Managing your HRA (Health Reimbursement Arrangement) plan effectively involves understanding how to troubleshoot login issues, cancel plans, and navigate effective dates for seamless coverage transitions.
Log in to access your settings For detailed cancellation options, navigate to the "Settings > Plan & Billing" section in your admin portal.
Check your email inbox for an invitation to the HRA hub.
Ensure you click the link in the invitation email to activate your access.
If you haven’t received an invitation, contact your employer to confirm that the invitations have been sent.
You can cancel the HRA anytime in your admin portal settings. Click into the 'Plan & Billing' tab and select cancel plan. For a step-by-step guide: Log in to your admin portal, navigate to "Settings > Plan & Billing," select "Cancel Plan," and choose the last day of the month for termination.
You can cancel the HRA anytime in your admin portal settings. Click into the 'Plan & Billing' tab and select cancel plan. If you are unable to access your account but need to cancel your HRA plan, you can submit a cancellation request using the designated form. When completing the form:
Select the last day of the month you wish to cancel.
The subscription will be canceled effective on the selected date.
The effective date of your HRA plan is crucial for ensuring seamless coverage. For example, if your HRA plan starts in August, you can select a plan during that month for coverage beginning in September. This is particularly useful in scenarios where your employer’s current medical plan ends on August 31st, allowing for a smooth transition to new coverage starting in September.
Please note, Take Command does not offer the option to pause an HRA account or subscription. If a pause is needed, the only alternative is to cancel and reactivate the account as necessary.
Important Notes Before Cancellation: Ensure you download any necessary reports before the cancellation is finalized. Take Command will still provide required tax documents even after cancellation.
To cancel your subscription, follow these steps:
Admin Login: Log in as the organization’s account administrator to the Take Command portal.
Navigate to the Plan & Billing Tab: Locate the cancellation option under the 'Plan & Billing' section in your admin portal settings.
Set the Cancellation Date: Choose the exact cancellation date, with the recommendation of setting it for the last day of a month to align with billing cycles.
Provide Feedback: Optionally, add any cancellation comments or feedback during this process.
Confirmation: Submit your request and await a confirmation email, which may include materials like templates for notifying employees if needed. The confirmation email is typically sent on the same day you submit your cancellation request or by the next business day. Additionally, it may include important documents such as a payroll report, if relevant, or templates for notifying employees about the changes.
You can cancel the HRA anytime in your admin portal settings. Click into the 'Plan & Billing' tab and select cancel plan. There is no required notice period for cancellations. For example, you can select the last day of a month in the admin portal as your plan’s end date, and access will continue through that day. Your subscription ends after that date.
Simply navigate to the 'Plan & Billing' tab in your admin portal and select 'Cancel Plan' to initiate the cancellation process.
If you want your subscription to end at the conclusion of your current term, such as by December 31, 2026, you must complete a non-renewal form. This ensures that your subscription will not carry over into the next plan year. Access the designated cancellation form, select the last day of the month for termination, and submit it to finalize the process.
Submitting a Non-Renewal Request
If you want your subscription to end at the conclusion of your current term, such as by December 31, 2026, you must complete a non-renewal form. This ensures that your subscription will not carry over into the next plan year.
Filling Out the Form: The designated non-renewal form is the required method to submit your request. Once the form has been submitted, your subscription is set to end on the specified date, such as the end of your term. No further action will be required.
Preventing Automatic Renewal: If you do not see an option to cancel your plan through other means, submitting this form is the primary step to ensure non-renewal. Once completed, your plan will terminate at the end-of-term date, preventing it from renewing into the next year.
Clarification on Renewal Emails
A common misunderstanding arises from renewal emails. It’s important to note that:
These emails are reminders of regular monthly billing for your Take Command platform and do not signify automatic renewals for the next plan year.
Additionally, employers should directly communicate any service termination details with their employees, as Take Command does not manage this notification. Employee insurance plans are not automatically canceled when you cancel your HRA subscription. Employees can continue their coverage by paying the carrier directly or cancel their plans by contacting the carrier.
Important Notes:
Employees can submit claims for eligible expenses incurred before the service termination date within a 90-day window. This ensures adequate time for reimbursements and avoids missing deadlines.
Flexibility to cancel plans anytime without prior notice
Detailed instructions available for non-renewal to ensure complete control over plan transitions.
Employees can also submit claims for eligible expenses incurred before the service termination date within a 90-day window, ensuring adequate time for reimbursements.
If your employees have active coverage, their insurance plans will continue unaffected after a QSEHRA cancellation. Employees may keep their plan by paying premiums directly to the insurance carrier or cancel the coverage by reaching out to the insurer directly.
Furthermore, end-of-year tax documentation will be provided to employers, ensuring compliance and support for reporting needs. This documentation will be sent even if your cancellation is finalized before end of year, ensuring you have all necessary materials for year-end reporting.
The Take Command subscription will cancel the last day of the month you chose, and you will have access until then. Please be sure to download any reports before the cancellation is complete.
Additionally, ensure that any pending reimbursements are submitted before selecting the cancellation date to avoid missing deadlines.
We will still send any necessary end of year documentation for tax reporting purposes
For reactivating your QSEHRA account in the future, please contact the Take Command support team directly via email or phone. They will provide the necessary details and guidance to reinstate your account.