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 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 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. |