Desktop Tutorial:

You'll receive an email from Simply Benefits with the subject "Welcome to Simply Benefits".

Click on the "Signup" button with the email.

Once you get to the enrollment screen, follow these steps:

Create Account

1. First, type in your desired password and then type it in again to confirm. Once completed, click the "Continue" button.

Details

2. Next, confirm your first name, last name, and gender.

3. Then, select your marital status.

4. Next, confirm your birth date.

5. Next, type in your phone number, and home address.

6. Then select your plan type. 

Note: Choose “solo” if you only want coverage for yourself. Choose “Duo” if you would like coverage for yourself and a qualified family member, and select “Family” if you would like coverage for yourself and multiple qualified family members.

7. Next, select if you would like to waive your Extended Health Care or Dental benefit for yourself and/or your dependents. 

Note: You can only waive coverage on your Simply Benefits plan if you or your dependents are presently covered for Extended Health Care and/or Dental Care benefits under another group contract. 

8. Once all your information is filled in and confirmed as correct, click the "Continue" button. 

Dependents

9. Next, select how many dependents you would like included in your plan, and then click the "Continue" button.

Note: If you selected solo coverage, select "0" and click the "Continue" button. Then, skip to step 13.

10. Begin adding in your dependent(s) information including first name, last name, email (recommended), gender, date of birth, and relationship to you. 

11. Next, if you have additional coverage through your spouse or common-law partner's plan, please enter in their plan information.

Note: If you need to add a dependent click the "+Add Dependent" button right above the "Continue" button. If you need to remove a dependent, click the "-" button next to "Dependent 1,2,3" etc. 

12. Once all your dependent information is filled in and confirmed as correct, click the "Continue" button. 

Beneficiaries

13. Next, select how many beneficiaries you would like included in your plan.

14. Then, select how many contingent beneficiaries you would like included in your plan, and once confirmed click the "Continue" button.

Note: Your beneficiaries are the individuals who will receive your benefits in the event of your death. Normally, it is a spouse but can also be children, family members, etc. Contingent beneficiaries are the individuals who will receive your benefits if both you, and all your beneficiaries pass away.

15. Next, begin adding in your beneficiary(ies) information including first name, last name, shares, beneficiary type, date of birth, and relationship to you.

Note: All shares must equal 100%.

Note: If you would like to add a beneficiary or contingent beneficiary click the "+Add Beneficiary" or "+Add Contingent Beneficiary" button right above the "Continue" button. If you need to remove a beneficiary, click the "-" button next to "Beneficiary 1,2,3" etc.

16. Once all your beneficiary information is filled in and confirmed as correct, click the "Continue" button. 

Trustee

Note: A Trustee is the person who will manage your benefits if you pass away, and at least one of your beneficiary(ies) is under the age of 18. If your beneficiary(ies) are all over 18, click the “Continue” button.

17. Select who will be your trustee, and add in their first name, last name, and relationship to you.

18. Once all your trustee information is filled in and confirmed as correct, click the "Continue" button.

Payment Selection (Optional)

Next, depending on whether your health plan has been setup to allow for Member-paid premiums via credit card or not, you may be put to a payment selection screen where you can enter Direct Debit (EFT) or Credit Card information.

• Direct Debit: Enter your banking information (also known as "direct deposit" information) on this screen. It's important that your details are accurate here so that reimbursements and withdrawals function correctly for you. (If your bank doesn't appear top be listed, go here.)
• Credit Card: Select Credit Card. You will be taken to our Stripe portal where you can enter all the relevant details including your credit card information. It will be securely sent to Stripe (our processing partner) and used for your premium withdrawals. Reimbursements will still be paid via Direct Debit and will be requested from you after you finish your enrollment.

Spending Accounts (Optional)

Next, if your health plan includes a Flex Health Spending Account (HSA) and a Lifestyle Spending Account (LSA), you can select how you want to allocate your annual maximum ($). You can divide the designated amount however you’d like between your Health and Lifestyle Spending account. 

Note: Your Health Spending Account is non-taxable, but your Lifestyle Spending Account is taxable and will count as income towards your taxes. Your HSA can be used for health services (drug, massage, dental), and your Lifestyle Account can be used on other health-related expenses that are approved by your employer. This could be gym memberships, workout clothing, etc. 

19. Once all spending account information is filled in and confirmed as correct, click the "Continue" button.

Confirmation

20. Finally, click the checkbox to acknowledge that you agree with the information provided.

21. Next, add in your name, e-signature, and date, then click the “Finish” button to enroll in your plan.

You’re all set up! 

Note: The video above represents the enrollment process for employees that have a Flex HSA and LSA. Not all plans will include this step. If your enrollment doesn't include this step, please skip past in the video.