Web Procedure Manual

Updating a 2809 Record

The Update function allows users to update 2809 records.

To Update a 2809 Record:

1. On the CLER Main Menu - Forms tab, select 2809. The Form 2809 page is displayed.

   

2. Complete the following fields on the Form 2809 page:

   Payroll Office ID

   Year

   Quarter

   Agency ID

   POI

   Enrollment Code

   SSN

   User ID

   Last Name

   First Name

   Initial

   Display

   Order By

3. Select the Submit button to confirm all data entered. The Form 2809 search results page is displayed.

   OR

   Select the Reset button to clear all data entered.

   

   The data on the Form 2809 search results page is categorized into the following fields:

   Payroll Office ID

   Year/Quarter

   Enrollee SSN

   Last Name

   First Name

   Release Date

   Released By

   Status

   Options

4. Select the Update button next to the applicable record. The Form 2809 Update Part A section is displayed.

   

5. To update data on the Form 2809 Update Part A section, complete the following applicable fields:

   Payroll Office ID

   Year

   Quarter

   Personnel Office ID

   Nature of Action

   Last Name

   First Name

   Initial

   Address Line 1

   Address Line 2

   Address Line 3

   City

   State

   Zip

   Foreign Country

   SSN

   Date of Birth

   Sex

   Married

   Other Insurance

   Policyholder Last Name

   Policyholder First Name

   Policyholder Initial

   Medicare You

   Medicare Spouse

   TRICARE/CHAMPUS

   Other

6. Select the Update Form button. If no errors occur, a popup appears to confirm the record has been updated.

   OR

   Select the Clear Data button to clear the form. Select the Cancel button to return the previous page.

   

7. Select the OK button to close the popup.
8. If applicable, select Part A Continued on the Form 2809 Update page. The Part A Continued page is displayed.

   

9. Complete the following applicable fields on the 2809 Update Part A Continued page:

   Last Name

   First Name

   Initial

   Date of Birth

   Code

   SSN

   Sex

   Zip

   Note: The process can be repeated on Lines 1-10 for additional family members of the enrolling employee.

10. If applicable, select Parts B - H on the Form 2809 Update page. The Parts B - H page is displayed.

    

11. Complete the following applicable fields on the Form 2809 Update Parts B - H page:

    Part B - Present Plan Name

    Part B - Present Enrollment Code

    Part C - New Plan Name

    Part C - New Enrollment Code

    Part D - Event That Permits Change

    Part D - Date

    Part H - Date of Action

    Part H - Phone

12. Select the Update Form button. If no errors occur, a popup appears to confirm the record has been updated.

    OR

    Select the Clear Data button to clear the form. Select the Cancel button to return to the previous page.

    

13. Select the OK button to close the popup.
14. Select Part I on the Form 2809 Update page. The Part I page is displayed.

    

15. Complete the following applicable fields on the Form 2809 Update Part I page:

    Agency Name

    Address Line 1

    Address Line 2

    Address Line 3

    City

    State

    Zip

    Foreign Country

    Agency ID

    Personnel Office ID

    Authorized Official Last Name

    Authorized Official First Name

    Authorized Official Initial

    Contact (Personnel) Last Name

    Contact (Personnel) First Name

    Contact (Personnel) Initial

    Contact (Personnel) Phone

    Contact (Payroll) Last Name

    Contact (Payroll) First Name

    Contact (Payroll) Initial

    Contact (Payroll) Phone

    Effective Date

    Date Received

    Report #

    Remarks

16. Select the Update Form button. If no errors occur, a popup appears to confirm the record has been updated.

    OR

    Select the Clear Data button to clear the form. Select the Cancel to return to the previous page.

    

17. Select the OK button to close the popup.