Frequently Asked Questions: My Documents

If I send a document by mail/fax/in person, will it show in my Document History on the portal? Icon/UI/plus-circle

Only documents that are received through the member portal will appear in the Document History section of the member portal.

The documents I sent did not appear in the Document History section. How do I view what I sent? Icon/UI/plus-circle

Documents that are sent in through the member portal will appear in your Document History immediately.  If the document does not appear, try refreshing the page.

If I have more than one plan on my portal, do I need to specify which plan the submitted document is related to? Icon/UI/plus-circle

When a document is received through the member portal, our team will apply the document to each of the plans listed in the member’s name.  If the document applies to only one of the plans, it is recommended that the member specify which plan the document relates to in the Add An Optional Message section of the submission page.

I was asked to send the document to the attention of a specific person, can I still submit it through the portal? Icon/UI/plus-circle

If a document needs to be directed to a specific individual, when submitting the document in the portal, indicate the corresponding individual in the Add An Optional Message section of the submission page.

Can I submit more than one document type at a time? Icon/UI/plus-circle

Yes, more than one document type can be included in a submission.