Add or Remove a Dependent from Coverage

You can add or remove a dependent from coverage on behalf of an employee by following the steps below. An employee can also initiate this by requesting a change on their side.

To begin, navigate to the employee’s profile by clicking People > Active Employees > View Profile. 

 Note:  We do not recommend deleting dependents from an employee’s profile. You will have no record of the coverage, and you may want it for ACA and other record keeping purposes. After removing a dependent from benefits, you can Hide the Dependent as an alternative.

 

To add or remove a dependent from an employee's benefit coverage, you can take the following steps:

  1. Click Make Changes from the top right of the employee's profile. Select the Life Event reason from the dropdown provided and select Create Event.
    • Note: If this change is a correction, you should select the Correction option and then continue. Or if the employee's event is already open, simply click "Review Event" from the event banner.
  2. Confirm the dependent is listed on the employee's profile.
    • For Additions, if the dependent has not yet been added to Maxwell, under Edit Profile, scroll to the bottom and click +Add Dependent.
  3. Now you can review the employee's benefits. Click Edit next to the benefit you would like to update.
  4. Check the box next to the dependent you would like to add (or, uncheck the box if you’d like to remove the dependent). Click Save. The effective date will default to today’s date, but you can change that.
  5. Scroll to the bottom of the “Benefits” page and click Next.

  6. On the “Review Updates” screen, you’ll see that the dependent has been added to the benefit. If this plan has any other plans linked to it (such as an HSA linked to a medical HDHP), you’ll also see that plan was updated. Click Approve & End Event.

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  7. You can choose to notify the employee that the update has been taken care of by checking off the “notify” box. Click Approve Updates.

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  8. Whether you choose to send the employee an update or skip it, you’ll see the dependent is now covered on the benefit under the employee’s “Benefits” tab.

 

Prefer learning by video? Check out these resources:

 

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