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Terminate a Participant

How a Plan Administrator can terminate a participant through the portal.
Written by Rachael Seida
Updated 2 days ago

It’s recommended to regularly review your participant list in the Employer Portal to ensure only active employees remain enrolled. Keeping this list up to date helps prevent incorrect billing and ensures accurate plan administration each month.

Note [for HSA Participants]: If a participant wishes not to contribute to the plan any longer, but is still an active employee with the group, they should remain active on the plan as long as they are still HSA eligible. They should only be terminated from the plan if they are no longer HSA eligible or if they have separated from employment. This will prevent issues if, and when, they wish to contribute to the plan again. 

Guided Video Tutorial

Step-by-Step Instructions

Complete the following steps to terminate an employee:

1. Login to the Ameriflex Employer Portal

2. Click the Participants tab on the left-hand side of the screen.

3. Locate and select the participant you want to terminate.

Note: The screenshot in this step includes a test name. The list of names is sorted by [last name, first name]. 

4. Click the three vertical dots (⋮) in the top-right corner.

5. Select Terminate Participant from the dropdown options. 

6. Enter the termination date and any other required information.

7. Click Save to complete the termination. 

Need help or have questions? Reach out to your Client Relationship Team or contact us at anytime—we’re happy to assist!

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