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Eligibility File - Users

Updated

Why eligibility matters

SmartDollar is an employer-provided financial wellness benefit. To enroll, your information must be included in your company’s eligibility file.

Your company’s eligibility file tells SmartDollar which team members currently have access to the benefit. If your information isn’t included in that file yet, you won’t be able to complete enrollment.

Why you may not be listed as eligible

There are a few common reasons your information may not appear in your company’s eligibility file yet:

  • You recently joined the company.
  • Your company has a waiting period before new team members can access SmartDollar.
  • Your company hasn’t updated its eligibility file since you were hired.
  • You previously left the company and were rehired, but your information hasn’t been added back to the file yet.
  • Your HR or Benefits team will need to update your eligibility status before you can proceed.

What to do if you’re not listed as eligible

If you’re trying to enroll and are told you’re not eligible, your next step is to contact your HR or Benefits team.

  1. Reach out to your HR or Benefits team.
  2. Let them know you’re trying to enroll in SmartDollar.
  3. Ask them to confirm whether you’re included in the company’s SmartDollar eligibility file.
  4. If you’re not listed, ask them to add or update your information.
  5. Once your company updates the file and sends it to SmartDollar, you should be able to enroll.

How to enroll once you’re eligible

After your company updates your eligibility, you can enroll in SmartDollar.

  1. Go to this page.
  2. Enter your company keyword.
  3. Enter your Employee ID, if applicable.
  4. Enter your email address.
  5. Choose a secure password.
  6. Click Create Account.
  7. Verify your email address and agree to the Terms of Service.

Need more help?

The team is happy to help. Submit a request here.