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 4 months ago
Written by Taylor Byas
Updated 7 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 11 months 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 11 months ago
Written by Rachael Seida
Updated 2 years ago
Written by Aimee Reynard
Updated 7 months ago
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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.

Written by Taylor Byas
Updated 4 days ago

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.

Written by Taylor Byas
Updated 2 weeks ago

What is Intellect?

Here you will find a summary of Intellect and how it works in conjunction with Ameriflex.

Written by Taylor Byas
Updated 4 days ago
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Troubleshooting

Written by Aimee Reynard
Updated 5 months ago
Written by Rachael Seida
Updated 3 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 3 months ago