Payment Methods

Use Payment Methods to add or update the bank account (ACH) information BerniePortal uses to debit or credit your employer for BerniePortal billing and related remittances.

When Consolidated Billing is on, Upcoming Bill shows Add Missing Payment Methods if Autopay payment methods are missing. That link opens this screen. See Understanding Consolidated Billing and Upcoming Bill.

Who this is for

Employers and Global Admins can manage Payment Methods.

To add or update bank account information:

Open Account from the account menu. For steps, see How to Access Your Account from the Account Menu
Select Payment Methods in the left menu
Select the tab for the payment type you need. Depending on which billing options are active for your employer, tabs can include BerniePortal, BerniePortal Subscription, COBRA/Pre-Tax Fees, COBRA Remittance, Carriers, and Pre-Tax Funding Account
Under BANK ACCOUNT INFORMATION, enter Account Holder Name, Banking Institution, Routing Number, and Account Number
Select Save

If your employer uses BerniePortal COBRA services and both the COBRA/Pre-Tax Fees and COBRA Remittance tabs appear, enter bank account information on each tab.

Other options on a tab

On some tabs, Preferred Payment Method? appears with ACH and Credit Card. Select the option you want, complete the matching fields, and save
On COBRA Remittance, choose Receive via ACH or Receive via Paper Check. For paper check, enter Employer Address, Employer City, state, and Zip Code, then select Save