Uploading Legal and Account Documents via the Website
To upload legal and account documents via the website, complete the following steps:
2. Select View Accounts on the Home page.
3. On the Request Reimbursement and Manage Funds tab, select Visit the Reimbursement Center.
4. Select Legal and Account Documents from the Document Manager drop-down list.
5. Select Upload on the Legal and Account Documents page.
6. 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.
7. You will get a warning message stating to Upload Legal or Account Documents Only. Select continue.
Note: Reimbursements requested here will be denied.
8. Select the Document Type from the drop-down list. Refer to the document types list to the right.
9. Select Upload Document.
Note: The acceptable file formats are PDF, GIF, JPG, TIF, TIFF, JPEG, BMP, and PMG. The maximum upload file size is 5 MB.
10. Upload your file. You can either drag and drop your file or browse for it.
If you select Browse For File(s), you'll be taken to your folder(s) on your PC to choose a document to upload. Select the file.
Note: If the document format isn't acceptable or the file upload size is above the maximum, you'll get an error message.
11. Select Submit.
12. You will see a success screen that provides an option to upload another document or to go back to the Dashboard.
13. 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.
Documents you have mailed or faxed to us are displayed on the Mailed/Faxed tab. Emailed documents may appear here based on your former employer.
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 are 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.
14. You will get notified your document has been received. Depending on your notification preferences, you will get an email or a push notification on the mobile app.