Initial Setup and Renewal Process

Written by Aimee Reynard
Updated 3 months ago
Written by Aimee Reynard
Updated 1 year ago
Written by Aimee Reynard
Updated 1 year ago
See all articles (22) Hide articles

Support Portal

Submitting a Request by Email or the Ameriflex Support Portal

How to submit a request via email or the Support Portal.

LT
Written by Lucy Tran
Updated 3 months ago
LT
Written by Lucy Tran
Updated 6 months ago
Written by Aimee Reynard
Updated 7 months ago
See all articles (7) Hide articles

Setting Up An HSA

The CIP Process

What is the CIP Process for HSA accounts and what is required of the participants?

Written by Rachael Seida
Updated 7 months ago
Written by Rachael Seida
Updated 1 year ago
Written by Aimee Reynard
Updated 7 months ago
See all articles (19) Hide articles

Account Management

Change the Broker of Record

Request Broker Change information in the portal.

Written by Rachael Seida
Updated 2 months ago

Add/change bank accounts

Learn how to update your banking account

Written by Rachael Seida
Updated 1 year ago
D
Written by Dawson
Updated 7 months ago
See all articles (34) Hide articles

Troubleshooting

Written by Rachael Seida
Updated 1 year ago
Written by Aimee Reynard
Updated 9 months ago

Miscellaneous

Written by Aimee Reynard
Updated 3 months ago
Written by Michele Lombardo
Updated 5 months ago
Written by Aimee Reynard
Updated 8 months ago
See all articles (8) Hide articles

Additional articles

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).  

Written by Michele Lombardo
Updated 7 months ago
Written by Michele Lombardo
Updated 7 months ago
Written by Michele Lombardo
Updated 7 months ago
Written by Michele Lombardo
Updated 7 months ago

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.

Written by Michele Lombardo
Updated 7 months ago