Printing COBRA Enrollment and Confirmation Forms (SAP Library

Printing COBRA Enrollment and Confirmation Forms

Use

You follow this procedure to print the following for one or more beneficiaries:

Confirmation forms, after a COBRA election or change in COBRA election
COBRA enrollment forms, after they have initially been printed in the COBRA letter

For example, you may want to print a replacement enrollment form or an enrollment form for an open or a life event enrollment during COBRA participation.

This graphic is explained in the accompanying text

Enrollment forms printed for open enrollment or event-based enrollments always list all the COBRA-relevant plans in which a similarly-situated, active employee is eligible to participate, and not just those COBRA-relevant plans in which a beneficiary is was enrolled prior to the qualifying event (as you may have requested for initial offers).

The plans listed on a replacement enrollment form (printed before the qualified beneficiary has made a COBRA election) depend on your settings for initial offers of COBRA continuation.

Prerequisites

You have set up form templates in the Benefits Administration Implementation Guide in the section COBRA ® Form Setup.

Procedure

From the SAP Easy Access menu, choose Human Resources ® Personnel Management ® Benefits ® COBRA ® Forms ® Enrollment or Confirmation.

Specify the key date for which you want to print forms.

For enrollment forms that you are printing for an open or event-based enrollment, you need to enter the date as of which changes to participation will be effective.

Specify the set of employees (and thereby their qualified dependents) for whom you want to print forms.

For the selection, you can use either personnel numbers, the criteria in the General benefits information area, or the selection buttons at the top of the screen.

Choose

A list of employees who are participating/eligible to participate in COBRA or whose dependents are participating/eligible is displayed. Expand the tree structure to see the individual beneficiaries.

To see a preview of a form before printing it, select the appropriate beneficiary and choose This graphic is explained in the accompanying text

. To print forms, select the appropriate beneficiaries and choose This graphic is explained in the accompanying text

Forms.

Result

The forms are printed. Beneficiaries for whom forms are successfully printed are marked This graphic is explained in the accompanying text . If errors occur, choose to display the error log. To display more information about an error from the log, double-click on the message.

Forms with SAPscript Template

The print request is sent to the SAP System spool to be printed on the printer you specified.

Forms with Office Template

The forms are printed on the default printer set on the PC on which you are running the current session.