Viewing a 2809 Record
The View function allows users to view 2809 records.
To View a 2809 Record:
- Select the CLER Main Menu. The Forms Main Page is displayed with the options and . tab at the top of the
- Select the option on the Forms Main Page. The Form 2809 page is displayed.
- Complete the fields as follows:
Field
Instruction
Payroll Office ID*
Required
Select the payroll office identification number from the drop-down menu.
Year*
Optional, default
Select the reconciliation year from the drop-down menu. If no year is selected, this field automatically defaults to the current reconciliation year.
Quarter*
Optional, default
Select the reconciliation quarter from the drop-down menu. If no quarter is selected, this field automatically defaults to the current reconciliation quarter.
Agency ID
Optional, alphanumeric, 4 positions
Enter the Agency identification code for the enrollee's employing, personnel, or point of contact office (example: AG90 for U.S. Department of Agriculture, Office of the Chief Financial Officer).
POI
Optional, alphanumeric, 4 positions
Enter the personnel office identification number where the enrollee's records are maintained.
Enrollment Code
Optional, alphanumeric, 3 positions
Enter the enrollment/carrier enrollment code.
Required, alphanumeric, 9 positions
Enter the enrollee’s Social Security number (SSN). If the enrollee does not want his/her SSN provided to the carrier, a pseudo SSN may be used if the pseudo SSN is also reported to CLER.
User ID
Optional, alphanumeric, 8 positions maximum
Enter the user identification number of the person creating the form.
Last Name
Optional, alphanumeric, 25 positions maximum
Enter the enrollee’s last name. If the enrollee has a title (e.g., Jr, Sr, I, II, or III), it should be entered after the last name without punctuation (e.g., Smith Jr or Smith III). If there is a case of an enrollee having only one name, enter that one name in this field.
First Name
Optional, alphanumeric, 17 positions maximum
Enter the enrollee’s first name.
Initial
Optional, alphanumeric, 1 position
Enter the enrollee’s middle initial.
Display
Optional, default
Defaults to the
display option. Allows users to display search results by the options listed below. To choose another display option, select the radio button next to one of the following options:- Displays all records related to the search criteria.
- Displays records released for processing.
- Displays records that have been cancelled.
- Displays records not released for processing.
- Displays processed records.
Order By
Optional, default
Defaults to the
sort option. Allows users to sort search results by the options listed below. To choose another sort option, select the radio button next to one of the following options:- Search by Agency identification code.
- Search by enrollee Social Security number.
- Search by enrollee name.
- Search by user identification number.
- Search by status (e.g., released, processed, not released, or cancelled release).
- Click
Field
Description
Payroll Office ID
System generated
Displays the payroll office identification number.
Year
System generated
Displays the reconciliation year.
Quarter
System generated
Displays the reconciliation quarter.
Enrollee SSN
System generated
Displays the enrollee’s SSN .
Last Name
System generated
Displays the enrollee’s last name.
First Name
System generated
Displays the enrollee’s first name.
Release Date
System generated
Displays the date the record was released for processing.
Released By
System generated
Displays the user identification number of the individual who released the record for processing.
Status
System generated
Displays the status of the transmission. This field is populated by one of the following:
, , , or . . The Form 2809 Results page is displayed.
- Click
Field
Description
Payroll Office ID
System generated
Displays the payroll office identification number.
Year
System generated
Displays the reconciliation year.
Quarter
System generated
Displays the reconciliation quarter.
Personnel Office ID
System generated
Displays the personnel office identification number.
Nature of Action
System generated
A selected radio button indicates:
- Enrollment in FEHB.
- Change to a current FEHB enrollment.
- Suspension of FEHB enrollment.
- Cancelation of FEHB enrollment.
Last Name
System generated
Displays the enrollee’s last name.
First Name
System generated
Displays the enrollee’s first name.
Initial
System generated
Displays the enrollee’s middle initial.
Address Line 1
System generated
Displays the first line of the enrollee’s domestic or foreign street, apartment number, or post office box, rural route, etc.
Address Line 2
System generated
Displays the second line of the enrollee’s domestic or foreign street, apartment number, or post office box, rural route, etc.
Address Line 3
System generated
Displays the third line of the enrollee’s domestic or foreign street, apartment number, or post office box, rural route, etc.
City
System generated
Displays the name of the enrollee’s domestic or foreign city.
