Skip to main content
Further Learning Site

Group Enrollment Instructions and Templates

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

File NameDescription
FSA Enrollment Upload Template.xlsUse this spreadsheet to enroll members in an FSA or update their information
FSA Enrollment Upload Formatting Instructions .pdfThis guide can help you fill out the FSA electronic enrollment spreadsheet
HRA Enrollment Upload Formatting Instructions.pdfThis document provides file upload specifications for electronically enrolling members in an HRA.
HRA Enrollment Upload Template.xlsxUse this spreadsheet to upload an HRA enrollment file
HSA Enrollment Upload Formatting Instructions.pdfThis guide can help you fill out the HSA electronic enrollment spreadsheet.
HSA Enrollment Upload Template.xlsxUse this spreadsheet to upload an HSA enrollment file.
VEBA Enrollment Upload Formatting Instructions.pdfThis document provides file upload specifications for electronically enrolling members in a VEBA.
VEBA Enrollment Upload Template.xlsxUse this spreadsheet to upload a VEBA enrollment file.
  • Was this article helpful?