Import Benefit Forms your broker has created so you can attach them to plans. After employees confirm elections, BerniePortal fills those forms with election data.
Who can import forms
Employers with Benefits enabled can import forms. Brokers (including agencies, general agencies, and service team members) and Global Admins can also import forms.
To import a form
- Go to Benefits → Forms.
- Select Import form in the top right of Benefit Forms.
- In the Import Form dialog, check the form(s) you want, then select ADD.
Imported forms appear in the list with a red asterisk and the footnote * Imported form.
If no forms are available, the dialog shows There are no forms available for import. Forms become available after your assigned broker creates them.
To remove an imported form
- Go to Benefits → Forms.
- Under Actions for the form, select Delete.
You cannot delete a form that is attached to a plan—remove it from the plan first. Deleting an imported form removes the import only; the broker’s original form is unchanged.