CLER for Carriers

Validating a Carrier Enrollee Record

This topic has been updated to add the Employee/Annuitant_Ind field description and screen captures have been updated to reflect updates.

The Validate function allows users to validate carrier enrollee records.

To Validate a Carrier Enrollee Record:

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

   

   The Carrier Main Page is displayed.

   

2. Select Enrollees at the top of the Carrier Main Page. The Carrier Enrollees page is displayed.

   

3. Complete the following fields on the Carrier Enrollees page and select the Submit button.

   OR

   Select the Reset button to clear all data entered.

   Carrier ID

   Year

   Quarter

   Payroll Office

   Enrollment Code

   SSN - From

   SSN - To

   Last Name

   First Name

   Middle Name

   Error Code

   Warning Code

   Display

   Order By: 1st

   Order By: 2nd

   Order By: 3rd

   Order By: 4th

   Order By: 5th

   The Carrier Enrollees Search Results page is displayed.

   

   The following fields are displayed on the Carrier Enrollees Search Results page:

   Carrier ID

   Year

   Quarter

   Enrollee SSN

   Last Name

   First Name

   Payroll Office

   Code

   Discrepancies

   Employee/Annuitant_Ind

   Fail Count

4. Select the Validate button next to the applicable record. The Carrier Enrollees Validate page is displayed.

   Note: The Validate button on the Carrier Enrollees Search Results page is only displayed next to records with discrepancies.

   

   Note: To view matching payroll office records for this enrollee record, select the Matching button at the top of the page.

5. Select the Validate Record button. If no errors occur, a pop-up message is displayed to confirm that the record has been validated.
6. Select the OK button to close the popup.

   Note: To validate another record, select the Cancel button to return to the Carrier Enrollees Search Results page. Select the Validate button next to the applicable record.