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Verifying Your Personal and Employment Information

To start your ICHRA journey, you will need to verify your information.

Watch this video to learn about signing the HIPAA agreement, verifying your information, and adding dependents. 


Sign HIPAA Agreement

When you first log in to benefitbay®, you will be prompted to sign the HIPAA Agreement. Signing this document gives benefitbay permission to securely access your information and help you enroll.

Once you’ve reviewed and Signed this document, you’ll be guided through a step-by-step enrollment process.

Verify Information

Click "Verify my information" to ensure your personal information is correct. It’s very important to verify your social security number, date of birth, and your residential address including your zip code and county. Please pay extra attention to confirm that your county is correct – this will effect the plans you are eligible for.

02 Enrollment next steps

You will have the opportunity to review and verify your personal contact information. f you need to make any changes, click "Update." 

04 Verify information

If you need to make any changes, click "Update." On the Update screen, you may be prompted to enter a personal phone number, if you do not have one stored in the platform. 

Add Family Members

This screen is also where you’ll add dependents. To add a dependent you’ll need their legal name, date of birth, Social Security number, and residential address if it is different from yours.

For more details about adding, removing, or editing dependents, read the dedicated article on the topic: How To Add Family. 

Confirm or Edit Address

The final step on this screen is to confirm or edit your residential address. Click "Update" to update the address in the platform. Click "Add a new address" to add a new address. 

06 Addresses

If you make updates to your address in benefitbay, we highly encourage you to make sure that you have updated your employer as well. 

Please pay extra attention to confirm that your zip code and county are correct.

You are ONLY eligible for plans available within your county of residence.

Congratulations! You have completed the first step of your ICHRA enrollment journey! 

 


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