact is a personal contact (spouse, emergency contact, dependent or beneficiary), and/or a business contact (benefit carrier or bond owner). (Mandatory)

Your contact may have multiple contact types.

i.e. The contact may be your spouse, emergency contact and beneficiary, simultaneously.