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Direct Pay Entitlements

The Member Entitlement screen lets you set up direct pay rate and related information for a member who has become eligible for Direct Pay. This process uses the rate structure created in Rate Tables to determine the rate that required to maintain the member's eligibility. You can then deduct this amount from checks sent to the member through Pensioner as a Withholding or paid directly by the member. Set up a member's Direct Pay entitlement before you can apply payments.

Access Direct Pay Entitlements

  1. Search for and open the member record.
  2. From the Payments menu, select Direct Pay OR from the Member menu, select Direct Pay Entitlement.
  3. The Member Entitlement tab displays and contains three subtabs:

    1. Entitlement Detail — Manage entitlements for the member.

    2. Rate History — View the rate history for a specified time period.

    3. Payment History — View all payments associated with a selected date range.

    4. To print or export the data from the table, click gear icon and select the appropriate option. See Common features for more information on printing and exporting data from a table.

* indicates a required field

Field Description
Entitlement Detail
*From Date The date the entitlement is in effect. Click and select a date or enter a date in MM/DD/YYYY format.
Through Date

The last date the entitlement is in effect. If this is blank, it means the entitlement is in effect indefinitely. Click and select a date or enter a date in MM/DD/YYYY format.

Note: ELG SAC <26> defines if overlapping entitlement dates are allowed. If N, ensure the dates don't overlap before saving.
Agent The agent or person who represents the member regarding this coverage. This field only displays if ELG SAC <26> Prompt for Agent is set to Y.
Fund The fundClosed A plan's asset pool held in trust for the benefit of union members and their families. The fund is the foundation of the basys system. Fund type examples include, welfare, pension, annuity and political action. ID associated with the contribution or payment.
*Subgroup The subgroup to which the entitlement applies.
Option The type of coverage available under the entitlement.
*Status

The status of the entitlement:

  • O — Open.

  • C — Closed.
Premium Amount The amount of the member's premium. Applies to the Period Based posting method only.
Member Age The current age of the member, in years and months.
Spouse Age The current age of the member's spouse, in years and months.
Comment An optional comment about the entitlement.
Option Detail
Column Index The index used for the columns in the table. The column and its description display in the dropdown list.
Row Index The index used for the rows in the table. The row and its description display in the dropdown list.
Selection Type

Determines the number of selections to make from the table when you create benefits or entitlements:

  • S — Single selection. You can only select one row and column.

  • M — Multiple selections. You can select multiple rows and columns.
Table Refno The reference number associated with the rate table.
Table Name The name of the rate table.
Rate Info
Column # The column number of the table.
Column Description

The description of the column. For example:

  • Composite

  • Employee

  • Employee & Spouse

  • Family

  • Employee & Dependents

The selection is automatic if the column or row choice uses a "floating" type or index.
Row # The row number of the table.
Row Description

The description of the row.

The selection is automatic if the column or row choice uses a "floating" type or index
Rate The default rate in the table for the intersecting column and row.
Overridden Indicates when changes have been made to the original Rate Amount, Breakdown Amount, or dependent changes.
Column The type of coverage. This field is user-defined based on the Index setup in the Rate Table.
Row Choose who receives the coverage. This field is user-defined based on the Index setup in the Rate Table.
Amount The total amount that's covered for the benefits listed.
Benefit Plan The associated benefit plan to be offered to this member.
Coverage Rate The type of coverage (family, employee, etc.).
Amount The rate amount for the coverage.
Dependents The dependents covered for the selected benefit plan.

Add an Entitlement

  1. From the Entitlements Detail subtab, click .
  2. Select the From Date.
  3. Select and optional Through Date.
  4. Agent might display depending on a SAC setting. Select the agent if needed. Contact Bridgeway for more information.
  5. Select the Fund.
  6. Select the Subgroup, Option, and Status.
  7. The Premium Amount, Member Age, and Spouse Age (if applicable) in years and months display automatically.
  8. Enter an optional Comment about the entitlement.

  9. To set up the rate structure for the member entitlements, click a row in the Option Detail table.
    • To enter rate information, click below the Rate Info table.
    • Select the Column and Row.
    • Then, enter the Amount.
    • The Benefit Plan, Coverage Rate, Amount, and Dependents will display automatically. If needed, you can enter the Amount and choose the covered Dependents for each row. The total Amount that's covered for the listed benefits is added together and displays above the table. The Overridden column will note if you overrode the total Amount.
    • Click to update the Rate Info.
    • If you need to delete a row you added accidentally from either table, select the row and click .

  10. After adding the option and rate detail, click to update the entitlement.
  11. Click to save.

If applicable for the entitlement, you can apply benefits from a pre-configured template. An Apply Template button displays if you have this setting configured. Contact Bridgeway for more information.

  1. Click Apply Template.

  2. From the window, select the template to apply from the dropdown or use the filter to search for the template.

  3. Then, click and to save the entitlement.

Update an Entitlement

  1. Select the entitlement from the table to update.
  2. Edit the applicable fields in the Entitlements Detail subtab, including the option and rate information.

  3. Click to update each table.
  4. If you need to delete a row you added accidentally from either table, select the row and click .
  5. Click to save.

Delete an Entitlement

Note: If payments have already been applied to the entitlement, you can't delete it.
  1. Select the entitlement from the table to delete.
  2. Click .
  3. At the message, click to delete the entitlement or to return to the Member Entitlement tab without deleting the entitlement.

  4. Click to save and delete the entitlement.

View Rate History

Select this subtab to view a member's rate history for each selected entitlement.

  • From Date — The date the entitlement is in effect.

  • Through Date — The last date the entitlement is in effect. If this is blank, it means the entitlement is in effect indefinitely.

  • Rate — The rate of the member's Direct Pay entitlement.

View Payment History

Select this subtab to view a member's payment history for a selected entitlement.

Field Description
Seq The sequence.
Received Date The date the payment was received.
Principal Amount The dollar amount of the payment.
Fees Paid The amount of fees paid by the member.
Deposit Date The date the payment was deposited.
Deposit Number The reference number of the deposit.
Transaction Type The type of payment method used for the transaction (check, ACH, credit card, etc.).
Transaction ID The associated transaction number of the payment.
Operator The ID of the operator who posted the payment.
Comment A comment about the payment.
Settlement Status The status of the payment settlement.

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