Will members of a benefit plan receive a set amount of contributions monthly or semi-monthly? If so, you can use recurring contributions.
How to set up recurring contributions
Note for Partner Administrators
Select the desired organization from the Organizations tab before following the steps below.
Select the Benefits tab.
Choose the benefit plan you want to update.
Note: You can only set up recurring contributions for pending benefit plans.
Select Plan from the benefit side menus.
In the Funding Details section, scroll down to Automated Recurring Contributions and check the Yes box.
Enter your preferred contribution schedule and earliest contribution date.
Save your updates.
Only for Pending Benefits
You can only set up recurring benefits for Pending Benefits. You cannot set up recurring contributions for active benefits.
Amounts based on enrollment info
Amounts for recurring contributions are based on the information provided during benefit enrollment.
Contribution schedules
The Contribution Schedule determines the frequency of recurring contributions. Monthly contributions are made once a month, while semi-monthly contributions are made twice a month.
Earliest contribution date
The first set of recurring contributions will not be made before the earliest contribution date. Please select your date accordingly.
Only use one contribution method
For accuracy, please use only one contribution method. Do not set up automated recurring contributions with if you plan to:
Sync your payroll or
Upload contribution files
General Health FSAs and LP-FSAs
For compliance reasons, recurring contributions can not be set up for either general health flexible spending accounts (FSAs) or limited purpose flexible spending accounts (LP-FSAs).