Benefit Age/Svc Calc Rule

Related Topics

The benefit age and service calculation rules define how years are calculated for calculations.

The Benefit Age/Svc Calc Rule table comes pre-defined with the system. Altering the codes on this table is not recommended. In standard implementations the Benefit Age/Svc Calc Rule table is unavailable through validation table maintenance and is available to administrators through screen customization options.

The Benefit Age/Svc Calc Rule table provides the selection list for "Age/Svc Calculation" on the Benefit Cost Codes Table. The way that years are defined is determined by the selection in the "Age/Svc Calculation" field, and a pair of options determines whether benefit costing is rated by age or years of service.

In the system's selection lists, codes are listed alphanumerically, so code 10 listed after code 1 on the Benefit Cost codes. The following table lists these numerically, so item 10 is the last item in the table.

Standard Benefit Age/Svc Calc Rules

Code	Description	Note
0	Not Age or Service Rated	No age or service calculation applies
1	Current Years	Years based on the current number of years
2	Years on renewal date	Years based on the renewal date of the benefit policy. That renewal date is the month and day in the Coverage Effective Date field on the per Employee Benefit Detail for the current plan and coverage. (Another renewal date is defined on the Benefit Code and the Benefit Cost Code in the Effective Date field.)
3	Years on next Anniversary Date	Years based on the next birthday or the next Original Hire Date anniversary
4	Years on last Anniversary Date	Years based on the previous birthday or the previous Original Hire Date anniversary
5	Years on Costing user date	Years based on the costing user date. This is a fixed date and doesn't calculate based on the anniversary
6	Spouse Current Age	Years based on the current age of the spouse. (Sometimes used for spousal life insurance coverage.) For this to calculate correctly, an Employee Contact Detail AND online Employee Beneficiary/Dependent detail for the spouse and plan needs to exist.*
7	Spouse Age 1st of Month	Years based on the age of the spouse on the first day of the month. (Sometimes used for spousal life insurance coverage.) For this to calculate correctly, an Employee Contact Detail AND online Employee Beneficiary/Dependent detail for the spouse and plan needs to exist.*
8	Years 1st of Month	Years (employee age or years of service) based on the first day of the month. (This is sometimes used for medical insurance coverage.)
9	Years on Coverage Effect Date	Years (employee age or years of service) based on the Coverage Effective Date for the employee's benefit record. For years of service, the original hire date is used to calculate the number of years.
10	Spouse Age on Cov Effect Date	Age of the spouse based on the Coverage Effective Date for the employee's benefit record and the spouse's birth date on an Employee Contact Detail record. For this to calculate correctly, an Employee Contact Detail AND online Employee Beneficiary/Dependent detail for the spouse and plan needs to exist*.

Code

Description

Note

Not Age or Service Rated

No age or service calculation applies

Current Years

Years based on the current number of years

Years on renewal date

Years based on the renewal date of the benefit policy. That renewal date is the month and day in the Coverage Effective Date field on the per Employee Benefit Detail for the current plan and coverage. (Another renewal date is defined on the Benefit Code and the Benefit Cost Code in the Effective Date field.)

Years on next Anniversary Date

Years based on the next birthday or the next Original Hire Date anniversary

Years on last Anniversary Date

Years based on the previous birthday or the previous Original Hire Date anniversary

Years on Costing user date

Years based on the costing user date. This is a fixed date and doesn't calculate based on the anniversary

Spouse Current Age

Years based on the current age of the spouse. (Sometimes used for spousal life insurance coverage.)

For this to calculate correctly, an Employee Contact Detail AND online Employee Beneficiary/Dependent detail for the spouse and plan needs to exist.*

Spouse Age 1st of Month

Years based on the age of the spouse on the first day of the month. (Sometimes used for spousal life insurance coverage.)

For this to calculate correctly, an Employee Contact Detail AND online Employee Beneficiary/Dependent detail for the spouse and plan needs to exist.*

Years 1st of Month

Years (employee age or years of service) based on the first day of the month. (This is sometimes used for medical insurance coverage.)

Years on Coverage Effect Date

Years (employee age or years of service) based on the Coverage Effective Date for the employee's benefit record.

For years of service, the original hire date is used to calculate the number of years.

Spouse Age on Cov Effect Date

Age of the spouse based on the Coverage Effective Date for the employee's benefit record and the spouse's birth date on an Employee Contact Detail record.

For this to calculate correctly, an Employee Contact Detail AND online Employee Beneficiary/Dependent detail for the spouse and plan needs to exist*.

* For the age of the spouse (by calculation rules of 6, 7, or 10), several records need to be defined correctly:

The spouse's birth date on an Employee Contact Detail record. An Employee Contact Detail record needs to exist for the spouse, the birthdate needs to be correct, and the Relationship code itself needs to indicate that it is for a spouse for benefit purposes.

The spouse on the online Employee Beneficiary/Dependent Detail. The employee needs an online Employee Beneficiary/Dependent Detail record for the plan and coverage.

The Relationship codes themselves need to contain an indicator that relationship is for a spouse for benefit purposes. Often, that is selected for codes for WIFE, HUSBAND, PARTNERF, and/or PARTNERM.