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Takeover Template Guide

Written by Aimee Reynard
Updated 2 weeks ago
TEMPLATE HEADER EXPLANATION
Company ID AMF code.
Not sure what your AMFCODE is? Either log in to your Ameriflex account (you'll see your AMF code at the top left-hand corner of your screen) or contact your Client Account Manager. 
Employee Number Social Security Number, 9 digits, no dashes or spaces.
Example: 123456789
FirstName First Name Only
LastName Last Name Only
MiddleInitial Middle Initial Only, no period necessary.
Department Division or location code. If you don’t have a department, leave this section blank.
Benefit Code

Three letter code for the Plan.


Examples:
    Health Reimbursement Account = HRA
    Flexible Spending Account = FSA
    Dependent Day Care Account = DCA Transit= TRN
    Parking = PKG 

TotalDisbursementAmount Include the dollar amount of claims to offset the member’s balance. Do not include a $ symbol.
Plan Year Start MM/DD/YYYY
Plan Year End MM/DD/YYYY

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