Forms - Broker

Upload Carrier Forms into the BerniePortal Forms area and map “tokens” to them that will populate Employee info so that forms can be completed digitally when Employees complete their election process.


FAQ: How do I add/create a new carrier form?



Forms Menu

A list of your existing Forms appears in the Forms Library.


Options to import an existing Form or add a new one are available in the top right corner.


Hovering over the Actions Gear next to a Form gives the options to View/Edit, Rename, Clone, or Delete.


Clicking on the Forms name will also take you directly to the View/Edit Form page.




Return to Broker Benefit help

 RSS of this page