Initial Setup and Renewal Process

HRA Types Reference Guide

A guide to the different types of HRAs and what you need to know about them.

Written by Taylor Byas
Updated 4 weeks ago

Getting Started on your Order

Learn about our new guidance panel feature and how it will help guide you through your order.

Written by Taylor Byas
Updated 2 weeks ago

What is the Ameriflex Card Swipe Guarantee?

Learn about our new complementary feature offered to all Ameriflex FSA and HRA customers.

Written by Taylor Byas
Updated 2 weeks 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 1 year 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 1 year ago

Submitting a Request by Email or the Ameriflex Support Portal

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

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Written by Lucy Tran
Updated 1 year ago
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Setting Up An HSA

Completing an HSA Bulk Transfer

Instead of requiring individual forms, you can transfer all of your employees' HSA funds at once with a bulk transfer.

Written by Taylor Byas
Updated 2 weeks ago
Written by Rachael Seida
Updated 1 year ago
Written by Aimee Reynard
Updated 2 years ago
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Account Management

Set up and Use Multi-factor Authentication

How to set up and use multi-factor authentication (MFA) to securely log into the employer portal or participant portal.

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Written by Lucy Tran
Updated 7 months ago

Portal Based Enrollment Method

The Portal Based enrollment method will allow you to view, update, and submit all elections from the prior plan year for an easy renewal experience. 

Written by Michele Lombardo
Updated 10 months ago
Written by Michele Lombardo
Updated 1 year ago
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Troubleshooting

Written by Aimee Reynard
Updated 3 months ago
Written by Rachael Seida
Updated 2 years ago

Miscellaneous

Written by Aimee Reynard
Updated 1 year ago
Written by Rachael Seida
Updated 1 year ago
Written by Aimee Reynard
Updated 1 year 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 3 months 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 3 weeks ago
Written by Michele Lombardo
Updated 1 year 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 1 year ago
Written by Michele Lombardo
Updated 1 year ago
Written by Michele Lombardo
Updated 3 months ago

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).  

Written by Michele Lombardo
Updated 1 year ago