INSTRUCTIONS FOR THE PS-404
NYS HEALTH INSURANCE TRANSACTION FORM

PS-404 I (6/01L)

Boxes 1 - 9

All enrollees must complete boxes 1 - 9 with their personal information.
Note: Marital Status Date is used to show date of marriage, separation or divorce when those marital statuses are selected.

 

Box 10 (A - I)

Complete appropriate sections. The employee is entitled to make separate choices regarding their medical, dental and vision coverage. They may decline any of the three, all of the three, or none of the three different coverage options. Also, they many enroll in family coverage in one benefit and individual coverage in another.

Reminder: Enrollees with a Benefit Fund (CSEA, UUP and DC-37) receive their dental and vision benefits through that Fund. Do not enter dental and vision information on NYBEAS for these enrollees.

New Enrollees (also complete 10.G for family coverage)

Note: for new enrollments in a Health Maintenance Organization (HMO), complete an HMO form in addition to this form.

10.A

Request Enrollment – Individual

Check box to enroll in individual coverage. Check Medical, Dental and/or Vision boxes for coverage being enrolled.

10.B

Request Enrollment – Family

Check box to enroll in family coverage. Check Medical, Dental and/or Vision boxes for coverage being enrolled.

10.C

Elect Pre-Tax Status?

New Enrollees choose to enroll in or decline the Pre-Tax Contribution Program for medical coverage.

10.D

Decline Coverage

Check box to decline coverage. Check Medical, Dental and/or Vision boxes for coverage being declined.

Cancellation or Change in Coverage

10.E

Voluntarily Cancel Coverage

The enrollee is entitled to make separate decisions regarding their medical, dental and vision coverage. Enrollees may cancel or change their dental and/or vision coverage(s) at any time during the year. Pre-tax medical enrollees may only cancel coverage during the Pre-Tax Open Enrollment Period, or with a qualifying event (enter the qualifying event). If you are going on Leave Without Pay, also complete Box 12.

10.F

Change Coverage

Check this box to change from Individual to Family, or from Family to Individual coverage. Pre-tax medical enrollees may only change their coverage from Family to Individual during the Pre-Tax Open Enrollment Period, or with a qualifying event (check the qualifying event and enter the Date of Event). Check Medical, Dental, and/or Vision boxes for coverage being changed.

10.G

Add/Change/Delete Dependents

Check the box to add or delete dependents or to change dependent information. Check Medical, Dental, and/or Vision boxes that apply. Complete all dependent information including date of birth. Additional documentation may be required to add the dependent.

10.H

Change Medical Benefit Plan

Complete during annual Option Transfer Period or with a qualifying event (for example, change of address outside of HMO area.)

10.I

Change Pre-Tax Status

Existing enrollees can only change pre-tax status during the annual Pre-Tax Open Enrollment Period in November.

 

AUTHORIZATION

Employees must SIGN and DATE this form.

EXAMPLES OF DOCUMENTATION REQUIRED TO PROCESS YOUR TRANSACTION

Employees

Spouse/Domestic Partner

Children

Copy of Birth Certificate

Copy of Birth Certificate

Copy of Birth Certificate

Copy of Social Security Card

Copy of Social Security Card

Copy of Social Security Card

 

Copy of Marriage Certificate or Complete PS-425 series Domestic Partner, if Applicable

Completed PS-451 - Statement of Disability and Required Documentation, if Applicable

 

For Changes of Coverage, copy of Marriage Certificate, Divorce Order, Death Certificate, PS-425.4 (Domestic Partner), as appropriate

Completed PS-457 - Statement of Dependence and Required Documentation, if Applicable