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How to download your monthly premium invoice in PDF or CSV/Excel
How to download your monthly premium invoice in PDF or CSV/Excel

Retrieving your monthly benefits invoice

Yafa Sakkejha avatar
Written by Yafa Sakkejha
Updated over a week ago

Looking for your latest benefits invoice? Here's how to retrieve it using the new Beneplan client platform.

1. Log in to your account, mouse over to the 'Reports' tab on the top navigation pane. Click on Reports.

2. Find the invoice, called Beneplan Billing Report Master Month End - both a CSV (Excel) and PDF option will be available. Click on that title.

3. On the right hand side, there is an icon with an arrow pointing down. That is the icon to download the invoice. Go ahead and click on download.

That's it! If you have any requests to have your billing broken down by division, class, cost centre or other filters, please tell your benefits advisor, or contact the Beneplan team at service@beneplan.ca or call 1-800-387-1670.

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