State
System generated
Displays the enrollee's State, U.S. territory, or overseas military abbreviation. For a list and descriptions of State, U.S. territory, and overseas military abbreviations, see State, U.S. Territory, and Overseas Military Abbreviations Table.
Zip
System generated
Displays the enrollee's domestic or foreign ZIP Code or foreign postal code.
Country
System generated
Displays the enrollee’s country code. For a list and descriptions of country codes, see Country Codes Table.
SSN
System generated
Displays the enrollee’s SSN.
Date of Birth
System generated
Displays the enrollee’s date of birth.
Sex
The selected radio button indicates the following values:
- Male
- Female
Married
The selected radio button indicates the following values:
- Enrollee is married.
- Enrollee is single.
Phone
System generated
Displays the enrollee's daytime area code and telephone number.
Last Changed ID
System generated
Displays the user identification number of the individual who made the most recent change to the record.
Last Changed Date
System generated
Displays the date of the most recent change.
Last Changed Time
System generated
Displays the time of the most recent change.
Released ID
System generated
Displays the user identification number of the individual who released the record for processing.
Released Date
System generated
Displays the date the record was released for processing.
Released Time
System generated
Displays the time the record was released for processing.
Processed Date
System generated
Displays the date the record was processed.
Processed Time
System generated
Displays the time the record was processed.
next to the applicable record. The Form 2809 View (Part A) page is displayed.
- Select the
Field
Description
Last Name Line 1
System generated
Displays the last name of the enrollee's first family member who is enrolled/enrolling in FEHB .
First Name Line 1
System generated
Displays the first name of the enrollee's first family member who is enrolled/enrolling in FEHB .
Initial Line 1
System generated
Displays the middle initial of the enrollee’s first family member who is enrolled/enrolling in FEHB.
Date of Birth Line 1
System generated
Displays the date of birth (MMDDYYYY) of the enrollee’s first family member who is enrolled/enrolling in FEHB.
Code Line 1
System generated
Displays the code that identifies the first family member's relation to the enrollee.The codes are:
- Spouse
- Adopted child
- Foster child
- Stepchild
- Unmarried dependent child under age 22
- Eligible unmarried disabled child over 22
SSN Line 1
System generated
Displays the SSN of the enrollee’s first family member who is enrolled/enrolling in FEHB.
Sex Line 1
The values listed below indicate the following:
- Indicates the enrollee is male.
- Indicates the enrollee is female.
Zip Line 1
System generated
Displays the Zip Code or foreign postal code of the enrollee’s first family member who is enrolled/enrolling in FEHB.
Last Name Line 2
System generated
Displays the last name of the enrollee's second family member who is enrolled/enrolling in FEHB .
First Name Line 2
System generated
Displays the first name of the enrollee's second family member who is enrolled/enrolling in FEHB .
Initial Line 2
System generated
Displays the middle initial of the enrollee’s second family member who is enrolled/enrolling in FEHB.
Date of Birth Line 2
System generated
Displays the date of birth (MMDDYYYY) of the enrollee’s second family member who is enrolled/enrolling in FEHB.
Code Line 2
System generated
Displays the code that identifies the second family member's relation to the enrollee.The codes are:
- Spouse
- Adopted child
- Foster child
- Stepchild
- Unmarried dependent child under age 22
- Eligible unmarried disabled child over 22
SSN Line 2
System generated
Displays the SSN of the enrollee’s second family member who is enrolled/enrolling in FEHB.
Sex Line 2
The values listed below indicate the following:
- Indicates the enrollee is male.
- Indicates the enrollee is female.
Zip Line 2
System generated
Displays the Zip Code or foreign postal code of the enrollee’s second family member who is enrolled/enrolling in FEHB.
Last Name Line 3
System generated
Displays the last name of the enrollee's third family member who is enrolled/enrolling in FEHB .
First Name Line 3
System generated
Displays the first name of the enrollee's third family member who is enrolled/enrolling in FEHB .
Initial Line 3
System generated
Displays the middle initial of the enrollee’s third family member who is enrolled/enrolling in FEHB.
Date of Birth Line 3
System generated
Displays the date of birth (MMDDYYYY) of the enrollee’s third family member who is enrolled/enrolling in FEHB.
