How do I add or remove Members on my Plan?

Exciting news! You can now request changes to your Plan in your new Plan Centre.

We’re continuing to work on features in the Plan Centre but administrators now have the power to manage the Members on their own Plan.

No pesky forms, and you don’t need to send your requests by email. Activations and deactivations are quick and easy and immediate!

Just a note - activating new Members online doesn't capture all the necessary info for all Plans, quite yet (that's coming!), but administrators can definitely activate and deactivate Members and view Plan details online. If we're missing any info 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, we simply need instructions by email from the registered 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.

We'll then get to work on the changes, and will send a confirmation your way once the changes are complete.

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

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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