How do I add or remove Members on my Plan?

Online in our new Plan Centre, or via email - your choice!

We recently launched our brand new Plan Centre for Plan Sponsors and Admins. We’re continuing to work on features in the Plan Centre, but Admins now have the power to manage the Members on their own Plan online.

No pesky forms, and no need to send your requests by email. Activations and deactivations are quick and easy and immediate!

If we do notice we're missing any info for new Members activated online for your particular Plan type, don't worry - we'll send you a quick email to nab that from you!

Not sure how to access your Plan Centre? Just let us know, we'd be happy to coach you through it. 

If you prefer good ole' fashioned email to add or remove Members, you can still send those requests to hello@blendable.ca, with a wee bit of additional information!

To add or remove Members via email, we simply need instructions by email from the registered email address we have on file for the Plan (i.e. the Plan Admin, the Plan Sponsor, or the Advisor on the Plan). The email acts as a 'digital signature' to authorize the changes.

Here's the information we need for activating or deactivating Members by email:

Activating new Members

HSA only Plans:

Effective date:
Member name:
Member email address:
Net HSA contributions:
Classification:

Plans that include Peace of Mind Benefits or Travel:

Effective date:
Member name:
Member email address:
Net HSA contributions:
Classification:
Member date of birth:
Family Status (i.e. Family or Single):
Hire Date (for Peace of Mind Benefits):
Salary (for Peace of Mind Benefits):
Occupation (for Peace of Mind Benefits):

 Deactivating Members

Member name:
Effective date:
Reason for deactivation (i.e. termination):

If you have any additional instructions, just include those in your email too!

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