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This document defines Executor of Estate and describes how to assist an EOE.
Account Balance and Adjustments
Checking Particpant's Account Balance
Steps to View Balance Breakdown
Checking Rollover In and Rollover Out
Creating an SSC Record
How to create an SSC Record
Steps to create an SSC Record
Request Time Frames and Statuses
On the Dashboard, in the Funding Portal, selectHRAtab then selectActivitytab to view expenses.TheActivitypage lists the participant’s reimbursement requests and applicable details (e.g., request status).Select the...
This speed sheet illustrates how to add an authorized representative to a participant’s record.
This speed sheet provides instructions on how to properly warm transfer calls.
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