Uploading Legal and Account Documents via the Website
To upload legal and account documents via the website, complete the following steps:
1. Sign in to viabenefitsaccounts.com
2. On the Home page, select Document Manager.
3. Select Legal and Account Documents from the Document Manager drop-down list.
4. Select Upload on the Legal and Account Documents page.
5. Select Legal or Account Document.
Note: Select Supporting Document for a Reimbursement if you’d like to submit a reimbursement request.
If you have Expenses Needing Attention, you’re given the opportunity to Upload Supporting Documentation.
6. You’ll get a warning message stating to Upload Legal or Account Documents Only. Select Continue.
Note: Reimbursements requested here will be denied.
7. Select the Document Type from the drop-down list. Refer to the document type list to the right.
8. Select Upload Document.
File Upload Requirements:
Accepted file formats: PDF, GIF, JPG, JPEG, TIF, TIFF, BMP, and PNG
Maximum file size: 5 MB per file
If your document exceeds 5 MB, please split it into smaller files before uploading.
For example, a 20-page document can be uploaded as two separate files of 10 pages each.
9. Upload your file. You can either drag and drop your file or browse for it.
Select Browse For File(s) to open your computer’s file explorer. Choose the document you want to upload.
Note: If the document format isn't acceptable or the file upload size is above the maximum, you'll get an error message.
10. Select Submit.
11. You’ll see a success screen that provides an option to upload another document or to go back to the Dashboard.
12. You can see your uploaded documents on the Legal and Account Documents page under Uploaded.
Column Headings:
Image: Image you uploaded. You may not be able to view the image.
File Name: Name of the file you uploaded
Document Type: Document type you chose for the file. For example, Legal Document or Direct Deposit Form.
Note: We may change this if the wrong document type was selected.
Date Uploaded: Date you uploaded the file
Date Reviewed: Date we reviewed the document
Status: Either In Process or Reviewed. In Process indicates we have received the document, and have not yet reviewed it. You can't view documents in an In Process status.
Mailed/Faxed Tab
Documents that have been mailed or faxed cannot be viewed here. We recommend uploading your documents for full access.
Column Headings:
Image: Image that you mailed, faxed, or emailed to Via Benefits. You may not be able to view the image.
Document Type: Document Type selected by Via Benefits
Date Received: Date the materials were received
Date Reviewed: Date that we reviewed the document
Status: Either In Process or Reviewed. In Process appears until the document that was sent has been reviewed. You can't view documents in an In Process status.
13. You’ll be notified once your document has been received. Depending on your notification preferences, you’ll get an email or a push notification on the mobile app.