Oracle – Adding Contact and Updating Dependent Coverage and 
Beneficiaries

Hello, my name is Cindy. In this tutorial, I'll show you how to add 
dependents and beneficiaries with a correct date so they can be added 
to your benefit plans. I just had a baby and need to add her to my 
benefit plans. There are three important things to remember when 
adding dependents and beneficiaries. 

[No Audio: user selects the Personal Information icon, then the benefits icon, 
then the More Details button]

The first important thing is that before anyone can be added as a 
dependent or a beneficiary, they have to be added as a contact in the 
benefits area. I'll be adding my newborn as a contact. 

[No Audio: Under Contacts, user selects the Create button and fills in the 
appropriate fields with the contact information]

If I don't add her as a contact, I will not be able to see her when I try to add 
her to my benefit plans. 

The second important thing is what effective date we use on our 
contacts. The effective date needs to be the date that the person 
became eligible for coverage. In my case I just had a baby, so I need 
to enter the baby's date of birth. I want her to be covered from her 
birth on. If I just got married and wanted to add my spouse, I would 
need to enter the date we were married. If my spouse lost coverage and 
I'm picking him up, I would need to enter the date I want him covered 
on my plan. 

If I was new to the company or just became qualified for benefits, my 
effective date for all my contacts should be the day I started, or the 
day I became eligible for benefits. If I was part-time and just 
started working full-time on January 15, I would enter all of my 
contacts as of January 15, regardless of when they came into my life. 
If someone already existed as a contact, but the relationship changed, 
you will need to enter a new effective date for that relationship. 

Example, you had a friend as an emergency contact, and you married 
your friend. You would need to go to the contacts and edit the contact 
effective date as of the wedding date and change the relationship to a 
spouse. After doing this change, you could then go into the plan and 
add his coverage to your plans. You should always remember the 
effective date is the date they become eligible for coverage. 

This is the third or last important thing to remember. In order to add 
my baby to my plans, I must highlight each plan option, and scroll 
down to the dependents' area and check the cover box by her name. 

[No Audio: In Benefits Overview, the user selects the Change Benefit Elections 
button, then the Go to Task button associated with the Choice Program, then 
scrolls down and checks the Cover box associated with the dependent’s name for 
each Plan and Option]

I have now added her to my insurance plans. I will now redistribute my life 
insurance beneficiaries to include Lauren. 

Before submitting, I can review and make sure I have everyone covered. 
Lauren is now covered under my insurance plan. She was also added as a 
beneficiary to my accidental death insurance. For additional 
information, you can find learning resources in the Oracle Learning 
Library and at Oracle University. Thank you.