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Upload the pre-populated enrollment spreadsheet

Written by Aimee Reynard
Updated 2 months ago


  1. Login here  
  2. On the right hand side under Action Items, click Upload Your Enrollment File
  3. Download spreadsheet
  4. Review and add new elections
  5. Upload completed spreadsheet
Note: If the spreadsheet has missing elements when it’s loaded, you will be asked to complete the missing fields and re-upload. If you need assistance, email the spreadsheet to your Client Success Specialist.
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