eflexHSA Renewal Pathway

Follow these steps below to complete your Renewal:

Step 1: Review Employee Renewal Materials:

Step 2: Choose Your Desired Renewal Option:

      Option 1: Paper Renewal

  • Step 1 - Hand out Enrollment Forms. Enrollees need to enter their elections for the plan  year, whether their current election amount is changing or not. If you have new employees  enrolling in the eflexHSA for the first time, please make sure they review the  Custodial Agreement prior to enrollment (included in the Enrollment Kit). 
  • Step 3 - Upload Your Completed Spreadsheet to our Secure Site. (instructions below)
      Option 2: Online Renewal
  • Step 1 - Download the Online Renewal Set-Up Spreadsheet. To set up the online renewal portal for employees, we need updated demographic information for all employees who are renewing or enrolling for the first time. Please remember to include your desired Online Renewal Start and  End Date.
  • Step 2 - Upload Your Completed Spreadsheet to our Secure Site (instructions below). Once we receive your  completed spreadsheet, we will work as fast as possible to get online renewal set up for your desired start date. If there is a problem, your Account Administrator will contact you to establish a new date. Generally, we need at least 5 business days to set up the online  renewal platform.

Step 3: Sit Back and Relax. We'll take it from there.


How to Upload Files to our Secure Site. Whether you are submitting the Renewal Spreadsheet or the Online Renewal Set-Up Spreadsheet, please follow the instructions below:

  •  Save the files to a local folder on your computer
  • Contact for instructions and access to our secure upload site. Please include the following information in your request (all fields must be entered):
    • Company Name
    • Your Name
    • Email address
    • Date you will need access (access granted for 5 days)
  • You will receive an automated response with upload instructions usually within 1 business day of your request.  NOTE: You may upload all documents, including Direct Deposit Forms (and copies of voided checks) to our secure site. Your files will be encrypted automatically to ensure the safest and speediest transmission.

"Every time I call with questions all reps are quick to answer and make me feel at ease!"

Maria Almanza
SCI Companies