Code Line 3
System generated
Displays the code that identifies the third family member's relation to the enrollee.The codes are:
- Spouse
- Adopted child
- Foster child
- Stepchild
- Unmarried dependent child under age 22
- Eligible unmarried disabled child over 22
SSN Line 3
System generated
Displays the SSN of the enrollee’s third family member who is enrolled/enrolling in FEHB.
Sex Line 3
The values listed below indicate the following:
- Indicates the enrollee is male.
- Indicates the enrollee is female.
Zip Line 3
System generated
Displays the Zip Code or foreign postal code of the enrollee’s third family member who is enrolled/enrolling in FEHB.
Last Name Line 4
System generated
Displays the last name of the enrollee's fourth family member who is enrolled/enrolling in FEHB .
First Name Line 4
System generated
Displays the first name of the enrollee's fourth family member who is enrolled/enrolling in FEHB .
Initial Line 4
System generated
Displays the middle initial of the enrollee’s fourth family member who is enrolled/enrolling in FEHB.
Date of Birth Line 4
System generated
Displays the date of birth (MMDDYYYY) of the enrollee’s fourth family member who is enrolled/enrolling in FEHB.
Code Line 4
System generated
Displays the code that identifies the fourth family member's relation to the enrollee.The codes are:
- Spouse
- Adopted child
- Foster child
- Stepchild
- Unmarried dependent child under age 22
- Eligible unmarried disabled child over 22
SSN Line 4
System generated
Displays the SSN of the enrollee’s fourth family member who is enrolled/enrolling in FEHB.
Sex Line 4
The values listed below indicate the following:
- Indicates the enrollee is male.
- Indicates the enrollee is female.
Zip Line 4
System generated
Displays the Zip Code or foreign postal code of the enrollee’s fourth family member who is enrolled/enrolling in FEHB.
Last Name Line 5
System generated
Displays the last name of the enrollee's fifth family member who is enrolled/enrolling in FEHB .
First Name Line 5
System generated
Displays the first name of the enrollee's fifth family member who is enrolled/enrolling in FEHB .
Initial Line 5
System generated
Displays the middle initial of the enrollee’s fifth family member who is enrolled/enrolling in FEHB.
Date of Birth Line 5
System generated
Displays the date of birth (MMDDYYYY) of the enrollee’s fifth family member who is enrolled/enrolling in FEHB.
Code Line 5
System generated
Displays the code that identifies the fifth family member's relation to the enrollee.The codes are:
- Spouse
- Adopted child
- Foster child
- Stepchild
- Unmarried dependent child under age 22
- Eligible unmarried disabled child over 22
SSN Line 5
System generated
Displays the SSN of the enrollee’s fifth family member who is enrolled/enrolling in FEHB.
Sex Line 5
The values listed below indicate the following:
- Indicates the enrollee is male.
- Indicates the enrollee is female.
Zip Line 5
System generated
Displays the Zip Code or foreign postal code of the enrollee’s fifth family member who is enrolled/enrolling in FEHB.
Last Name Line 6
System generated
Displays the last name of the enrollee's sixth family member who is enrolled/enrolling in FEHB .
First Name Line 6
System generated
Displays the first name of the enrollee's sixth family member who is enrolled/enrolling in FEHB .
Initial Line 6
System generated
Displays the middle initial of the enrollee’s sixth family member who is enrolled/enrolling in FEHB.
Date of Birth Line 6
System generated
Displays the date of birth (MMDDYYYY) of the enrollee’s sixth family member who is enrolled/enrolling in FEHB.
Code Line 6
System generated
Displays the code that identifies the sixth family member's relation to the enrollee.The codes are:
- Spouse
- Adopted child
- Foster child
- Stepchild
- Unmarried dependent child under age 22
- Eligible unmarried disabled child over 22
SSN Line 6
System generated
Displays the SSN of the enrollee’s sixth family member who is enrolled/enrolling in FEHB.
Sex Line 6
The values listed below indicate the following:
- Indicates the enrollee is male.
- Indicates the enrollee is female.
Zip Line 6
System generated
Displays the Zip Code or foreign postal code of the enrollee’s sixth family member who is enrolled/enrolling in FEHB.
Last Name Line 7
System generated
Displays the last name of the enrollee's seventh family member who is enrolled/enrolling in FEHB .
First Name Line 7
System generated
Displays the first name of the enrollee's seventh family member who is enrolled/enrolling in FEHB .
