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Upload the pre-populated enrollment spreadsheet

Written by Aimee Reynard
Updated 2 months ago

Steps:

  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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