Adding a Dependent for the First Time

View steps on entering dependent information for the first time.

1. Click Add/Update Dependent.

Add/Update Dependent button

2. Click Add Individual.

Add Individual button

3. Click Add Name. Enter your dependent's first and last name. Then click Done.

You can change the name format from English, which may add fields that are more applicable to the type of name being entered (e.g. changing to Spanish will add a Second Last Name field; changing to Chinese adds an alternate character name field.)

Name entry fields
  1. Click Add Name to open the Name form.
  2. Add your dependent's first name.
  3. Add your dependent's last name.
  4. Click Done.

4. Enter your dependent's date of birth. Then, specify their gender, relationship to you, and marital status. Select whether or not they are a student and whether or not they are disabled. Select whether they are a smoker or non-smoker.

If you make certain selections, you may also see an As of date field appear.

Personal information
  1. Enter the date of birth of your dependent.
  2. Select their gender from the drop-down menu.
  3. Select their marital status from the drop-down menu.
  4. Select their student status from the drop-down menu.
  5. Select their disability status from the drop-down menu.
  6. Select their smoker status from the drop-down menu.

5. Your dependent's address will default to the same as yours. If you need to change it, click on the address.

Address selection on Update Individual Dependent/Beneficiary Information page

5.1. Toggle the Same as mine button to No. Select the address type from the drop-down menu. Then, enter your dependent's country of residence, street address, city, and postal code. Then, click Done.

Address entry fields
  1. Toggle the Same as mine button from Yes to No to see the address entry fields.
  2. Select the address type from the drop-down menu (i.e. home or mailing).
  3. Enter the country in which your dependent resides.
  4. Enter your dependent's street address.
  5. Enter the city of the address.
  6. Enter the postal code of the address.
  7. Click Done. The address has been submitted and you will return to the Update Individual Dependent/Beneficiary Information page.

6. Click Add National ID to add your dependent's national ID (e.g. SSN, ITIN).

No National ID? Contact Total Wellness for assistance.

National ID button on Update Individual Dependent/Beneficiary Information page

6.1. Select the country associated with the National ID being provided. Then, select the National ID type from the drop-down menu. Enter your dependent's National ID. Use the toggle button to select whether or not this is your dependent's primary national ID. Then, click Done.

National ID data entry fields
  1. Select the national ID country from the drop-down menu.
  2. Select the national ID type from the drop-down menu.
  3. Enter the national ID.
  4. Use the toggle button to select whether or not this is your dependent's primary national ID.
  5. Click Done.

7. Click Add Phone to add your dependent's phone number.

No phone number? That's alright—adding a phone number is optional so you can skip it.

Add Phone button

7.1. Use the toggle button to select whether or not your dependent's phone number is the same as yours. Select the phone number type from the drop-down menu. Enter your dependent's phone number. Use the toggle button to select whether or not this is your dependent's preferred phone number. Then, click Done.

Phone number data entry fields
  1. Use the toggle button to select whether or not your dependent's phone number is the same as yours.
  2. Select the phone number type from the drop-down menu.
  3. Enter your dependent's phone number. You may also add an extension, if applicable.
  4. Use the toggle button to select whether or not this your dependent's preferred phone number.
  5. Click Done.

8. Click Add Email to add your dependent's email address.

No email address? That's alright—adding an email address is optional so you can skip it.

Add Email button

8.1. Select the email type from the drop-down menu. Then, enter your dependent's email address. Click Done.

Email entry fields
  1. Select an email type from the drop-down menu.
  2. Enter your dependent's email address.
  3. Click Done.

9. Click Save on the Update Individual Dependent/Beneficiary Information page to add your dependent.

Save button on Update Individual Dependent/Beneficiary Information page

10. Click OK, then click the X next to Dependent and Beneficiary Information.

Dependent and Beneficiary Information saved window
  1. Click OK in the Saved Successfully prompt.
  2. Click the X next to Dependent and Beneficiary Information to return to your benefit page.

11. Review the information, then click Done.

Medical benefits page

12. Proceed with the next steps in completing your life event or open enrollment.

View instructions for Open Enrollment

View instructions for Life Event Changes

Need More Help?

For inquiries about eligibility, qualifying life events, and your specific benefits, contact Total Wellness at [email protected].

For training and how-to assistance, contact IT Training at 657-278-5647 or [email protected].

For technical assistance, contact the IT Help Desk at 657-278-7777 or [email protected].

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