CLER for Carriers

Adding a Carrier Plan Contact Record

The Add function allows users to add carrier plan contact records.

To Add a Carrier Plan Contact Record:

1. Select the Carrier tab at the top of the CLER Federal Employees Health Benefits, Centralized Enrollment Clearinghouse System Main Menu.

   

2. The Carrier Main Page is displayed.

   

3. Select Contacts at the top of the Carrier Main Page. The Contacts Main Page is displayed with the Carrier Contacts and Carrier Plan Contacts options.

   

4. Click the Carrier Plan Contacts link to display the Carrier Plan Contacts page.

   

5. Click Add on the Carrier Plan Contacts page to display the Carrier Plan Contacts Add page.

   

6. Complete the fields on the Carrier Plan Contacts Add page.

   Field	Instruction/Description
   Carrier*	Required Select the carrier code from the drop-down menu.
   Plan*	Required, alphanumeric, 2 positions Enter the first two positions of the carrier enrollment code.
   Type*	Required Select either General for an administrative contact or Technical for a technical contact from the drop-down menu. The Type code indicates whether the payroll office contact is an administrative contact or a technical contact.
   Role	Optional, alphanumeric, 40 positions maximum Enter the title, position, etc., of the carrier contact/carrier plan contact.
   Name	Optional, alphanumeric, 40 positions maximum Enter the name of the carrier plan contact.
   Address Line 1	Optional, alphanumeric, 40 positions maximum Enter the first line of the carrier contact’s street or post office box address.
   Address Line 2	Optional, alphanumeric, 40 positions maximum Enter the second line of the carrier contact’s street or post office box address.
   Address Line 3	Optional, alphanumeric, 40 positions maximum Enter the third line of the carrier contact’s street or post office box address.
   City	Optional, alphanumeric, 25 positions maximum Enter the name of the carrier plan contact’s city.
   State	Optional, alphanumeric, 2 positions maximum Select the payroll office’s, carrier's, carrier contact's, or carrier plan contact's State, U.S. territory, or overseas military abbreviation from the drop-down menu. Refer to the State, U.S. Territory, and Overseas Military Abbreviations Table for a list and descriptions of State, U.S. territory, and overseas military abbreviations.
   Zip	System generated Displays the carrier plan contact’s ZIP Code.
   Foreign Country	Optional Select the carrier plan contact’s country code from the drop-down menu. For a list and descriptions of country codes, see Country Codes Table.
   Phone Number	Optional, alphanumeric, 25 positions Enter the carrier plan contact’s telephone number.
   Fax Number	Optional, alphanumeric, 25 positions Enter the carrier plan contact’s fax number.
   Email Address	Optional, alphanumeric, 60 positions Enter the carrier plan contact’s email address.
   Remarks	Optional, alphanumeric, 80 positions Enter remarks about this record.

7. Click Add Record. If no errors occur, a pop-up message is displayed to confirm the record has been added.
8. Click OK to close the pop-up.

   Note: To add another record, click Cancel to refresh the Carrier Plan Contacts Add page and complete the fields for the new record.