- EDI: Advise EDI vendor to send enrollments at least one month prior to the start of the new plan year. A Client Success Specialist will reach out to discuss in further detail.
- Online Enrollment: A Client Success Specialist will send you a pre-populated enrollment spreadsheet. Once the spreadsheet is finalized, Ameriflex will give you access to the online enrollment system. A Client Success Specialist will reach out to discuss in further detail.
Note: Online enrollment can only capture FSA, LPFSA, DCA, PKG, and/or TRN. If you’d like to use Online Enrollment but also offer HSA and/or HRA, contact your Client Success Specialist.
