Did you make a mistake? Did a member change their mind? No worries! Here’s how you can update recurring contribution amounts.
How to update recurring contribution amounts
Note for Partner Administrators
Select the appropriate organization from the Organizations tab first before following the steps listed below.
Select the Benefits tab.
Select the appropriate benefit plan.
Select the Overflow Menu to the right of the appropriate member.
Select Edit Contributions.
Write the desired amount under New for either recurring employee deduction or recurring company contribution.
Select Save.
Select Close.
Updating automated, scheduled, and in-progress contributions
Here are some helpful reminders about updating contribution amounts for automated, scheduled, and in-progress contribution batches.
Timeline for automated contribution updates
Automated contribution amounts are updated and applied to the next contribution batch. The last date to update amounts for upcoming contributions is five (5) days before the pay date at 9:00 PM Central Time.
Updating in-progress contributions
You cannot update or cancel a contribution batch that is already in progress. Contact Support if you have any additional questions.
Updating scheduled contributions
Our system doesn't allow direct edits to scheduled contributions to avoid duplicate errors, so you must cancel and reschedule them.
Tip for updating scheduled contributions
Here's how:
Download the CSV for the scheduled contribution batch
Make updates to the Contributions spreadsheet
Cancel the original scheduled batch
Schedule a new batch with your updated CSV
Adjust recurring contribution amounts for future batches (if applicable)
Related articles on updating contribution amounts
Are you unsure if this is the right article for you? Here's a list of related articles on updating contribution amounts.
| FSA & LP-FSA Starting Balance | Initial Funding | Recurring Contributions |
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After Enrollment Start Date | (You are here.) |