CLER for NFC

Canceling a 2809 Record

The Cancel function allows users to cancel the release of 2809 records.

To Cancel The Release of a 2809 Record:

1. Select the Forms tab at the top of the CLER Federal Employees Health Benefits, Centralized Enrollment Clearinghouse System Main Menu. The Forms Main Page is displayed with the options 2809 and 2810.

   

2. Select the 2809 option on the Forms Main Page. The Form 2809 page is displayed.

   

3. 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.
   SSN Social Security number	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 report.
   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 All 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: All - Displays all records related to the search criteria. Released - Displays records released for processing. Cancelled - Displays records that have been cancelled. Not Released - Displays records not released for processing. Processed - Displays processed records.
   Order By	Optional, default Defaults to the Agency ID 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: Agency ID - Search by Agency identification code. SSN - Search by enrollee Social Security number. Name - Search by enrollee name. User ID - Search by user identification number. Status - Search by status (e.g., released, processed, not released, or cancelled release).

4. Click Submit. The Form 2809 Results page is displayed.

   

   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 Social Security number	System generated Displays the enrollee’s SSN Social Security number.
   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: Processed, Canceled, Released, or Not Released.

5. Click Cancel next to the applicable record. A pop up message is displayed to confirm the cancelation of the record's release.
6. Click OK to close the pop up.