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Midyear election changes

Written by Aimee Reynard
Updated 6 months ago

Steps

  1. Log into your account
  2. Click Participants on the left side of the screen
  3. Find the participant and click their name
  4. Click accounts located on the left side of the screen
  5. Click on the drop down arrow for whichever plan you want to update then click the three dots to edit
  6. 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.
  7. Click save when completed
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