Benefits Best Practices Checklist for Participants

If you are a plan participant, use this checklist to be sure you’re optimizing your benefits with us.

Have you set up your login to access your account online?

If you haven’t logged in before, use “New User?” on the web portal ( or mobile app to set up your account (once set up either place, you’ll use the same login for both app and portal). If you have logged in to the web portal or mobile app before but have forgotten your username and/or password, use Forgot Username or Password and follow the steps to have your login information reset.

Do you have the ProBenefits Mobile App?

The app is available for both Apple and Android devices, and gives you a quick way to check your balances and upload claim documentation on the go.

Is your email address correct in our system?

We send important alerts and reminders about your account by email, so it’s a good idea to make sure we have your current email address on file. Log on to your account on our web portal at to check. Bonus: While you’re there, you can also sign up for text alerts!

Have you signed up for Direct Deposit?

Most plans allow for reimbursement by direct deposit, which is much faster than waiting for a check. You can add or update your direct deposit information on the web portal ( or on the mobile app.

Are you keeping your receipts?

FSAs, HSAs, and HRAs all have documentation requirements for using those funds. Generally, documentation will need to show:
– the date of service,
– the services that were rendered,
– and the amount that you owe for those services after insurance and other discounts.
Learn more about documentation requirements here.

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