Group Enrollment Instructions and Templates for Capital Blue Cross
This page includes instructions for uploading enrollment files, as well as Excel templates to get you started.
Overview
One feature of the Group Portal is the ability to add members to your plans in bulk. You can do this by filling out a spreadsheet with your members and uploading it to the Group Portal.
There are separate spreadsheets for HSAs, FSAs, HRAs, and VEBAs. Choose the product you want to enroll members into, find the spreadsheet from the list below, and enter the employee information into it.
To do this, log in to the Group Portal, go to the Add Members page, click Upload File, and enter your spreadsheet.
List of spreadsheet templates and instructions
| File Name | Description |
|---|---|
| FSA Electronic Enrollment Spreadsheet Template - Capital Blue Cross.xls | Fill out this spreadsheet to upload FSA enrollment information on the Group Portal. |
| Instructions for the Electronic Enrollment Spreadsheet - Capital Blue Cross.pdf | This sheet will help you fill out the enrollment spreadsheet for manual enrollment uploads on the Group Portal. |