Terminate Member Policies in Bulk

Terminate policies of the primary members and dependents in bulk in the middle of a contract.

1. From the Mid-Term Adjustments tab on the Account page, click Download Template.
2. Select Bulk Terminate Members, and then click Download.
3. Enter termination details of all the members you want to terminate in the .csv file.
4. Upload the .csv file, and then click Bulk Terminate Members.
5. To confirm the termination, click Terminate.
   
   A notification message appears stating that the termination process has been initiated.

   When you initiate the bulk termination process for another batch, both of the tasks run asynchronously.

   

• Error Handling for the Termination Process
  During the termination process, errors may occur during a CSV file upload or because of missing or inaccurate data processes by asynchronous enrollment job. Get notified when the termination is completed, and receive a list of errors if termination couldn't be completed.