Setting Up Eligible ZIP Codes

To enter eligible locations by ZIP code, use the Eligible ZIP Codes form. Use this form only for benefit plans that are not set up to collect network information.

Note: To access the Eligible ZIP Codes form, select Eligible Zip Codes on the Actions menu in the Group Benefit Plans form.

Only employee home locations that match the ZIP codes entered on the plan are eligible for enrollment. If no ZIP codes are entered for the benefit plan, employees can enroll regardless of home location.

If the benefit plan is set up for networks (the Collect Network Information option in the Other Processing Parameters panel is selected) you must set up network ZIP codes in the Benefit Network Locations form; see Setting Benefit Network Locations.

Note: To quickly access the Eligible ZIP Codes import template, select Import Eligible ZIP Codes. You can use the Eligible ZIP Codes import template to import eligible ZIP codes for the client to reduce the amount of manual work required.

To enter eligible locations by ZIP code:

1. Open the Eligible ZIP Codes form.
2. Enter the ZIP Codes to attach to the benefit plan. The City and State displays.
3. Click Save.

Updating ZIP Codes

To attach ZIP codes to a benefit plan, you must first enter them at the system level.

If you enter a ZIP code that is not in the system, an error message displays. You can correct this by entering the ZIP code in the Zip Codes form. When the ZIP code record is in the system, you can then attach it to the benefit plan; see Setting Up Zip Codes for more information.