Plan Administrators
Initial Setup and Renewal Process
New Group Enrollment Spreadsheet Process
The Enrollment Spreadsheet is an important part of your onboarding and renewal processes. This article explains how to correctly upload your spreadsheet.
Enter COBRA Age Banded Plans and Rates
Step-by-step instructions on how to set up your Age Banded COBRA plans and rates.
Support Portal
Signing Up and Creating a Password for the Ameriflex Support Portal
Sign up through email or the portal to create a password to complete registration to access the Ameriflex Support Portal. This article includes three ways to create a password.
Viewing and Managing Requests in the Ameriflex Support Portal
Check your request tickets by clicking on the link in the email notifications Ameriflex sends you or by logging into the Support Portal with your credentials.
Submitting a Request by Email or the Ameriflex Support Portal
How to submit a request via email or the Support Portal.
Setting Up An HSA
Health Savings Account (HSA) Bulk Transfer IN
Learn how to transfer all of your employees' Health Savings Account funds to Ameriflex all at once.
Account Management
ICHRA Attestation
To ensure compliance with the requirement that employees must have a qualifying form of individual health insurance, employees should complete attestation forms for enrollment and submit them to their employers to be kept on record. Debit Card Substantiation forms should also be completed by employees for debit card transactions and submitted to Ameriflex. This article details the form and how it helps your employees comply with federal attestation regulations.
Eligible Expenses for the ICHRA
An Individual Coverage Health Reimbursement Arrangement (ICHRA) allows you to reimburse employees for their health insurance rather than buying it for them. These plans give you different choices regarding what can be reimbursed under your ICHRA plan. Learn more about what expenses are eligible for your employees.
Set Up a Lifestyle Spending Account (LSA)
Learn what a Lifestyle Spending Account is, how the LSA can benefit your employees, and how to set one up.
Troubleshooting
Miscellaneous
Additional articles
How to navigate the midyear takeover process
If you would like Ameriflex to administer your run-out or grace period, the midyear takeover process is outlined below with a list of exactly what you will need to complete the implementation.
How to View and Upload Documents to Employer Docs
Learn how to submit documents directly into our portal for extra security.
Claims Process Flow
As your participants use their Flex accounts, it is important to understand the claims process. This article provides an overview of the process and additional resources/FAQs.
How to submit HRA/DED claims
This article illustrates the process the participant will follow to activate their health reimbursement arrangement (HRA).