Registering a - Centenary College of Louisiana

Registering a

New Employee Account

STEP 1

To register your account in the

Summit Portal you will need

your welcome notice that you

received from your third party

administrator either as an

email, or regular mail.

From this notice, you will

need your Employer ID and

Participant ID1.

If you received an email, the

simplest way to get started is to

click the link in the email2,

which will take you to your

registration page. If you received

a letter or have your portal

information, enter the address

into your browser. When the

page opens, Click the register

button.

STEP 2

Enter your Employer ID found

in the welcome notice. Select

whether you are an existing

participant or a new enrollee.

Enter your Participant ID, and

click Next.

2

1

STEP 3

On this page, you create your user

profile. Required fields are written

in red. Create a User ID that is at

least 8 characters long. Next, create

a password that is 8 ¨C 25 characters

long. For security, use a mixture of

upper and lower case letters, numbers,

and special characters. Re-type your

password.

a. To personalize your portal, you

may upload a photo, but it is

optional. Image should be a jpeg,

gif, or png that is 100px by 100px.

b. Enter home, work, and mobile

numbers, and verify that the email

is correct.

c. Next, choose security questions

and type your answers. Provide a

pass phrase, which is similar to a

password, but instead of being a

jumble of letters and numbers, it is

a phrase.

d. Choose an image and click next.

e. Review your information. If you

need to make any changes, click edit

at the bottom of the screen.

Once your information is correct,

click Finish.

You are now registered in Summit. If you have questions, please contact your

benefits representative.

claims@

(516) 599-2120



v.051820

Updating

Your Employee Profile

STEP 1

1

Log in to your account*

to update your personal

information, including your

profile, dependents, and bank

account information.

Click on your user name,

picture, or arrow1 at the top of

the screen.

* Your home page and accounts may look different from what you see here, but the

information will be in the same places.

STEP 2

In the top section, you can

update your user information,

including your name, photo,

phone numbers, and security

information.

Click Show next to any of the

sections you would like to edit.

In the address section, you can

verify or change your address.

Dependents and Banking

Information Updates

Click the Dependents section to add

or edit your dependent information.

The fields in red are required. If the

dependent has a different address than

the participant, uncheck the box that

says ¡°same as participant address¡± and

fill in the information. If they do have

the same address, you may leave it

checked. If necessary, select the plans

that the dependent should be linked to,

and whether or not to issue a card, if

that is an option.

Please note that if your dependent is not

already enrolled in the benefit, you will

need to contact your human resources

director or plan administrator to enroll

your dependent. Read the dependent

disclaimer, Click the box to show you

have read it, then click Submit.

To add your banking information,

click show next to banking details.

Select your bank name, or select other

to add your bank. Enter or select

the bank¡¯s routing number, enter

your account number, and select the

account type. If this is your main bank

account, you can click the make default

check box so that this will automatically

be the bank account used for any future

reimbursements2.

2

STEP 3

Select your authentication image.

Click Save.

Your personal information is now updated. If you have questions, please contact

your benefits representative.

claims@

(516) 599-2120



v.051820

Checking Your

Balance and Transactions

STEP 1

Log in to your account to check the

balance of your accounts, and to view

your debit card transactions*.

3

a. In the left column, you see the

various accounts you have elected to

participate in through your employer.

Your available balance is the number

listed to the right1. In this example the

participant has $900 available in her

FSA account, and $2,800 available in

her HRA account. Click on the account

type, to see how much has been

spent so far this plan year, and how

much you elected2.

b. On the right side of the screen is

where you¡¯ll find any alerts that

you need to know3. Examples of

the information you would find here

are claims denials, or a request for a

receipt.

1

2

* Your home page and accounts may look different from what you see here, but

the information will be in the same places.

STEP 2

Below the alerts, you will find Recent

Transactions and Pending/Unpaid

Transactions. Click View All to see a

Transaction History.

Continued next page.

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