Group Enrollment Instructions and Templates
This page includes enrollment forms, 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 Enrollment Upload Formatting Instructions .pdf | This guide can help you fill out the FSA electronic enrollment spreadsheet |
| FSA Enrollment Upload Template.xls | Use this spreadsheet to enroll members in an FSA or update their information |
| HRA Enrollment Upload Formatting Instructions.pdf | This document provides file upload specifications for electronically enrolling members in an HRA. |
| HRA Enrollment Upload Template.xlsx | Use this spreadsheet to upload an HRA enrollment file |
| HSA Enrollment Upload Formatting Instructions.pdf | This guide can help you fill out the HSA electronic enrollment spreadsheet. |
| HSA Enrollment Upload Template.xlsx | Use this spreadsheet to upload an HSA enrollment file. |
| VEBA Enrollment Upload Formatting Instructions.pdf | This document provides file upload specifications for electronically enrolling members in a VEBA. |
| VEBA Enrollment Upload Template.xlsx | Use this spreadsheet to upload a VEBA enrollment file. |