Complete the following steps to terminate a single account:
1. Use your credentials to log into the Ameriflex Client Portal
2. Select the Participants tab located to the left of the page.
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A new page appears.
3. Select an individual participant from the list.
The selected individual's demographics loads.
4. Select Accounts tab to the left of the page.
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5. Locate the desired account that you are wanting to terminate.
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6. Select the drop-down arrow of the account on the right of the page.
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7. Hover over and click on the ellipses to the right of the page.
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A drop-down list appears.
8. Select Terminate.
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The Terminate TRN window appears.
9. Enter Termination Date and include any Additional Information in regards to the account termination reason.
10. Click Save.
You successfully terminated a single account.
