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California State University, Long BeachCalifornia State University, Long Beach

Dependent Benefits Enrollments and Deletions

Family Member Additions:

Married employees or retirees can enroll separately. However, when married employees are both employed or retired, and enrolled in a CalPERS-sponsored health plan in their own right, one parent must carry all children from either parent under his or her plan. Children and dependents cannot be split between parents. When split enrollments are discovered, they will be retroactively canceled.

Newborn or Adopted Child of the Employee Enrollment

The coverage starts at birth, or when the employee receives physical custody of the adopted child. The premium, however, is changed effective the first of the month following the birth or physical custody. While the coverage is mandatory, it is not automatic. You must provide us with proof of birth or adoption paperwork and complete a Benefits Enrollment Worksheet. You must provide the Social Security number to Benefits Services upon receipt from the Social Security Administration.

Economically Dependent Child Enrollment

Enrollment of an economically dependent child(ren) who resides with the employee requires the completion of an economically dependent affidavit, which is available in Benefits Services or electronically on the Benefits Forms page. If coverage is approved within 60 days following the date the child(ren) became a family member, it will become effective on a prospective basis. Enrollments submitted later than 60 days after the permitting event (date dependent became a family member) are considered late enrollments, and the effective date of the coverage for new dependent(s) will be the first of the month following a 90 day wait from the date the enrollment request was received by Benefits Services. You must complete a Benefits Enrollment Worksheet and provide the Social Security number of the economically dependent child(ren).

Beginning January 1, 2016, for a parent-child-relationship for dependents under the age of 19, regulations require that the first page of the employees' income tax return, listing the child as a tax dependent during the previous year, along with the completed Affidavit, be submitted.

For a period not to exceed one tax filing year, in lieu of a tax return, employees may submit other documents that substantiate the child's financial dependence upon the employee. These supporting documents include:

  1. Current legal judgments/court documents showing legal parental status of duties/guardianship over the child
  2. Bank statements/payments
  3. Credit card statements/payments
  4. Tuition statements/payments
  5. Insurance statements/payments
  6. School records
  7. Bills or mail indicating a common residency with the dependent

The one-year tax filing period for children under 19 will end on April 30, 2017. All re-certifications received on or after May 1, 2017, will require the employee to submit a copy of the first page of the employee's most recent income tax return. No exceptions will be allowed." and bold "no exceptions will be allowed.

Beginning January 1, 2016, for a parent-child-relationship for dependents 19 to 26, regulations require that the following types of documentation, along with the completed Affidavit, be submitted:

  1. A copy of the first page of the employee's income tax return from the previous tax year listing the child as a tax dependent, OR
  2. Other suitable documentation, that substantiates that the child is financially dependent upon the employee provided that the child:
    1. Either lives with the employee for more than 50 percent of the time, or is a full-time student AND
    2. Is dependent upon the employee for more than 50 percent of the child's support

The following chart provides examples of required supporting documentation used to establish residency and financial dependence:

Requirement Type Supporting Documentation Age (19-26)
Residency
(more than 50% of the time)
  • School records indicating full-time status, or
  • Bills or mail in the child’s name listing the same address as the employee, such as:
    • School correspondence
    • Employment correspondence
    • Bank statements or correspondence
    • Vehicle registration, insurance bills/statements
    • Credit card bills/statements
    • Rental/lease agreements
Financial Dependence (more than 50% of child’s support)
  • Recurring bills or statements of account, identified as Other Suitable PCR Documentation, paid by the employee on behalf of the child, such as:
    • Tuition payments
    • Cell phone bill payments
    • Auto loan payments
    • Bank statements, custodian account, cancelled checks, or other evidence of financial dependence.

 

New Spouse Enrollment

Enrollment of new spouse and/or stepchild(ren), within 60 days following marriage, the coverage will become effective on a prospective basis. The spouse’s Social Security number is required, as well as a copy of the marriage certificate. Enrollments submitted later than 60 days after the permitting event (date of the marriage) are considered late enrollments, and the effective date of the coverage for new dependent(s) will be the first of the month following a 90 day wait from the date the enrollment request was received by Benefits Services.

Domestic Partner Enrollment

Eligibility and Enrollment Rules – The addition of a domestic partner is not a permitting event for a change of Health Plan unless there is a concurrent event, such as a move, that would normally allow a plan change. CalPERS’ will use the same enrollment statutes and regulations for domestic partnerships as are currently used for spouses.

Process:

  1. An eligible employee seeking to enroll a domestic partner must:
    • Register the partnership with the California Secretary of State. The Declaration of Domestic Partnership form is available through the Secretary's Web site or,

    • Present to Benefits Services evidence of a same sex legal union, validly formed in another jurisdiction, deemed to be substantially equivalent to a registered domestic partnership in California.

  2. The following are eligible to register with the Secretary of State:
    • Specified same-sex domestic partnerships between persons who are both at least 18 years of age; or,

    • Specified opposite sex domestic partnerships where one person is over the age of 62.

The Enrollee must provide a copy of the registered Declaration of Domestic Partnership provided by the Secretary of State and Domestic Partner's Social Security number to Benefits Services or, if retired, to the CalPERS' Office of Employer and Member Health Services.

Tax Implications

Providing health benefits to a domestic partner and/or child(ren) of a domestic partner is a taxable benefit for the enrolled individual(s). Employees, annuitants and their partners should consult their tax counselors regarding withholding requirements for these additional benefits.

Family Member Deletions:

Mandatory notification to Benefits Services is required for the following events:

  • Death of a dependent (copy of the death certificate required)
  • Enrolled child attains age 26 (if incapable of self-support because of a mental or physical disability that existed prior to age 26, a member questionnaire for the CalPERS Disabled Dependent Benefit; and a medical report for the CalPERS Disabled Dependent benefits must be completed and approved by CalPERS in order for the dependent to continue coverage beyond age 26).
  • Family member enrolled as an employee, or as a dependent of another CSU or CalPERS agency. (Proof of other coverage and date obtained required)
  • Divorce of spouse (copy of the final divorce decree required)
  • Termination of domestic partnership (copy of the notice of termination of domestic partnership completed and filed with the State of California required)

The effective date of all mandatory transactions is the first of the month following the event.

If an employee and his/her spouse/domestic partner are both enrolled under another CSU or CalPERS agency, all eligible children must be enrolled as dependents of one parent. If "split" family member enrollments are discovered, it is necessary to correct their enrollment status retroactive to the earliest date on which the children could have all been covered by one parent.