Introduction:
This guide provides steps to terminate an employee from various benefit plans (HSA, HRA, LSA, FSA, MTA, or Commuter Account) using an automated file feed. It outlines the process and key details required for each plan termination.
Question(s):
- How do I terminate an employee from their HSA using a file feed?
- How do I terminate an employee from their HRA using a file feed?
- How do I terminate an employee from their LSA using a file feed?
- How do I terminate an employee from their FSA using a file feed?
- How do I terminate an employee from their MTA using a file feed?
- How do I terminate an employee from their Commuter Account using a file feed?
Answer:
To terminate an employee's benefit plan (HSA, HRA, LSA, FSA, MTA, or Commuter Account) via an automated file feed, ensure that the termination is recorded in your HRIS system. The termination will be processed when the next file is received. Follow specific file format requirements for each plan.
Steps
Health Savings Account (HSA):
- Ensure that the plan termination is set in your HRIS system.
- Submit the next automated file to Lively.
- The file should include a plan_term action, the user's SSN+DOB or UUID, plan name, and terminationDate.
- If a termination date is not provided, the plan will terminate when the file is processed.
- For an in-depth file guide, go to the "Upload Files" tab in the Employer Dashboard and download the Enrollment File guide.
Health Reimbursement Arrangement (HRA):
- Confirm the HRA plan termination in your HRIS system.
- HRA plans will also auto-terminate at the end of the plan year if no future HRA plan is selected.
- Submit the next file containing the plan_term action, user's SSN+DOB or UUID, plan name, planStartDate, planEndDate, and terminationDate.
- If no termination date is provided, the plan will terminate once the file is processed.
- Refer to the "Upload Files" tab in the Employer Dashboard to access the Enrollment File guide.
Lifestyle Spending Account (LSA):
- Ensure that the LSA plan termination is recorded in your HRIS system.
- LSA plans will auto-terminate at the end of the plan year if the user is not enrolled in a future LSA plan.
- Submit the next file with the plan_term action, user's SSN+DOB or UUID, plan name, planStartDate, planEndDate, and terminationDate.
- If the termination date is not included, the plan will terminate after the file is processed.
- Download the Enrollment File guide from the "Upload Files" tab in the Employer Dashboard for more details.
Flexible Spending Account (FSA):
- Confirm the FSA plan termination in your HRIS system.
- FSA plans will auto-terminate at the end of the plan year if no future FSA plan is selected.
- Submit the next file with the plan_term action, the user's SSN+DOB or UUID, plan name, planStartDate, planEndDate, and terminationDate.
- If no termination date is included, the plan will terminate when the file is processed.
- For more details, access the Enrollment File guide from the "Upload Files" tab in the Employer Dashboard.
Mass Transit Account (MTA):
- Ensure that the MTA plan termination is entered in your HRIS system.
- MTA plans will auto-terminate at the end of the plan year if the employee isn't enrolled in the following year's plan.
- Submit the next file with the plan_term action, including the user's SSN+DOB or UUID, plan name, planStartDate, planEndDate, and terminationDate.
- If the termination date is missing, the plan will terminate when the file is processed.
- Download the Enrollment File guide from the "Upload Files" tab in the Employer Dashboard.
Commuter Accounts:
- Set the commuter plan termination in your HRIS system.
- Submit the next file that includes the plan_term action, user's SSN+DOB or UUID, plan name, and terminationDate.
- If no termination date is included, the plan will terminate after the file is processed.
- Navigate to the "Upload Files" tab in the Employer Dashboard to access the Enrollment File guide for further instructions.
Common Issues/Troubleshooting:
- If the termination doesn't process, ensure the plan_term action is correctly formatted.
- Double-check the employee's SSN+DOB or UUID for accuracy.
- Make sure that the HRIS system records the termination properly before the file is sent.