Integrated Service Center

Dependent Verification

Last updated Monday, December 2, 2019

When benefits-eligible employees enroll their dependents in medical or dental insurance, documentation verifying their relationship is required. Per Health Care Authority (HCA) policy, only certain types of documents qualify as valid “dependent verification.” Carefully review this page to determine exactly what type(s) of documents you need to provide during enrollment.

This documentation is uploaded to (or “attached in”) Workday during the enrollment process.

Read This Before Starting…

  • Submit early! In order for your enrollment selections to be successfully processed, you must provide valid dependent verification documentation prior to the enrollment deadline. The earlier you submit your changes, the more time the ISC has to reach out to you with any follow-up questions or if documentation is missing. Benefit enrollment windows usually have a hard deadline, and there may not be a grace period.
  • All documents must be in English. Documents in a foreign language must include a notarized, translated copy prepared by a professional translator.
  • If enrolling a spouse, depending on the document(s) you upload, you may also need to note your marriage date in Workday.
  • Please do not drop off, fax or mail your dependent verification documents to the ISC. Unless advised otherwise by the ISC, all dependent verification documentation must be uploaded/attached in Workday.

Documentation Details

Select the appropriate box for information about the documents relevant to your dependent enrollment scenario(s).

When enrolling a spouse as a dependent, you will need to upload one of the following documents (or, where indicated, document combinations) in Workday:

Document type Important considerations
If married filing jointly, a copy of your most recent year’s federal tax return which lists your spouse’s name. This is usually the first page of your Form 1040.
  • Before uploading the document to Workday, be sure to cover up/hide any financial information (such as account numbers, wage amounts, etc.) it may contain.
  • Only the first page of the 1040 is necessary to upload.
  • If only enrolling your spouse (and no other dependent), either the IRS e-file Signature Authorization (Form 8879) or U.S. Individual Income Tax Transmittal for an IRS e-file Return (Form 8453) are acceptable, provided both your and your spouse’s names are indicated on the form.
  • If simultaneously enrolling your spouse and a child/children as dependents, and your tax return lists all of their names, you only need to upload one copy of the document.
If married filing separately, copies of both your and your spouse’s most recently filed federal tax returns. This is usually the first page of your respective Form 1040.
  • Before uploading the documents to Workday, be sure to cover up/hide any financial information (such as account numbers, wage amounts, etc.) they may contain.
  • Only the first page of the 1040 is necessary to upload.
Proof of common residence from within the last two months (such as a copy of last month’s utility bill)
PLUS
a copy of your marriage certificate.
The utility bill you provide must list both your and your spouse’s names.
Proof of financial interdependency from within the last two months (such as last month’s shared bank statement)
PLUS
a copy of your marriage certificate.
Before uploading the document to Workday, be sure to cover up/hide any financial information it may contain.
A copy of your Defense Enrollment Eligibility Reporting System (DEERS) registration.
A copy of your valid J-1, J-2, or H4 visa issued by the U.S. Government.

When enrolling a state-registered domestic partner (SRDP)* or legal union partner as a dependent, you will need to upload the following documents in Workday:

  1. A completed Declaration of Tax Status form.
    -AND-
  2.  One of the following documents (or, where indicated, document combinations):
Document type (choose one) Important considerations
Proof of common residence from within the last two months (such as a copy of last month’s utility bill)
PLUS
a copy of your certificate/card of state-registered domestic partnership or legal union.
For benefit changes taking effect before 1/1/2020:

  • If within two years of state-registered domestic partnership, or establishment of a legal union as defined in statute, only the certificate/card of state-registered domestic partnership or legal union is required.
Proof of financial interdependency from within the last two months (such as last month’s shared bank statement)
PLUS
a copy of your certificate/card of state-registered domestic partnership or legal union.
Before uploading the document to Workday, be sure to cover up/hide any financial information it may contain.
Valid J-1, J-2, or H4 visa issued by the U.S. Government.

*Note: Domestic partnerships outside of Washington State require HCA approval, which may result in additional enrollment processing time.

