This page includes enrollment forms, instructions for uploading enrollment files, as well as Excel templates to get you started.
List of spreadsheet templates and instructions
|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 Formatting Instructions.pdf
|This document provides file upload specifications for electronically enrolling members in an HRA.
|HRA Enrollment Upload Template.xls
|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.