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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.

    Form 2809 Page   blank

  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.

    Form 2809 search results

    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.

    Form 2809 Update (Part A)

  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.

    Transmission Online Entry Update popup

  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.

    Form 2809 Update Part A Cont

  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.

    Form 2809 Update Part B-H

  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.

    Transmission Online Entry Update popup

  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.

    Form 2809 Update Part I

  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.

    Transmission Online Entry Update popup

  17. Select the OK button to close the popup.

See Also

Maintaining 2809 Records

Adding a 2809 Record

Viewing a 2809 Record

Releasing a 2809 Record

Canceling a 2809 Record