The Carrier Forms report downloads a single PDF package of completed carrier forms for employees in the subgroups you select. Choose one form from Available forms; BerniePortal includes each employee's most recent completed copy of that form. To download forms for one employee instead, see Personnel File Tab - Employee Profile. To import and attach carrier forms to plans, see Forms - Benefits.
To generate:
- As an Employer with Benefits (or a Feature Admin with Benefits access), select Reports in the top navigation.
- Select Standard.
- Select Carrier Forms.
- Under Subgroups, select the subgroups to include.
- Under Available forms, select the form to include.
- In Send Report To, enter or confirm the email address that should receive the report.
- Select Generate & send.
BerniePortal emails that address a link to download the report.