When enrolling a child/children as a dependent(s), you will need to upload one of the following documents (or, where indicated, document combinations) in Workday:

Document type (choose one) Important considerations
A copy of your recent year’s federal tax return which lists your child’s/children’s name(s). This is usually the first page of your Form 1040.
  • Only the first page of the 1040 is necessary to upload.
  • Before uploading the document to Workday, be sure to cover up/hide any financial information (such as account numbers, wage amounts, etc.) it may contain.
  • If enrolling more than one child, and your tax return lists all of their names, you only need to upload one copy of the document.
  • If simultaneously enrolling a child/children and your spouse as dependents, and your tax return lists all of their names, you only need to upload one copy of the document.
A copy of each child’s birth certificate, showing the name of the parent who is the subscriber, the subscriber’s spouse, or the subscriber’s state-registered domestic partner.
  • The “filing receipt” for the birth certificate is not considered valid verification documentation.
  • The birth certificate must contain the child’s full name as well as the parent(s)’ name(s).
  • If the dependent is your stepchild –
    In addition to the birth certificate, you must also upload verification documentation for your spouse, even if you’re not enrolling them in PEBB insurance coverage. This means you will need to also upload one of the documents listed in the Documents Needed To Enroll Your Spouse section, above.
  • If the dependent is your domestic partner’s child –
    In addition to the birth certificate, you will also need to upload:

    • a completed Declaration of Tax Status form
      -AND-
    • one of the documents listed in the Documents Needed To Enroll Your State-Registered Domestic Partner or Legal Union Partner section, above.
A copy of each child’s hospital certificate with the child’s footprints on it, showing the name of the parent who is the subscriber, the subscriber’s spouse, or the subscriber’s state-registered domestic partner.
  • The hospital certificate must contain the child’s full name as well as the parent(s)’ name(s).
  • If the dependent is your stepchild –
    In addition to the hospital certificate, you must also upload verification documentation for your spouse, even if you’re not enrolling them in PEBB insurance coverage. This means you will need to also upload one of the documents listed in the Documents Needed To Enroll Your Spouse section, above.
  • If the dependent is your domestic partner’s child –
    In addition to the hospital certificate, you will also need to upload:

    • a completed Declaration of Tax Status form
      -AND-
    • one of the documents listed in the Documents Needed To Enroll Your State-Registered Domestic Partner or Legal Union Partner section, above.
A copy of each child’s birth verification letter sent by the hospital. The birth verification letter must contain the child’s full name as well as the parent(s)’ name(s).
A copy of each child’s certificate or decree of adoption.
A copy of each child’s court-ordered parenting plan.
A copy of each child’s National Medical Support Notice.
Defense Enrollment Eligibility Reporting System (DEERS) registration.
Valid J-2 visa issued by U.S. Government.

To enroll an extended dependent child:

Visit the Newly Eligible Extended Dependent section of the Life Events page for details.

To enroll a disabled child above age 26

Visit the Newly Eligible Disabled Dependent section of the Life Events page for details.

Definitions

Qualified Dependent
All dependents being enrolled in a PEBB medical or dental plan must meet the Washington State Health Care Authority’s (HCA’s) definition of a qualified dependent.

Relationship Types
Dependent relationships are defined in the table below; see WAC 182-12-260 for additional details.

Relationship Definition
Spouse Includes your legal spouse, or your tax-qualified State-Registered Domestic Partner
Child(ren) Includes your biological or adopted child(ren), tax-qualified
Stepchild(ren) Includes your Spouse’s or tax-qualified State-Registered Domestic Partner’s child(ren) that you have not legally adopted
Partner Your non-tax qualified State Registered Domestic Partner (Partner)
Partner’s Child(ren) The non-tax qualified child(ren) of your State Registered Domestic Partner
State-Registered Domestic Partner Defined in RCW 26.60.020(1) and substantially equivalent legal unions from other jurisdictions as defined in RCW 26.60.090. Tax-Qualified vs. Non-tax qualified state-registered domestic partner/children is determined from Internal Revenue Code IRC Section 152, as modified by IRC Section 105(b). The Internal Revenue Service (IRS) provides assistance at www.irs.gov.
Extended Dependent Defined by the HCA in the Extended Dependent Certification form.
Disabled Dependent Defined by the HCA in the Certification of a Child with a Disability form.

Information on this page is adapted for UW employees from the HCA’s Dependent Verification page. The HCA is the final arbiter in matters related to dependent verification.

Questions?

Understanding what qualifies as valid dependent verification can be confusing. If, after reviewing this page, you still have questions, please feel free to contact the ISC for assistance - we're here to help!