Consumer Tip Sheet: First-time and Recurring Payment Set up

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FINAL – November 4, 2014 pg. 1

Consumer Tip Sheet: First-time and Recurring Payment Set up

Background:

The following instructions outline how to make a Qualified Health Plan premium payment for the first time as well as how to set up monthly recurring payments through Washington Healthplanfinder. More than 20,000 Qualified Health Plan customers have set up recurring payments through the Auto Pay feature in Washington Healthplanfinder.

HOW TO MAKE A FIRST TIME PAYMENT THROUGH WASHINGTON HEALTHPLANFINDER: 3 STEPS

To complete your enrollment in Healthplanfinder you must make a first-time health insurance payment. If you are not automatically directed to the payment screens, you can start this process by clicking “Make a Payment” under My Household Coverage in your Washington Healthplanfinder account. Then you will need to complete the three steps below.

Step 1: Choose your payment option

On the “Review Payment Details” screen you will select one of four options:

 E-Check (electronic check)

 Credit/Debit Card

 Money Order/Paper Check

 Payment to health insurance company directly

After selecting your payment option, select “Proceed” to continue.

If you choose to pay by E-Check or Credit/Debit Card, you will automatically be directed to Key Bank Screens to complete Step 2 and Step 3 below. Once you have completed an initial payment, you will then have the option to set up monthly recurring payments through Washington Healthplanfinder.

If you choose to pay by Money Order/Paper Check or to pay your health insurance company directly, you will need to follow separate on screen directions to complete the payment process.

Step 2: Enter, Review, and Confirm payment information.

Follow on screen directions to enter, review, and confirm your E-Check or Credit/Debit Card information. All customers should receive on-screen confirmation that their payment has been submitted. If you do not see an on-screen

confirmation, your payment has not been submitted. Print the on-screen confirmation for your records.

Tip: Customers who enter an email address on the payment screen will receive an electronic confirmation that the first payment was received. Save this confirmation for your records.

Once you have reviewed the final confirmation page please select “Confirm”. (See figure 1)

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Figure 1: Enter Payment Information and Confirm

Step 3: Return to Healthplanfinder. After you select “Continue” from the final confirmation page you will then need to select the “Return to Healthplanfinder” link in order to complete the payment process. (See figure 2)

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Figure 2: Return to Healthplanfinder

If you successfully complete the three steps above, you should receive a payment receipt from Washington

Healthplanfinder after your payment is processed. This will be sent through the USPS mail or email depending on the notification preference you selected. A copy of this receipt will also be available in the Message Center of your Washington Healthplanfinder account. If you do not receive a copy of this payment receipt, or your payment records reflect a payment that has not been withdrawn, please contact customer support at 1-855-923-4633

or [email protected].

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SETTING UP AUTO PAY FOR RECURRING PAYMENT: 3 STEPS

All customers who have made their first payment through Healthplanfinder can also setup monthly automatic payments through Healthplanfinder by following the three steps below.

First, sign in to your Washington Healthplanfinder account.

Step 1: Add a Checking or Savings Account to make Monthly Automatic Payments From

After you sign in to your Washington Healthplanfinder account, you can begin to setup Auto Pay from your Account Dashboard by clicking on the “Billing & Payments” tab. From that tab, select the “Setup Auto Pay” link from the “Current Invoice” box, and then select “Click here to Add a Bank Account” from the Manage Payment Methods window. In this window, you can also modify your Auto Pay and manage your payment methods. (See figure 3)

Figure 3: How to Add a Bank Account

On the “Add a Bank Account” screen, you will need to enter payment information including your bank account number, Address, City and State. After selecting “Continue,” review your information. If any information needs to be edited, select “Update.”

To proceed from the “Manage Payment Methods” screen, select the “Set Up Auto Pay” link. (See figure 4)

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Figure 4: Set Up Auto Pay

Step 2: Enter, Review, and Confirm Auto Pay information.

After selecting the “Set Up Auto Pay” link, follow on screen directions to enter, review, and confirm your Auto Pay information.

All customers should receive an on-screen confirmation that their payments were successfully scheduled. If you do not see an on-screen confirmation, your payments have not been scheduled. Print the on-screen confirmation for your records.

Once you have reviewed the final confirmation page please select “Continue”. (See figure 5)

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Figure 5: Auto Pay Confirmation Screen

Step 3: Return to Healthplanfinder

Once you have reviewed the final confirmation page and select the “Continue” button, you will then need to select the

“Return to Healthplanfinder” link in order for Auto Pay to be complete. (See figure 6).

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Figure 6: Return to Healthplanfinder

If you successfully complete the three steps above, you should receive a payment receipt from Washington Healthplanfinder each month after your payment is processed. This will be sent through the USPS mail or email depending on the notification preference you selected. A copy of this receipt will also be available in the Message Center of your Washington Healthplanfinder account. If you do not receive a copy of this payment receipt or your bank records reflect payment has not been withdrawn, please contact Customer Support Center at 1-855-923-4633.

Auto Pay Cancellation:

You can cancel automatic payments at any time by accessing your Account Dashboard and clicking on the “Billing &

Payments” then select “Edit/Cancel Auto Pay.” You will then select the link the “Delete payment method.” Please note that if you want to cancel recurring payment, you will need to do so before the 23^rd of the month in order to avoid being charged for the month you are canceling.

Exchange Contact Information:

Please contact Customer Support Center at 1-855-923-4633 for additional help or questions. Interpreter services are available at no additional cost.