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 Virtual Pay Feature (Plan Administrators and Brokers)
The Virtual Pay option allows participants to provide account information to their carrier so the carrier can charge their ICHRA account monthly. Plan Administrators and Outside Plan Representatives can access the required account numbers to assist the participant in getting Virtual Pay set up.
Submit a Transaction Reversal Request
Did your employee's funds come out of the wrong plan or plan year? Do you need to reverse a transaction? In this article, we will walk you through how to handle a transaction that was applied to the wrong plan or wrong plan year.
What is Intellect?
Here you will find a summary of Intellect and how it works in conjunction with Ameriflex.
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).