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Run an AEI Status report

Below are the steps on how to generate and pull an Assistance Eligible Individual (AEI) Status Report for your COBRA members to see who was offered to elect or attest the COBRA subsidy.
Written by Aimee Reynard
Updated 3 months ago

Steps

  1. Login here
  2. Click on Imports & Reports drop down
  3. Click Standard Reports
  4. Choose Report Type QB AEI 2021 Report
  5. In the Report Settings, you have the option to hide or display the members social security numbers.  The default option is to display them on your report so if you wish to hide them, select “Mask SSN on report
  6. Enter the email address where the notification will be sent to once the report is generated
  7. Click Run Report
NOTE - Once you receive an email notification from JobQueue indicating that your report entry is complete, you can proceed with the below steps.

Steps to Retrieve your report:

  1. Click on Imports & Reports drop down
  2. Job Queue
  3. View Active Jobs Reports
  4. Select view in the download results for your requested report
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