Enrollment information is required each plan year so you will need to complete and submit our Enrollment Spreadsheet during your plan year renewal.
- Login here
- Click on the Upload your Enrollments action item
- Click Download Enrollment Spreadsheet
- The spreadsheet is pre-populated with those actively enrolled. The third tab shows detailed directions on how to complete the spreadsheet
- Remove any participants/dependents who will not be actively contributing in the new year
- Add any new participants/dependents ensuring that all required fields are completed.
- Navigate back to your Ameriflex portal
- Click on Upload your Enrollment file to load the completed enrollment spreadsheet into your Ameriflex portal. Once uploaded, your Client Success Team will have your enrollments processed.
Note: If the spreadsheet has missing elements when it’s loaded, you will be asked to complete the missing fields and re-upload. If you need assistance, email the spreadsheet to your Client Success Specialist.