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.

Written by Taylor Byas
Updated 2 months ago
Written by Taylor Byas
Updated 10 months ago

Enter COBRA Age Banded Plans and Rates

Step-by-step instructions on how to set up your Age Banded COBRA plans and rates.

Written by Taylor Byas
Updated 1 year ago
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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.

Written by Aimee Reynard
Updated 2 years ago

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.

Written by Aimee Reynard
Updated 2 years ago

Submitting a Request by Email or the Ameriflex Support Portal

How to submit a request via email or the Support Portal.

LT
Written by Lucy Tran
Updated 2 years ago
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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.

Written by Taylor Byas
Updated 1 year ago
Written by Rachael Seida
Updated 4 weeks ago
Written by Aimee Reynard
Updated 10 months ago
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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.

Written by Taylor Byas
Updated 1 month ago

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.

Written by Taylor Byas
Updated 1 month ago

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.

Written by Taylor Byas
Updated 1 month ago
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Troubleshooting

Written by Aimee Reynard
Updated 8 months ago
Written by Rachael Seida
Updated 4 years ago

Miscellaneous

Written by Aimee Reynard
Updated 2 years ago
Written by Rachael Seida
Updated 2 years ago
Written by Aimee Reynard
Updated 2 years ago
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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.

Updated 1 year ago

How to View and Upload Documents to Employer Docs

Learn how to submit documents directly into our portal for extra security.

Written by Michele Lombardo
Updated 1 year ago
Written by Michele Lombardo
Updated 2 years ago

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.

Written by Michele Lombardo
Updated 2 years ago
Written by Michele Lombardo
Updated 2 years ago
Written by Michele Lombardo
Updated 1 year ago

How to submit HRA/DED claims

This article illustrates the process the participant will follow to activate their health reimbursement arrangement (HRA).  

Written by Michele Lombardo
Updated 6 months ago