Plan Administrators
Initial Setup and Renewal Process
How to Process a Flex Renewal from Start to Finish
As a Plan Administrator, you can easily process your renewal for the upcoming year through the Ameriflex Employer portal. Follow the steps below to complete your renewal.
Support Portal
Ameriflex Support Portal
What is it? Why are we Using it?
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.
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
Running an HSA Account Report for Ameriflex HSA Direct Deposit Purposes
Generating an HSA Account Report and to access and view all account numbers through the report for Ameriflex HSA direct deposit purposes.
Accessing HSA Reports
Plan Administrators can access and download two reports related to their HSA plan using the Ameriflex Employer Portal. The two reports are the HSA Funding Report and the HSA Account Report.
Account Management
Pulling Admin Invoices via the Ameriflex Client Portal
Do you want easy access to your monthly Admin invoices? Great news, Admin invoices and Admin Invoice Detail Reports are now available for download via the Ameriflex Client Portal.
Pulling a Transaction Report
As a Plan Administrator, or Outside Plan Administrator (OPR), you can easily pull a report to show transactions for each participant versus having to go into each individual account by following the steps below.
Troubleshooting
Miscellaneous
Explanation of Terminated Employee
Do you have participants asking you about their accounts after they terminate employment? As the plan administrator, here is what you will want to know about this process.
Additional articles
How to submit HRA/DED claims and activation forms
This article illustrates the process the participant will follow to activate their health reimbursement arrangement (HRA).
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.