Overview
To add unique amounts of funds to individual employee balances, Benepass needs to receive data in a specific format. This formatting helps ensure that the correct employee receives the correct amount in the correct benefit.
To process a transfer for an employee, their demographic data must first be sent to Benepass through the integration. Transfers cannot be completed until an account has been created for the employee in Benepass.
Pre-tax balance transfers
For pretax balance transfers, your previous custodian should be able to prepare this report for your team. Please request that the report be delivered from them at the effective end date of your plan year and share it with Benepass.
If your previous provider is not able to adhere to Benepass' formatting, we ask that your team adjusts the spreadsheet columns to reflect the formatting requirements.
In the event your previous provider requests a template, please provide them the linked one below.
Report requirements
What to expect
To process your request, Benepass will need to receive:
Employee identifying information (e.g. name, email, employee ID)
Specification of which benefit to add funds to
Amount to transfer
Template
Please upload data to Benepass using THESE STEPS following the format in the linked template below.