Benefit End User Guide

This guide will show users how to submit the Benefit claims via the web(computer).

Steps  

How to submit a Benefit Claim.

Step 1: Log in to your account.  

Step 2: From the main menu, click on ben39.png .

Step 3: Click on ben40.png .

 

Part 1 – My Benefits 

This is where you can view all the available Benefits, including the Benefit Types with the balance amount, and the cap per claim and cap per year.   

mceclip3.png

Step 4: To submit a claim, click on   mceclip4.png .

A pop-up will appear. 

ben34.png

Step 5: Indicate the date of transaction. 

mceclip6.png

Step 6: Enter the claim amount.  

mceclip7.png

Step 7: You can add a description of the claim. 

mceclip8.png

Step 8: Upload the attachment here.  

mceclip9.png

NOTE: File in png, jpg, jpeg, and pdf format is accepted. Maximum of 5 files, 5mb per file. 

Step 9: Click on ben38.png .

You will then see this pop-up notification indicating that the claim has been successfully submitted.

ben37.png 

 

Part 2 - Benefit History 

This is where you can check the status of the Benefit claims you have submitted. 

ben24.png

Filter the year from the dropdown option to see the Benefit details. 

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a) Category - the Benefit category you have chosen

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b) Benefit Type - the Benefit type selected   

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c) Submitted on – date when Benefit claim was submitted  

ben30.png

d) Amount - amount of the submitted Benefit claim 

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e) Status  

Draft - Claim has not been submitted   

ben33.png

Submitted - Claim has been submitted for approval   

ben32.png

Approved - Claim has been approved   

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Rejected - Claim has been rejected

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f) Action 

Paperclip icon - view the attachment  

reject2.png

Pencil icon – edit claim (when in Draft status)

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Circle arrow icon - recall claim (when in Submitted status). Benefit status will change back to Draft when clicked

ben26.png

 

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