Steps
- Log into your account
- Click Participants on the left side of the screen
- Find the participant and click their name
- Click accounts located on the left side of the screen
- Click on the drop down arrow for whichever plan you want to update then click the three dots to edit
- For FSA, LPFSA, DCA or CRA: here is where you can update the annual and perpay. The date of the first payroll will be when the midyear change will take effect. For HRA: here is where you can update the effective date, coverage tier and if it needs to be prorated.
- Click save when completed