Initial Line 7
System generated
Displays the middle initial of the enrollee’s seventh family member who is enrolled/enrolling in FEHB.
Date of Birth Line 7
System generated
Displays the date of birth (MMDDYYYY) of the enrollee’s seventh family member who is enrolled/enrolling in FEHB.
Code Line 7
System generated
Displays the code that identifies the seventh family member's relation to the enrollee.The codes are:
- Spouse
- Adopted child
- Foster child
- Stepchild
- Unmarried dependent child under age 22
- Eligible unmarried disabled child over 22
SSN Line 7
System generated
Displays the SSN of the enrollee’s seventh family member who is enrolled/enrolling in FEHB.
Sex Line 7
The values listed below indicate the following:
- Indicates the enrollee is male.
- Indicates the enrollee is female.
Zip Line 7
System generated
Displays the Zip Code or foreign postal code of the enrollee’s seventh family member who is enrolled/enrolling in FEHB.
Last Name Line 8
System generated
Displays the last name of the enrollee's eighth family member who is enrolled/enrolling in FEHB .
First Name Line 8
System generated
Displays the first name of the enrollee's eighth family member who is enrolled/enrolling in FEHB .
Initial Line 8
System generated
Displays the middle initial of the enrollee’s eighth family member who is enrolled/enrolling in FEHB.
Date of Birth Line 8
System generated
Displays the date of birth (MMDDYYYY) of the enrollee’s eighth family member who is enrolled/enrolling in FEHB.
Code Line 8
System generated
Displays the code that identifies the eighth family member's relation to the enrollee.The codes are:
- Spouse
- Adopted child
- Foster child
- Stepchild
- Unmarried dependent child under age 22
- Eligible unmarried disabled child over 22
SSN Line 8
System generated
Displays the SSN of the enrollee’s eighth family member who is enrolled/enrolling in FEHB.
Sex Line 8
The values listed below indicate the following:
- Indicates the enrollee is male.
- Indicates the enrollee is female.
Zip Line 8
System generated
Displays the Zip Code or foreign postal code of the enrollee’s eighth family member who is enrolled/enrolling in FEHB.
Last Name Line 9
System generated
Displays the last name of the enrollee's ninth family member who is enrolled/enrolling in FEHB .
First Name Line 9
System generated
Displays the first name of the enrollee's ninth family member who is enrolled/enrolling in FEHB .
Initial Line 9
System generated
Displays the middle initial of the enrollee’s ninth family member who is enrolled/enrolling in FEHB.
Date of Birth Line 9
System generated
Displays the date of birth (MMDDYYYY) of the enrollee’s ninth family member who is enrolled/enrolling in FEHB.
Code Line 9
System generated
Displays the code that identifies the ninth family member's relation to the enrollee.The codes are:
- Spouse
- Adopted child
- Foster child
- Stepchild
- Unmarried dependent child under age 22
- Eligible unmarried disabled child over 22
SSN Line 9
System generated
Displays the SSN of the enrollee’s ninth family member who is enrolled/enrolling in FEHB.
Sex Line 9
The values listed below indicate the following:
- Indicates the enrollee is male.
- Indicates the enrollee is female.
Zip Line 9
System generated
Displays the Zip Code or foreign postal code of the enrollee’s ninth family member who is enrolled/enrolling in FEHB.
Last Name Line 10
System generated
Displays the last name of the enrollee's tenth family member who is enrolled/enrolling in FEHB .
First Name Line 10
System generated
Displays the first name of the enrollee's tenth family member who is enrolled/enrolling in FEHB .
Initial Line 10
System generated
Displays the middle initial of the enrollee’s tenth family member who is enrolled/enrolling in FEHB.
Date of Birth Line 10
System generated
Displays the date of birth (MMDDYYYY) of the enrollee’s tenth family member who is enrolled/enrolling in FEHB.
Code Line 10
System generated
Displays the code that identifies the tenth family member's relation to the enrollee.The codes are:
- Spouse
- Adopted child
- Foster child
- Stepchild
- Unmarried dependent child under age 22
- Eligible unmarried disabled child over 22
SSN Line 10
System generated
Displays the SSN of the enrollee’s tenth family member who is enrolled/enrolling in FEHB.
Sex Line 10
The values listed below indicate the following:
- Indicates the enrollee is male.
- Indicates the enrollee is female.
