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Unenroll members from a benefit plan

Learn how to unenroll individuals from Commuter, DC-FSAs, FSAs, HRAs, LP-FSAs, and LSAs (like Remote Work)

Josh Hostetler avatar
Written by Josh Hostetler
Updated this week

Here's how to unenroll members from a benefit plan on our platform for commuter benefits, dependent-care flexible spending accounts (DC-FSAs), flexible spending accounts (FSAs), health reimbursement arrangements (HRAs), limited-purpose flexible spending accounts (LP-FSAs), and lifestyle spending accounts (LSAs) like a remote work benefit.

Language Note

Individuals who are part of an organization are referred to as members. You may also know members as account holders, consumers, employees, or participants

How to unenroll a member from a benefit plan

Note for Partner Administrators

Choose the appropriate organization from the Organizations tab before following the steps below.

There are several ways to unenroll members from their benefit plans. Here are our recommendations based on your needs.

Individual unenrollment: Best for managing one member

  • Select the Members tab to choose the desired individual.

  • Choose the appropriate benefit plan tab for that member.

  • Select Benefit Details from the top right-side menu.

  • Select Unenroll from Benefit.

  • Confirm your work by selecting Unenroll.

Organization view: Best for managing multiple members across different benefits

  • Select the Benefits tab.

  • Select the Unenroll Benefits option from the appropriate individual's dropdown menu.

  • Choose the appropriate benefits for unenrollment.

  • Confirm your work by selecting Unenroll.

Benefit plan view: Best for working within a specific benefit plan

  • Select Benefits.

  • Choose the appropriate benefit plan for unenrollment.

  • Select the Unenroll Benefits option from the appropriate individual's dropdown menu.

  • Confirm your work by selecting Unenroll.

Unenrollment is immediate

At this time, unenrolling a member is applied immediately. Please do not use the unenrollment feature unless you want the changes to go into effect immediately.

Understanding enrollment statuses

Status Name

Definition

Pending Enrollment

Enrollment is scheduled to occur on the enrollment start date

Enrolled

Actively enrolled in the benefit.

Extension Period

Unenrollment is scheduled, but member may incur expenses and use their remaining balance. (DC-FSA, FSA, LP-FSA)

Run-Out Period

Unenrollment is scheduled, but member may file claims for expenses incurred during the plan year. (DC-FSA, FSA, LP-FSA)

Unenrolled

Unenrolled and can no longer incur expenses or file claims. (All)

Extension and run-out period note

If an unenrolled member has a benefit plan with a extension period or run-out period, they will immediately move into those periods. After the period(s) has passed, their status will update to Unenrolled.

Example

Jenna has an FSA with an extension period of 30 days. After her admin unenrolls her from the FSA, she moves into her extension period with 30 days to incur expenses before she is unenrolled.

Unenrolled note

Unenrolled is shown for all members with a past enrollment end date and an extension period and run-out period that has passed (if applicable).

For this reason, the unenrolled status will be displayed for both members unenrolled:

  • By admins through the unenrollment feature

  • Through expiring benefit plans as originally scheduled.

Note on plan end dates

Individuals enrolled in a benefit plan scheduled to expire (plan end date, extension period date, run-out date) will automatically be withdrawn from these benefits on these dates. It is not necessary to use the unenrollment feature for these reasons.

Common reasons for unenrollment

Here are some common reasons to unenroll an individual.

  • Employment status update (e.g., termination or resignation)

  • Eligibility update (e.g., full-time to part-time)

  • Plan management change (e.g., organizations switching benefit providers)

  • Qualifying life event (e.g., new family member)

  • Administrative updates (e.g., enrollment error corrections)

Eligible benefits for unenrollment through the Health Wallet Manager

At this time, organization administrators and partner administrators can unenroll individual members from the following benefit plans:

  • Commuter benefits

  • Dependent-care flexible spending accounts (DC-FSAs)

  • Flexible spending accounts (FSAs)

  • Health reimbursement arrangements (HRAs)

  • Health rewards programs

  • Limited-purpose flexible spending accounts (LP-FSAs)

  • Lifestyle spending accounts (LSAs), which include office stipend programs and remote work benefits

HSAs ineligible for unenrollment through the Health Wallet Manager

At this time, administrators cannot unenroll individuals from health savings accounts (HSAs).

Contact support

If you need to unenroll members from an HSA, please get in touch with Support to make changes.

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