Plan Administrators
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.
Getting Started on your Order
Learn about our new guidance panel feature and how it will help guide you through your order.
What is the Ameriflex Card Swipe Guarantee?
Learn about our new complementary feature offered to all Ameriflex FSA and HRA customers.
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
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.
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.
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.
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 and activation forms
This article illustrates the process the participant will follow to activate their health reimbursement arrangement (HRA).