Zip Line 10
System generated
Displays the Zip Code or foreign postal code of the enrollee’s tenth family member who is enrolled/enrolling in FEHB.
option at the top of the Form 2809 View (Part A) page. The Form 2809 View (Part A Continued) page is displayed.
- Select the
Field
Description
Present Plan Name
System generated
Displays the name of the FEHB health insurance plan in which the enrollee is currently enrolled.
Present Enrollment Code
System generated
Displays the name of the enrollment code which the enrollee is currently enrolled.
New Plan Name
System generated
Displays the new FEHB health insurance plan name.
New Enrollment Code
System generated
Displays the new enrollment code.
Event That Permits Change
System generated
Displays the FEHB Event Code that identifies the event that initiated the enrollee's action. Refer to SF 2809 or OPM 2809 for a list of Event Codes.
Date
System generated
Displays the date (MMDDYYYY) of the event that initiated the enrollee's action.
Date of Action
System generated
Displays the date (MMDDYYYY) the enrollee made this election.
Phone
System generated
Displays the enrollee's daytime area code and telephone number.
option at the top of the Form 2809 View (Part A Continued) page. The Form 2809 View (Parts B-H) page is displayed.
- Select the
Field
Description
Agency Name
System generated
Displays the name of the employing, personnel, or point of contact office that is responsible for coordinating the enrollee's FEHB coverage.
Address Line 1
System generated
Displays the first line of the domestic or foreign street, PO box, rural route, etc., of the employing, personnel, or point of contact office that is responsible for coordinating the enrollee's FEHB coverage.
Address Line 2
System generated
Displays the second line of the domestic or foreign street, P O Box, rural route, etc., of the employing, personnel, or point of contact office that is responsible for coordinating the enrollee's FEHB coverage.
Address Line 3
System generated
Displays the third line of the domestic or foreign street, PO box, rural route, etc., of the employing, personnel, or point of contact office that is responsible for coordinating the enrollee's FEHB coverage.
City
System generated
Displays the name of the domestic or foreign city for the enrollee's employing, personnel, or point of contact office.
State
System generated
Displays the State, U.S. territory, or overseas military abbreviation for the enrollee's employing, personnel or point of contact office. For a list and descriptions of State, U.S. territory, and overseas military abbreviations, see State, U.S. Territory, and Overseas Military Abbreviations Table.
Zip
System generated
Displays the ZIP Code or foreign postal code for the enrollee's employing, personnel, point of contact office.
Country
System generated
Displays the country code for the enrollee's employing, personnel, or point of contact office.
Agency ID
System generated
Displays the Agency identification code for the enrollee's employing, personnel, or point of contact office (example: AG90 for U.S. Department of Agriculture, Office of the Chief Financial Officer).
Personnel Office ID
System generated
Displays the personnel office number for the enrollee's employing, personnel, or point of contact office.
Authorized Official Last Name
System generated
Displays the the last name of the Agency official who is authorized to sign the Form 2809.
Authorized Official First Name
System generated
Displays the first name of the Agency official who is authorized to sign the Form 2809.
Authorized Official Initial
System generated
Displays the middle initial of the Agency official who is authorized to sign the Form 2809.
Contact (Personnel) Last Name
System generated
Displays the last name of the personnel office contact.
Contact (Personnel) First Name
System generated
Displays the first name of the personnel office contact.
Contact (Personnel) Initial
System generated
Displays the middle initial of the personnel office contact.
Contact (Personnel) Phone
System generated
Displays the personnel office contact's daytime area code and telephone number.
Contact (Payroll) Last Name
System generated
Displays the last name of the payroll office contact.
Contact (Payroll) First Name
System generated
Displays the first name of the payroll office contact.
Contact (Payroll) Initial
System generated
Displays the middle initial of the payroll office contact.
Contact (Payroll) Phone
System generated
Displays the payroll office contact's daytime area code and telephone number.
Effective Date
System generated
Displays the date (MMDDYY) the requested action goes into effect.
Date Received
System generated
Displays the date (MMDDYYYY) the Agency received the original 2809 form.
Report #
System generated
Displays the number of the original report (e.g., notification to carrier, transmittal number, etc.).
Remarks
System generated
Displays the remarks about this record.
option at the top of the Form 2809 View (Parts B-H) page. The Form 2809 View (Part I) page is displayed.
See Also |