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Enter a Legacy Qualified Beneficiary - Plan Administrator

Written by Aimee Reynard
Updated 1 month ago
  1. Login to your COBRA account.
  2. Select “Add Member” on the right hand side of the screen. 

  3. This will take you to a page where you have 3 options.  Qualified Beneficiary, Direct Bill, New Hire.  For this example you will select “Qualified Beneficiary” by selecting “Next”.

  4. Enter Profile Information then click next.  This is basic demographic information.  You will complete the following required fields:

    1. Division (top right)
    2. First Name
    3. Last Name
    4. Address
    5. City
    6. State
    7. Zip
    8. SSN
    9. Gender
    10. Date of Birth
  5. Enter Employee Information. In this step you will be telling us why we are offering COBRA and/or entering them as a Legacy participant.  A Legacy participant is someone that is on COBRA or who has been offered COBRA and they are still within their 60 days to elect COBRA Coverage.

    NOTE:  Everything that is pre populated in the required fields on the left will stay as they are.  Every field on the right hand side with a red asterisk will need to be completed.

    1. Event Category - Employee or Dependent
    2. Event Type - You will select from the drop down the type of event specific for this participant.  NOTE:  The Event type of Termination - Involuntary and Reduction of Hours options - Status Change will be used for the ARPA subsidy.
    3. Event Date - This will be the last day of employment or the last day of active employee benefits.  Whichever is later.
    4. Date of Hire

      Has this member already been offered COBRA?” Select Yes or No.  

      1. If you are entering a Legacy participant, you will select Yes
      2. Date Specific Rights Notice was Printed/Mailed - this is the participants COBRA offer letter.
      3. Has the member elected?  Select Yes or No.
      4. Next Premium Owed - you will select the month and year from the dropdowns.  
      5. Once all required fields have been filled in you will click “Save & Continue” on the bottom right
  6. Enter Plan Information. In this step you will be adding plans to the participant COBRA record.

    1. Select “Add Plan” - an additional dialogue box will appear.
    2. Plan - you will chose from the drop down menu which plan you would like to add
    3. Coverage Level - again you will select the appropriate option from the drop down
    4. Click “Save
    5. You will repeat steps 1-4 for any additional plans that need to be added.
    6. Once all plans have been added you will click “Save & Continue” on the bottom right
    1. Adding Dependents. In this step you will add any dependents that were on the coverage prior to the qualifying event.

      1. Select “Add Dependent” - an additional dialogue box will appear.
      2. Relationship - select the appropriate option from the drop down menu
      3. First Name
      4. Last Name
      5. SSN
      6. Date of Birth
      7. Gender
      8. Once all dependent information has been added you will click “Save” on the bottom right
      9. Add Dependent Plans - you will click the box next to the plans to be added to the dependents COBRA record
      10. Click “Add Selected Dependent Plan(s) (it is blue text).  Once they are added you will see those plans listed below “Added Dependent Plan(s).”
      11. Click “Save
      12. You will repeat steps 1-10 for any additional dependents that need to be added.
      13. Once all dependents have been added you will click “Save & Continue” on the bottom right

    2. Subsidy. If the employer will be paying a portion of the COBRA premiums for this participant you will “add a subsidy schedule” to the participants COBRA record.

      1. Select “Add Subsidy Schedule” - an additional dialogue box will appear.
      2. Subsidy Schedule Start Date
      3. Subsidy Schedule End Date
      4. Subsidy Schedule Amount Type - This will be either a Flat Amount or a Percentage that you, the company will be paying towards this benefit
      5. Plan Type - select the appropriate option from the drop down menu
      6. Amount/Percentage
      7. Click “Add
      8. “Subsidy Schedule has been successfully added” will appear
      9. You will repeat steps 1-8 for any additional benefits that you will be covering.
      10. Once all subsidies have been added you will click “Save & Continue” on the bottom rightNOTE:  If you will not be offering a subsidy, you will not need to enter any information for this step and just select “Save & Continue

       

    3. Letter Inserts. If there is a specific letter insert that needs to be added you will click that box and then click “Save & Continue”

    4. Letter Attachments. You will not do anything on this step just click “Add Member” in the bottom right.  
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