Takeover Template Guide

Written by Aimee Reynard
Updated 1 year ago
Company ID AMF code.
Not sure what your AMFCODE is? Either log in to your Ameriflex account (you'll see your AMF code at the top left-hand corner of your screen) or contact your Client Account Manager. 
Employee Number Social Security Number, 9 digits, no dashes or spaces.
Example: 123456789
FirstName First Name Only
LastName Last Name Only
MiddleInitial Middle Initial Only, no period necessary.
Department Division or location code. If you don’t have a department, leave this section blank.
Benefit Code

Three letter code for the Plan.

    Health Reimbursement Account = HRA
    Flexible Spending Account = FSA
    Dependent Day Care Account = DCA Transit= TRN
    Parking = PKG 

TotalDisbursementAmount Include the dollar amount of claims to offset the member’s balance. Do not include a $ symbol.
Plan Year Start MM/DD/YYYY
Plan Year End MM/DD/YYYY

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