This page outlines the best practices for: ACH and Credit/Debit Card Management and Remittance The flexibility of Summit Premium Billing allows participants to make ACH and credit/debit cards via the Participant Portal and mobile app. The following are suggested best practices for managing ACH and card payment remittances and communications. Remit to Entity – Remit … Read More >>
The Process Approvals section allows the user to view, approve, or reject various processes that require manual approval. These include Contributions, Document Fulfillment, Election Changes,Employer / Participant Notes, Events,Imported Files, Missing Information, Partner Messages, Premium Auto-Drafts, Online Enrollments, Reimbursements, Remittances, Returns and Unapplied Receipts. * Required fields appear in Red To access Process Approvals, Process Approvals … Read More >>
The Process Approvals | Remittances interface allows users to approve or decline Remittances, Fees, or Refunds that require manual approval. Remittances, Fees, or Refunds processed through the Manual Remittance Schedule or On-Demand Remittance/On Demand Participant Refund will appear in the Process Approvals | Remittances UI. Items processed through the Automatic Remittance Schedule will not appear in this interface. * Required fields appear in Red To access Remittances: When the user selects Remittances as … Read More >>