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Guide for PEOs

Page 29

Last Revised 07/01/14

5.

If the coverage for the client is for an individual policy (client is not on the Master policy) then

select

No

and the Coverage screen will display. Once the screen displays you must enter the

policy information requested in each required field. Use care in entering all policy

information. Incorrect information will not validate.

Once you have added coverage, you will have an option to terminate coverage with a PEO or client, if

necessary. To terminate both a client and coverage, go to the Client Contract tab and select

Terminate Client Relationship.